RW Group is happy once again to participate in our local Adopt-A-Family program. For Thanksgiving, we donated a Giant gift card to help our adopted family enjoy their Thanksgiving meal. Next up is holiday gift shopping for Christmas!

Volunteering with the Girl Scouts

“Girl Scouts has helped many young women learn to be strong and independent, including my own daughters. That is why I enjoy volunteering with this organization. Sometimes I’m helping new troops to form and other times inviting them into the RW Group’s office (pre-pandemic!), to help them learn about budgeting. Always time well spent.”

~Rosalee Wortmann

Wings & Wheels

“I was honored to work alongside these dedicated volunteers as we planned and executed this year’s Wings & Wheels fundraiser. Supporting Wings for Success’ mission is a joy.” ~Rosalee Wortmann

#givingbacktothecommunity #empoweringwomen #wingsforsuccess

Get To Know The Team
— Meet Brian

What do you see as your role at RW Group?
My role at RW Group is to help the team in any way possible to provide our clients with the best service.

What kind of work do you enjoy most at RW Group?
My favorite form of work at RW Group is completing audits.

Why did you choose public accounting as a career?
I chose a career in public accounting because I believe it to be both challenging and rewarding.

What are your hobbies? What do you like to do when not at work?
My favorite ways to spend time when I’m not at work include spending time with family and friends as well as outdoor activities such as camping and kayaking. I also like to relax by watching all types of sports.

RW Group Gives Back

The Robert J. Gunterberg Charitable Foundation works to help communities in the Lancaster, PA, Cape Coral, FL and Chicago, IL areas. They provide grants and contributions to local charities as well as organizing their own events such as Backpacks for Kids, food distributions through out the year as well as toy drives around Christmas.

Our own Ryan Karli has volunteered with the foundation for many years and was at the most recent food distribution at Culliton Park in Lancaster City, PA. There, they gave out 300 boxes of food to families in the Lancaster County. Each box provided families with food to last a week.

Wings For Success' Wine with Wings

RW Group was happy to be a sponsor of this year's Wings For Success' Wine with Wings event. Wings for Success empowers women and girls in need to achieve career and economic stability through education, apparel and advocacy.

Adopt A Family

This year preparing for Adopt A Family was different from years past, just like everything else has been in 2020. Instead of staff happily shopping together at a local store, everything was ordered on line this year. Instead of staff getting together to gift wrap and enjoy lunch together, every present was wrapped by Rosalee in her office. Even our annual picture with Adopt A Family organizer the wonderful Luz Garzon was different – standing far apart with masks on.

But what remains the same is RW Group’s commitment to helping our neighbors in need. #ittakesavillage

Get To Know The Team
— Meet Rosalee

What do you see as your role at RW Group?
My role at RW Group is to support our accountants. I take care of everything that’s non accounting related so as to free up our accountants to be available to our clients.

What kind of work do you enjoy most at RW Group?
I really enjoy interacting with our clients whether it’s in our office or at expo booths.

Why did you choose public accounting as a career?
Well, actually I chose marketing. I enjoy the creative aspect that working at RW Group affords me.

What are your hobbies? What do you like to do when not at work?
I love to travel and spend time with my family. I also love cooking with my daughters. Plus, when I’m not working with RW Group, I’m selling Pampered Chef kitchen tools.

Thank You

Now that tax season is finally behind us and before we find ourselves caught up in the holiday rush, we wanted to take a moment to say thank you. Thank you for entrusting RW Group with your accounting needs. Your patronage is truly appreciated.

While our lives are looking a bit different these days, our commitment to serving our clients is still strong. Please feel free to reach out to us for a free business consultation and update on your business.

Get To Know The Team
— Meet Ryan

What do you see as your role at RW Group?
I see my role as assisting with audits, reviews, compilations and tax engagements.

What kind of work do you enjoy most at RW Group?
I really enjoy working on audits.

Why did you choose public accounting as a career?
I saw the potential for job security in public accounting after the 2008 recession.

