Rootworks

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    Rootworks Team

    The best team in the business!

    Rootworks is the profession’s premier firm-improvement organization, serving accounting professionals from across the country. Our roster of A-list employees represents the best of the best—forming a highly passionate team of individuals who are dedicated to helping members build the firm and life of their dreams.

    Our Rootworks Team

    With expertise in multiple areas of firm operations, our team can guide you in all core areas of firm improvement, including:

    • Cloud-based tech stack
    • Systems and processes
    • Marketing and sales
    • Culture
    • Pricing model
    • Staffing and recruiting
    • Advisory services model
    • Business model
    • Tax workflow
    • Payroll model
    man laughing at his desk with headphones in
    • Practice management
    • Cybersecurity
    • Website and mobile
    • Client onboarding
    • Client communications
    • Online presence
    Rootworks
    Carl Davis
    We are getting a new client prospect EVERY day and about 75% are good prospects—this equates to a 20% bump in revenue. Also, every time we launch a Grade.us campaign we see a response rate of 10% or higher, and all are 5-star reviews with great comments. Finally, our Google Business Profile activity is off the charts—we had nearly 15,000 views in the last quarter.
    Carl Davis CPA, Managing Partner, Davis, Brown & Company, PLLC
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    Insights

    Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.

    Go to Insights