For those who are looking for the tools and resources they need to level up their firm, and who are confident that they can hold themselves accountable on their path to firm improvement. With self-serve education options via our online resource center, quarterly thought-leadership webinars on key industry trends, and Rootworks’ online Connect™ peer community platform, the Digital membership is a great place to start your firm improvement journey.
Rootworks’ most popular membership level, designed for those who are ready to level up their firm’s performance and start building the lives of their dreams. Advantage membership includes everything from Digital, plus the added benefits of one-on-one coaching, staff training webinars and access to special events. Advantage members enjoy upgraded support and membership into an exclusive community of like-minded peers, all on a journey to building the firms of their dreams.
Our most exclusive membership level, purpose-built for those who have intentionality and vision for their firms—and who are ready to go all-in on making their dreams and visions a reality. The gated Academy membership includes all the tools and resources you need to elevate your firm to its greatest potential, the highest caliber of peer community and in-person events, and an enhanced level of Rootworks’ white-glove service and support.
Firm improvement starts here
Grow with Advantage
Your exclusive access
|Pre-made client products|
|Online resource center|
|Connect peer community platform|
|Monthly one-on-one coaching|
|Staff training webinars|
|Marketing resource library|
We can provide coaching, pre-made client products, a content package and more.
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
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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.