Smart Client Management in The Modern Firm®

Learn how to grow your accounting firm by identifying your ideal clients, uncovering lucrative new revenue opportunities and retaining your best employees by practicing Smart Client Management:

• Attract and retain your ideal clients
• Turn your accounting firm into a year-round revenue machine
• Reduce working hours and stress for yourself and your employees during tax season
• Lessen your reliance on tax season for bringing in revenue
• And learn about the FREE tool available from Rootworks that provides automated firm and client insights reports based on your sales data