The Modern Firm®

Raise your Rates with Courage: Practical Advice to Confidently Reprice Legacy Clients

Rightworks — Wed, 20 Aug 2025 08:00:00 +0000

What if you could work fewer hours, serve better clients, and double your revenue just by changing how you price your services?

In this episode of The Modern Firm Podcast, business coach and pricing strategist Loren Fogelman joins us to tackle one of the toughest challenges firm owners face: raising rates and shifting away from the hourly model. Loren explains why pricing conversations feel so intimidating and how courage—not confidence—fuels change. She shares the benefits of value pricing, a step-by-step Good-Better-Best framework for transitioning, and why leaving legacy clients at outdated rates holds firms back. We also dive into her five-step process for moving existing clients into new pricing models and strategies for handling objections without over-justifying. This conversation is packed with practical advice to help you reclaim time, boost profits, and confidently stand firm on your value.

Resources & Links Mentioned in This Episode

📘 Raise Your Rates Formula: download Loren’s free resource for transitioning clients to new pricing models at businesssuccesssolution.com/raise
💬 Pay-to-Profit Strategy Session: Schedule a call with Loren at businesssuccesssolution.com/letstalk
🌐 Connect with Loren: Business Success Solution
🔗 Follow Loren on LinkedIn

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_
YouTube: https://www.youtube.com/@Rightworks_
TikTok: https://www.tiktok.com/@rightworks_

An Inside Look at The 2025 Modern Firm Report with Ryan Lazanis

Rightworks — Thu, 07 Aug 2025 13:18:41 +0000

High-performing accounting firms charge premium fees—often double the industry average—and their owners are working fewer than 40 hours a week. In this episode of The Modern Firm Podcast, Ryan Lazanis (founder of Future Firm) shares insights from his 2025 Modern Firm Report on how smarter pricing translates to less stress and more freedom. Discover why the most successful firm owners focus on building a strong team and delegating effectively, and how packaging services around client outcomes instead of task lists can positively impact your value. Ryan also reveals why setting firm boundaries and saying “no” more often might be the key to reclaiming your time and running a thriving, modern firm.

Resource Links:
The 2025 Modern Firm Report
Newsletter Signup
Connect with Ryan on LinkedIn

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Cyber Threats, Agentic AI, and the PE Effect in Accounting

Rightworks — Wed, 23 Jul 2025 15:50:03 +0000

In this episode of The Modern Firm Podcast, TJ sits down with Roman Kepczyk, Director of Firm Technology Strategy at Rightworks and one of the profession’s most respected tech consultants. Together, they explore what’s top of mind for firms at the midpoint of 2025—from the accelerating adoption of AI and the emergence of agentic workflows, to the evolving cybersecurity threats and the continued impact of private equity across the profession.

Roman shares practical insights drawn from his extensive work with firms of all sizes, including where AI is showing real returns, why legacy apps are falling short, and how firms can stay ahead by fostering continuous learning and tech leadership. Whether you're figuring out where AI fits in your firm, or deciding whether to stick or switch platforms, this episode offers a strategic look at what it means to stay modern in a rapidly evolving industry.

Roman's experts to follow:
Jason Staats – AI in accounting thought leader

Hector Garcia – CAS & QuickBooks automation

John Higgins – Microsoft Copilot in practice

Bernard Marr – Agentic AI and industry trends

Shelly Palmer – AI in enterprise and beyond

Connect with Roman Kepczyk

LinkedIn: Roman Kepczyk
Email: roman@rightworks.com

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Backstage with Gary Vee: A conversation on Marketing, AI, and the Future of Accounting

Rightworks — Tue, 24 Jun 2025 09:00:00 +0000

In this special on-site episode from the RightNOW 2025 conference in Nashville, Gary Vaynerchuk joins us for a candid, fast-paced conversation right after his keynote.

We cover everything from creating effective content with minimal effort, to why firms are struggling to hire, to the real implications of AI. Gary shares the personal story behind his lifelong goal of buying the New York Jets—and why purpose and grit matter more than ever in business.

