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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.

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.

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.

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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