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:
Darren Root, Chief Strategist, Rootworks
John Mitchell, Director of Firm Culture Strategy, Rootworks
Please complete the following:
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.