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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.

The Rootworks Way
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.

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.

Rootworks
Bruce Berndt
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