The hot-topic podcast where firms, thought leaders, influencers, and research nerds converge, collaborate, speak out and dig into common challenges impacting accounting firms. We ask the critical questions on topics that matter—from the pipeline shortage and security threats to the “how–the–hell–can–anyone–keep–up” pace of technology change—and then work to amplify actionable guidance and takeaways for firms. Join Darren Root, Dr. Kristy Short, John Mitchell and other dedicated industry champions who all have a single, focused goal: Moving the profession forward.
Wed, April 23, 2025
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 . 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_
Wed, April 09, 2025
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 . 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_
Wed, April 02, 2025
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 . 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_
Tue, March 11, 2025
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 . 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_
Mon, February 24, 2025
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 . 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_
Wed, January 22, 2025
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 . 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_
Wed, January 08, 2025
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_
Wed, December 11, 2024
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_
Wed, December 11, 2024
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_
Wed, November 20, 2024
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_
Wed, November 13, 2024
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_
Wed, October 23, 2024
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_
Wed, October 09, 2024
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_
Wed, September 25, 2024
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_
Wed, September 18, 2024
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_
Wed, September 11, 2024
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_
Wed, August 28, 2024
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_
Wed, August 14, 2024
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_
Wed, July 24, 2024
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_
Wed, July 10, 2024
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 discuss the fact that accounting firm owners say that less than 60% of their clients fit the firm‘s ICP (ideal client profile), and why defining that profile is essential for a firm’s long-term success. *** 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_
Wed, June 26, 2024
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 discuss what everyone in the accounting profession has been talking about for years: advisory services. But are advisor services more than just an add-on to compliance work? And where do CAAS, PAAS and TAAS (oh, my!) come in? Tune in to find out. *** 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_
Wed, May 22, 2024
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_
Wed, May 08, 2024
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 take a deep dive into The Modern Firm Maturity Continuum and walk through the five levels of maturity that occur on the path toward becoming a modern accounting firm. You may be surprised where 59% of firms fall on the scale—and where your firm fits in. *** 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_
Mon, April 29, 2024
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.
Mon, April 29, 2024
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.
Wed, April 24, 2024
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.
Wed, April 10, 2024
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.
Wed, March 27, 2024
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.
Wed, March 13, 2024
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.
Wed, February 28, 2024
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.
Wed, February 14, 2024
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.
Wed, January 24, 2024
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.
Wed, January 03, 2024
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.
Wed, December 13, 2023
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.
Wed, November 29, 2023
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.
Wed, November 08, 2023
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.
Wed, October 25, 2023
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.
Wed, October 18, 2023
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.
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