April 2023

Empower your firm to excel in the new era of accounting

Not to date myself, but as someone who’s been around the accounting profession for more than three decades, I can honestly say I’ve never been as bowled over by the quantity and speed of changes to the profession as I am these days. Literally, everything is changing—and it doesn’t show any signs of slowing down. 

That’s why this month, I want to ask you an important question


The restorative power of control





Humans have an inherent need for control and certainty. We thrive when life goes according to plan and rely on tools to stay on track.  

On the other hand, uncertainty brings us balance—for instance, who else avoids the spoilers before seeing the latest “Ted Lasso” episode? When plans go awry or situations feel chaotic and out of control, there’s often little we can do to rectify it in the moment.  

We’re here to remind you that not having a solution is OK

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Out with the old, in with the new





Out with old, in with the new? Not so fast. 

Author Scott Adams said, “Normal people believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet.”  

This got me thinking. Why does the accounting industry still want to fix what “ain’t broke?” The answer: we all want the perfect software that does absolutely everything

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The password is…too weak to work on its own




‘Aristophanes’ didn’t work for Felix Unger when The Odd Couple crossed paths with TV game show mainstay “Password” in 1972 (and here’s a hint: it’s still too weak for you to use as a login password).  

Weak passwords are a serious problem. So are the repeated passwords many of us tend to use from account to account and application to application

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Time management during tax season

You’re almost there, modern accounting firms!

Tax Day is within reach—you just have to buckle down for the final stretch. You may be running on caffeine and protein bars at this stage in the game, so let me help you make the most of the time left in the last days before the deadline

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the month of April


Events for Rootworks members 

Check out these events exclusively for Rootworks members. 

Upcoming webinars 

  • April 25: Marketing Solutions Academy webinar: Set your firm up for success with a solid marketing plan for Q2 and beyond!
  • April 26: Staff Training: Onboarding new clients
  • April 27: Customer Success update webinar
  • May 9: Marketing Solutions webinar: How the tax-season afterglow can grow Google reviews
  • May 10: Staff Training: Deconstructing tax season
  • May 11: Spring technology update webinar

See the entire webinar schedule and register at Resources > Events > Webinars in your Rootworks.com account.

Events for members and non-members

Not a Rootworks member yet? We have you covered with live and on-demand events where you can learn more about Rootworks and the latest hot topics in the profession.

Visit rootworks.com/webinars for a continually updated schedule of events.

Building the Million Dollar Firm: a Rootworks membership demo

Join Director of Membership Andy Root as he shows you how Rootworks member accounting firms have made the intentional choice to move away from the traditional firm model of constant chaos and are traveling on a successful path toward becoming The Million Dollar Firm.

Register at rootworks.com/resources/rootworks-live-membership-demo-on-demand-webinar/

Empower conference 

May 1-3: Denver, Colorado—This much-anticipated conference brings together accounting professionals, their staff and a lineup of engaging and informative speakers. Empower offers many opportunities for attendees to dig deep into the “how” and the “what” behind building a modern firm. Open to both Rootworks members and non-members!

Learn more and register at rootworks.com/rootworks-empower-2023/

What’s new on the Rootworks blog? 

The Rootworks blog is here to help you decompress from this tax season and improve the next one. Which 10 key metrics should you be tracking? How do you create a stellar firm culture? Check out what’s new—and don’t forget to bookmark the blog so you can stay updated on everything you need to know.

Read the latest posts at rootworks.com/blog. 

Member anniversaries

It’s time to recognize this month’s Rootworks member anniversaries! Help us wish the following firms a Happy Anniversary:

1 year
Yelena Pierson CPA
Foresight Advisory & Consulting PLLC

5 years
Landau, Swartz & McCarty LLP

Congratulations on your success, and we look forward to celebrating many more anniversaries with you and your teams!