Resources

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

Prioritizing assets with smart client management

Webinars

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

Live webinar | September 21 at 1 p.m. ET
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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Webinars

Building The Million Dollar Firm: A Rootworks membership demo

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.

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