• Going deeper with your ideal clients (Ep. 15)

    22 MAG 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 https://www.hghcpa.com/who-we-are, 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_   
    27 min. 33 sec.
  • The Modern Firm® Maturity Continuum: A deeper dive into levels and where you rank (Ep. 14)

    8 MAG 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_
    22 min. 7 sec.
  • The Modern Firm® Maturity Continuum: Where do you rank? (Ep. 13)

    29 APR 2024 · https://www.rightworks.com/2024-accounting-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.
    30 min. 32 sec.
  • You asked; we’re answering: Top questions on “Why the intelligent cloud?” (Ep. 12)

    10 APR 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. 
    29 min. 1 sec.
  • AI now: It's not just the future (Ep. 11)

    27 MAR 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.  
    32 min. 21 sec.
  • The intelligent cloud and The Modern Firm® (Ep. 10)

    13 MAR 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. 
    25 min. 50 sec.
  • The promise of AI: Freeing up staff to holistically serve clients (Ep. 9)

    28 FEB 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.
    26 min. 13 sec.
  • Accounting Mystery Theater 2024: The Case of the Tangled Tech Stack (Ep. 8)

    14 FEB 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.
    25 min. 31 sec.
  • The beginning of the conversation: Laying the AI groundwork (Ep. 7)

    24 GEN 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.
    21 min. 17 sec.
  • From proposal to payment (Ep. 6)

    3 GEN 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.
    40 min. 35 sec.

Are you an accounting firm owner looking for a fresh perspective on running a modern practice? Join Darren Root, Chief Strategist, and John Mitchell, Culture and Workforce Advisor at Rightworks...

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Are you an accounting firm owner looking for a fresh perspective on running a modern practice? Join Darren Root, Chief Strategist, and John Mitchell, Culture and Workforce Advisor at Rightworks on The Modern Firm® podcast. They’ll dissect common pain points—from outdated business models and non-ideal clients to staffing shortages and implementing the right tech stack. Learn about the four pillars of a modern firm—Smart Client Management, Smart Team Management, Smart Firm Management and Smart Security Management—and get actionable steps to help you and your team build the firm of your dreams.
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