Rootworks Premium Memberships


For firms that only need self-service resources to level-up their practice

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For firms that want to grow and scale their business

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Firm improvement starts here


Build your business model


Grow and scale with academy

Pre-packaged advisory products
Online resource center
Vendor discounts
Connect peer community platform
Content package Add-on
Monthly one-on-one coaching
Staff training webinars
Marketing resource library
Firm-branded marketing resources
Marketing coaching
Marketing webinars
Access to our licensed trademark BOSS (Back Office Support System)

Take your membership to the next level with these add-ons:

Firm Website

Launch a dynamic, modern website designed to attract new clients.

Marketing Solutions

Let our experts handle your marketing.  Three plans to choose from.

Mastermind Groups

Collaborate with other motivated firm leaders for professional growth.

Build your smart client list and boost advisory services for free (or add it later!)

Smarter client management starts with active, insights-driven curation of your firm’s client base. Use your insights to optimize services for year-round revenue and sustainable workloads. Boost advisory services with branded reports for clients. Smart client lists are automatically built from client and customer sales records in QuickBooks Online and Xero.

Your plan, your way with a Rootworks membership

We can provide coaching, pre-made client products, a content package and more.

Contact us
Duane Yoder
Our billings were up 44% in March from where we were four years ago...and we did it with the same number of staff! We still have work to do in fully transitioning our legacy clients to the Rootworks model, but we can see the success that comes with committing to a vision and a plan. We definitely could not have done it without Rootworks.
Duane Yoder CPA, Owner, Mattison Yoder

Partnering with the best of the best

Rootworks partners with the profession’s leading vendors to further fuel firm improvement. Members have access to thoroughly vetted solutions and enjoy exclusive discounts.

  • ADP
  • Bill company logo
  • Caldwell List company logo
  • Cash flow tool
  • CPA Charge
  • Fathom
  • GKM
  • Grade US
  • Intuit
  • Keeper
  • LedgerSync
  • P:roposable
  • Right Networks
  • Safesend logo
  • Sureprep
  • TaxSpeaker
  • Thomson Reuters
  • Transaction Pro
  • Vertex
  • Zoom
  • cloud premiere company logo