
Access current tips, best practices and expert advice to help your accounting firm get better every day.
On-demand webinar Join Andy Root, Director of Membership for Rootworks, as he steps you through how more than 1,000 accounting firms have made this intentional choice to move away from the traditional firm model of constant chaos. Get a behind-the-scenes look at a Rootworks membership and how we put you on the path toward The Million Dollar Firm.
If you’ve ever wondered if digital marketing for accounting firms is necessary to your firm’s success, let me throw you ...
This blog is part of the August Thought Leader newsletter. As Rootworks members know, Smart Client Management is a topic ...
This blog is part of the August Thought Leader newsletter. ChatGPT is pretty cool, right? Just type in a query ...
This blog is part of the August Thought Leader newsletter. Amid the hustle and bustle of the financial season, it’s ...
This blog is part of the August Thought Leader newsletter. We’ve all heard the song, “The Wheels on the Bus,” ...
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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.