Most relevant results
Most relevant results
For firms that only need self-service resources to level-up their practice
For firms wanting to accelerate their improvement with one-on-one coaching and more
For firms wanting to join an exclusive community with other firms focused on realizing their goals
| Features |
Firm improvement starts here  Digital |
Grow with Advantage  Advantage |
Your exclusive access  Academy |
|---|---|---|---|
| Pre-made client 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 | |||
We can provide coaching, pre-made client products, a content package and more.
All Premium Memberships now also include our new Insights offering for you and your clients at no additional cost.
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.