Why Developing a Firm Playbook Changes Everything
A structural shift is reshaping the profession, and the firms that build a playbook now will have their best decade yet.
More CPAs are retiring than entering the profession, and more than 300,000 have left since 2019. At the same time, demand has never been higher: record business formation, a multi-trillion-dollar wealth transfer, and tax code complexity that only compounds. That gap between shrinking capacity and growing demand rewards the firms willing to rethink how they operate, starting now.
Join Darren Root, founder of Rootworks and Better Everyday, for a practical look at building the playbook that lets your firm say yes to more of the right work. Darren walks through the three-step framework firms are using to shift from compliance-only to compliance-plus-advisory: defining your ideal client profiles, building a client roadmap that turns tax season into a year-round advisory relationship, and assembling an AI-powered technology stack that multiplies what your team can do.
The fix starts with getting ruthlessly focused on who you serve, then building the systems, including Canopy Coworker and the rest of your stack, around them.
What You'll Learn
- How to build an ideal client profile and score your existing book against it
- How to turn an annual tax return into an advisory roadmap
- How firms are using AI to shift from production work to advisory and relationship-building
Meet our speakers
Darren Root
Co-Founder, Better Everyday
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Ready to get started?
Your future self will thank you.