Quarterly Meeting Reminder Please Call to Schedule


Existing Clients, please remember to schedule your free one hour quarterly meeting.   This is a phenomenal benefit for our Bookkeeping Clients.  Quarterly meetings are vital in assuring that you successfully meet and retain your business goals and yearly projections.

RTW’s Quarterly Meetings are designed to provide the following:

  • A free 1 hour consultation at the end of each calendar Quarter
  • ensure that you and RTW are meeting the expectations of your working agreement.
  • assist you in organizing your bookkeeping and that they current and accurate
  • access your current financial status … P&L, are you on track to meet your yearend projections
  • see what you are doing right and what you can do better
  • allows you the opportunity to make the necessary adjustments during the year

The second quarter ends on June 30th.   You may begin calling now to schedule your meetings, which will start after July 15th.   This allows you ample time to review the first 6 months of your bookkeeping records before we meet. 

The free 1 hour quarterly meetings are for monthly Bookkeeping clients only, however, anyone can schedule a consultation meeting and new clients receive a 1 hour free. 

To schedule your Quarterly Meeting, please call (855) 205-8486 or email at us info@rtwxxact.com

In between these meetings, we are also available to answer your questions and concerns.

Robbie Terry-Washington, CPA MBA

Certified QuickBooks Pro-Advisor
RTW Xxact Enterprises, LLC – MBE Certified