Case Study: Montgomery & Co. doubles firm growth with Rootworks

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

Montgomery & Co., CPAs partnered with Rootworks when firm partner Joe Montgomery wanted a better way to run the practice and rekindle his passion for accounting. The firm was struggling with the traditional CPA-firm model, including long hours, limited flexibility, and technology and service practices that weren’t delivering enough value to clients.

With Rootworks’ Modern Firm™ business model, coaching, and one-on-one support, Montgomery & Co. productized its services, clarified its offerings, and shifted to a more proactive, year-round advisory approach. The results were dramatic: firm growth doubled between 2015 and 2016, monthly recurring revenue doubled in six months, and Joe reported an ROI of more than 3,000% through Rootworks.

Montgomery & Co.

Joe Montgomery III

CPA and Partner