Business Details
Your Trusted Accounting & Tax Partner in Charlotte
At RPT, we are dedicated to providing comprehensive accounting, tax advisory, and business consulting services tailored to the unique needs of our clients. With over 18 years of experience in accounting, tax, and finance, our team delivers personalized solutions that empower businesses and individuals to achieve their financial goals. Our client-centric approach prioritizes professionalism, responsiveness, and quality, ensuring long-term relationships built on trust and measurable results. We specialize in optimizing financial processes, minimizing tax liabilities, and offering strategic guidance to navigate complex financial landscapes.Our expertise spans industries, from Fortune 500 companies to small businesses, and we pride ourselves on delivering innovative, cost-effective solutions. By leveraging advanced technology and deep industry knowledge, we help clients streamline operations, enhance compliance, and focus on core business growth. Our commitment to excellence is reflected in our track record of satisfied clients and our dedication to continuous improvement in service delivery.
Services
Business Consulting
Tax Advisory
Accounting Services
Fractional CFO
Compliance Reporting
Highlights and features
- We offer 18+ years of expertise in accounting, tax, and finance across diverse industries.
- Our personalized approach ensures tailored solutions that align with client-specific goals.
- We deliver cost-effective strategies to streamline financial processes and reduce liabilities.
- Our team includes a licensed CPA with experience at Fortune 500 and small businesses.
- We prioritize responsiveness and quality, fostering long-term client trust and success.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- North Carolina Association of Certified Public Accountants (ncaCPA)
- Beta Alpha Psi
What people say
Extremely skilled
High integrity
Technically skilled
Deep expertise
Fantastic to work with
Services
Business Consulting
Our business consulting services help owners optimize financial processes and reduce operational constraints. We provide fractional CFO support to improve decision-making, cash management, and internal controls. Our expertise spans cost-center analysis and strategic planning for growth-focused organizations.
Tax Advisory
We offer comprehensive tax advisory services to minimize liabilities through strategic planning. Our approach includes income shifting, deduction maximization, and retirement plan contributions, tailored to individual and business client needs throughout the year.
Accounting Services
Our accounting services ensure accurate financial reporting through process optimization and software integration. We address inefficiencies in data processing to deliver reliable financial statements for compliance, budgeting, and strategic decision-making for small to mid-sized businesses.
Fractional CFO
Our fractional CFO service provides strategic financial guidance at a cost-effective rate. We help business owners focus on growth by managing cash flow, tax strategies, and internal controls while offering expert advisory support.
Compliance Reporting
We ensure accurate compliance reporting for tax filings, financial statements, and industry-specific requirements. Our services help clients meet regulatory obligations while maintaining data integrity and avoiding penalties through proactive planning and process improvements.
People
Robert P. Trautwein
Founder & CPA
Robert has 18+ years of experience in accounting, tax, and finance, including roles at PwC and consulting for Fortune 500 companies. He specializes in optimizing financial processes and tax strategies for businesses and individuals.
Questions
What services does RPT offer?
RPT provides business consulting, tax advisory, accounting services, fractional CFO support, and compliance reporting tailored to client needs.
How does RPT approach tax planning?
We create integrated tax strategies to minimize liabilities through income splitting, timing adjustments, and retirement plan contributions.
What industries does RPT serve?
We work with clients across industries, including Fortune 500 companies, small businesses, and startups in retail, healthcare, and entertainment.
Is RPT available for local clients?
We primarily serve Charlotte, NC, and surrounding areas, with remote support for accounting and tax services.
How does RPT ensure accurate financial reporting?
We evaluate and correct process inefficiencies in accounting systems to produce reliable, consistent financial reports for decision-making.
