Growing your firm shouldn't be hard.

We are not your traditional marketing agency. We blend best-in-class practices from Silicon Valley and high-growth accounting firms to provide end-to-end services.

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Get started easily

Grow your client base

End-to-end services

How we help 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.

Website design and hosting

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

Website design and hosting

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

Digital presence management

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

Digital presence management

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

Digital presence management

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

Automated client outreach

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

Automated client outreach

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

Automated client outreach

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

Getting started with Root Financial Growth Suite

Get Up and Running Fast

You will receive your branding, firm positioning, and new website within the first 2 weeks.

Build Your Online Presence

Get listed on online directories for accounting and local businesses, and get discovered by potential clients.

Nurture Relationships

Maintain thought leadership with social media content, collect testimonials from customers, and build a referral network with our support.

Get Up and Running Fast

You will receive your branding, firm positioning, and new website within the first 2 weeks.

Build Your Online Presence

Get listed on online directories for accounting and local businesses, and get discovered by potential clients.

Nurture Relationships

Maintain thought leadership with social media content, collect testimonials from customers, and build a referral network with our support.

Get Up and Running Fast

You will receive your branding, firm positioning, and new website within the first 2 weeks.

Build Your Online Presence

Get listed on online directories for accounting and local businesses, and get discovered by potential clients.

Nurture Relationships

Maintain thought leadership with social media content, collect testimonials from customers, and build a referral network with our support.

Get started now