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*This blog is part of the September Thought Leader newsletter. In the competitive world of business, small to medium-sized accounting ...
*This blog is part of the September Thought Leader newsletter. Wondering how to let the world in on your awesome ...
It’s likely that you’re working too hard for some of your clients. You probably respond to calls or requests as ...
In the complex world of accounting, firms often find themselves in the middle of captivating narratives. “The tale of the ...
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.
A question we’ve heard frequently from Rootworks members is, “How can we increase our firm’s capacity?” Between the accountant shortage ...
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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.