Case Study: TKCPA drives 20% annual growth with Rootworks

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

TKCPA, a certified public accounting firm led by Managing Partner Kristal Hassler, was growing quickly at more than 20% annually while also navigating major operational change, including a partner retirement, office remodel, and onboarding remote employees. The firm needed a better way to modernize its business model, improve efficiency, and maintain a healthy work-life balance.

With Rootworks membership and coaching, TKCPA received monthly one-on-one guidance, weekly staff training, structured process documents, and marketing and branding support to build a more scalable modern firm. Rootworks helped TKCPA create streamlined operations and a stronger team, enabling the practice to keep growing at an annual rate of more than 20% while Kristal gained the freedom to manage the firm without being tied to it full time.

TKCPA

Kristal Hassler

CPA and Managing Partner