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*This blog is part of the July 2023 Thought Leader newsletter “It takes money to make money,” they say. On ...
*This blog is part of the July 2023 Thought Leader newsletter Business development is a common goal for firms once ...
Greg Cole, President and Founding Member of Cole & Company, CPA, has been a Rootworks member for over a decade. ...
I can guess what you’re thinking: Here we go…someone else talking about DEI initiatives for accounting firms…again. But stay with ...
As numbers people, you know the importance of relying on data. Not only does it provide you with the basis ...
If cybersecurity isn’t embedded in your firm’s culture, you’re putting your firm at risk. Security can’t be merely a part ...
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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.