In this episode:

Why consistent, simple content wins over polished production
How AI is changing everything—and why ignoring it isn’t an option
What today’s talent wants (and why social platforms are competition)
The importance of doubling down on what you know—and learning more
How grit, perspective, and purpose drive long-term success

A must-listen for any firm owner navigating change and chasing relevance.

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_
YouTube: https://www.youtube.com/@Rightworks_
TikTok: https://www.tiktok.com/@rightworks_

Backstage with Josh Linkner: A conversation on everyday innovation, AI, and unlocking creative potential

Rightworks — Wed, 11 Jun 2025 11:00:00 +0000

In this episode recorded live at the RightNOW Conference in Nashville, innovation expert and bestselling author Josh Linkner joins us to talk about what it really means to innovate in the modern accounting firm. Josh shares how everyday creativity—not billion-dollar breakthroughs—is the key to progress, how to cultivate a culture of innovation by removing fear and encouraging small experiments, and how firms can work with AI rather than compete against it. We also dive into his “Find a Way” framework and why aiming to be a better version of yourself may be more powerful than any external comparison.

In this episode:

Why innovation isn’t just for tech giants—it’s for bookkeepers too
How to create a culture where small ideas lead to big impact
A new take on AI: Be Kirk, let AI be Spock
The “Find a Way” framework and why you should start before you’re ready
Why comparing yourself to others is a trap—and what to aim for instead
A must-listen for firm leaders ready to reimagine what’s possible

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Escaping Hustle Culture: $10K Hours, 4-Week Vacations & the 25-Hour Workweek

Rightworks — Wed, 28 May 2025 08:15:00 +0000

What if you could swap $10 tasks for $10k impact?

Host TJ Lewis talks with Dr. Sabrina Starling—“The Business Psychologist,” bestselling author of How to Hire the Best and The 4 Week Vacation®—about escaping hustle culture in modern accounting firms. Citing research on 700+ entrepreneurs, Dr. Sabrina reveals that 90% are burning out and explains how to flip the script by focusing on “$10,000-an-hour activities”: work done in your zone of strength that makes everything else easier or unnecessary. She recounts limiting her own schedule to 25 hours a week, delegating low-value tasks, and using “vacation-testing” to build a business that runs smoothly during a fully unplugged four-week break—demonstrating that Work Supports Life™, not the other way around. Listeners get practical guidance on time-blocking, tracking tasks for delegation, and empowering teams.

Links mentioned in this episode:
$10,000-an-Hour Activities Chart

Where to Find Dr. Sabrina Online (41:00 – 41:20):

Upcoming Dr. Sabrina Events

How to make your time worth $10,000/hr | July 17 at 2-3 p.m. ET.

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Redefining the modern accountant: Leading with empathy and innovation in the age of AI

Rightworks — Wed, 23 Apr 2025 13:33:25 +0000

What if the future of accounting isn't about being faster or smarter—but more human?

In this episode of The Modern Firm Podcast, host TJ Lewis sits down with Hector Garcia, CPA, YouTuber, and AI thought leader, to explore what it means to be an AI-enhanced accountant. They unpack the shift from traditional number crunching to a more human-centered, tech-savvy role—where accountants use AI to personalize client experiences, automate reporting, and step into true advisory. Hector emphasizes the rising importance of empathy and explains how accountants can lead with creativity and emotional intelligence in an AI-driven world.

The conversation also tackles the business model shifts AI may spark—from subscription-based pricing and outcome-driven billing to new approaches for compensating talent. Ethical considerations and the growing need for AI literacy round out the discussion. This episode offers concise, practical guidance for firms aiming to stay relevant and thrive in an evolving landscape.

Resources and links:
Exactly What to Say by Phil M Jones
The Four Conversations by Blair Enns
Implementing Value Pricing by Ron Baker

Connect with Hector:
LinkedIn: linkedin.com/in/hectormgarciacpa/
Youtube: youtube.com/@HectorGarciaCPA

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

From burnout to breakthrough: The power of the pause in building resilient firms

Rightworks — Wed, 09 Apr 2025 13:00:00 +0000

In this episode of The Modern Firm Podcast, host TJ Lewis welcomes back Amy Vetter—CPA, yogi, keynote speaker, and CEO of the B3 Method Institute—for a powerful conversation about one of the most underrated tools in a leader’s toolkit: the pause. As firms navigate the intensity of busy season and beyond, Amy challenges the grind mindset and makes the case for carving out space—mentally, emotionally, and physically—as a pathway to real productivity and fulfillment.

