Resources

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

Webinars

The Modern Firm® playbook

Live webinar | October 12 at 1 p.m. ET
In this session, we’ll dive into The Modern Firm playbook—a comprehensive guide to building and managing a thriving firm in the modern era. Join Rootworks member coach Tiffany Caponigro as she covers how to adapt to changing market dynamics, embrace innovation and drive sustainable growth by implementing the four smart pillars of The Modern Firm playbook.
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smart client webinar

Webinars

Maximizing the value of your client list by implementing a Smart Client Manager

On-demand webinar
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.

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Better Everyday podcast

Podcasts

Better Every Day with Darren Root and John Mitchell

Managing your business model daily (Ep. 82)

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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