Category
Latest articles
*This blog is part of the May 2023 Thought Leader newsletter Happy May! Hopefully, you’ve taken a well-deserved post-tax season break and have returned to the office feeling refreshed and…
Metaphor alert: Your accounting firm’s website is now the front door to your business. Gone are the days of potential clients seeing your business on a drive down a busy…
“Oh, they’re busy. I’ll wait to cyberattack them until after tax season,” said no hacker ever. Hacking runs rampant every tax season. But this busy season was one for the…
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…
*This blog is part of the April 2023 Thought Leader newsletter Humans have an inherent need for control and certainty. We thrive when life goes according to plan and rely on…
*This blog is part of the April 2023 Thought Leader newsletter Not to date myself, but as someone who’s been around the accounting profession for more than three decades, I…
We’re in it, folks. The throes of tax season. So, we’ll make this intro quick. For information about keeping your data safe, your bottom line singing and your firm’s future…
*This blog is part of the March 2023 Thought Leader newsletter During tax season, your accounting firm may find it challenging to balance your daily responsibilities with seeking out new…
This blog is part 2 of a two-part series, “The 7 habits for modern firms.” Read part one, here. Would you consider your life to be interruptible? What I mean…
At Rootworks, we pride ourselves on being at the forefront of technological advancements and providing our members with top-notch, efficient and effective accounting solutions. As part of our commitment to…
What do you want your legacy to be? Think about it. How do you want people to feel when you leave this earth? What will you leave behind? What would…
“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…