Rootworks has saved you the time and energy of designing and defining your own advisory services—we’ve created advisory products designed to support small business clients at every stage of their life cycles.
We’ve assembled an advisory product line completely bundled with supporting resources, including pricing calculators, sales and client educational materials, proposal templates, and more.
Included with your Rootworks membership, you’ll have access to a wide range of ‘ready-to-offer’ accounting and advisory service product lines that come with everything you need to get started offering more value-added services to your current client base.
Training on what each product is and how to get set up to start offering it to your clients.
Includes presentations, analysis spreadsheets and reports.
Includes presentations, fee considerations, proposals and engagement letters.
Pre-built website product page templates with all the information you need to start promoting your new advisory offering on your website as soon as you’re ready to start selling.
Pre-built marketing bundles to promote your new advisory offerings, including email campaigns, email banners, blog posts, social media posts, fact sheets, etc.—all customized with YOUR branding!
Onboarding presentations to welcome your new clients once they’ve signed up.
Additional staff training and materials to make your whole team feel confident selling your new advisory service(s).
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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.