Rootworks was formed with the core objective of helping accounting firms get better every day. This is accomplished by offering members expert guidance, education across multiple channels and the support of a dedicated peer community made up of firm owners and staff that span firm size, departments and roles.
Rootworks is the only firm-improvement organization developed for accounting firms by accounting experts. As such, we understand the common pain points and long-standing challenges firm owners (and their staff) face. Based on decades of accounting profession experience, we’ve developed an arsenal of tools and resources that help you overcome key issues and build a profitable and sustainable modern firm.
Everything we do is focused on firm improvement. Members enjoy a comprehensive, expertise-packed offering to help them build their modern firms. Consider what you get with a single membership:
I was able to create a scalable, profitable practice with the help of the Rootworks team. I live by their mantra ‘Build a business that supports the life you want to live.’ That’s what I’m able to do now!Jeremy St. Clair CPA and Principal, JSC Advisers
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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.