Together, TJ and Amy unpack why high-achieving professionals struggle to slow down, how intentional breaks can actually sharpen performance, and what it means to replace work-life balance with true work-life harmony. Whether you lead a team or are simply looking for a healthier rhythm in your workday, this episode offers small, practical shifts that lead to big change—not just for your firm, but for your whole self.

Resources and Links:
Mel Robbins' book: The Let Them Theory

Connect with Amy Vetter:
Websites: amyvetter.com and businessbalancebliss.com
Podcast: Breaking Beliefs
LinkedIn: www.linkedin.com/in/amyvettercpa/

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Engaging the talent on your team to drive innovation in your firm

Rightworks — Wed, 02 Apr 2025 13:00:00 +0000

Could engaging your team differently unlock the innovation and change your firm needs to thrive?

In this episode of The Modern Firm Podcast, TJ Lewis and Jen Wilson, partner and co-founder of ConvergenceCoaching, LLC, discuss strategies for engaging talent, fostering innovation, and driving meaningful change in accounting firms. They explore how firms can use the post-peak season to reflect, streamline workloads, and rethink traditional processes like deadlines and billing practices.

Jen emphasizes the importance of empowering employees by valuing their contributions and fostering a culture of transparency and trust. She shares actionable steps to build innovation-focused teams, leverage professional communities, and align work cycles to reduce strain. Whether you’re a firm leader or team member, this episode provides practical strategies to help your organization thrive.

Resources and Links:
RightNOW25 conference: https://www.rightworks.com/rightnow2025
Rightworks Community: https://rightworkscommunity.circle.so/c/start-here/

Connect with Jennifer Wilson:
Email: jen@convergencecoaching.com
website: https://convergencecoaching.com/
LinkedIn: http://www.linkedin.com/in/jenniferwilsonprofile

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Leading change: Key insights and practical strategies with Will Hill

Rightworks — Tue, 11 Mar 2025 06:30:00 -0100

Is your firm equipped to lead purposeful change and foster innovation in today’s fast-moving world?

In this episode of the Modern Firm Podcast, we dive into the critical elements of leading purposeful change and fostering an innovative mindset within accounting firms. Our guest, Will Hill, shares over 20 years of expertise in helping firms adapt and thrive. We discuss key themes like assessing your firm's current state, setting clear goals with measurable success metrics, and aligning change initiatives with both staff engagement and seasonal demands.

Discover how transparency and effective communication can reduce resistance to change and why balancing stability with innovation is essential for success. We'll also explore practical strategies for prioritizing change initiatives, managing capacity, and adopting a structured process to implement meaningful improvements year-round. Whether you're looking to innovate or simply refine your approach to change, this episode offers actionable insights for building a truly modern firm.

Resources and Links:
RightNOW25 conference: https://www.rightworks.com/rightnow2025
Rightworks Community: https://rightworkscommunity.circle.so/c/start-here/
The Energy Bus by Jon Gordon: Find it on Amazon

Connect with Will Hill:
Email: will@willhillconsults.com
website: willhillconsults.com
LinkedIn: https://www.linkedin.com/in/wghill/

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

A new season, a new vision: Re-establishing what it means to be a Modern Firm (Episode 31)

Rightworks — Mon, 24 Feb 2025 18:01:42 -0100

What does it really mean to be a modern firm in today’s constantly evolving landscape?

In this episode of The Modern Firm® podcast, host TJ Lewis sets the stage for the new season. With a focus on innovation and evolution, TJ redefines what it means to be a modern accounting firm—not as a fixed destination, but as an ongoing journey rooted in a growth mindset. He highlights the key pillars that shape modern firms: business model, clients, staff, and technology.

Throughout the season, listeners can expect insightful conversations with industry experts on how to navigate change, embrace innovation, and move their firms forward. TJ also shares his experience developing a tool designed to assess and prioritize change, along with key lessons learned in that process. Additionally, he emphasizes the importance of community as a way to "find your people," fostering learning, accountability, and support.

