Resources

Access current tips, best practices and expert advice to help your accounting firm get better every day.

Prioritizing assets with smart client management

Webinars

Prioritizing your firm’s most valuable assets using Smart Client Management

Live webinar | September 21 at 1 p.m. ET
Your firm’s most valuable assets—your client list and your team—should be your top priority. Not only that, but your business model should revolve around managing your client list and providing a great place to work. Join Darren Root and John Mitchell as they unpack the concept of Smart Client Management that will help your firm deliver a year-round revenue stream, create happier employees and produce more satisfied clients.
Register today
5 traits of a modern firm

Webinars

5 traits of a modern firm

Live webinar | October 4 at 1 p.m. ET
Explore the five essential characteristics of a modern firm, from an agile tech stack and a focus on clients to decisions based on data and leadership adaptability. Join Andy Root, Rootworks Director of Membership, as he teaches the actionable strategies that keep your firm competitive, resilient and primed for growth in today’s ever-changing business landscape.

Register today