Firm Improvement Solutions

End-To-End Solution
for Firm Improvement

Improving your accounting firm and getting better business results takes more than just technology. Rootworks puts a team of people on your side—creating strategies, resources and content that fuels firm growth and improvement. Join our growing community of nearly 800 firms nationwide.
device-macbook man working on his laptop at a desk
desktop-window graphical representation of Rootworks website
desktop-window Mapping out a workflow
man studying diagrams on a white board

Created by a firm owner for other firm owners, Rootworks offers expert guidance and solutions for every aspect of The Modern Firm®:

  • Business Model Basics
  • Expert one-on-one coaching
  • Proactive advisory services model
  • Content for your media channels
  • Firm-branded sales materials
  • Firm website and mobile presence
  • A proprietary client intelligence and data gathering platform
  • Staff training webinars
  • Online learning resources
  • Peer-to-peer network and support community
  • Virtual and onsite community conferences

“Rootworks has a proven business model that works. No one else offers the level of education and coaching. I know that the only way to maintain my lifestyle is to keep working with their people. We still have work to do, but that’s the great thing about the Rootworks team—they are with us for the long-term.”   Read More →


kristal hassler headshot
Kristal Hassler CPA and Managing Partner, TKCPA

Run a Better Accounting Firm. Improve Your Business Model.

Harness client data to move from reactive to proactive advisory services. Reach new clients with a dynamic, content-driven website and grow your firm. Connect with a supportive community of peers so you don’t have to go it alone.

Rootworks helps you every step of the way with membership plans to suit every firm.
person sitting at computer reading a paper document

Want to hear from us?

Join our mailing list and get all of the latest news delivered straight to your inbox.