Solutions

Solutions

Growing your firm shouldn't be hard

We are not your traditional marketing agency. We blend best-in-class growth marketing practices from Silicon Valley and proven tactics from high-growth accounting firms. We are your all-in-one shop for growing your firm.

Our philosophy for firm growth

Data-driven marketing and online presence

How people discover accountants is changing, and you need a thoughtfully designed online marketing strategy, from an SEO-optimized website to targeted prospecting.

Unique niche and human touch

Your expertise deserves to stand out. We work with you to define a clear niche and bring a personal, human touch to every interaction, building lasting relationships that drive referrals and trust.

How we help you grow your firm

We help firms accelerate their growths through battle-tested best practices.

Website design and hosting

Get a modern, professional website that showcases your business designed and hosted for you.

Social media content

Stay active online with scheduled posts that build your brand and attract new followers.

Digital presence management

Show up where it counts—on Google Maps, Yelp, and top directories—so customers can easily find you.

Customer testimonials

Easily gather and display reviews that boost credibility and inspire confidence in your services.

Automated prospecting

Fill your pipeline automatically with smart tools that identify and engage potential clients that fit your niche.

Referral management

Build strong referral networks with key professional contacts. Identify top partners, track opportunities, and stay connected.

FAQs about Root Financial Growth Suite

How long does it take to get everything set up?

Most clients are fully up and running in about 2–3 weeks, starting with your branding and website launch, and over the next few months, we will continue testing out the best marketing strategy for your firm.

How long does it take to get everything set up?

Most clients are fully up and running in about 2–3 weeks, starting with your branding and website launch, and over the next few months, we will continue testing out the best marketing strategy for your firm.

How long does it take to get everything set up?

Most clients are fully up and running in about 2–3 weeks, starting with your branding and website launch, and over the next few months, we will continue testing out the best marketing strategy for your firm.

Can I customize the website design and content?
Can I customize the website design and content?
Can I customize the website design and content?
How often do you post on social media?
How often do you post on social media?
How often do you post on social media?
What does it look like to work with Root Financial?
What does it look like to work with Root Financial?
What does it look like to work with Root Financial?

Giving accountants superpowers.

© 2024 Root Financial. All Rights Reserved.

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Giving accountants superpowers.

Giving accountants superpowers.

© 2024 Root Financial. All Rights Reserved.

Giving accountants superpowers.

Giving accountants superpowers.

© 2024 Root Financial. All Rights Reserved.

|

Giving accountants superpowers.