
If you’ve wondered about what Rootworks membership entails, you’ve come to the right place!
Maybe you’re an accounting firm owner, struggling to create consistent year-round revenue. Or maybe you work at a firm and are feeling overwhelmed during tax season…and beyond. Or just maybe, you’ve heard about Rootworks membership, but you just haven’t had a chance to take the steps toward membership yet.
Whatever the reason, we’re glad you’re here. So, let’s talk a little bit about Rootworks and how membership can help you create the firm of your dreams.
One question you may be asking yourself is, “What exactly is Rootworks?” In simplest terms, Rootworks is the accounting profession’s premier firm-improvement organization, serving more than 1,000 small to mid-sized firms nationwide.
We empower firm leaders to create a proactive, high-performing and sustainable modern firm through one-on-one coaching, extensive online learning and training, and providing valuable CPE and access to our peer community platform with like-minded leaders and staff.
Depending on the level of membership you need, we also offer marketing solutions developed exclusively for accounting firms (more on that later) and dynamic websites to help keep your firm’s website modern and refreshed with consistent and timely content.
Our goal is to help you achieve the firm of your dreams—the one that’s staffed by the right people, has an amazing culture, offers work-life balance for you and your team, provides profitable year-round revenue…and maybe even tops Google Search results!
Now, let’s get into membership specifics.
This is a great question…and it depends on the level of membership you choose (which I’ll cover in a moment). Based on your membership level, you’ll have access to:
In addition to the above, we also offer several add-ons to bolster your Rootworks membership and help you attain the firm you’ve always wanted. Those add-ons include:
As you can see, Rootworks memberships (and add-ons) are thoughtfully and intentionally created to help firms achieve modern firm status.
With everything we have to offer, you may be wondering what membership level you’re ready to take on. And it all starts with where you are in terms of building a modern business model.
We have three tiers available (Digital, Advantage and Academy) based on your needs. And if you want to start simple, you always have the option to upgrade to a more extensive Rootworks experience.
So, let’s dive into each membership level.
With three levels of membership (and access to many add-ons), your Rootworks experience is really up to you. Want to get your feet wet? Start with the Digital membership. Have a more established firm and want to level up your marketing game? Go with Academy. Whatever you choose, the Rootworks team is here for you.
You’ve tried to go it alone…now it’s time to work with Rootworks. Our team offers training nearly every week on best practices, technology, how-to’s and a long list of other relevant topics. You’ll get one-on-one coaching to help take your firm from overworked and overwhelmed to modern and streamlined. All while serving your ideal clients and bringing in consistent year-round revenue.
Get started with your journey toward modern—and the firm of your dreams—by booking a demo with us.
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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.