accounting firms

If you’ve wondered about what Rootworks membership entails, you’ve come to the right place! Maybe you’re an accounting firm owner, struggling to create consistent year-round revenue. Or maybe you work…

You’ve probably heard us talk a lot about the concept of Smart Client Management recently…and for good reason. It’s not only helping accounting firms think through their existing client list,…

We’re living in a time of monumental change—a time that will be reviewed and studied well into the future. How should we be thinking about it and what’s to come…

Earlier this week, I presented “Tech, Trends and Disrupters” with Thomson Reuters Director of Innovation Jordan Kleinsmith at GEAR UP 2020. Keep reading for highlights from our program or scroll down to the bottom of the article to sign up for our next live presentation of “Tech, Trends, and Disrupters” on Friday, December 11.

The CPA Consultants Alliance held their annual working group meeting this week in Scottsdale, Arizona where they swarmed around solutions regarding the transformation of the Accounting Profession towards Client Advisory…

Office workers are so 2017. Are the downloads in your office taking a little longer lately? Accounting professionals will deal with an influx in employee head count as they onboard…

Tax season is officially here.  With the new Tax Cuts and Jobs Act (TCJA) bill now law, accounting professionals around the states are adjusting their practices. The bill is the…