Whether you’re just starting your practice, looking for tools and guidance to accelerate growth, or working on an exit strategy for your firm—all the resources and connections you need are right here at your fingertips. And you’ll have a whole team of like-minded growth hackers, business-builders, entrepreneurs and industry influencers to support you every step of the way!
Community, coaching, connection. Growing a business is hard, but you don’t have to go it alone! Surround yourself with like-minded, supportive peers and practitioners, all on their journey to building the firm of their dreams—alongside you and yours.
A Rootworks membership includes all the tools and resources you need to address and overcome today’s top accounting firm challenges. Leverage membership offerings to help increase profitability within your existing client base, significantly improve operational efficiencies, address cybersecurity concerns and improve work-life balance—so you can get home in time for dinner. As a Rootworks member, get everything you need to grow the firm of your dreams!
Exchange ideas, seek advice and share best practices with your peers by attending onsite or virtual events, including staff training webinars, quarterly webinars on important industry topics, the annual Rootworks Inspire Conference, or joining a Mastermind group among others.
From one-on-one coaching with our expert coaches guiding you through each Business Model Basic, to webinars and live events hosted by industry experts and influencers, you can connect with peer firms, earn CPE, and get valuable strategic and technical instruction from our team in whatever ways suit you best. There’s something for everyone as you move toward building the firm of your dreams.
With Connect™—our members-only online community of 1,000+ firms nationwide—you can be part of an active, dedicated forum where ideas, expertise and support are shared daily. You’ll never feel like you’re going it alone!
Insights is a powerful tool for practicing Smart Client Management – and it’s FREE to get started! It only takes a few clicks to connect your accounting system, then the app automatically surfaces insights and opportunities based on sales data from your invoices. Instantly uncover your best (and worst) clients, develop pricing strategies that optimize your value (and profits), and develop stronger, ‘trusted advisor’ status relationships with the clients you already have by providing them with the same insights into their businesses.
Wherever you are on your firm-improvement journey, we’ll meet you there. With Rootworks’ proven, step-by-step plan, we’ll help you standardize your systems and processes, organize the right tools, and provide the right staff training to lay the foundational building blocks of your modern firm—whether you’re starting from scratch or you’re well on your way to building the firm of your dreams.
Your online presence is critically important to help prospective clients find and connect with your firm. Get a website for the modern era and offer clients a place to do business with your firm, complete with a client center to access technologies, online payment and appointment scheduling capabilities, and dynamic content.
Establishing and managing an online presence takes time—jump the line and let Rootworks do the legwork for you. Our team of experienced online marketing pros will help with everything from basic optimization to developing marketing plans tailored to your goals.
We make it easy for you to get started, with ready-made advisory services offerings, complete with supporting resources. We’ve assembled an advisory service line completely bundled with supporting resources, including pricing calculators, sales and client educational materials, proposal templates, and more that you can brand with your own logo.
Members have access to our online learning resource center—chock-full of education-based courses, trainings, and materials that support consistent and successful progress through the Business Model Basics.
We absolutely attribute part of our success to the help we’ve received from the Rootworks team. Before joining Rootworks (December 2018), we did not have a well-developed process for fixed-rate work in place. Within about 18 months, following the Rootworks’ model and one-on-one guidance, we went from a very small amount of fixed-fee work to $71,000 in recurring monthly revenue!Chris Porter CPA and Partner, PorterKinney PC
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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.