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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...
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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 They’ll dissect common pain points—from outdated business models and non-ideal clients to staffing shortages and implementing the right tech stack.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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The Modern Firm®
The Modern Firm®
Remotely great: Building a firm culture to support hybrid work (Ep. 18)
24 LUG 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 They emphasize the need for firms to shift from outdated routines to more efficient practices better suited for remote work, including maintaining a consistent cadence for meetings, measuring what matters, and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.
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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)
10 LUG 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_
Advisory doesn't stand alone (Ep. 16)
26 GIU 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_
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_
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_
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.
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.
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.
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.
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.
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...
mostra di più
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.
mostra meno
Informazioni
| Autore | Rightworks |
| Organizzazione | Rootworks, LLC |
| Categorie | Imprenditorialità |
| Sito | - |
| - |
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