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


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