Make your journey to theI’ve been down this road, and our team has drawn from those experiences to give you an easy-to-follow roadmap to building the kind of business you desire. Watch this short video to learn more, and get started with a free subscription and download of our Next Generation Accounting Firm Guidebook. The insight you gain will help you transform your professional and personal life.
—M. Darren Root, CPA.CITP, CEO
The IRS confirmed Friday that it plans to retire two major e-Services incentive products used by CPAs, attorneys and enrolled agents to file authorizations and resolve IRS account problems. In an effort to prevent the action, a group of CPAs and tax professionals has launched an online petition calling for the department to save these useful programs. The IRS announced that it will retire the D…
We would like to congratulate RootWorks Academy member David Fenton on the publication of his new book, Freedom Ratio. David is the managing partner of Fenton & Ross, his accounting practice in Beverly Hills, California. Freedom Ratio aims to help business owners understand the relationship between passive investment income and their own personal expenses. In the book, David guides entrepreneurs f…
It’s fair to say that Oklahoma has had more than its fair share of hardship this spring. The loss of life and destruction of homes and businesses caused by this week’s storms is heartbreaking to behold, while the courage and selflessness of first responders is awe-inspiring. Our RootWorks team is especially thankful for the well being of our Director of Member Services, Melody Steelman, who, al…
Ongoing education is critical in the accounting profession. As the landscape continues to change, firm leaders have to be proactive in keeping in front of changes in technology, best practices, branding, marketing, and every other element of a well-run, successful firm. The 2013 Strategic Partner Retreats, offered by CPA Practice Advisor, provide a powerful forum for learning what it takes to crea…
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