Why Rootworks?

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:

casual business people around conference table

Gain access to everything you need!

  • Comprehensive library of tools and resources—Access lessons and courses on a variety of topics from thought leaders in the profession. Take advantage of how-to docs, technology and cybersecurity best practice guides, and regular staff trainings.
  • Connect™—Within our exclusive member forum, exchange ideas and information and get support from those who know what it takes to run a firm—your peers.
  • Value-add products—Tap into affordable, premium products like Marketing Solutions to outsource complex marketing work or Rootworks subscription-based websites.
  • Thought leaders—Hear from our bureau of widely known and respected influencers across numerous mediums, including podcasts, shows, webinars, and onsite and virtual events.
Jeremy St. Clair
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