Rootworks Firm Improvement Rootworks

Your
easier tax season
path to growth
peer community
modern firm
Smart Client Management
starts here

Community, Coaching, Connect™—plus all the resources
you need to start, run and grow a successful
accounting practice in 2022 and beyond.

Community, Coaching, Connect—Growing a business is hard, but you don't have to go it alone! Join the thousands of accounting and bookkeeping professionals who have discovered the proven Rootworks way to grow, improve and modernize their firms.

Male and female accountants collaborating
Community

Exchange ideas, seek advice and share best practices with your peers by attending onsite or virtual events.

Coaching

From one-on-one coaching to training webinars and live events hosted by industry experts and influencers—there is something for everyone, no matter where you are on your journey.

Connect

Never feel like you’re going it alone! With our members-only online community, you can be part of an active, dedicated forum where ideas, expertise and support are shared daily.

Get inspired and feel empowered by joining one of the most respected firm-improvement organizations in the accounting profession!

Ready-made tools and resources for every stage of your business

Insights

Automated analytics uncover insights from your sales data so you can start practicing Smart Client Management today.

Business Model Basics™

The proven roadmap to building the accounting firm of your dreams.

Websites

Compelling, mobile-friendly websites that enhance your online presence and improve your client experience.

Marketing Solutions

From basic optimization to developing marketing plans tailored to your goals—our team is your team—and your outsourced solution!

Pre-Packaged Client Services

Easy, off-the-shelf accounting and advisory services that can be branded and offered to your clients today to drive new revenue streams.

Online Resource Center

Your one-stop-shop for education-based courses, training and materials that support consistent and successful progress through the Business Model Basics.

Rootworks dashboard

Get expert and peer recommendations on the best pre-vetted technology solutions for building a modern firm!

With a Rootworks membership, you’ll get best-in-practice advice on the tech you need to modernize your firm with exclusive discounts and incentives from the profession’s leading vendors. We vet solutions from across the profession—so you don’t have to! It’s critical to have the right technology powering your business model. Rootworks will help you assemble the optimal mix of applications and platforms to make you a high-performance firm.

Rootworks
Kristal Hassler
Rootworks was integral in helping us build a business with no restrictions—my firm hums along efficiently whether I’m there or not. Now I have a business that affords me the freedom to live my life.
Kristal Hassler CPA and Managing Partner, TKCPA

Expert content to guide you in creating your modern firm

Better Everyday podcast

Podcasts

Better Every Day with Darren Root and John Mitchell

Redefining your lifestyle (Ep. 80)

Better Mondays podcast

Podcasts

Better Mondays

Your brain and your job with Claudia Mitchell (Ep. 26)

Better Mondays podcast

Podcasts

Better Mondays

Don't chase the bunny (Ep. 25)