Resources and Links:
RightNOW25 conference: https://events.rightworks.com/event/rightnow2025/rightnow-2025
Rightworks Community: https://rightworkscommunity.circle.so/c/start-here/

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

When knowledge walks out the door: AI is the solution (Ep. 30)

Rightworks — Wed, 22 Jan 2025 05:00:07 -0100

Is your firm prepared to retain critical knowledge when long-term employees leave?

Welcome to The Modern Firm® podcast, moderated by John Mitchell, who is joined by Ted McRae, Director of Demand at Makers Hub and a 30-year veteran of the accounting technology industry. In this episode, John and Ted tackle the pressing issue of knowledge retention in accounting firms. With only 23% of firms regularly documenting their processes, Ted shares practical insights on how AI can help capture and preserve critical operational knowledge before it walks out the door with departing employees.

They explore the evolution from the World Wide Web era to today's AI-first era, discussing how tools like ChatGPT and Perplexity can help firms create better documentation, enhance security protocols, and free up time for higher-value activities. Tune in for actionable advice on transitioning to an AI-first mindset while maintaining focus on what matters most: people and client service.

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

New Year predictions: Get ready for 2025 (Ep. 29)

Rightworks — Wed, 08 Jan 2025 05:00:07 -0100

What will transform the accounting profession in 2025?

Join John Mitchell and Darren Root as they share their bold predictions and insights for the coming year. From Apple’s AI integration to quantum computing breakthroughs, discover how emerging technologies will reshape client service and workplace dynamics. Learn why strategic technology adoption combined with strong leadership could create unprecedented opportunities for firms to enhance both efficiency and work-life balance.

About The Modern Firm® podcast

This episode of The Modern Firm podcast was brought to you by Rightworks. It features John Mitchell, Culture and Workforce Advisor at Rightworks, and Darren Root, Founder of Rightworks Academy and Growth Strategist for Rightworks. For more episodes, recaps, and resources, visit rightworks.com/resources/podcasts.

***

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

AI gadgets and goodies for the holidays: Darren and John top picks (Ep. 28)

Rightworks — Wed, 11 Dec 2024 04:30:07 -0100

How will AI transform your everyday experiences?

Join John Mitchell and Darren Root as they explore the latest tech innovations and discuss how AI is becoming more personal than ever. From Apple’s newest AI features to essential work-from-home gadgets, discover how these tools are reshaping our daily routines. Learn practical tips for leveraging technology while maintaining security and professionalism in an increasingly connected world.

About The Modern Firm® podcast

This episode of The Modern Firm podcast was brought to you by Rightworks. It features Rightworks Growth Strategist, Darren Root, and Rightworks Culture and Workforce Advisor, John Mitchell.

For more episodes, recaps, and resources, visit rightworks.com/resources/podcasts.

*** Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Securing all entrances: Cybersecurity layers for your firm (Ep. 27)

Rightworks — Wed, 20 Nov 2024 04:00:07 -0100

Does your firm have a false sense of security?

Did you know that 94% of small businesses have experienced a cybersecurity event?

In this episode of The Modern Firm podcast, Mike Ellerhorst, CEO of NTM Advisory, explains why accounting firms are prime targets and shares practical strategies for protecting your business. You’ll learn about the three main entry points hackers use to breach systems and how to build effective security layers to protect your firm, your clients and your reputation. Discover why security isn’t just a technology problem, but a critical business challenge that requires constant attention.

This episode of The Modern Firm podcast was brought to you by Rightworks. It was moderated and led by John Mitchell, Culture and Workforce Advisor at Rightworks, and Darren Root, Founder of Rightworks Academy and Growth Strategist for Rightworks, with Mike Ellerhorst, CEO of NTM Advisory, as the guest.

For more episodes, recaps, and resources, visit rightworks.com/resources/podcasts.

***

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Succession planning: Important aspects of a successful accounting practice sale (Ep.26)

Rightworks — Wed, 13 Nov 2024 06:00:06 -0100

Are you leaving money on the table when it comes to your firm’s value?

