Case Study: Zsebe and Associates achieves firm transformation with Rootworks

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

Zsebe and Associates, PA, a certified public accounting firm led by Managing Partner Dylan Zsebe, was looking for a better way to guide its growth after a partner buyout and a renewed commitment to changing how the firm does business. The firm needed coaching, structure, and support to move beyond one-off client work and create a more intentional, profitable operating model.

With Rootworks coaching and the Rootworks business model, Zsebe and Associates began focusing on client selection, productized services, and more effective use of tools like Fathom to improve client conversations and differentiate the firm. Rootworks also helped Dylan build a weekly cadence for firm development and stay accountable, leading to stronger client experience, improved productivity, and a clear path to firm transformation, though no specific numeric metrics were provided.

Zsebe and Associates, PA

Dylan Zsebe

CPA, Managing Partner