What are your hobbies? What do you like to do when not at work?
I enjoy playing basketball and golf. I also like hiking and watching movies.

Get To Know The Team
— Meet Rich

What do you see as your role at RW Group?
I see my role as one of developing staff to maximize their career potential. And of course, providing reliable and high quality services to clients.

What kind of work do you enjoy most at RW Group?
I really enjoy strategic planning, client development, audit work and quality control.

Why did you choose public accounting as a career?
I found myself drawn to the clearness of the debits and credits. I thought of everything as black or white back then only to discover later in my career that there is an awful lot of grey!

What are your hobbies? What do you like to do when not at work?
I enjoy riding my motorcycle, woodwork, Legos and watching television.

Employee Virtual Town Hall with West Chester University

2020 is certainly forcing companies think ‘outside the box’. This month RW Group will be attending the first Employee Virtual Town Hall with West Chester University. Over the years, RW Group has hired many WCU students as both interns as well as graduates for full time employment upon graduation. We look forward to learning how WCU and RW Group can work together in the unique challenges that 2020 has presented to all of us.

RW Group is at the MJBizConNext Virtual Expo

RW Group is at the MJBizConNext virtual expo. Come check us out and chat with us. You can find us in the Software, Technology, Media, Staffing and Banking hall in the expo. We look forward to chatting with you!

RW Group is Available Online and by Phone

RW Group is doing its part to keep our staff and clients healthy. We look forward to the day we can meet with our clients in person. In the meantime, we are available to service our clients by phone, email and Zoom.

Marijuanna Business Conference & Expo 2019

RW Group is working the expo floor at MJBizCon. #MJBizCon

Local Brownies earn Money Manager badge

Article from the Southern Chester County News, November 7, 2019

Four Girl Scout Brownie troops from the Brandywine Valley Service Unit earned the Money Manager Badge at a local Kennett Square accounting firm. The second and third graders learned how to distinguish between their needs and their wants, how to shop smartly and how to encourage saving for the things they want. As a treat, the girls were given their own piggy banks to decorate and save for their goals. The Brandywine Valley Girl Scout Service Unit serves the Kennett Square and Unionville-Chadds Ford School Districts. For more information about Girl Scouts go to or contact for local information..

Kennett Rotaract raised funds for Mommy Sue's Children

RW Group's own Ryan Karli, a member of Kennett Rotaract, was on hand when Kennett Rotaract presented $3,800 to Mommy Sue's Children. The group raised funds throughout the year including a Paint and Wine night at Harvest Ridge Winery, to help an international organization along with local vocational scholarships to a Kennett High School Student.

Brownies Visit The RW Group Office

On October 26, 2019, RW Group hosted local 2nd and 3rd grade Brownies in our office. Staff accountants Shanice Lee-Graham and Sarah Graham led the girls in the requirements for the Brownie Try-It, Money Managers. After completing their workbooks, (and after having snack!) the girls decorated ceramic piggy banks which they then took home.

Community service is a big part of our corporate culture here at RW Group.

Family Promise of Southern Chester County

Everyone appreciates a nice thank you note. Here is one from Family Promise of Southern Chester County to our Office Manager, Rosalee Wortmann.

A core tenent at RW Group, is service to our community. Recently, Rosalee has become involved with Family Promise of Southern Chester County. Family Promise's overall mission is to help people work their way out of homelessness as well as to educate the public about this issue. There are many chapters around the country. Please reach out to your local chapter to see how you can help.

Tick Tock Early Learning Center's
2019 Annual Golf Classic

Rosalee Wortmann, RW Group's Office Manager, had a wonderful time at Tick Tock Early Learning Center's 2019 Annual Golf Classic. While she may not play golf, the evening's dinner was lots of fun with good food, good music and plenty of opportunities to donate to this wonderful school. Tick Tock provides high quality preschool to working families in need. Tick Tock relies on donations to fill the gap left after grants and funding. If you would like to contribute to this wonderful organization you can do so on their website at:

Welcome to the RW Group team

Please help us welcome the newest member of the RW Group team. Sarah, is a recent graduate from West Chester University where she majored in accounting and minored in both finance and white collar crime.

