Darren Root, CPA, CITP, CGMA

Growth Strategist

Darren Root, CPA, CITP, CGMA, is Growth Strategist for Rightworks, where he delivers value to accounting firms every day via current, relevant thought leadership. Having managed his own CPA firm for more than 30 years, Darren’s vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. Darren’s real-world experience and innovative ideas incite both clarity and excitement among our customers as they work to build their own modern, highly profitable and technologically savvy firms. Over the years, Darren has earned numerous awards as an influencer and continues to add to the profession’s broad knowledge base via books and podcasts: Top 100 Most Influential People award Top 25 Thought Leader award Author of The Intentional Accountant Co-author of The E-Myth Accountant

July 21, 2011 

Practice Management…So Much More than Time & Billing

For years, the profession has thought of practice management as simply time and billing. This is no longer a sufficient definition. True practice management encompasses the flow of all data in a firm—including contact information, scheduling, project due dates, document management, phone messages, and, yes, time and billing. Today’s leading solutions are designed to help...…

Darren Root, CPA, CITP, CGMA

June 9, 2011 

CCH is giving the 2010 Tax Filing Season a Fist Pump!

A CPA Trendlines article reported earlier this year that tax professionals were showing an increased concern for the 2010 tax season, as the result of ill-prepared clients, a scurry of tax code modifications, and the IRS’s general performance. As the door has closed on another busy season, one industry giant is claiming victory over the...…

Darren Root, CPA, CITP, CGMA

May 16, 2011 

Learn, Connect, Discover at Sage Summit 2011

July 9-15 Gaylord National in Washington DC.  For the first time, Sage is offering unprecedented interaction between partners, customers, product experts, Sage executives, exhibitors, and industry thought leaders—all under one roof, at one time.  Conference attendees will be privy to insightful dialogue and interactive discussion on current industry trends and key issues facing the accounting...…

Darren Root, CPA, CITP, CGMA

April 27, 2011 

There’s a New Application in Town—The Only IRS Response System Developed Specifically for Practitioners

New River Innovation is a new entrant into the accounting space, offering SaaS technology that promises to change how firms handle IRS issues and notices after the April 15th deadline.   The application, Beyond415, is SaaS-based and designed to help accounting professionals quickly address IRS issues and respond to notices for clients. Beyond415 automates post-filing...…

Darren Root, CPA, CITP, CGMA

April 12, 2011 

Bill.com Takes it Mobile

Bill.com, a premier online bill payment service, recently announced the official release of Bill.com Mobile. The mobile app enables users review and approve bills, schedule payments from authorized institutions, and access their Bill.com accounts from a single dashboard on their smart phone or other web-based mobile device. As with any mobile version, users will appreciate...…

Darren Root, CPA, CITP, CGMA

February 28, 2011 

Thomson Enhancements Focus on a Paperless Tax Workflow

With new upgrades and system enhancements within the UltraTax CS and NetClient portal products, Thomson Reuters continues to forge a path down the paperless trail. In recent months we’ve seen many changes, and they all point to creating a true paperless tax process. Consider what Thomson is doing to make this happen: ·         Collapsed multiple...…

Darren Root, CPA, CITP, CGMA

February 18, 2011 

Thomson Enhancements Focus on a Paperless Tax Workflow

With new upgrades and system enhancements within the UltraTax CS and NetClient portal products, Thomson Reuters continues to forge a path down the paperless trail. In recent months we’ve seen many changes, and they all point to creating a true paperless tax process. Consider what Thomson is doing to make this happen: · Collapsed multiple...…

Darren Root, CPA, CITP, CGMA

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half