Creating a Modern Experience (Ep. 12)
Mountain bikes (Ep. 10)
Power of Objectivity (Ep. 11)
Gaining perspective (Ep. 9)
Productizing (Ep. 10)
Freedom in standardization (Ep. 8)
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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.