Sarah interned with us during the summer of 2018. We were so impressed with both her work and her work ethic, that we made her an offer of full time employment upon graduation.

Welcome to the team Sarah!

Marijuanna Business Conference & Expo

RW Group is headed to Las Vegas in December! Our firm is attending the Marijuanna Business Conference & Expo. Click here to find our booth location on the conference floor. Our booth number is #3830.

Will you be attending? If so, reach out to us ahead of time and schedule a private meeting with one of our accountants.

We'll be the ones with the green M&Ms!


Time for another round of, Where's Rich?

July has already been a busy travel month for Rich and it's not ending anytime soon!

The July 4th weekend found Rich, Rose and their grown children at Disney World. One of the family's favorite vacation destinations.

Rich was back in the office for a couple of days and then it was off to Chicago to attend the "On the Road" conference with IR Global. These conferences help Rich to bring back the latest changes and ideas affecting the accounting field both domestic and international. This strengthens our firm's ability to best support our clients.

The third week in July finds Rich traveling to Newfoundland, Canada for a client.

Then finally back in the office, for a couple of weeks, spending time in just one time zone!

John Seitz

I chose to do an internship because I was unsure which direction I wanted my career to go, into audit or tax. This is a very hard choice to make when you don't have experience to learn from. It is not something everyone gets to explore at school. The greatest benefit was getting to work in both audit and tax. This meant I could discover which side of accounting was for me. I was challenged everyday with many different jobs that I never thought I would experience as an intern. While working on clients, many real world challenges arose that would not have in the classroom. This makes me feel better prepared to handle challenges upon graduation. After experiencing many different aspects of accounting, this internship has confirmed to me that I am going into the right field and has helped me decide that I want to work in tax and earn my CPA license.

Coming into my internship I felt very excited to start a new chapter in my life but also very nervous because I had never worked in an office environment before. Some things that seemed common knowledge to everyone were entirely new to me. Despite this fact, the team at RW Group welcomed me warmly and helped me get up to speed on the day to day activities. Although I say up to speed, it was always a very relaxed atmosphere even during the firm's busy season. RW Group was one of the most comfortable work environments I have been in. That is not to say I wasn't stressed some days as there was simply so many aspects of accounting I had yet to learn. The work was much more challenging than my previous jobs which lead me to having to ask for help almost every day. The team always did their best to constructively teach me, which lead me from being afraid to turn in my first return to looking forward to the challenges at work each day.

There are many pieces of accounting I learned in class that I understood. But, I was never able to put them all together until I started using them in the real world. I would recommend any accounting student who wants to be prepared for their career after college to do an internship. RW Group is a great place for any student to explore many of the options accounting has to offer.

In conclusion, I learned more practical accounting during the three months of my internship than I did in the year and a half since I declared my accounting and finance majors. I feel very confident going back to school to finish my degree with over 500 hours of real experience under my belt.

Rich Wortmann on Men in Business

Rich Wortmann, managing partner of RW Group, discusses his experience, the firm, and work done in the cannabis industry in this interview on Men in Business.

Dr. Brenda A. Allen

Rosalee and Shanice joined with Kennett Square residents and professionals to celebrate the legacy of Dr. Martin Luther King Jr on Monday, January 21, 2019. The MLK CommUNITY of the Greater Kennett Area's breakfast was once again held in the Red CLay Room in Kennett Square, PA. This year's speaker was Dr. Brenda Allen, alumni and current president of Lincoln University. Dr. Allen's actions promotes the principles of Dr. King. The morning's speeches were an inspirational way to start celebrating this year's MLK Day.

