Capitalize on key insights in a data-driven culture
Raise your hand if your firm collects data. Now raise your other hand if your firm does something with that ...
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Raise your hand if your firm collects data. Now raise your other hand if your firm does something with that ...
Websites are so much more than online brochures. Sure, accounting firms still offer a mission statement, a list of services, ...
If you’ve ever thought: “Payroll isn’t for my firm”… at the time, you may very well have been right. The ...
Ninety days. That’s all it takes to make or break a client relationship. The client onboarding experience in those first ...
It’s not groundbreaking news that the accounting profession struggles with staffing challenges. Firms have found it difficult to find and ...
These days, one bad experience can send a client running for the hills—and right into the arms of a competitor. ...
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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.