Advisory
Rootworks Helps CPA Firms Offer Business Advisor Services to Clients
Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.
Nov. 27, 2018
Rootworks, a member-based organization for accounting firms, has launched its latest collection of business advisory resources. This collection offers a structured course, complete with a multitude of client-facing resources, to support accounting firms in packaging, selling and delivering what Rootworks terms: Business Foundation Services.
Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training. This is just one collection in a series planned by the company.
The Business Foundation Services collection is offered through the Rootworks Member Platform within a structured course that provides firms a step-by-step guide to service launch. Supporting client-facing materials within the collection include the following:
- PowerPoint presentations on entity type selection, retirement plan selection, and accounting software setup and training.
- Comparison sheets to support entity type and retirement plan selection presentations.
- Fee calculator, built using value billing model.
- Comprehensive bundle of agency-quality, awareness-driven marketing communications materials.
“Our primary goal at Rootworks is to continually identify ways to fuel our member firms’ success. This new offering is another representation of our continued commitment to this goal,” said Darren Root, CPA and CEO of Rootworks. “Our Business Foundation Services course module empowers our members to launch a lucrative new revenue stream with confidence, knowing that they have everything they need to be successful—from a structured educational framework to modern, fresh and beautifully designed client-facing collateral. And the best part is that everything is included in the membership.”
The Rootworks team will continue to develop and launch new collections that support their member firms’ success in the area of advisory services. Rootworks is positioned to become the leading organization supporting the accounting profession with business advisory resources.
“Modern Firms are those that stay ahead of change, and this includes offering services that their business clients both need and want.” said Root. “This is why we will continue to develop resources that support our firms in growing their practices with higher-value advisory services.”