Most relevant results
Most relevant results
A holistic approach is what’s needed to run a modern accounting firm today. Getting it right is like building a puzzle. Clients expect a cohesive and simple experience. Your team needs the tools to better serve customers without friction, and you need information that measures what matters.
Data is the key driver that will lead your firm from being only a reactive compliance firm to a proactive firm that holistically serves clients…
The new year is a time for reflection, evaluation and goal setting.
Do you find yourself brushing that off and thinking, “With all of the meetings on my calendar, when do I have time to reflect, evaluate and set goals for the year ahead?”
You’re not alone. To make room for the meetings on our calendars and tasks on our lists, it’s no wonder the first thing that gets double-booked is the time we should be taking for our mental health.
Our challenge to you today…
Happy New Year! Looking back at 2022, both staffing and technology were big challenges for most firms.
Raise your hand if you turned to new technology and other alternatives to help with the lack of staffing for tax season. I hope you did your evaluation early and have all your technology implemented, tested and trained by now—or are at least in the final stages, because evaluating and implementing new tech in January is kind of the equivalent of a Hail Mary…
Oh, cybercrime is scary, all right—and getting worse all the time. In November, SlashNext reported a 61% increase in malicious URLs since the end of 2021. That works out to about 80,000 dirty links per day or 255 million in 2022. And a few of them were no doubt aimed at your firm.
So, given the title of this article, how, exactly, are those numbers not completely terrifying…
Tax season—AKA the perpetual workday that starts at 8 a.m., January 1, and ends at midnight, April 18—is not a convenient time for accounting firms to optimize their online presence.
But stress no more, modern firms. You CAN maintain your social post schedule and serve your clients, too…
Broken to Better: 13 Ways Not to Fail at Life and Leadership
by Michael Kurland
Weekly Habits for Extraordinary Leaders (How to Master Your Mindset, Inspire Your Team and Elevate Your Business)
by Daphna Horowitz
ReCulturing: Design Your Company Culture to Connect with Strategy and Purpose for Lasting Success
by Melissa Daimler
Ask Powerful Questions: Create Conversations That Matter
by Will Wise
Events for Rootworks members
Check out these upcoming webinars exclusively for Rootworks members.
January/February 2023 webinars
Academy member-specific 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.
4 things you can do now to take control of next tax season
January 11, 2:00 p.m. ET
Join Darren Root, Chief Strategist for Right Networks, and John Mitchell, Culture and Workforce Advisor for Right Networks, as they unveil the four practical and proven things you can implement right now to take control of the upcoming tax season.
Register at rootworks.com/resources/4-things-you-can-do-now-to-take-control-of-next-tax-season-live-webinar-jan11/
Taking control of your firm’s tax season with the help of automation
January 25, 2:00 p.m. ET
Join Darren Root, Chief Strategist for Right Networks, and Sean Hanthorn, Education Services Director for Rootworks, as they address proven ways firms can leverage automation to improve workflows, processes and business operations.
What’s new on the Rootworks blog?
From how you can pull your firm out of a rut and make it grow, to a look back at December’s fantabulous Inspire conference, the Rootworks blog has all the information you need to get your year started right. See what’s new, and remember to bookmark the blog for even more information, best practices and just plain fun in 2023!
Read the latest post 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
A Bigger Bottom Line, LLC
Jeremiah K Murphy, CPA Inc
Reservoir Investments LLC
Elk Grove Accounting and Tax Services
Lemec Group LLC
Whitfield & Associates LLC
Badman & Associates PA CPA
Gould & Leffew, PA
Kevin Jacobs CPA
5 years
Mannia & Company, LLC
LEP Consulting, PLC
Congratulations on your success, and we look forward to celebrating many more anniversaries with you and your teams!
Please complete the following:
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.