Resources

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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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Member Stories

Zsebe and Associates

The value of coaching with no expiration date Energized by his new role as managing partner and with a clear ...

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Member Stories

Summersgill CPA

A modern firm website means never sacrificing form or function “One of the best things about working with the Rootworks ...

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Member Stories

Stroud & Company CPAs

A little preparation helps open the flood gates to success Stroud was thoughtful in launching the firm’s Audit Assurance and ...

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Member Stories

JSC Advisers

Getting the answers he needed to build a modern firm The experience he gained working directly with clients at his ...

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