start your journey.

Empower Your Firm With The Benefits of Rootworks Membership:

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Online Platforms

Rootworks Grow™—our online member hub and professional networking platform

The Rootworks Learning Management System—an advanced online interface for continuing education

Access to our Web Team—you’ll have members-only access and pricing on a core website solution that can be tailored to your business needs and client experience objectives through additional content and graphics.

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Education

One-on-one technical coaching—for firm technology infrastructure and third-party applications

Quarterly technology webinars—to keep you ahead of the curve

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

Instructional resources—informative, time-saving how-to documents and videos

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Events

Inspiration—thought leadership, practical takeaways, and CPE credits, too!

Annual Partner Retreat—one seat for your firm at our Indianapolis Learning Center

Next Generation Accounting Firm workshops—for your firm associates and onboarding new staff

Annual Member Conference—opportunity to join your member community at year’s end in Sarasota, Florida

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Resources

A networked community—motivated, progressive firm owners on the same journey you’re making, overcoming the same challenges your’e facing

Online resource library—access educational materials, including how-to documents and instructional videos for staff training

Downloadable, digital assets—for firm management and business processes

ThoughtLeader—our monthly online newsletter

PLUS, there are many other flexible ways you can expand your membership, with products that will elevate the capabilities and image of your firm.

Manage your journey—stay connected at your desk or in your pocket.

  • Benchmarking—Compare your firm with other members
  • Assessment—Measure your progress towards your goals
  • Website—Easily manage and update your web content
  • RWconnect—Dialog with fellow members
  • Events—Register for events and get logistics information
  • Coaching—Stay connected with rootworks coaches
  • Learn—Access our resources and online learning platform
  • Software Analysis—We do the in-depth research and testing work, so you don’t have to.
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We’ll Help you Move Forward

Our Senior Advisors are available to help guide you along the path to success. They’ll help you find the resources you need, make thoughtful decisions, and do the right things in the right order.

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Ben Gabriel

Education Services
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Sean Hanthorn

Coaching
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Wade Schultz

Creative Services
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Kristy Short

Marketing Communications

ONE-ON-ONE COACHING

Get monthly strategic coaching on integration of core technologies into your business model, processes and daily practice:

  • NetClient CS
  • Practice CS
  • Planner CS
  • UltraTax CS
  • Accounting CS
  • Fixed Assets CS
  • File Cabinet CS
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  • QuickBooks Online
  • QuickBooks Hosted

In addition, our expert technical coaches will help you understand these supporting ecosystem technologies to build a better practice and provide superior client experience:

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Join us for an NGAF Event

Join us at our learning center for an Next Generation Accounting Firm® (NGAF) Workshop to get you started with a comprehensive overview of the vision and business model behind your firm.

Gain Clarity and Focus

NGAF Workshop content includes:

  • Maturing from technician to entrepreneur
  • Building the Million Dollar Firm
  • Building the new client accounting model
  • Leveraging the cloud technology ecosystem
LEARN MORE
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The NGAF Vision book

Your guide as you begin your journey to become a Next Generation Accounting Firm. Our gift to you!

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JOIN A COMMUNITY OF PROGRESSIVE, MOTIVATED FIRM OWNERS.

With a Rootworks membership, you’ll join hundreds of the best and brightest—all pulling together to move their firms and our profession forward. The energy and acumen are contagious—be part of it!

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