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Access current tips, best practices and expert advice to help your accounting firm get better every day.
Picture it: It’s busy season, and your accounting firm is racing against the ticking clock to meet the tax return ...
PlayThis blog is part of the October Thought Leader Newsletter. Riddle me this: When is an accounting firm like a ...
On-demand webinar 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.
We’ve all been there. At some point in a relationship red flags can pop up…but we turn a blind eye. ...
Every firm—no matter its size or client roster—needs an edge. And that edge is often defined by the tools it ...
Spoiler alert: Your firm’s brand is more than just a logo or the colors you’ve chosen; it’s so much more ...
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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.