Building a marketing strategy is how you move forward. It reshapes your firm with a new vision and shifts your target audience to your ideal client. Join author, CPA and industry thought leader Darren Root, along with Chris Rund, Rootworks’ Creative Director, for a look at an intentional, structured approach to marketing—and take back control of your firm’s future.
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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.