What are the 8 core principles for launching a successful accounting firm? @DarrenRoot has a lot of experience helping firms grow and he shares some of his secrets here: intuit.me/3uXVTrO
Join me and Sean Hanthorn this Thursday at 2pm ET to learn best practices for integrating Thomson Reuters technology with other best-of-breed applications. Hundreds of TR firms have transformed operations by adopting the Rootworks approach. Register free: bit.ly/31CzO8G
We’re ready at Rootworks to #findTheTaxBook! I’m giving away 40 free copies of TheTaxBook Deluxe Edition Plus thanks to @ADP and @thetaxbook! Be 1 of the first 40 accountants to complete the form here bit.ly/2Mr6QOJ. Try and grab one before they run out! #sponsored
Discussing new ways to have a positive impact on the future of the acctg profession with @tomhood We must look at other industries and learn in order to steer those that trust us #CPATLS
In my presentations across the country I often use @ChickfilA as a model of awesome customer experience, not so at Tampa Intl Airport...it really is all about EE caring engagement!
My Estate Planning Attorney recently sent me a 50 page questionnaire, I shredded it! Made me re-think the tax organizer I send out each year (38 page average) as a marketing tool...what message am I sending? Not this year @LiscioCX@Rootworks what customers really want.
You want docs in every avail portal (bank, investments, doctor, dentist, vet) or all your info in storage of choice? I choose storage of choice for myself. Why not teach clients how to do this? Send documents securely, teach them how it works @LiscioCX@Rootworks#themodernfirm
Day 1 @Rootworks#RWInspire Conference in the books. Big strategic shift, Cyber Security and leveraging Big Data to summarize. Today: Building a great Firm culture and taking your #TheModernFirm GPA. Thanks to RW Team and my family for support!