Rightworks customer stories

At Rightworks, our mission is to empower customers and bolster confidence along the path to building a highly profitable, sustainable business.

Learn how your peers have significantly increased productivity, scaled their businesses, maintained and attracted qualified staff, and achieved a healthy and happy workforce by using our comprehensive portfolio of solutions, on-tap expertise, extensive resources and established community.

Latest customer stories

Bateman Accounting had its data stored on a local network computer with virtually no cybersecurity in place. After realizing the need for a higher level of security, the firm turned to Rightworks.

RLJ Financial Services was looking for a solution that would enable the firm to manage client files securely, quickly and easily. Caleb Jenkins, Leader of Client Accounting Services for RLJ, explains how his team now uses Rightworks and SmartVault Accounting Pro to access data conveniently and securely.

Mary Harsch had seen enough. The principal and founder of Harsch Business Services, a five-person accounting and business consulting firm based in Ohio, had a client whose security application made critical files difficult to access. Harsch would have to log into the application and find files for her client—but only when the client herself wasn’t on her computer.

The value of coaching with no expiration date Energized by his new role as managing partner and with a clear focus on fully implementing the Rightworks Academy business model, Dylan…

A little preparation helps open the flood gates to success Stroud was thoughtful in launching the firm’s Audit Assurance and Identity Theft Protection service to his client base. He understood…

Getting the answers he needed to build a modern firm The experience he gained working directly with clients at his dad’s firm was what gave Jeremy the confidence and passion…

Finding success in strategy and structure After attending the Rightworks Academy conference in December of 2016, Brad and his partners realized that they needed to up the level of their…

Living the MS3 life Forbes & Company originally became a Rightworks Academy member when their firm expanded in 2016. In 2020, when Steve learned about Rightworks’ OC+ service (now MS3)—which…

The solution to living the life she desired… The last few years have been a true test for Kristal. “It was one thing after another: My business partner retired, we…