Follow a tested and proven path to firm improvement. Our Business Model Basics represent the fundamental elements that make up The Modern Firm®—and we’re here to guide you through each one of them.
Following the Rootworks Business Model Basics roadmap, we’ve grown significantly in the advisory services area because we are now far more proactive. We have the client data in hand to know what our clients need from us before they have to ask.Bruce Berndt CPA, CGMA and Partner, Berndt CPAs
Work with clients proactively to offer products and services they need for success…before they have to ask.
Identify the right model for your firm and your clients—handle payroll in-house, outsource to a third party or adopt a hybrid model.
Offer a website platform that allows clients to conduct business with your firm online with ease and provides prospects with valuable information about your firm.
Create a sound marketing, sales and online presence program, providing messaging that resonates with ideal clients and moves your firm to the top of the search page.
Streamline procedures and provide a rich client experience with a standardized onboarding process.
Download the "Business Model Basics in The Modern Firm" eBook and dig into the fundamental elements required to start your journey to building a better firm.
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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.