Rootworks inspire: a live event. Nov. 29 - Dec. 1, 2022. Sold out. Sign up for the waitlist!

Inspire is back—live in Sarasota!

Inspire is back! Live and in person. And where better than sunny Florida?

Inspire brings us together—connecting us and elevating our thinking. We’re changing the game to bring you powerful sessions from an expanded lineup of thought leaders and influencers. Get valuable insights on industry trends, best practices, technology updates and more to help you run a better accounting firm in 2023.

It all begins at Inspire.

What is Inspire?

The Inspire conference is the ultimate event of the year for tax and accounting professionals nationwide. Join your peers and Rootworks staff to be at the forefront when it comes to industry trends, best practices, technology updates and so much more.

Enjoy a change of work venue and immerse yourself and your team in a collaborative and inspiring environment. Take advantage of the educational opportunity with separate tracks for partners/firm owners and staff—through a variety of breakout sessions, powerful keynote presentations, networking opportunities and more—all while earning valuable CPE!

Who should attend?

Small to mid-sized tax and accounting firms (including owners, partners and staff!) looking for inspiration toward building a better firm—the modern way.

Inspire is the event for you if you…

  • Crave hearing from the industry’s top thought leaders.

  • Need direction with automation and Smart Client Management.

  • Want to learn how to harness the power of data to better your firm’s future.

  • Care about your firm’s culture.

  • Are over burnout during grueling tax seasons.

  • Like earning CPE while having fun with the Rootworks team and your peers.

Where and when does Inspire take place?

Inspire will be held at The Ritz-Carlton in Sarasota, FL, from November 29 through December 1, 2022.

With its Gulf Coast white sand beaches, dynamic dining experiences, spacious suites and guest rooms, and ample amenities, The Ritz-Carlton, Sarasota is the perfect place for inspiration toward firm improvement. During event downtime, enjoy exclusive access to The Beach Club on Lido Key, an onsite spa, championship golf or tennis, or even a stroll around St. Armand’s Circle.

Leave Inspire feeling relaxed, refreshed and inspired to build a better business.

Event Agenda

Day 1 - Nov. 29

12:00p – Registration open

5:30p – Welcome reception

Day 2 - Nov. 30

7:00a – Registration open

7:30a – Breakfast & exhibit hall

8:30a – Opening keynote

9:15a – Breakout sessions

10:30a – Breakout sessions

11:30a – Lunch & exhibit hall

1:00p – Breakout sessions

2:00p – Breakout sessions

3:15p – Exhibit hall & demo theater

4:30p – Closing keynote

7:30p – After-party

Day 3 - Dec. 1

7:00a – Registration open

7:30a – Breakfast & exhibit hall

8:30a – Opening keynote

9:15a – Breakout sessions

10:30a – Breakout sessions

11:30a – Lunch & exhibit hall

1:00p – Breakout sessions

2:00p – Breakout sessions

3:15p – Exhibit hall & demo theater

4:30p – Closing keynote

5:00p – Event ends

Platinum sponsors

ADP® is the preferred payroll provider for Rootworks member firms and their clients. Whether you want to grow your traditional tax and accounting business or pivot to more strategic advisory services, ADP can help you meet the evolving needs of your clients and empower the success of your firm.

To learn more about working with ADP and our exclusive member benefits, click here.

Intuit Accountants focuses on helping tax and accounting professionals save time, grow their practice, and make a meaningful difference in their clients’ lives. Over 100,000 firms rely on our industry-leading software—Lacerte®, ProSeries®, ProConnect™ Tax Online and QuickBooks®. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide, unleashing the power of many for the prosperity of one. Learn more at IntuitAccountants.com .

For more than 15 years, Tech Guru has solved technology challenges for CPAs and accounting firms nationwide. Their deep knowledge of accounting firm solutions and the ways different tools impact firm workflows has made them a top provider of IT services and consulting to firms like yours.

You can find detailed information about Tech Guru’s services for Rootworks members and schedule a quick intro call here.

 

 

 

Scale your day-to-day transactional bookkeeping services. Artificial intelligence aided by machine learning (with some human assistance) codes information, handles reconciling and provides statements by the 15th of the following month.

Rootworks, Right Networks and Botkeeper have joined forces to provide flexible, scalable technology to accounting firms.
Learn more here.

Gold sponsors

Finally, there’s a professional, affordable payment solution made specifically for accountants, bookkeepers, CPAs and enrolled agents, with all the reporting tools you need for fast, easy reconciliation. Easily accept credit, debit and eCheck payments in person, online or on the go with CPACharge. Click here for more information.

Silver sponsors

Right Networks

 

 

Right Networks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools and world class guidance and support to make you more productive and more profitable.

Learn why more than 8,000 accounting firms and 216,000 users look to Right Networks to manage their businesses every day.

Bill.com

 

 

 

Bill.com is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Customers use the Bill.com platform to manage end-to-end financial workflows and to process payments, which totaled over $70 billion for fiscal 2019. The Bill.com AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. Visit Bill.com for more information.

Safesend logo

 

 

 

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. Progressive accounting firms and tax practitioners rely on our unique and robust solutions to make their lives easier and their work more enjoyable. Learn more here.

Smartvault

 

 

SmartVault makes it easy to collect, manage, prepare, and share all your firm and client documents with a single, integrated document management and client portal solution. Built from the ground-up for accountants, SmartVault helps you speed up and simplify your workflow. Visit SmartVault.com for more information.

GKM Logo

 

 

KM is a reputed Tax Preparation, Accounting & Compliance Support provider with offshore and onshore capabilities. GKM’s association with Rootworks as a trusted vendor member speaks for the quality & efficiency in service levels coupled with meticulous training keeping it at the forefront of the industry, and up-to-date with the best practices and industry trends. GKM offers an entire range of bookkeeping, compilation & tax return preparation services providing for process oriented delivery, and agile entry into or exit from projects with confidence. Offshoring to a trusted provider like GKM offers your firm the opportunity to leverage the competitive rates, ensure engaged employees, and make use of GKM’s assured scalability & unique expertise. To learn more about working with GKM, visit https://www.gkmtax.com, and make use of exclusive benefits for Rootworks members. You can book a meeting here: https://calendly.com/gkminc.

Don’t miss the chance to get inspired!

Join us at Inspire