The staff is AMAZING, both helpful and personable. The personal coaching they offer is invaluable. As the owner of a small accounting firm, it is difficult to always BE the think tank. With Rootworks as your partner, they bring the insight and forward-thinking mindset that allows me to evaluate the best ways to move my firm forward. From vetting technology, to staff and owner training, to profitability, they offer relevant information to help me plan for the future.

Weve been clients for about 10 years. With the help of all of the Rootworks staff we became and are a Modern Accounting Firm. I cant give enough credit to them for helping us grow and thrive! They provide great value for your fees,

Rootworks is my R & D department. They allow us to move forward with initiatives without having to go through the learning curve and figure out what works. This saves us a tremendous amount of time and gives us confidence when we take on new initiatives. You get out of it, what you put in it (Like most things).

They are all around great! I highly recommend them to all those that would like to grow a modern accounting firm!

Rootworks helped me start my firm from scratch in 2012 and have been there for me from the start. I was a newly minted CPA then and with their help and guidance we have grown to $2 million. They have many layers of assistance but Sean Hanthorn has gone well above and beyond to teach our staff and especially me. We could not have done it without them.

Rootworks is a national association of similar-sized, like-minded CPA firms who are seeking solutions to many of the same issues. Through the use of tools, resources and coaching, Rootworks helped our firm figure out our go to market strategy with the right products to serve ideal clients. Running a CPA firm is fun again!

Rootworks has been instrumental in helping me along my journey to build a firm I love. Their team is amazing!

Rootworks have been very helpful when we have had to make a switch in our software platform. Excellent guidance and help with developing a implementation plan.

Rootworks was instrumental with helping us determine the PPP rules. They have shown us how to be a forward leaning firm. They are a great help to us in managing the firm and giving us a constant stream of new ideas.

Rootworks is very supportive with a great group of people to share ideas with. I highly recommend them whether you need coaching, training or even a website.

Enterprise Accounting is a huge fan of Rootworks, they have helped us with our forward thinking decisions, our software decisions, our web site in addition to the great coaching and tremendous resources.

Rootworks has provided a foundation for our business to build upon and their best practices have helped guide our growth over the years. I would highly recommend the team at Rootworks for any accounting firm to assist in technology evaluation, team education, and business model assessment. They have been a deep resource for us and we can contribute our success to the relationship we have with this organization.

I have been working with Rootworks for eight years. They bring something truly unique to the table. Guides with Best Practices to help me drive efficiency, software vetting, marketing, and coaching is what I expected. The unexpected bonus is the community of CPAs from across the country that are ready willing and able to help me make my Accounting Firm stand out in the crowd locally. Call them; you wont regret it!

Rootworks has been a huge part of the growth and success of our firm. The resources that they provide have been very helpful to us in structuring and managing our firm. Coaches have been great to work with as well. We have really enjoyed being a Rootworks firm. Rootworks has really challenged us to look at things differently and not just do the things that have always been done.

Rootworks has helped me to rebrand a small practice from concept to reality. They are attentive to the needs of the profession and work hard to keep owners up to day.

Through the COVID Process and all SBA loans, Rootworks was invaluable!!

We have been members since 2013. The guidance that we have had on our journey over the last several years prepared us for Covid - 19 in the areas of staffing and technology.

Great resource for my CPA firm

This group has been a huge help over the years as we have navigated software updates/transitions. Also a great resource for our firm, allowing us to provide better service/value to our clients.

The team at Rootworks is amazing!

Rootworks has been invaluable in helping me get better every day!

Amazing company, fantastic coaches, and really care about you and the growth of your accounting firm. Can’t say enough good things about this Company.