RootWorks Unveils Multi-platform-accessible Next Generation Accounting Firm Roadmap™

Share Article

Powerful NGAF Roadmap and Key Resources Now Available to RootWorks Members Via Mobile App and Online For Access at Anytime and on Any Device

Allowing members to access resources from the device of their choosing, whether that’s their smartphone, tablet, or laptop, further ensures that they will stay on course as they transform their firms into thriving businesses.

RootWorks, the accounting profession’s premier member-based education firm, today announced the release of its trademarked Next Generation Accounting Firm (NGAF) Roadmap™—available across platforms. Via the app or using the web-based version, RootWorks members can easily access the NGAF Roadmap and other powerful resources designed to keep them on a structured, accelerated path to transforming their practices into Next Generation Accounting Firms™. RootWorks is the only organization that offers a tested, proven collection of tools and resources that put all members on the same path to reaching a common goal.

Mobile and online availability of RootWorks comprehensive set of resources enables members to access tools and track the progress of their firm’s transformation conveniently from any device. The app is available for both Apple and Android devices and can be downloaded from the Apple App Store and Google Play. Members are offered:

The NGAF Roadmap—an interactive step-by-step guide of the 170 items across nine disciplines that RootWorks developed to help accounting firms along a simplified, accelerated path to success. As firms complete items, their progress toward becoming a Next Generation Accounting Firm is tracked digitally. Firm members can also make notes within the application to help with reminders or to-do list items.

Unique RootWorks Resources—include instructional tools; the RootWorks Resource Center containing hundreds of essential templates for firm documents, letters, and forms; and a comprehensive video library featuring dozens of how-to videos focused on streamlining workflow processes.

RootWorks Announcements—offer updates on the latest industry trends and insights, RootWorks conferences and webinars, and information on exclusive new resources to help firms achieve elevated levels of efficiency and client service.

Additionally, coming soon, RootWorks will be adding the RootWorks Connect group, which offers a rolling index of conversations among members on a wide variety of topics. The RootWorks Connect group is an exceptionally busy and rich forum where members exchange ideas, resolutions to issues, custom forms and letters, and more, on a daily basis.

There is also a free version of the app that offers users access to the RootWorks blog feed and the RootWorks Thought Leaders newsletter for up-to-date announcements and insight on professional trends and news.

“Offering our NGAF Roadmap and other helpful resources across platforms gives professional accounting firms instant access to our proven business model designed to transform their practices into Next Generation Accounting Firms,” said Darren Root, CPA, CITP, CMGA and CEO of RootWorks. “Allowing members to access resources from the device of their choosing, whether that’s their smartphone, tablet, or laptop, further ensures that they will stay on course as they transform their firms into thriving businesses.”

The RootWorks mobile application is available for download at the Apple App Store and from Google Play. All RootWorks resources can be accessed from the mobile app or via the web-based version. Data entered within either platform is automatically synced. To take advantage of the full capabilities of the RootWorks mobile application, firms can visit http://www.rootworks.com/get-started to join RootWorks.

About RootWorks

RootWorks is a premium membership-based organization dedicated to helping small to mid-sized accounting firms successfully transform their practices into Next Generation Accounting Firms™. Through structured, guided support and a proven business model, RootWorks puts firms on a simplified, accelerated path to success—where all members, as a collective group, work toward a common goal. More than 400 firms have adopted RootWorks’ proven business model and are making the journey to Next Generation status together. RootWorks also offers members state-of-the-art website creation, brand identity, and marketing collateral development services. For more information about RootWorks, contact info(at)rootworks(dot)com or visit RootWorks.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kristy Short
Visit website

Media