Features |
Firm improvement starts here ![]() Digital |
Build your business model ![]() Advantage |
Grow and scale with academy ![]() Academy |
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Pre-packaged advisory products | |||
Online resource center | |||
Vendor discounts | |||
CPE | |||
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) | |||
Launch a dynamic, modern website designed to attract new clients.
Let our experts handle your marketing. Three plans to choose from.
Collaborate with other motivated firm leaders for professional growth.
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.
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
Rootworks partners with the profession’s leading vendors to further fuel firm improvement. Members have access to thoroughly vetted solutions and enjoy exclusive discounts.
Please complete the following:
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.