Most relevant results
Most relevant results
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 get the accountability you crave to help you grow professionally—as a leader and a problem solver.
*Mastermind groups are a high-value extension of your Rootworks membership, and additional fees apply. You must be a Rootworks member for one year to be eligible. Please note that group members must be willing to share financial information with each other and hold shared information in confidence, to facilitate effective analysis and problem-solving.
If you’ve been a Rootworks member for more than one year and have been looking for the right place to help your firm grow, you’ll find it in Mastermind groups.
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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.