No one can understand a firm leader’s experience—the successes and the challenges—like another firm leader.
That’s why Rootworks created Mastermind groups, a high-value extension of your Rootworks membership. When you join a Mastermind group, you’ll meet regularly with other like-minded firm owners/key stakeholders and a dedicated facilitator to share ideas and information, help solve pain points, and work to achieve your growth and business model improvement goals.
I get something usable in every Mastermind meeting. Sharing ideas with like-minded peers is invaluable. Why attend a live Mastermind group event? The agenda items are always timely and great starters, but the discussions that happen organically are priceless! Getting to know my peers on a personal level is also gratifying and helps me feel more connected.Mary Pierce CPA, Managing Member, Pierce & Company CPAs
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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.