With 24 total sessions delivered in three flexible tracks each day, the Rootworks Inspire conference offers an abundance of timely, relevant content for owners, partners and staff. Mix and match sessions from each track to optimize your Inspire experience. The choice is yours.
The old way of doing business no longer works—that is, taking on any client who walks through the door; accepting whatever technology the client uses; and long, crazy tax season hours. It’s time to take control of your firm and adopt a business model for the modern era. Learn the key components of a modern business model—including the need to define your WHO (ideal clients), WHAT (services) and HOW (service delivery).
Technology continues to change at a rapid pace. It seems like newer, faster and better apps continue to hit the accounting space at a regular frequency. It’s a lot to keep up with; we get that. In this session, you’ll learn the process of selecting and implementing the right technologies for your firm to build a tech stack for the modern era.
Brand is so much more than your logo and website. Your brand consists of numerous elements—from logo, website, content and social media to online presence, how clients are greeted when they call your firm and how you interact with clients virtually…to name only a handful. Combined, all of these components drive your clients’ and prospects’ perspective of and experience with your firm—your brand. You’ll learn the elements of a modern firm brand, the common points of friction, and the necessity of intentional planning to ensure a strong brand, and subsequently, a rich client experience.
An irresistible culture is a crucial component of successful firms. A healthy culture is what helps you maintain existing staff and recruit high-quality candidates, because with a healthy culture you tend to have happier people. In this session, you’ll learn four key ingredients to build and maintain a strong, positive firm culture with guidance on how to implement each.
As staffing continues to plague the accounting profession, adopting best practices around recruiting and hiring is imperative. In this session, you will learn workable, realistic and attainable strategies for identifying the root cause of team-related problems as well as proven methods for fixing the problems—once and for all.
Outsourcing certain functions and services is commonplace in today’s progressive firms. But how do you know what to outsource, when and to whom? These and other questions will be answered by a panel of notable influencers. This group will discuss key strategies to best leverage outsourced options to maximize operational efficiencies and support a modern business model.
The subscription-based pricing model dominates across multiple industries—and for good reason. It not only provides clarity on fees and services for clients upfront but also creates ongoing, predictable revenue streams for firms. Get a real-world perspective on how clients view this pricing model and the immense value to your firm.
Smart Client Management is the term Rootworks coined to represent proactive management of your firm’s client data to ensure recurring revenue year-round while also maintaining a sustainable workload. In this session, you’ll learn the basics of Smart Client Management and reveal the massive value it offers your firm.
Rootworks lives and breathes technology and is consistently working to vet solutions that support efficient operations across an accounting firm. In this session, you’ll learn the pros and cons of select solutions that you should consider for 2023.
Studies show that less than 20% of SMB clients adopt a firm’s tech stack. How do you begin to move clients into your technology ecosystem? And how do you do it with as little friction as possible? Get the answers and the insight into what SMBs think about adopting cloud-based technologies.
When it comes to implementing sound cybersecurity practices in accounting firms, it takes a village. In this session, you’ll learn how to keep your firm secure from cybercriminals. Spoiler: It all starts with educating your team. Join us as we discuss the five key areas to focus on to create a culture of good cybersecurity habits and keep your firm secure.
Moving to the cloud is about more than virtual workspaces and collaboration…it’s also key to keeping your firm secure. In this session, you’ll learn about several proven and tested cloud solutions required to operate safely, efficiently and effectively. We’ll also dive into infrastructure and best practices for keeping your firm and your team safe.
The pandemic forced the accounting workforce as a whole to take an honest look at the work environment…and just how happy we are at our jobs. For many, it proved an opportunity to enhance how we work and move closer to actually loving our jobs. In fact, those who have fallen back in love with their professional life and work culture tend to share common habits. During this session, you’ll learn the five daily habits that lead you to loving your job—and seeing it as more than just a paycheck.
If the pandemic taught us anything, it’s that advanced technology is at the heart of a well-run, client-centric client accounting services (CAS) operation. When technology took center stage, it pushed clients to work with firms virtually, which subsequently redefined client expectations. Today, clients want to work as efficiently and conveniently as possible—and that requires firms to digitally optimize operations by leveraging best-of-breed cloud solutions. Learn how to build an optimized tech stack and workflow to support tech-savvy clients and offer frictionless client accounting services.
If the pandemic taught us anything, it’s that advanced technology is at the heart of a well-run, client-centric tax practice. When technology took center stage, it pushed clients to work with firms virtually, which subsequently redefined client expectations. Today, clients want to work as efficiently and conveniently as possible—and that requires firms to digitally optimize operations by leveraging best-of-breed cloud solutions. Learn how to build an optimized tech stack and workflow to support tech-savvy clients and offer frictionless tax services.
Client expectations are always on the rise. And since the pandemic, the expectation for frictionless service and deeper advisory support has taken a huge leap forward. Gaining insight into what your SMB clients want and expect from your firm helps you enhance service offerings and enrich the client experience overall. Get a clear look into the minds of today’s SMB clients and what they expect from you.
Greater levels of efficiency is the natural outcome of product clarity and standardization. When you clearly define your products, it’s much easier to standardize product delivery. And when you standardize product delivery, it makes far simpler work of creating “off-the-shelf,” scalable products. In this session, you’ll learn the basics of how to create repeatable products across service lines—including client accounting, payroll, tax and advisory offerings.
There is a world of difference between being a practitioner and leading a thriving business. For many practitioners, the old way of doing business persists—that is, following a heads-down-in-the-work technician approach. Today, this model simply doesn’t work when trying to build a highly profitable, sustainable practice.
While succession represents a final step in a business owner’s professional journey, it’s never too early to start planning to ensure a fruitful transition. Learn how to maximize your firm’s value when you're ready to enter this stage of business life. You’ll hear about proven strategies, tested merger and acquisition practices, and real-life succession examples to ensure a profitable transition.
Smart Client Management is the term Rootworks coined to represent proactive management of your firm’s client data to ensure recurring revenue year-round while also maintaining a sustainable workload. In this session, learn the basics of Smart Client Management and reveal the massive value it offers your accounting firm.
This popular web-based show goes live at Inspire 2022! “What’s next and when” is dedicated to providing accounting professionals with valuable insight into industry trends and data-driven forecasts of what’s to come. Join a panel of industry influencers who have a pulse on what's next for the accounting profession, and who will answer the hottest questions from firm owners just like you.
The key to offering proactive, modern advisory services and a rich client experience is to leverage valuable client data. Deeper insight into client information, including service needs and technologies used, will help you move out of reactive operations mode to proactively offering services your clients need before they have to ask. Data insights also help identify clients who need to transition to your modern technology ecosystem. Insights represent the rocket fuel that powers highly profitable advisory services and will launch you into a successful future.
Getting clients to trust technology and understand its benefits in the modern world can be a tall order to fill. How do you start the conversation? What benefits should you highlight? We’ll answer these questions and more. We’ll also lay out a method for articulating the benefits of technology and automation to clients in a way that they can easily understand and get on board with.
Online presence is everything these days—especially for businesses that want to build their brand, expand their reach and corner their ideal markets. In this session, you’ll learn how a killer website; timely, relevant content; and social media are crucial to creating an online presence that drives traffic to your door.
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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.