This episode serves up a fresh take on succession planning with industry leaders Todd Steinberg and Chris Tabb. These experts shed light on why most accounting firms are caught off guard when planning for the future. They share insider knowledge on everything from location to client mix that’ll catch the eyes of potential buyers. And if you thought private equity was just for the big firms, think again–these guys explain how it’s reshaping the entire profession. Tune in for a fascinating journey through accounting firm valuations and exit strategies!

***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

The psychology of tech purchases: Revealing common barriers and how to move forward, faster (Ep. 25)

Rightworks — Wed, 23 Oct 2024 05:00:02 +0000

Welcome to The Modern Firm® podcast, with guest moderator Dr. Kristy Short, Senior Director of Content Strategy for Rightworks, who is joined by Roman Kepczyk, Director of Firm Technology Strategy for Rightworks.

In this episode, Kristy and Roman navigate the psychology behind technology purchasing decisions in accounting firms and the common barriers firms face—cultural resistance, cost concerns and risk aversion—when considering major tech investments. Whether you’re a tech-savvy accountant or navigating these waters for the first time, this episode provides valuable insights to help you sail smoothly through the complexities of tech adoption.

***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Do you know your firm’s security risk level? (Ep. 24)

Rightworks — Wed, 09 Oct 2024 05:00:02 +0000

Welcome to The Modern Firm® podcast, hosted by guest moderator Dr. Kristy Short, Senior Director of Content Strategy for Rightworks, who is joined by Dr. Molly Boddy, Director of Product Marketing at Rightworks.

In this episode, Kristy and Molly tackle the vital topic of security in the accounting profession. Molly, an expert in security and compliance, outlines the biggest threats facing firms today—from data breaches to reputational risks—and discusses the importance of staying compliant with IRS requirements. Tune in for practical advice on how firms can assess their security risks, enhance their security measures and take steps to build both client trust and compliance.

***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Connected leadership: How to cultivate a fulfilling work life for staff (Ep. 23)

Rightworks — Wed, 25 Sep 2024 05:10:01 +0000

Welcome to The Modern Firm® podcast, hosted by Darren Root, Growth Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks. In this episode, Darren and John host a captivating conversation with Amy Vetter, CPA, CEO of The B3 Method Institute and certified yoga instructor, who shares her inspiring journey of combining yoga principles with her accounting career. They dive deep into the concept of connected leadership, where self-awareness and mindfulness transform traditional leadership. Tune in to hear how Amy redefines soft skills as essential hard skills—and how they can impact your leadership style.

*** The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Unpacking NPAG’s Accounting Talent Strategy Report (Ep. 22)

Rightworks — Wed, 18 Sep 2024 05:10:01 +0000

In this episode of The Modern Firm® podcast, join moderator Dr. Kristy Short as she interviews Jennifer Wilson, co-founder and partner of ConvergenceCoaching, to discuss the National Pipeline Advisory Group's groundbreaking efforts in solving the talent pipeline challenges in the accounting profession. They discuss the need to make the academic experience more engaging with innovative strategies that include real-life case studies, technology integration and involving practitioners in the classroom. They also explore the need for improving experiences for CPA exam candidates through employer initiatives like cohort development, assigning shepherds, and providing financial and time-off support. Finally, they emphasize the importance of telling a better and more frequent story about the accounting profession to attract new talent. Don't miss out on this conversation packed with actionable insights and a hopeful outlook for the future of accounting.

***

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Getting radical with Jody Padar on pricing, process and people (Ep. 21)

Rightworks — Wed, 11 Sep 2024 05:05:01 +0000

Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.

In this episode, guest moderator Kristy Short, Senior Director of Content Strategy for Rightworks, interviews Jody Padar, a renowned CPA, author and influencer in the accounting world, known for her brand, The Radical CPA. They discuss Jody’s views on evolving business models in accounting and the significance of radical pricing. Jody shares her insights on the transformative impact of technology and AI on accounting firms and advocates for adopting value pricing to enhance client experiences and firm operations. Tune in to learn how to navigate the evolving landscape of the accounting profession—and stay ahead of the curve.

***

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Combating the pipeline shortage with offshore staffing (Ep. 20)

Rightworks — Wed, 28 Aug 2024 04:30:01 +0000

Welcome to The Modern Firm® podcast, hosted by Darren Root, Growth Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks. 

