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business model basics
Business Model Basics

Don’t reinvent the wheel; we’ve already figured out what it takes to create a modern firm and laid it all out in a proven plan.

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One-on-one coaching

Our expert coaches guide you on each Business Model Basic—from client onboarding, to technology stack, to creating a killer culture and security must-dos.

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Comprehensive online learning and timely resources

Members have access to our online learning resource center—chock-full of education-based courses, trainings and materials that support consistent and successful progress through the Business Model Basics.

Since we started using the Rootworks Marketing Solutions product, we have received one to two calls a week from prospective clients who were directed to us through our Google Business listing. Before Rootworks Marketing Solutions, we maybe received one to two calls a year.
Tom Judge CPA, Partner, JLP CPAs