Data is everywhere in your firm—and there’s never been a better time to capture it. To simplify your accounting firm business model, you must leverage the data you have to create streamlined products and services that provide recurring year-round revenue. Instead of taking a reactive approach to serving clients, discover how modern firms focus on proactively providing what their clients need based on the data they already have.
Join Darren Root, Right Networks’ Chief Strategist, and John Mitchell, Culture and Staffing Expert, as they share best practices—and real stories from firms—on using data analytics to simplify business and create year-round revenue. In this webinar, you’ll learn how to:
Darren Root, Chief Strategist, Right Networks
John Mitchell, Culture and Staffing Expert
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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.