What led you to working at RW Group?
By Shanice Lee-Graham

I developed my love for math and numbers while still in elementary school. Math was definitely my favorite subject. However, my desire for accounting didn't begin until I started high school. I attended a high school that focused on the fields of business and finance. This school offered three concentrations students could choose from, these were accounting, marketing and finance. I have multiple family members working in the accounting field and I took an interest in what they did so consequently, I gravitated towards accounting. Once I graduated high school, I entered college with a desire to study accounting.

My college experience as an accounting major was definitely like a rollercoaster ride. There were times I felt as though accounting was just not for me. Failed tests, late night studying, trying to understand certain policies and procedures were difficult. Needless to say, my passion for and hard work in accounting eventually conquered my adversities. In retrospect, the one thing I would change about my college experience, would be, being more involved in extracurricular activities in my field. I believe this would have helped me to become better at tax, auditing and bookkeeping sooner.

I found it challenging to find internships and jobs within accounting firms with just experience in retail. It was clear to me that accounting firms were searching for undergrad and grad students with at least some experience in the accounting field. Today's accounting jobs are still more about who you know and less about what you know. This was made even more challenging for me as a woman. Once I understood my challenges better, they inspired me to work harder and learn more about my field outside of school. I learned to sell myself to these firms and prove I was a good fit for their job openings. Thanks to my hard work, dedication and faith, I was able to land an internship and upon graduation, a job.

Adopt A Family

The holidays are a fun and happy time of the year for most of us. It is a time when we get together with friends and family and share good food and exchange presents. But for some people in our community it can be a challenging time of year as well. For those who suffer from a food shortage and lack of funds to purchase the basic needs of everyday life, this can be a challenging and difficult time of year. That's why it is so important for those who can, to give to those who are in need.

RW Group is committed to more than just delivering excellent products and service to our clients. We are also committed to helping those in our community who need assistance. That is why we participate in a local Adopt A Family program. This Thanksgiving, we provided food essentials as well as a food gift card to a local deserving family. We followed this up with Christmas presents in December.

MJBizCon 2018

RW Group had another successful experience in Las Vegas at this fall's MJBizCon. We look forward to working with all the amazing people we connected with. #MJBizCon2018

Helping Those In Need

Thanksgiving is a time for all of us to reflect upon what we have to be thankful for as well as to share with those less fortunate. At RW Group, we are happy to work with our good friend Luz Melendez in helping those in need here in our community.

Welcome Shanice Lee-Graham

RW Group is happy to announce the addition of the newest member to our team. Shanice is a 2018 graduate of Neumann University where she majored in accounting. She is friendly and hard-working. Shanice is currently focusing on audit and small business services and has a strong background in bookkeeping as well. Like the rest of the team here at RW Group, Shanice volunteers her free time in the community. She can be found participating and helping with the local AIDS walk, making sandwiches at a local homeless shelter as well as spending time with residents at the House of Joseph. The next time you call our office, that friendly voice on the other end of the phone just might be hers!

Where's Rich?

This fall has been and continues to be yet another heavy travel time for Partner, Rich Wortmann. October began with traveling to Canada for client work. This was followed by travel to London to attend IR Global's annual conference. While there, Rich met with members from around the globe and many good connections were made. Of course, he couldn't travel to the UK without stopping in Scotland to visit his daughter who is finishing university there.

November will find Rich first in Santa Fe, New Mexico to meet with a client followed immediately with a trip to Las Vegas with the rest of the team for this year's biggest Cannabis expo. RW Group will once again have a booth at the MJBizCon expo and this year's attendance is expected to top 20,000 people!

The month will end with another trip to Scotland for his daughter's graduation.

December might just find Rich in the office!

Rich on CPA Trendlines

Liz Gold caught up with Rich at MJBizCon Next to interview him for CPA Trendlines. Listen to the podcast to hear him discuss the firm and how he's helping his clients in the cannabis industry.

Samantha Holland

Interning with RW Group has been an incredible learning experience. I have learned how to prepare 1099's, individual and corporate tax returns, and several procedures involved in the audit process. The environment is welcoming and easy-going. Like any job, it is important to always give your best effort and stay on task. As a junior who has only taken three college accounting courses so far, I found the assignments challenging and confusing at times, but Richard and my coworkers were always there to lend a helping hand and point me in the right direction.

