Darren Root, CPA, CITP, CGMA

Firm Management December 19, 2023 

In an era where AI, particularly generative AI, is reshaping industries, small accounting firms stand at a crossroads.

Darren Root, CPA, CITP, CGMA

Advisory August 11, 2022 

Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...

Darren Root, CPA, CITP, CGMA

February 17, 2020 

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA

February 17, 2020 

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...

Darren Root, CPA, CITP, CGMA

August 21, 2017 

If firms are to maintain consistent, positive contact with clients and build strong relationships over time, they require technology designed to support client experience. Today, firms have the back-office (or “back stage”) work covered when you ...

Darren Root, CPA, CITP, CGMA

June 4, 2015 

Thought leaders discuss the journey to successful entrepreneurship and achieving “ideal days” within today’s progressive firms.

Darren Root, CPA, CITP, CGMA

September 5, 2014 

All of us seem to be exceptionally busy this summer — attending classes, conferences and online sessions in the ongoing pursuit of complying with CPE requirements. Personally, I enjoy each and every event because it offers the opportunity to meet with practitioners and stay apprised of concerns, trends and triumphs. In my travels, one key...…

Darren Root, CPA, CITP, CGMA

September 5, 2014 

As I write this article, I’m on a flight to the California Accounting & Business Show & Conference — the venue for announcing this year’s Innovation Award winners. In addition to the awards presentation, we will also be recording a series of interviews with software executives and industry thought leaders. Our team has been working...…

Darren Root, CPA, CITP, CGMA

September 5, 2014 

It’s been a fast paced year. Like you, I’ve been busy with tax season activity and ensuring that my clients’ needs were met. In tandem, my team and I here at the magazine have been hustling to put together a knock-it-out-of-the-park first issue. We’ve changed the name and size of the publication, added columns, and...…

Darren Root, CPA, CITP, CGMA

April 21, 2014 

For the past several decades, the function of marketing has been focused on selling consumers about the benefits of a particular service or product. Most companies, accounting firms included, have tried to create “hype” about their wares using mass media to generate sales.

Darren Root, CPA, CITP, CGMA

April 21, 2014 

Five years ago I embarked on an extraordinary journey by joining the editorial team of this magazine, known then as CPA Technology Advisor. Today, I share with you my final column as its executive editor.

Darren Root, CPA, CITP, CGMA

March 13, 2014 

"The 7 Habits of Highly Effective People," by Stephen R. Covey, is a book that has had a profound impact on both my personal and professional life. Of the seven habits that Covey presents in the book, the second habit, “Begin with the end in mind,” is my favorite. This habit is directly connected to…

Darren Root, CPA, CITP, CGMA