September 2023

One space, one place: A new perspective on the cloud  




Once upon a time, the tax and accounting profession’s tech stack consisted of the Microsoft Excel spreadsheet and a One-Write Plus software application (I bet that takes you back a few years). And it was good. 

Then software vendors popped up everywhere, solving individual problems like tax preparation, client accounting, payroll and the like. Still good, since it was more efficient—even though there were more solutions to manage. 

But then


The importance of investing in staff development




When you think about the most valuable asset of your firm, what comes to mind? Your tech stack? Your office space? While these play a large part, there’s really just one thing that matters the most: the people.  

Which people? Your clients, of course; the firm couldn’t exist without them. 

But your staff is every bit as important. And when your team is provided with a setting that allows them to thrive and grow, the byproduct is a firm that runs efficiently and provides top-quality service to your clients...

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Nurturing success: The crucial role of staff retention and development




In the competitive world of business, small to medium-sized accounting firms often find themselves juggling numerous responsibilities. Among these challenges, two aspects stand out as paramount for long-term success: staff retention and staff development. 

If you’re a Rootworks member, or you’ve read these Thought Leader articles previously, you’ll know one of our mantras is that a firm’s two most valuable assets are its client list and its staff. Many firms put a great deal of intention into selecting their client list, only to find themselves unable to develop and keep their best staff members

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Be careful what your kids bring home from school




For decades, it was head lice. The warning would go out every September: “It’s back to school time, and some kids seem to have been playing in the city dump or with mangy animals all summer. Their heads are crawling with little critters that love to jump from one unsuspecting scalp to another.” (Paraphrased, of course.)  

But today, a different kind of scourge is set to affect schools as classes begin for the fall. Fortunately, it won’t make kids sick. But it could still do some serious damage

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Sharing your firm’s culture on social media: Tips and perks

Wondering how to let the world in on your awesome firm culture? We’ve got your back. 

Sharing your work vibe on social media isn’t just about cool pics—it’s a way to amp up your brand, hook in followers and attract top talent. Check out these quick tips for mastering the culture-sharing game and reaping those business benefits

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Events for Rootworks members

Check out these events exclusively for Rootworks members.

Upcoming webinars 

  • September 20: Staff retention and development series Part 2: Creating mentorship and retention plans 
  • September 28: Customer Success update webinar
  • October 4: Fall resource update webinar 
  • October 17: Marketing Solutions webinar: How personal engagement can increase organic leads for your firm 
  • October 18: Client relationship management (CRM) series Part 1: Managing client relationships with a CRM strategy 
  • October 19: Fall cybersecurity update webinar 

See the entire webinar schedule and register at Community > Events > Webinars in your account. 

Inspire conference
Sarasota, Florida
November 28-30, 2023

The agenda is up for Inspirethe capstone end-of-the-year conference exclusively for Rootworks members. Join your fellow members and the Rootworks team for fascinating, information-packed conversations around trends in the profession, best practices, technology updates and so much more.

Learn more at

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 for a continually updated schedule of events. 

In the spotlight this month: 

Avoiding the most common cyberattacks your firm faces
On-demand webinar

The cybersecurity industry is growing at an alarming rate, putting pressure on firms and small businesses to continuously guard against an attack. Understanding the threats your firm and business face can help you better prepare for the dangers that threaten your livelihood. Listen in as Darren Root, CPA, CITP, CGMA and the founder of Rootworks, and James Walsh, CIO for Right Networks, discuss the most common threats. 

Register at

CPA Practice Advisor’s 2023 Ensuring Success
Livestreamed conference
December 6-7, 2023 

Meet your year-end CPE requirements from anywhere, on any device—no cost, no travel, no hotel! CPA Practice Advisor’s two-day, livestreamed interactive continuing education sessions feature an exciting lineup of well-known accounting profession speakers. 

Register now at

What’s new on the Rootworks blog?

Looking to harness the power of digital marketing for your firm? Wondering how to keep your social media feed well-fed? Today, more than ever, you need to stand out from a sea of competitors online. And the Rootworks blog has information you can use to do just that. Check out our newest posts, and don’t forget to bookmark the blog so you can stay updated on everything you need to know.

Read the latest posts at

Attention accounting professionals! 

As our Proposals Team continues its mission to create custom-built tools for accounting firms, they’re working hard on a new proposal solution that’s under development. 

They’d love to talk to Rootworks members and other accounting professionals to ensure they’re addressing your pain points in creating, sending and tracking proposals…and that they’re streamlining the process to meet your needs.

Interested in learning more? Check out the information here.

Milestone member anniversaries

It’s time to recognize the Rootworks member firms that have reached their first, fifth and tenth anniversaries! Help us wish the following firms a Happy Anniversary:

1 year
Tony H. Tarabay, CPA
Clover CPAs & Consultants, LLC
Stranger Tallman & Lautz Accounting
CD Tax & Financial
Craig L. Elggren, CPA
Morrow and Company Ltd
Platinum Group
Moxy Accounting LLC
SBW & Associates, PC
Kapadia LLP/ CPA 4 Drs
Moderhak and Associates PC 

5 years
Capstone CPAs
Korhorn Financial
Four States Payroll
True Wealth Design 

10 years
Collins & Ganley PC
Sanderson CPA, PLLC
InSource CPA
Norman, Graham & DiGangi PC (Norman & Graham CPAs)
Baker, Overby & Moore Inc P.S.
Finsight Global (Abaque Financial Solutions)
Booth, Davis & Associates
Hightower CPA 

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