Rootworks is the accounting profession’s premier firm-improvement organization, serving more than 800 firms nationwide. We inspire and empower accounting entrepreneurs to help their firms produce greater results and a better quality of life for owners, partners and staff.
Helping Thomson Reuters firms is in our DNA. Our founder, Darren Root, developed and honed innovative techniques and strategies to optimize Thomson Reuters software to build his own successful firm. Since then, Rootworks has helped hundreds of Thomson Reuters firms take control of their businesses, enjoy peak performance, and improve client experience, workflow and profitability.
Before Rootworks, I knew that I needed to implement many changes, including regular training for my staff, enhancing our work culture and defining our ideal clients. These were some of the missing pieces that Rootworks filled in for me. Working with the Rootworks team saved me years of figuring all of this out on my own.Carlos Guaman President, El Triunfo
Rootworks is a community of accounting firm owners and partners, with membership levels to meet the unique needs of today’s accounting firms. There’s a membership level for every type of firm—from a digital subscription that offers self-serve access to our platform to Advantage and Academy levels that extend the value of membership with one-on-one coaching, staff training sessions and resources, and attendance at our virtual and onsite member conferences.
Because Rootworks members have access to a team that’s both well-versed in Thomson Reuters products and experts in running a successful modern firm, here’s what you can expect:
· A fully enabled collaborative accounting model
· Paperless office and end-to-end tax workflow
· Single client database
· A fully developed, mobile-enabled online presence
Without the help of the Rootworks team, we wouldn’t be where we are today. We’ve had some of the smoothest tax seasons in our history since joining because we now have the right technologies and defined, structured processes in place. We can’t thank Rootworks enough for helping us run a better accounting firm!Deanna Rubano Co-Owner and Firm Administrator, AccuPro Advisors
Depending on the membership level you choose, you’ll have access to:
Easily collect, monitor and track valuable client data and gain access to our turnkey client products with our client intelligence platform—ClientView,
Receive personalized guidance and support for the life of your membership from our expert coaching staff.
Developed to help accounting firms solve common pain points at every level of the business model, the BMB roadmap guides you through defined tasks geared to improve all areas of business including leadership, operations, products and experience.
Receive premium, education-based content to help your firm build a sound content marketing program—includes eBooks, business-focused articles and client magazines.
Academy members can access our comprehensive marketing resource center, chock-full of professional marketing awareness pieces such as fact sheets, email campaigns and more.
Receive discounts on the software you need most. Increase productivity, streamline your virtual office, and automate payment processing with topline tools.
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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.