The Modern Firm®

Ted McRae, Director of Demand at Makers Hub and a 30-year veteran in accounting technology, shares insights on knowledge retention in firms. They discuss the low documentation rates in organizations and how AI can capture critical operational knowledge before it walks out the door. Ted emphasizes the transformation to an AI-first mindset, showcasing tools like ChatGPT to improve documentation and security. The conversation highlights the importance of balancing technology with a focus on people and client service for future success.

Bold predictions for 2025 take center stage, highlighting how AI and quantum computing will revolutionize the accounting industry. The conversation dives into tech giants like Apple and NVIDIA, forecasting their roles in shaping customer service with advanced AI solutions. AI's integration promises efficiency in tasks such as payroll and data entry, while personalizing client experiences becomes vital. Emphasizing strong leadership, the hosts discuss how technology can enhance work-life balance, paving the way for a transformative future.

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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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_

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_ 

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_

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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_