What is a Next Generation Accounting Firm®?

A Business Built Around the Life You Want to Live

RootWorks exists to provide you with a comprehensive approach to building a business designed to support the life you want to live. At the very pinnacle of the model is the definition of a Next Generation Accounting Firm:

“A business built on focused intention, with unmitigated entrepreneurial spirit that enables you to have the life you want.

It runs on a business model that supports an environment where you can be present in all aspects of your personal and professional lives to have the greatest impact on family, staff, clients, and community.

A business that operates independent of you; creates a better working culture for your firm; offers security through recurring revenue; fosters creative thinking; evokes excitement with each new stage of evolution; inspires the next generation of professionals; and is built for transition to support your legacy.”

Becoming a Next Generation Accounting Firm is about finding your Sweet Spot—the zone where your business and your life are optimized with the right clients, the right tools, and the right people. RootWorks will help you discover and navigate your way to your Sweet Spot, with support for your strategic planning, technology implementation, and communications. And we’ll help you keep your firm in the zone with management tools and techniques structured around our unique planning system, specially designed and developed with CPAs in mind.

Start your journey today with a RootWorks membership.