Interning at a small firm has given me a much greater amount of responsibility compared to that at a larger firm. I find this extremely beneficial because it helped me recognize my strengths and weaknesses in several different areas of accounting. When I return to school next semester, I will be able to focus on the specific topics that I know I struggle with, and hopefully begin to improve upon them. Although the hours are long at times, tax season is only a few months and it is really rewarding to go home after a long day of preparing returns and know that what you've accomplished is important.

I wanted to do an internship to understand what is used on a daily basis in the accounting field. In class it is difficult to focus on and understand every topic covered, so taking my experience as an intern and narrowing in on what I think are the more important topics during class will be easier now. What I wanted most out of doing an internship was confirmation that accounting was the route I wanted to take. I needed to prove to myself that I chose a major that I enjoy and am passionate about. I consider enjoying your career one of the most important aspects of life, and after this internship I am finally reassured that I have chosen the right path.

RW Group has helped me take what I've learned in my classes and apply it to everyday tax and auditing procedures. I cannot wait to take what I've learned at this internship and utilize it in my classes for the remainder of my college career. RW Group is a small firm with big goals, and I would recommend this internship for any accounting student.

Marathon Traveling in May

Managing Member, Rich Wortmann, is about to do some marathon traveling in the month of May. He'll be in three cities in two weeks. Below are the highlights.

May 6th to May 8th
Rich is headed to Boston the first full week in May. While there he will be participating in PrimeGlobal's NA Northeast/Mid-Atlantic Sub regional Roundtable. This is a partner-level meeting that enables partners from member firms to discuss and support each other on issues that matter most to them.

May 8th to May 11th
No rest for the weary! Rich will fly from Boston to New Orleans, LA to attend the MJBizConNEXT conference. This conference is all about the Marijuana Industry. In our dedication to servicing this industry, Rich will meet with some of the movers and shakers in this dynamic industry, like Senator Daylin Leach, as well with those trying to enter it. #MJBizConNEXT

May 14th to 19th
The whirlwind travel continues with Rich in Toronto, Canada. In Toronto, Rich will spend a day visiting a client and then attending IR Global's On The Road conference. This conference focuses on relationship development among member firms. Of course wining and dining is always involved! #IRToronto18

May 21st to May 23rd
Rich winds down his marathon travel month with a trip to North Carolina for a Peer Review. Talk about a lot of frequent flyer miles!

2018 Empty Bowls

Hundreds of community members from throughout Kennett Square came together to raise awareness and money for those who suffer from food insecurity at the 2018 Empty Bowls event. RW Group was proud to participate along with our friends and neighbors in making a difference in our community.

What's Up Next

Rich is back from attending the IR Global Deal Makers conference in Lisbon. Now, he's busy following up with all the fellow IR Global members he had the opportunity to meet there.

Next up, NYC for the IR Global East Coast Working Group conference.

IR Global Deal Makers Conference 2018

Managing Member, Rich Wortmann is in Lisbon, Portugal participating in IR Global's Deal Makers conference. Rich has well over a dozen meetings planned over the two day event with accountants and attorneys from all over the world. This is sure to be an exciting whirlwind event. #IRLisbon18.

Giving Back to Our Community

Here at RW Group, giving back to our community is an integral part of our corporate culture. Each of us donates our time and resources to our community. This December we are happy to donate grocery store gift cards to help families in the Chester County area.

Fastest-Growing Firms 2017

RW Group was recently named a Fastest-Growing Firm by Inside Public Accounting.

RW Group in Las Vegas

RW Group just returned from a very successful Marijuana Business Conference and Expo in Las Vegas, NV. Watch this video of Managing Member Rich Wortmann discussing how RW Group can help business in the Cannabis Industry. #MJBizCon

Posted by RW Group LLC on Wednesday, November 22, 2017

RW Group in Las Vegas

RW Group just returned from a very successful Marijuana Business Expo and Conference held in Las Vegas, NV. Here is Managing Member Rich Wortmann discussing how RW Group can help businesses in the Cannabis Industry.

