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

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

Did you know that your firm’s most valuable assets include your client list and your staff members? Your accounting firm’s business model must revolve around managing your client list and providing a great place to work. And it’s up to you to make them your top priority. 

Join Darren Root, Rootworks’ Chief Strategist, and John Mitchell, Rootworks’ Director of Firm Culture Strategy, as they introduce ways to help your firm develop year-round cash flow, create an incredible accounting firm culture and produce more satisfied clients. They’ll walk you through the concept of Smart Client Management and show you how to: 

• Help your firm create the ideal client roster by continuously managing your client base. 
• Allow your firm to maximize recurring revenue to create year-round income streams. 
• Balance the workload for your firm and staff to create a happier, more sustainable work environment. 

Presenters:
Darren Root, Chief Strategist, Rootworks
John Mitchell, Director of Firm Culture Strategy, Rootworks