Assessing Firm Needs: Aligning Current State with Future Goals

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.

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