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The Modern Firm®

Latest episodes

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Jan 3, 2024 • 41min

From proposal to payment (Ep. 6)

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.
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Dec 13, 2023 • 25min

Smart Team Management (Ep. 5)

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell take a candid look at the growing importance of team culture inside a modern firm. John reveals the number one question he hears from firm owners, while Darren muses on the implications of a great culture—or a not-so-great one—for the firm’s business model and bottom line.
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Nov 29, 2023 • 22min

Smart Security Management (Ep. 4)

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss Smart Security Management in firms, what you may not realize your clients need from you when it comes to security, and how you can create an ongoing culture of security among your team.
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Nov 8, 2023 • 23min

Smart Client Management (Ep. 3)

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell consider the impact of identifying and holistically serving your firm’s ideal clients. Darren and John talk candidly about the challenges a firm faces when it hasn’t yet clearly defined and managed its client list, and they also discuss the power of identifying your ideal client.
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Oct 25, 2023 • 24min

Smart Firm Management: Creating the infrastructure for The Modern Firm® (Ep. 2)

In this episode of The Modern Firm® podcast, join Darren Root and John Mitchell for an introspective look at the implications of building a firm based on an intentional infrastructure. Darren and John will share their experiences with hundreds of firms across the country, while Darren also relates real-life stories and lessons from his time running his own firm.
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Oct 18, 2023 • 33min

Setting the stage (Ep. 1)

In the first episode of The Modern Firm® podcast, Darren Root and John Mitchell kick things off with a detailed look into what it means to be a modern firm, including the history and evolution of The Modern Firm concept. Darren and John introduce the four pillars of a modern firm and also discuss their plans for the podcast, including what you can look forward to in future episodes.

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