Accounting Intelligence Podcast

E10: Productizing your CPA services & getting away from doing too much tax with Darren Root, CPA


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In this episode, you’ll be hearing a conversation between Darren Root, CEO at Rootworks & Deneen Dias, VP of Strategic Partnerships at Botkeeper. Darren Root has been a practicing CPA for 30 years and started Rootworks 15 years ago. Rootworks was formed with the core objective of helping accounting firms get better every day and they have over 1,000 members. In this conversation, Deneen & Darren cover topics ranging from productizing your CPA services, getting away from doing too much tax, and the role of a smart client manager in your firm. Enjoy!

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

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Accounting Intelligence PodcastBy Botkeeper