RPT

What RPT does

RPT (Robert P. Trautwein CPA, PLLC) is a boutique accounting, tax, and business consulting practice founded in 2007 and headquartered in Charlotte, North Carolina. The firm operates as a Professional Limited Liability Company with a headcount of 1-10 employees, led by founder Robert P. Trautwein, a licensed CPA whose prior experience includes a Big Four firm (PwC). The practice is structured around three service lines: business consulting — including fractional CFO and Controller engagements — tax advisory covering both corporate and individual returns, and ongoing accounting services such as bookkeeping and financial reporting. Client industries referenced in the firm public material include nonprofits (United States Artists), consumer products (OPI Products), e-commerce startups (Shoedazzle.com), and small accessories businesses (HEX August Accessories), pointing to a Southeast-SMB and individual taxpayer focus.

The technology stack is deliberately narrow and industry-standard rather than proprietary: QuickBooks and other mainstream cloud accounting platforms for bookkeeping, a SmartVault-branded client portal for secure document exchange, and standard SaaS productivity tools for firm operations. There is no proprietary application, no public API, and no platform-style productized offering. Delivery is relationship-led, with engagements carried directly by the founder and a small support team operating against the firm's Charlotte, NC base while holding multi-state licensure (North Carolina and California) that allows cross-state work.

The revenue model is traditional professional services: hourly and project-based fees for tax, bookkeeping, and fractional CFO/Controller work, with no disclosed product, subscription, or transaction-based revenue line. Go-to-market is direct, driven by founder-led referrals, long-tenured client relationships, and a public website with newsletter and blog content. The firm has raised no external funding, executed no acquisitions, and announced no partnerships, consistent with its standalone boutique positioning.

Name

RPT

Legal name

RPT CPA, PLLC

Website

https://rptconsulting.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

RPT is a Charlotte, NC-based boutique CPA practice founded in 2007, offering fractional CFO/Controller consulting, tax advisory, and accounting services to small businesses, nonprofits, and individuals across the Southeast.

Ownership category

akta.pro rank

Product category

Accounting and Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Finance Services (6199)

akta.pro primary industry

Record-to-Report (R2R) Operations (End-to-End Accounting Ops, Statutory Pack Support) (BPAAAGAL)

Keywords

• Tax advisory services
• Accounting services
• Fractional CFO services
• Business consulting
• Financial reporting

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Business Consulting Services: Fractional CFO and Controller services providing financial management support, internal controls implementation, and strategic planning for business owners.
2. Tax Advisory Services: Tax preparation and advisory services for individuals, sole proprietors, and corporations including tax planning and strategy to minimize tax liability.
3. Accounting Services: Day-to-day accounting and financial statement reporting services, including data processing, financial statement preparation, and accounting function management for small businesses.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

RPT is a boutique CPA consulting practice that delivers Business Consulting (fractional CFO and Controller services, financial oversight, cash management, internal controls implementation, strategic planning), Tax Advisory (individual, sole proprietor, and corporate income tax preparation and year-round planning), and Accounting Services (day-to-day bookkeeping, data processing, and internal/external financial statement preparation). The firm serves small to mid-size business owners and individual clients in Charlotte NC and surrounding areas.

Product overview

RPT is a boutique consulting, tax, and accounting practice offering three integrated core services: Business Consulting (with fractional CFO/Controller capabilities), Tax Advisory, and Accounting Services. The firm positions itself as a comprehensive financial resource for small to mid-size businesses and individuals, combining these services to provide end-to-end financial management, tax optimization, and strategic planning support.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Consulting (Fractional CFO/Controller) Business consulting services providing financial oversight, cash management, internal controls implementation, and strategic planning support for small to mid-size business owners who need executive-level financial leadership without the cost of a full-time CFO or Controller.
• Tax Advisory Tax advisory services including income tax preparation for individuals, sole proprietors, and corporations, year-round tax planning and strategy, and ongoing tax position management to minimize tax liability and integrate tax impact into budgeting and treasury decisions.
• Accounting Services Day-to-day accounting and reporting services for small business owners, including internal and external financial statement preparation, data processing, and management of desktop and cloud-based accounting software platforms to ensure timely and accurate financial reporting.

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• CFO Hub: Fractional CFO services firm targeting SMBs and growth-stage companies. Closely matches RPT's fractional CFO/Controller business model and SMB customer profile.
• inDinero: Outsourced bookkeeping, tax, and CFO services for SMBs and growth-stage companies. Overlaps directly with RPT's bundled tax, accounting, and fractional CFO offering.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services for startups and SMBs. Directly competes with RPT's fractional accounting and CFO offerings via a software-first delivery model targeting a similar SMB customer segment.
• Bench Accounting: Subscription-based bookkeeping service for small businesses combining software with dedicated bookkeepers. Competes with RPT's day-to-day accounting and financial statement services at the small-business level.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 US accounting firm offering tax, audit, advisory, and outsourced accounting across all 50 states. Represents the scaled incumbent against which RPT's boutique offering must compete.
• BDO USA: Major US accounting and professional services firm with tax, advisory, and outsourced finance offerings. Overlaps with RPT's tax and CFO advisory services at the SMB and mid-market levels.

Emerging players

• Botkeeper: AI-powered bookkeeping platform paired with human accountants for SMBs. Competes in the same outsourced accounting category as RPT but with a more automation-heavy delivery model.

Regional players

• Cherry Bekaert: Mid-Atlantic and Southeast US accounting and advisory firm offering tax, audit, and CFO advisory services. Comparable regional CPA competitor with broader geographic reach than RPT.
• Diversified CPAs (Cherry Hill / regional CPA): Regional full-service CPA firm offering bookkeeping, tax, and CFO advisory to SMBs. Comparable boutique-to-mid-market CPA positioning in a different US geography.
• Bernard Robinson & Company: Charlotte NC-based CPA firm providing tax, audit, and consulting services to SMBs and individuals. Direct same-market competitor to RPT in the Charlotte geographic footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/rpt_consulting
• Facebookfacebook.com/rptrautwein
• LinkedInlinkedin.com/company/4810844

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RPT