In this episode, Darren and John are joined by two special guests from GKM, Viji Sudhakar and Todd Steinberg. They delve into the origins and evolution of GKM, while highlighting the critical role outsourcing plays in resolving capacity issues for accounting firms. If you’re looking to optimize your operations and embrace modern business practices, this episode is a must-listen.

***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Retention Revolution: Crafting exceptional staff experiences (Ep. 19)

Rightworks — Wed, 14 Aug 2024 13:42:17 +0000

Welcome to The Modern Firm® podcast. In the latest episode, host John Mitchell, Culture and Workforce Advisor for Rightworks, interviews Tiffany Caponigro, Rightworks Academy coach, about the "retention revolution" and its impact on firm culture and staff retention. Tiffany highlights the significance of moving from a reactive to a proactive approach in managing staff well-being, focusing on creating a supportive and engaging work environment. They discuss the lingering effects of the Great Resignation and how firms can become more attractive to talent by prioritizing mental health, offering flexibility, and fostering a positive client and staff experience. Both John and Tiffany underscore that genuine care and understanding from firm leaders can significantly boost productivity and employee satisfaction, and ultimately lead to a greater client experience, as well.

***

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Remotely great: Building a firm culture to support hybrid work (Ep. 18)

Rightworks — Wed, 24 Jul 2024 04:55:02 +0000

Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.

In this episode, John and Darren explore the challenges and strategies for adapting to a post-pandemic work environment. They emphasize the need for firms to shift from outdated routines to more efficient practices better suited for remote work, including maintaining a consistent cadence for meetings, measuring what matters, and addressing the concerns of team members through effective leadership that ensures there are no unspoken expectations. Acknowledging that we are in a time when people are nervous about what’s next, they address how thriving in the new normal requires a balance of stability and adaptability, supported by clear communication and intentional leadership.

***

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

Target the right clients: Why ICP matters (Ep. 17)

Rightworks — Wed, 10 Jul 2024 14:07:36 +0000

Advisory doesn't stand alone (Ep. 16)

Rightworks — Wed, 26 Jun 2024 12:01:11 +0000

Going deeper with your ideal clients (Ep. 15)

Rightworks — Wed, 22 May 2024 04:00:04 +0000

Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.

In this episode, Darren and John welcome Terry Offenberger, CPA and Managing Shareholder of Hammerman, Graf, Hughes & Company, Inc., to discuss an introverted accountant’s biggest nightmare: conversations that build client relationships. Terry touches on both the struggles and positive outcomes his legacy accounting firm has seen over the last 50 years and provides insights into creating meaningful relationships with ideal clients.

***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_

The Modern Firm® Maturity Continuum: A deeper dive into levels and where you rank (Ep. 14)

Rightworks — Wed, 08 May 2024 04:00:04 +0000

The Modern Firm® Maturity Continuum: Where do you rank? (Ep. 13)

Rightworks — Mon, 29 Apr 2024 18:48:45 +0000

In this episode of The Modern Firm® podcast, Darren Root welcomes Joel Hughes, Chief Executive Officer of Rightworks. Darren and Joel review some results from the 2024 Rightworks Accounting Firm Technology Survey and offer insights into the tech firms are—and aren’t—taking advantage of. They also introduce The Modern Firm Maturity Continuum, where firms classify themselves in one of several categories. Is your firm a Follower? A Contender? A Leader? Or do you fall somewhere else on the continuum? Check out this thought-provoking discussion.

You asked; we’re answering: Top questions on “Why the intelligent cloud?” (Ep. 12)

Rightworks — Wed, 10 Apr 2024 04:00:03 +0000

How do accounting firms use the cloud and other tech to smooth the points of friction in their collaboration processes? In this episode of The Modern Firm® podcast, Darren Root and John Mitchell reflect on the surprising results of a new Rightworks survey that answers that question (hint: most firms don’t). But Darren and John are ready with some scenarios (spoiler: don’t miss John’s Chipotle analogy) that make a killer case for the use of the intelligent cloud and a one-click login for your firm.

