This web-based app allows firm owners to:
No credit card required – No commitment
Gain valuable insights into pricing strategy, client ROI, and more so you can easily locate opportunities for revenue growth.
Build long-lasting relationships by creating new advisory services and strengthening the value you provide to every client.
Find opportunities to grow efficiently by maximizing current resources and minimizing staff burnout.
Rootworks Insights gives us the analysis that we need to help clients segment the market to target better, act on customers who are sliding and make operational decisions. Rootworks Insights is like having a virtual analyst who gets the job done.Kirk McLaren CEO, Foresight CFO
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.