On The Road

Managing partner, Richard Wortmann has been on the road again. Rich started his trip last week in Denver to meet with an attorney active within the Cannabis Industry. This meeting was possible due to an introduction from a fellow IR Global member. At the conclusion of their meeting, she agreed to recommend RW Group to all her Cannabis clients! Next stop, Las Vegas. While headed there for the PCAOB conference, Rich arrived a day early to meet with an attorney who is also a fellow IR Global member. RW Group's membership in IR Global was a good decision! Lastly, Rich landed in Minneapolis to lead a Peer Review. Finally, Rich arrived back in Kennett Square a bit tired, but excited!

Visit to West Chester University

RW Group hosted an information table at West Chester University in September. We enjoyed meeting with accounting students and faculty. Students were impressed and interested in our diversity of clients and industries. We followed this up with on campus recruiting in October and were impressed with the quality of students we met.

Marijuana Business Conference and Expo

In May - Rich, Ryan and Rosalee traveled to Washington, DC for the spring Marijuana Business Conference and Expo. They brought with them lots of brochures, pens, green M&Ms but most of all, they brought lots of enthusiasm!

A wonderful time was had meeting with people from all areas of the cannabis industry. From growers to dispensers, from investors to the curious, lots of great contacts were made and relationships forged.

This is the next growth industry and RW Group is in on the ground floor and running!

West Chester University Visit

RW Group recently traveled to West Chester University to meet with students in the school's accounting program.

Students stopped by our table on their way to and from class to learn about our firm as well as the opportunities we offer students in the form of internships and permanent positions. One West Chester University professor even sent two of his classes to meet with us.

Cannabis Industry

Pennsylvania's recent entry into the Medical Marijuana field has offered RW Group its newest industry focus. Managing member Rich Wortmann has been very busy of late meeting with referral sources and potential clients. We are now proud to say that we have our first clients in this burgeoning field and look forward to many more.

Adopt-A-Child — Delaware Valley Children's Charity

The day finally arrived when we delivered our gifts for our Adopt-A-Child through the Delaware Valley Children's Charity. How wonderful to see our wrapped packages and new bike join so many others that are destined for deserving young children.

Holiday spirit – Bring it on!

Holiday Giving

The Wednesday before Thanksgiving is always a hectic day. A day of preparation. A day of travel. A day of worrying – will the Turkey be thawed in time.

At RW Group, we spent the day feeling thankful as we joined together over a shared lunch and gift wrapping for the young girl we adopted for the holiday through the Delaware Valley Children's Charity. From a warm winter coat to stylish clothes to a new bike, we hope that we have brightened her holiday this year.

5th Annual Marijuana Business Conference & Expo

This November, RW Group will attend the Marijuana Business Conference & Expo in Las Vegas, Nevada. This conference will provide RW Group with additional information and contacts needed to successfully support businesses in this field.

Forum for Auditors of Broker-Dealers

Our staff attended the PCAOB's Forum for Auditors of Broker-Dealers in September.

Quality Control Services

The partners of RW Group will be attending this year's AICPA Peer Review Conference in San Diego, California this August. Attendance at conferences like this one helps our firm stay on top of changes to the Peer Review rules thus providing our clients expert service.

Medical Marijuana Regulatory-Palooza

Liza Zumsteg, partner at RW Group, attended PA State Senator Daylin Leach's Medical Marijuana Regulatory-Palooza in July. Senator Leach created this venue in order to have an open dialogue concerning how best to regulate marijuana for medical purposes. 350 people attended this event from more than 12 states.

Girl Scouts Badge Program

This June, RW Group hosted a local troop of high school aged Girl Scouts. Partner Liza Zumsteg, led the girls through the Take It To The Bank badge during which the girls discussed comparison shopping, decision making and how to save for a big purchase. The girls also learned about the role of a CPA and about careers in public accounting.