February 2023

online job search

Firms must become better places to work 

I’m just speculating here…but it’s never appeared to me that new employees took a job in our profession with the idea that they were already looking for another job. 

With that said, however, it sure seems like there are a lot of employees in the tax and accounting industry looking for another job. So, what’s the deal with the tax and accounting profession?

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Guiding your firm through staff resignations 





“Instead of worrying about what you cannot control, shift your energy to what you can create.” 
– Roy T. Bennet 

All right, firm leaders. It’s time to address the elephant in the room:  

Your best, top-performing staff members may decide to leave your firm—and there’s nothing you can do about it

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Are your employees looking elsewhere for opportunities?

Ross Desmond





Why does an employee search for greener pastures? 

In the case of accounting employees, there are several reasons they might be inclined to search for new job opportunities

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Cybersecurity war games are a battle firms can’t afford to lose




Accountants of a certain age will remember the 1983 movie War Games, in which a pre-Ferris Bueller Matthew Broderick and his classmate, played by fellow generational icon Ally Sheedy, narrowly avert nuclear way by playing tic-tac-toe with a military computer

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How a strong company culture helps lay the foundation for marketing success

We talk a lot about company culture and how it impacts overall job fulfillment and morale. When you work in a positive, collaborative workplace where you feel valued and respected, you’re likely to be more dedicated and devoted to your job and company

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Events for Rootworks members 

Check out these upcoming webinars exclusively for Rootworks members. 

February/March 2023 webinars 

  • February 15: Staff Training:  Tax return delivery and electronic signature process 
  • March 1: Staff Training: Tax season status check and extension filing process 

Special note regarding webinars: We know how busy this time of year is, so with tax season in full swing from February through April, you’ll see two webinars per month during that period. After the April deadline, the frequency of webinars will increase again! 

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 your million-dollar firm: a Rootworks membership demo 
February 15, 2:00 p.m. ET
Join Andy Root, Director of Membership for Rootworks, as he gives you a behind-the-scenes look at a Rootworks membership and all it entails—one-on-one coaching, expert guidance, weekly educational webinars, a lively, connected community of like-minded firm owners and so much more. Everything you need to build a million-dollar firm! 

Register at rootworks.com/webinars.

What’s new on the Rootworks blog? 

From tax season survival tips to recession-proofing your modern firm, the Rootworks blog is here to get you through the busiest time of year. 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
CFO 1 Source, LLC
The Livesay Group PLLC
Craib Accounting
Accounting Management Services 

5 years
Traner Smith
Wright CPAs, LLC
Keasler CPA, PLLC 

10 years
Mitchem Abernathy
Reimer McGuinness Hess 

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