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Access current tips, best practices and expert advice to help your accounting firm get better every day.
Understand how to simplify the overall concept of marketing and sales and become fluent in the basics—even if you don’t ...
Your firm operates under the influence of a living and growing culture. Begin developing an irresistible place to work and ...
See how your business model drives your website strategy and learn why helping your clients build a sound mobile strategy ...
Put client data to work for your firm. Gain deeper insight into client needs to support them in a far ...
Understand how to productize high-value advisory services to offer clients repeatable, “off-the-shelf” advisory products they both need and want by: ...
Having a powerful online presence is more important than ever to attract ideal clients to your firm. Master your firm’s ...
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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.