Resources

Access current tips, best practices and expert advice to help your accounting firm get better every day.

prioritizing your firm's most valuable asset

Webinars

Prioritizing your firm’s most valuable assets using Smart Client Management

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.

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use data analytics to simplify your business

Webinars

Using the data in your firm to simplify your business model and get to year-round revenue

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.

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3 ways your tech stack can transform your CAAS

Webinars

3 ways the right tech stack will transform your CAAS

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.

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The modern firm webinar

Webinars

The Modern Firm® webinar

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.

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Webinars

Avoiding the most common cyberattacks your firm faces

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.

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