insights

Did you know that a low collection effectiveness index (CEI) significantly impacts your company’s cash flow? As you’re well aware, maintaining a healthy cash flow is absolutely essential for the…

As numbers people, you know the importance of relying on data. Not only does it provide you with the basis of your financial analysis, but it can help your firm…

What would it look like if your accounting firm had a steady stream of cash flow all year long? It would mean that you wouldn’t have to rely on tax…

Tax season killing your firm? Smart Client Management is the fix Let’s face it. For many accounting firms, tax season just plain sucks.  Yes, we said it. Tax season is…

If you’ve wondered about what Rootworks membership entails, you’ve come to the right place! Maybe you’re an accounting firm owner, struggling to create consistent year-round revenue. Or maybe you work…

We’re living in a time of monumental change—a time that will be reviewed and studied well into the future. How should we be thinking about it and what’s to come…