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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.
On-demand webinar 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.
On-demand webinar 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.
On-demand webinar Join notable thought leaders Darren Root and John Mitchell for expert insight into how you can reap the rewards of better business results and a better quality of life for owners, partners and staff. Learn proven strategies for creating a new mindset, a simpler model, a modern experience and a healthy accounting firm culture...and walk away inspired and empowered to take control of your business.
On-demand webinar Listen in as Darren Root, CPA, CITP, CGMA and the founder of Rootworks, speaks with James Walsh, CIO for Right Networks, and they discuss the most common threats. Then explore how the Smart Security Management approach can help you build your defenses on three critical fronts- in the cloud, your local computing devices, and your employees. You will leave the discussion with a better understanding of the new ways cyber attackers our infiltrating firms and how you can shore up your defenses.
On-demand webinar Marketing to your ideal clients The last few years of unprecedented and never-ending tax seasons have made the ...
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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.