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.
Join Darren Root, Chief Strategist for Right Networks and Rootworks, and John Mitchell, Director of Firm Culture Strategy for Rootworks, as they discuss the importance of consistently and intentionally focusing on your firm’s two most valuable assets by assigning a Smart Client Manager to execute your business model. In this webinar, you’ll learn:
Darren Root, Chief Strategist, Rootworks
John Mitchell, Director of Firm Culture Strategy, Rootworks
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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.