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The world has forever changed. Is your firm ready?

Clients are desperate for more advisory support. Staff can’t take another insane tax season. And you need to drive more recurring revenue. Solving these challenges requires change to your business model if you’re to achieve sustainable, profit-fueled success in this new world.

Attend a Modern Firm Workshop and join over 1,000 top-tier accounting firms that are reaping the rewards of a better business and a better quality of life.

You’ll walk away with Rootworks’ proven blueprint for structured, intentional firm transformation, plus strategies and tools to help simplify operations, increase firm productivity, address cybersecurity concerns, enhance client experience, elevate per-client revenue and improve firm-wide culture.

  • Who should attend: This live event is ideal for firm owners, partners and key managers.
  • CPE: 9.5 credits

Key Takeaways

Inspiration for firm leadership

  • Evaluate your leadership style and quality of life as a firm owner.
  • Clarify priorities for improving your firm.
  • Understand the positive impact of creating an intentional firm brand.

High-impact business strategies

  • Understand the business model and practices shared by successful modern firms.
  • Define your ideal clients.
  • Identify your sweet spot when it comes to product and service offerings.
  • Create a strategy to simplify and standardize workflow and delivery of services to your ideal clients.

Technologies for security and growth

  • Expert guidance on workflow automation and valuable data insights.
  • Understand how to mitigate security risks.
  • Learn how to simplify analysis of your current tech stack.
  • Get valuable insight into Rootworks vetted and recommended firm technologies.
Deanna Rubano
Without the help of the Rootworks team, we wouldn’t be where we are today. We’ve had some of the smoothest tax seasons in our history since joining because we now have the right technologies and defined, structured processes in place. We can’t thank Rootworks enough for helping us run a better accounting firm!
Deanna Rubano Co-Owner and Firm Administrator, AccuPro Advisors

Two dates and destinations to choose from— Register now* and get $100 early bird savings!

*Early bird deadlines vary by location.

Darren Root

From one firm owner to another

This live, two-day event features Darren Root, CPA.CITP, CGMA, a 30+-year firm owner who literally wrote the book (well, blueprint) on building a modern firm. You’ll get first-hand, peer insight into how he defined the core elements that make up a modern accounting firm—including tech stack, business model, client experience, security, ideal clients, staff engagement, online presence and so much more.

And who better to guide you than a real-world practitioner who knows all too well the challenges and pain points firm owners, just like you, face every day?

Darren Root, CPA.CITP, CGMA, author, and Top 100 Most Influential People in Accounting by Accounting Today

Bruce Berndt
After attending my first Rootworks event, I knew that if we could just change our firm to align with the Rootworks vision, we could do something great. After years of learning about and taking part in business model, QBO, mobile and website, In The Loop, culture, and good firms and friends, we have flourished in so many ways. Today, for the month of March alone, we billed as much as we did in an entire year back when we started with Rootworks. Rootworks matters to our firm!
Bruce Berndt CPA, CGMA and Partner, Berndt CPAs

The Schedule

Day 1

8:30a: Breakfast and registration opens

9:00a: An introduction to The Modern Firm. A modern firm starts with a different way of thinking. In this session, we’ll lead you through ways to change your mindset, think more openly, plan and lead with intention.

9:30a: The business model for The Modern Firm. We’ll walk you through the core business model elements as well as proven and time-tested strategies to help solve firms’ most common challenges and get you moving down the modern firm path.

11:00a: Who, what and how. Take control of your firm by defining the who, the what and the how. We’ll show you how to conduct a candid and honest evaluation of your firm’s current state and create a plan for impactful firm improvement.

12:00p: Lunch provided

1:00p: The technologies that power The Modern Firm. Technology is changing faster than ever, which means you have more choices than ever when it comes to building your modern tech stack. We’ll help you identify the process of selecting and implementing the right technologies for your firm.

3:00p: The brand of The Modern Firm. From your firm’s logo and website to your onboarding process and client experience, your brand is the way people experience your firm. And it should be intentional and clear. In this session, we’ll discuss common friction points and ways you can improve your firm’s brand presence.

4:30p: End day 1

5:30p: Cocktail reception

6:30p: Dinner

Day 2

8:30a: Breakfast

9:00a: Data in The Modern Firm. Data—from client information to business data—is everything you need to drive decisions on firm improvement. In this session, we’ll explore the three types of data accessible within your firm and explain how to leverage that data to create a more proactive approach to serving clients.

9:30a: The culture of The Modern Firm. An irresistible culture is a crucial component for making your accounting firm successful—and it doesn’t happen overnight. Join us as we share the four ingredients required to create a healthy firm culture and show you how to implement each.

10:45a: The Rootworks way. Learn why more than 1,000 accounting firms nationwide turn to Rootworks for guidance on effective firm improvement. We’ll share an engaging behind-the-scenes look at the benefits of a Rootworks membership.

12:00p: Event ends

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Take advantage of our early bird pricing—$100 savings for a limited time!

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

sponsored by:

  • ADP
  • Tech Guru company logo
  • Intuit
  • rewind logo
  • GKM