Empower Your Firm With The Benefits of Rootworks Membership:
Your client experience platform (your firm’s website)—an advanced web-based flexible foundation for online collaborative accounting, powered by Rootworks’ proprietary Client Center module
Rootworks Grow™—our online member hub and professional networking platform
The Rootworks Learning Management System—an advanced online interface for continuing 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
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
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.
Ben GabrielEducation Services
Wade SchultzCreative Services
Kristy ShortMarketing Communications
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
- 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:
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.
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
Your guide as you begin your journey to become a Next Generation Accounting Firm. Our gift to you!
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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