Your journey to modern starts here

Many accounting firms struggle to manage today while trying to envision tomorrow. The Rootworks team understands this and it’s the reason why we created The Modern Firm® Retreat—designed to transform the way you think about planning for the future of your firm. Let Rootworks guide you on the journey to modern.

Modern firm retreat
Rootworks Modern Firm Retreat

Learn how to build the firm of your dreams

Get proven, time-tested and actionable strategies from one of the profession’s leading influencers, Darren Root, CPA.CITP, CGMA, and the Rootworks coaching team. This retreat offers valuable insight and ideas on how to overcome the challenges facing many accounting firm owners.

From automating workflows, implementing cybersecurity protocols, modernizing your business model and creating an irresistible culture, we’ll show you how to build the firm of your dreams.

The Modern Firm Retreat will change the way you do business. Join us to learn how to improve your business results, create an unforgettable client experience, and enhance the quality of life for you and your staff.

Paul Mueller, Mueller Pye & Associates
If you are looking to sustain the momentum of building your firm, enhance your business model and keep pace with technology, The Modern Firm Workshop is a must-attend.
Paul Mueller, Mueller Pye & Associates

Key takeaways

Leadership inspiration for firms

Leadership inspiration

  • Assess your leadership style and quality of life.
  • Establish clarity around your firm’s priorities.
  • Create an effective firm brand to boost business.


High-impact business strategies

Strategic business plans

  • Get a view into the business model that drives a modern firm’s success.
  • Identify your ideal clients.
  • Determine the products and services you want to provide.
  • Streamline and standardize workflows to deliver your ideal services.

Cybersecurity and growth strategies

Cybersecurity and growth strategies

  • Learn how to automate workflows and draw insights from data with expert guidance.
  • Identify security risks and how to mitigate them.
  • Get a better understanding of your current tech stack.
  • Discover firm technologies that have been vetted and recommended.
Darren Root

An experienced firm owner’s perspective

The Modern Firm Retreat is spearheaded by Darren Root. As an accounting firm owner with over 30 years of experience, Darren created the blueprint for The Modern Firm. There’s no one more qualified to guide this event than a real-world practitioner who understands the challenges and pain points firm owners face every day.

Learn how Darren defines a modern accounting firm’s core elements, including tech stack, business model, client experience, security, ideal clients, staff engagement, online presence and more.

Darren Root, CPA.CITP, CGMA, author and named Top 100 Most Influential People in Accounting by Accounting Today for several years running 

The Schedule

Day 1

8:30-9:00 a.m.: Registration and breakfast

9:00-9:15 a.m.: An introduction to The Modern Firm Retreat
John Mitchell

Part 1: Smart Firm Management

9:15-10:00 a.m.: Your firm’s who, what and how
Darren Root

10:00-10:45 a.m.: Your firm’s who, what and how (cont.)
Rootworks Team

10:45-11:00 a.m.: Break

11:00-11:30 a.m.: Your firm’s tech stack
Darren Root

11:30 a.m. to noon: Building your firm’s tech stack
Darren Root

Noon to 1:00 p.m.: Lunch

Part 2: Smart Client Management

1:00-1:45 p.m.: Implementing Smart Client Management
Darren Root and John Mitchell

1:45-2:30 p.m.: WORKSHOP: Implementing Smart Client Management in your firm
Rootworks Team

2:30-2:45 p.m.: Break

Part 3: Smart Security Management

2:45-3:30 p.m.: An introduction to Smart Security Management
Darren Root

3:30-4:15 p.m.: WORKSHOP:  Smart Security Management in your firm
Rootworks Team

4:15-4:30 p.m.: Loving your work
John Mitchell

6:30-7:30 p.m.: Cocktail reception

7:30-9:30 p.m.: Dinner

Day 2

8:30-9:00 a.m.: Breakfast

9:00-9:15 a.m.: Day 1 takeaways and Rootworks information
Darren Root

Part 4: Smart Team Management

9:15-9:45 a.m.: An introduction to Smart Team Management
John Mitchell

9:45-10:30 a.m.: WORKSHOP: Smart Team Management in your firm
Rootworks Team

10:30-10:45 a.m.: Break

10:45-11:30 a.m.: Q&A with team
Darren Root, John Mitchell, Andy Root, and Rootworks coaches

11:30 a.m. to noon: Your journey to a modern firm
John Mitchell

Noon: End event

Denise Nelson, EA Partner Accounting Plus
If you're serious about improving your firm, you don't want to miss this event.
Denise Nelson, EA Partner Accounting Plus
Modern Firm Retreats

Take advantage of early bird pricing and save $100

Seating is limited…and you don’t want to miss this.