Inspiration, empowerment, results.

Be inspired by a community of your peers. Be empowered with the Modern Firm business model. See the results—reduced friction in your processes, a better client experience, and quality growth that creates a more valuable business and better life for you.

A trusted advisor, a proven plan to follow.

With membership, the path to improving and growing your rm and enjoying a better life is already mapped out. Rootworks allows you to hit the ground running and make meaningful progress faster. And with thought leadership and a supportive community of motivated peers, you’ll always stay ahead of the curve.

Here’s how our members express it in their own words:


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 Gabriel

Education Services

Sean Hanthorn


Wade Schultz

Creative Services

Kristy Short

Marketing Communications

One-on-one coaching for you, training for your staff.

Get monthly strategic consultation on integrating core technologies in the Modern FirmTM business model:


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

The NGAF Vision book

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


The Tool to Navigate Your Journey

Rootworks GROW—It’s the online platform that serves as home base for working on your accounting rm. GROW empowers you as a leader and points the way along your strategic path for improvement:

  • Benchmarking—Compare your rm KPIs with other members
  • Assessment—Use the Rootworks GPA to grade your firm and track your progress
  • Website—Easily manage and update your web content
  • RWConnect—Reach out to 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 Vetting—We do the in-depth research and testing work, so you don’t have to.

Join the community of progressive, motivated accounting rm owners.

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