Quickly see how to harness the power of client data; leverage the flexibility, speed and security of a cloud-based tech stack; gain access to expert coaching and online learning; uncover opportunities with current and new clients; and create a powerful online presence—all in one place.
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.
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.
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.
Following the Rootworks Business Model Basics roadmap, we’ve grown significantly in the advisory services area because we are now far more proactive. We have the client data in hand to know what our clients need from us before they have to ask.Bruce Berndt CPA, CGMA and Partner, Berndt CPAs
Please complete the following:
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.