Rootworks B2B Case Studies & Customer Successes

Rootworks delivers solutions that fit, resources that equip, advice that resonates, and people who support. Nearly 600 firms use Rootworks to achieve clarity in an era of relentless change and to run a business they can love. Built on the first-hand knowledge of a working firm, Rootworks delivers turn-key products to offer your clients, a smart CRM platform, expert coaching and the support of a peer network - all for a single monthly membership fee.

Case Studies

Showing 7 Rootworks Customer Success Stories

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Millennial Firm Owner Fuses Experience With a New Way of Thinking to Build a Modern Business

JSC Advisers logo

Firm Owner Sets His Sights on a Better Way to Do Business, and in the Process, Rediscovers His Love of Accounting

Montgomery & Co. logo

Launching Audit Assurance and Identity Theft Protection Service With Great Success

Stroud & Company CPAs logo

Modern Website Offers Clients a Place to Do Business

Summersgill CPA logo

Driving New Business Growth at an Annual Rate of More Than 20%

TKCPA logo

Small Firm Runs Marketing Program on Par With the Big Guys to Accelerate Firm Growth

Truitt, Tingle, Paramore & Argent CPAs logo

Rootworks Member Faces Complete Firm Transformation With Confidence with a Little Help From His Friends

Zsebe and Associates, PA logo

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