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Access current tips, best practices and expert advice to help your accounting firm get better every day.
Developing a strong online presence is no longer a nice-to-have, but a must-have. And, yes, even for accounting and advisory ...
Building a tech stack for a modern firm is more important than it’s ever been. Cloud-based technology isn’t the way ...
Nothing but the truth (Ep. 5)
That’s why maintaining a healthy cash flow should always be front of mind with clients.
On fire with Crystal Miller (Ep. 4)
The one about catharsis with Brittany Lindholm (Ep. 3)
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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.