Rootworks represents a community of nearly 700 of the most progressive, technologically advanced practitioners in the tax and accounting profession. The organization engages in a continual process of vetting advanced cloud technologies and best practices to help shape the business model for today’s leading accounting and advisory firms.
Rootworks member firms, like ours, are on the cutting edge of the profession. This means we provide clients with modern accounting and advisory products—supported by exceptional client service and the highest level of security.
Our product offerings are designed to fulfill the compliance and advisory requirements of today's entrepreneurs and individuals in a way that's frictionless and highly efficient. With our support, you can spend more time and energy on what you do best—running your enterprise—and less time sorting through the complicated details of accounting and financial management and planning.
Our team possesses the technical expertise required to support clients in virtually all areas of financial management and strategic planning…coupled with an authentic commitment to provide unparalleled service and create a culture of caring.
The right products, delivered with the right technologies and supported by people who strive to be better every day adds up to a rich client experience—every time.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work for you:
Most professions have their own lingo, and accounting is no different. What is different is that you have a vested interest in understanding what your accountant tells you about your financial situation. So, here’s a quick primer on common accounting terms—some business-related, some general—to keep you in the know:
There has rarely been a winter when we so badly needed to see (and feel) spring. Depending on where you live, this could mean bluer skies, warmer temperatures, time outside and…gardening! For those who live in a climate where spring doesn’t always mean it’s warm enough to garden outdoors, consider creating an indoor planting box for flowers, veggies, herbs or all of the above.