Consulting Services

 RootWorks 2010 Who’s Who

February 26, 2019 

RootWorks 2010 Who’s Who

RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…

Featured Articles

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October 6, 2011 

How Creative Service Begets Proper Pricing

Last month, we dove into Daniel Pink’s book, “A Whole New Mind: Why Right-Brainers Will Rule the Future.” We learned how six new senses he identified in his book are changing how the Western world does their work. As a refresher, these six new senses are Design, Story, Symphony, Empathy, Play and Meaning. Employing our...…

Jason Blumer

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August 31, 2011 

6 Key Senses to a New World of Creative Service

In Daniel Pink’s popular book, “A Whole New Mind: Why Right-Brainers Will Rule the Future,” he discusses the seismic shift in thinking and service from the left-brained logical thinkers to the right-brained non-linear holistic thinkers. The first group thinks in order, the latter thinks outside of the box. This book is really an eye-opener and...…

Jason Blumer

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April 26, 2011 

Symposium Draws Profession’s Thought Leaders

Where does innovation come from? While this may be a rhetorical question for some, it was precisely the intent of the inaugural CPA Practice Advisor Thought Leader Symposium, which brought together 25 of the most influential tax and accounting professionals, technophiles and consultants for three days of collaboration and dialogue. As the host of the...…

Isaac M. O'Bannon

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March 8, 2011 

TimeControl

About TimeControlTimeControl was originally released in 1994. It was immediately successful in the project management sector and today is recognized not only as a project management solution, but also as an enterprise timesheet solution in use by companies worldwide. TimeControl is designed to serve the needs of both Finance and Project Management simultaneously. It includes...…

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November 17, 2010 

Avercast Business Forecasting

In order to forecast demand accurately, you must have a proven methodology in place. (ABF) Avercast® Business Forecasting software provides you with the technology you need to feel confident about forecasting future product demand. Our demand planning technologies have consistently helped businesses plan the right inventory, in the right place, at the right time. Having...…

 Free Proposal

October 15, 2010 

Free Proposal

We perform a no cost, no obligation cost segregation analysis for each and every property and prepare a proposal that will layout the expected benefits and the total fees required to complete the study. The property owners and their tax advisors can then make an educated decision whether or not to go forward with the...…

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August 18, 2010 

Collections Management Solution for Dynamics NAV

The Collections Management Solution for Dynamics NAV (http://www.accountinglibrary.com/collections-management-solution.php) is a powerful AR management tool that helps firms manage the collection of overdue and other problematic AR transactions. The application itself is a specialized contact manager that helps firms systematize the collections process,

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August 18, 2010 

The Accounting Library

The Accounting Library (http://www.accountinglibrary.com) is a tool designed to assist firms define their requirements and identify best suited products, learn more about each product, identify and learn more about integrated ISV solutions and services and finally find product specific resellers in their geographic region. This powerful software research tool also lets firms compare the functionality...…