Access current tips, best practices and expert advice to help your accounting firm get better every day.
On-demand webinar The two most valuable assets in your firm are often overlooked: your client list and your staff members. A modern accounting firm’s business model must revolve around managing your client list and providing a great place to work. To prioritize these assets, you need someone managing them daily—that’s where a Smart Client Manager comes in.
On-demand webinar 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.
Live webinar | December 13 @ 2 p.m. ET Data is everywhere in your firm—and there’s never been a better time to capture it. To simplify your accounting firm business model, you must leverage the data you have to create streamlined products and services that provide recurring year-round revenue. Join Darren Root, Right Networks’ Chief Strategist, and John Mitchell, Culture and Staffing Expert, as they share best practices—and real stories from firms—on using data analytics to simplify business and create year-round revenue.
Live webinar | December 8 @ 2 p.m. ET Your accounting firm website is the first impression many clients have of your firm. A strong digital presence doesn’t mean just having a website—it requires an unmatched user experience to attract and retain your ideal clients. That’s why your website must provide your clients with a single place to do business. Join Darren Root, Right Networks’ Chief Strategist, and John Mitchell, Culture and Staffing Expert, as they uncover the steps you can take to simplify your web presence and ensure you’re leveraging one of your firm’s most powerful assets.
Live webinar | December 6th @ 2pm ET Tax season is out of control for many accounting firms—but it doesn’t have to be. Don’t let the upcoming busy season overwhelm your team members because you’re doing the same things you’ve done in the past. Join Darren Root, Right Networks’ Chief Strategist, and John Mitchell, Culture and Staffing Expert, as they present the ultimate year-end tax season checklist to implement between now and the coming tax season.
Live webinar | November 28 @ 2 p.m. ET The majority of accounting firms drift unintentionally into a tech stack for their client accounting advisory services (CAAS)—one that provides a subpar experience for both clients and staff. The wrong tech stack increases inefficiencies that create time-consuming processes...costing firms time, energy and margin. Join Darren Root, Right Networks’ Chief Strategist, and Amy McCarty, Rootworks’ Education Services Manager, as they uncover the three ways the right accounting firm tech stack will transform your CAAS.
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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.