Most relevant results
Most relevant results
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.
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.
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
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
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
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
If you're serious about improving your firm, you don't want to miss this event.Denise Nelson, EA Partner Accounting Plus
Seating is limited…and you don’t want to miss this.
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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.