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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

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Firm Management

Business Segment Planning for the Long Run

Picking the right software platform is an exceptionally important decision in every accounting firm. As you may know, I am the managing partner of an 11-person CPA firm in Bloomington, Indiana.

Firm Management

Working More, Less or Just Different?

It was Christmas Eve and all the meteorologists were talking about the impending blizzard. They were calling for 10 inches of snow starting early morning on the day after Christmas. I just so happened to have flight reservations at the same time the storm was forecasted to hit. Great.

Technology

Jumping on Board the Fast Moving Mobile Train

It’s been more than 13 years since we started our transition to paperless, and today we are still paper free. Over the past five years, the focus has been on implementing a single client database...

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Firm Management

Jon Baron’s Ongoing Quest for Technology Innovation

Darren Root speaks with Jon Baron, managing director of the Professional Segment for the Tax & Accounting business of Thomson Reuters.

SmartVault Integrates with QuickBooks Online—Fantastic!

The awaited SmartVault integration with QuickBooks is now available—allowing QuickBooks Online users to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online.

Firm Management

Looking Deeper into “Why?”

Column: My Perspective

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Firm Management

René Lacerte – Insights from a Fourth-Generation Entrepreneur

There is a good lesson here for small firms. It’s been my experience that many firms are challenged in the areas of hiring the right people and applying the appropriate level of leadership to allow staff to expand business. Instead, many small firm owners build their business around their individual skill set and then wonder why their business model depends so heavily on them.

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Firm Management

Thoughts on Building Your Business…From Someone Who’s Been Through It

I’ve spent the last 30 years running my accounting firm. During many of the early years, I worked as a technician, performing a lot of the day-to-day work myself. When I took over the position of Executive Editor for the CPA Practice Advisor and simultaneously launched the consulting arm of my firm, I knew I had to relinquish some control.

Auditing

New River Innovation Releases Web-based IRS Research Application—Beyond415Guidance

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Reflecting on 28 Years in the Profession…

Apart from the shock of how fast time goes by, I’m also amazed at how far my firm has come and the changes in the profession as a whole.

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Advisory

Inside the Brain of Greg LaFollette

There are few accounting professionals that have had the opportunity to serve in multiple roles and gain insight from several unique vantage points over the course of their career. Greg LaFollette is one of the few.

New River Innovation Announces Major New Product Release— Beyond415 TeamWork

TeamWork allows firm experts to share their knowledge by adding unique processes to the application’s extensive guidance database and creating custom templates and document sets.