The Warnick Group

What The Warnick Group does

The Warnick Group, operating as Rebecca Warnick CPA PLLC, is a boutique CPA firm headquartered in Henderson, Nevada, founded in 2013 by Rebecca Warnick, CPA. The firm provides tax strategy, planning, bookkeeping, and financial advisory services exclusively to rental store owners, with particular depth in event and party rental companies generating $1.5M+ in annual revenue. Its service offering is structured into three subscription tiers — Forsight ($4,990 annually for established stores seeking comprehensive strategy), Insight ($2,900/month for monthly performance reporting), and Hindsight ($1,795/quarter for quarterly backup support) — supplemented by a $347 one-time Financial Story Session and episodic $5,000 IRS Audit Defense engagements for S-Corp clients.

The firm's technology stack is composed of third-party SaaS rather than proprietary systems: RCReports for reasonable compensation analysis used to defend S-Corp clients against IRS scrutiny, Liscio for client document sharing and communication, and QuickBooks for bookkeeping. The reference case study involved a $17M-revenue S-Corp client defended successfully in an IRS audit. Distribution is entirely direct: a complimentary 30-minute consultation via Calendly, a custom package design by Rebecca Warnick, and ongoing retainer delivery, supported by a content marketing engine of free downloadable guides and podcast appearances targeted at the rental industry.

The business model is a mix of recurring subscription retainers and one-time professional service engagements, with a sales-led, consultation-based GTM motion and an asset-light, founder-delivered operating model. The firm employs approximately 4 people and serves about 50 core clients, with several relationships spanning 8+ years and growth primarily constrained by founder capacity. No external funding, parent company, or institutional ownership is disclosed.

Name

The Warnick Group

Legal name

Rebecca Warnick CPA PLLC

Website

https://thewarnickgroup.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

The Warnick Group is a boutique Henderson, Nevada-based CPA firm serving rental store and event rental companies with tax strategy, bookkeeping, and financial advisory services via three subscription tiers and one-time engagements.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Fee-Based Advisory (FSAEAAAM)

Keywords

• Rental store accounting
• Tax strategy services
• S-Corp tax planning
• Event rental accounting
• Bookkeeping services

Headquarters

HQ city

Henderson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Monthly Accounting Services: Three-tier subscription-based service model (Forsight $4,990, Insight $2,900, Hindsight $1,795) providing ongoing tax strategy, bookkeeping, and financial advisory for rental stores. Recurring monthly/annual revenue from retainer clients.
2. One-Time Consultations: Financial Story Session at $347 providing one-on-one financial analysis for equipment and event rental stores seeking clarity without long-term commitment.
3. IRS Audit Defense: Specialized reasonable compensation analysis service for S-Corp clients facing IRS scrutiny, charged at $5,000 per engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

The Warnick Group provides ongoing tax strategy, bookkeeping, and financial advisory services exclusively to rental stores (event and party rental companies). Core offerings are organized into three subscription tiers—Forsight ($4,990 annual), Insight ($2,900 monthly), and Hindsight ($1,795 quarterly)—for clients typically generating $1.5M+ in annual revenue. A one-time Financial Story Session ($347) is offered to prospects not ready for ongoing engagement.

Product overview

The Warnick Group is a boutique CPA firm offering a tiered suite of accounting, tax strategy, and financial advisory services specifically for rental stores (event and party rental companies). The core offerings are three named service tiers — Forsight ($4,990, for established stores seeking comprehensive strategy), Insight ($2,900/month, for monthly financial performance reporting), and Hindsight ($1,795/quarter, for quarterly backup support) — supplemented by a one-time Financial Story Session ($347). The firm also distributes four free downloadable resource guides (the $20k Hiding in Plain Sight Guide, 5 Financial Red Flags Guide, 5 Tax Tips guide, and 7 Ways to Increase Profit Margin Guide) primarily for lead generation and client education. All services are built for rental stores with $1.5M+ in revenue, with a niche specialization in party and event rental companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Forsight Comprehensive annual tax strategy, accounting, and financial advisory service priced at $4,990 for established rental stores with $1.5M+ in revenue that are seeking to take their business to the next level.
• Insight Monthly business performance reporting service priced at $2,900/month, providing event rental companies with clear insights into their monthly business performance in simple terms.
• Hindsight Quarterly backup support service priced at $1,795/quarter, offering event rental companies assistance on a quarterly basis for tax preparation and financial review.
• Financial Story Session One-on-one $347 session where Rebecca Warnick breaks down a client's numbers in plain English, showing what's working, what's leaking money, and where to improve profit and cash flow. Targeted at equipment and event rental stores wanting clarity without a long-term commitment.
• IRS Audit Defense Specialized reasonable compensation analysis service for S-Corp clients facing IRS scrutiny, charged at $5,000 per engagement. Uses RCReports to calculate defensible compensation figures for business owners and defend against IRS audits.

Quantifiable outcome

• Client saved over $10,000 in taxes in a single year
• +2 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• RCReportscoreTechnology or Integration · 1 January 2021RCReports is the #1 reasonable compensation analysis solution used by The Warnick Group for S-Corp clients. The Warnick Group uses RCReports to calculate defensible compensation figures for business owners and defend against IRS audits. The partnership was initiated when Rebecca learned about RCReports through Jason Watson, a Colorado-based accountant. Using RCReports, The Warnick Group successfully defended a client with $17M revenue against IRS audit scrutiny on reasonable compensation, resulting in IRS approval with no penalties.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Pilot.com: Back-office accounting, bookkeeping, and CFO services for SMBs on a monthly subscription. Comparable tech-augmented recurring model serving smaller businesses needing ongoing financial support.
• Bench: Tech-enabled SMB bookkeeping and accounting service combining software with dedicated bookkeepers — directly comparable subscription-style recurring service model for SMB owners, though without rental-industry specialization.
• Ignite Spot Accounting Services: Outsourced bookkeeping and accounting firm offering recurring monthly services to SMBs across multiple industries — comparable service tiering and recurring-revenue GTM.
• 1-800Accountant: Subscription-based accounting, bookkeeping, and tax service targeting SMBs across the US. Comparable recurring-revenue model and SMB advisory focus, though operates as a generalist rather than a vertical specialist.
• Jitasa: Outsourced bookkeeping and accounting firm focused on the rental property and property management vertical. Closest functional analogue to The Warnick Group's vertical-specialist CPA model, just in a different rental sub-vertical.

Emerging players

• Botkeeper: AI-augmented bookkeeping service combining machine learning with human accountants for SMB clients. Comparable subscription pricing and SMB target, but differentiates through automation rather than vertical expertise.

Broad incumbents

• BDO USA: Large national accounting and advisory firm serving SMB and mid-market clients including tax, advisory, and audit services. Represents the broad-incumbent option rental owners could choose instead of a boutique specialist.
• Intuit QuickBooks Live: Intuit's bundled bookkeeping and advisory service offering, leveraging the QuickBooks platform. Represents the broad incumbent version of recurring SMB accounting services — overlapping capability but no rental vertical focus.

Others

• Point of Rental Software: Rental industry vertical software provider serving equipment and event rental businesses. Adjacent rather than competitive — operates in the same rental vertical that Warnick serves but on the operational/software side rather than accounting.
• RCReports: Reasonable compensation analysis software and The Warnick Group's core technology partner. Included as an ecosystem/partner peer given the deep integration into Warnick's S-Corp and audit defense offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/RebeccaWarnickCPA
• LinkedInlinkedin.com/company/the-warnick-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 The Warnick Group