Rootworks offers an established, engaged peer community where members can exchange ideas and support each other’s success throughout the year. We also offer unique events to expand and fortify connections among members and the Rootworks team. Learn more about each here…
Be part of our 1,000-firm (and growing) community. Exchange ideas, seek advice and share best practices with your peers to help move you through the Business Model Basics™ and build the firm of your dreams.
Connect with peers on a regular basis through Connect™—Rootworks’ collaborative and secure online forum that provides a non-competitive, safe space for exchanging experiences and advice.
Get regular feedback from Rootworks experts within Connect.
Enjoy direct access to our member directory—an exclusive pool of top-rated firms. You can filter and sort firms by areas of specialization, client types and services to find help and explore strategic referral or outsourcing opportunities.
Mastermind groups represent a high-value extension of your Rootworks membership. Members apply to join these smaller, intimate groups of like-minded firm owners and key stakeholders to exchange ideas and information, collectively solve common issues and work to achieve set goals around growth and business model improvement.
Groups meet monthly and are led by a dedicated and seasoned Rootworks facilitator. At the core, Mastermind groups offer a structured small-group platform to further fuel firm success while also providing the laser-focused support required to keep participants accountable in setting objectives and goals and implementing change with intention and structured planning.
Hyper-focused engagement on firm business model further fuels firm success!
Are you an existing member of Rootworks, and have you been highly engaged for more than a year? Are you looking for facilitator-driven support and wish to meet regularly with like-minded colleagues within a small-group environment? If you’re a ‘yes’ for both, then you’re ready for Mastermind groups.
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
Join your peers and Rootworks staff at our annual Inspire Conference to stay current on industry trends, best practices, technology updates and so much more. Attendees enjoy a variety of breakout sessions, powerful keynote presentations and their fair share of fun!
Each year, Inspire is hosted at a new and exciting destination, allowing firm owners and their staff a break from the daily grind of the office and the opportunity to learn in a collaborative and inspiring environment. The conference also offers separate tracks for partners/firm owners and staff—providing dedicated, focused content for every role across your firm.
Each year at Inspire, attendees will enjoy:
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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.