The Modern Firm®

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_

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_

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