AI now: It's not just the future (Ep. 11)

Rightworks — Wed, 27 Mar 2024 03:00:09 -0100

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell welcome TJ Lewis, Innovation Strategist for Rightworks and one of the creators of Spark—Rightworks’ new AI tool built for accountants. Darren, John and TJ discuss the advantages of using a separate, more secure AI like Spark, why you should identify an AI champion for the firm and why it’s so important not to wait for the future, but to embrace AI now.

The intelligent cloud and The Modern Firm® (Ep. 10)

Rightworks — Wed, 13 Mar 2024 03:00:02 -0100

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell explore the intelligent cloud platform. Why is the “intelligent” cloud better than the “regular” cloud everyone’s raved about for so long? Can it really help change—for the better—the way you organize and operate your firm? Join Darren and John for the answers to these questions and more in this don’t-miss installment.

The promise of AI: Freeing up staff to holistically serve clients (Ep. 9)

Rightworks — Wed, 28 Feb 2024 04:00:02 -0100

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss how artificial intelligence (AI) plays an important role in your firm, allowing your staff to focus their time on what matters most—serving your clients holistically.

Accounting Mystery Theater 2024: The Case of the Tangled Tech Stack (Ep. 8)

Rightworks — Wed, 14 Feb 2024 09:00:02 -0100

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss why it’s so important for your firm to simplify, consolidate and vet your technology stack in 2024. They also examine how failing to untangle your tech stack to take charge of your data this year could risk the long-term future of your firm. As a bonus, they lay out the case for how the usual suspect (aka AI) can take your firm from asking your clients what they did, to proactively requesting what you need them to do instead.

The beginning of the conversation: Laying the AI groundwork (Ep. 7)

Rightworks — Wed, 24 Jan 2024 09:00:02 -0100

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss the importance of preparing your firm for the eventual impact of artificial intelligence (AI)—even if you’re an AI skeptic. Darren and John also talk about what you should be doing now to be ready, having the right technology stack to take advantage of AI, and how they themselves are using the technology, along with some concrete examples of the ways accounting firms can use AI to improve their processes and workflow right now.

From proposal to payment (Ep. 6)

Rightworks — Wed, 03 Jan 2024 18:15:21 -0100

In this episode of The Modern Firm® podcast, Davis Bell, CEO of Canopy, joins Darren Root and John Mitchell to talk about why unified firm management systems, rather than individual point solutions, are necessary for the future of the accounting profession. Davis and Darren discuss why scalability, security and reliability are easier to achieve with one system—and why that single system can use your data in ways we never thought possible just a few years ago.

Smart Team Management (Ep. 5)

Rightworks — Wed, 13 Dec 2023 09:00:02 -0100

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell take a candid look at the growing importance of team culture inside a modern firm. John reveals the number one question he hears from firm owners, while Darren muses on the implications of a great culture—or a not-so-great one—for the firm’s business model and bottom line.

Smart Security Management (Ep. 4)

Rightworks — Wed, 29 Nov 2023 09:00:02 -0100

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss Smart Security Management in firms, what you may not realize your clients need from you when it comes to security, and how you can create an ongoing culture of security among your team.

Smart Client Management (Ep. 3)

Rightworks — Wed, 08 Nov 2023 09:00:02 -0100

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell consider the impact of identifying and holistically serving your firm’s ideal clients. Darren and John talk candidly about the challenges a firm faces when it hasn’t yet clearly defined and managed its client list, and they also discuss the power of identifying your ideal client.

Smart Firm Management: Creating the infrastructure for The Modern Firm® (Ep. 2)

Rightworks — Wed, 25 Oct 2023 09:00:02 +0000

In this episode of The Modern Firm® podcast, join Darren Root and John Mitchell for an introspective look at the implications of building a firm based on an intentional infrastructure. Darren and John will share their experiences with hundreds of firms across the country, while Darren also relates real-life stories and lessons from his time running his own firm.

Setting the stage (Ep. 1)

Rightworks — Wed, 18 Oct 2023 11:30:45 +0000

In the first episode of The Modern Firm® podcast, Darren Root and John Mitchell kick things off with a detailed look into what it means to be a modern firm, including the history and evolution of The Modern Firm concept. Darren and John introduce the four pillars of a modern firm and also discuss their plans for the podcast, including what you can look forward to in future episodes.