The Modern Firm is about surviving and thriving in the current era of technological disruption—while at the same time preserving your freedom, relationships and creativity.

The Modern Firm™
A business framework you can grow on.


The Modern Firm™ is Rootworks’ strategic framework for entrepreneurship and innovation. It empowers your accounting firm in three key aspects of business. Our CEO Darren Root explains:


Choose a New Future.


A Rootworks membership will empower you to change your business, with inspiration and guidance along every step of the journey.


Create your Modern Firm with support from Rootworks in these essential areas:



One-on-one technical coaching—to help you implement the technology ecosystem of the Modern Firm.

Quarterly technology webinars—to keep you ahead of the curve

Rootworks Learning Center Events—A summer schedule of retreats and workshops at our Indianapolis Learning Center. Inspirational interaction with your peers and empowering content to help you move forward.

Online staff training sessions—weekly programs on timely, relevant topics

Annual Member Conferences—Fourth-quarter gatherings in sunny Florida to prepare for the new year.

Instructional resources and learning management system—informative, time- saving how-to documents and videos, delivered through our online interface for continuing education.


Online Platforms

Your website: The front door to your business—Your membership gives you exclusive access and pricing on the Rootworks core website solution. Your site content can be tailored to your business needs and client experience objectives.

Your collaborative platform—A Rootworks website is equipped with user tools that create your platform for client collaboration in the Modern Firm.

Rootworks Grow—our online member hub and professional networking platform. It’s home base for your membership activity.


Quality Growth

Not just growth; the right growth—Rootworks will help you grow your accounting firm by showing you how to create a brand and a business model that connects with the ideal clients of the future.

From vision to victory—Rootworks will guide you on a journey to envision a new future for your firm and make it a reality by helping you implement vetted solutions for your business model architecture.

Find your ideal clients—Our Academy-level members have access to veteran marketing communications practitioners who can help you design strategies to attract and retain the best clients.

Join the Modern Community.


Learn more about Rootworks membership now.


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