Your roadmap to modern
Boost efficiency. Balance workload. Grow your profits. With Rightworks Academy, you have a proven path for elevating your firm’s success—complete with a tailored playbook that guides you through the accounting firm strategies of The Modern Firm®.
Smart Firm Management
Develop a business model that streamlines automated workflows across departments and roles; enhance broad practice management and market presence.
- Implement processes and the tech stack needed to run your business efficiently.
- Leverage data to proactively offer productized, higher-value advisory services.
- Build a marketing and sales program that attracts the right clients and wins their business.
- Offer a website platform that allows clients to conduct business with your firm online.
Smart Client Management
Build a roster of ideal clients, enjoy recurring revenue via higher-value advisory services and balance workloads to create a sustainable work environment.
- Identify the ideal clients you love to serve.
- Provide a rich client experience, with streamlined onboarding and timely communications.
- Proactively provide the services necessary for your client’s success.
Smart Security Management
Safeguard business-critical data with a holistic approach that protects your firm from the ever-present threat of cybercriminals.
- Secure business-critical applications in the cloud to prevent unauthorized access to work devices.
- Offer ongoing security training for staff to minimize the risk of human error.
Smart Team Management
Create a healthy and sustainable firm culture and gain operational efficiency, reduce staff challenges and improve client experience.
- Create a work environment that gives you an edge in recruiting and retaining the best talent.
- Leverage technologies and tools to develop a modern and enjoyable work environment.
“Academy has helped us improve processes and workflows, identify ideal clients and develop a mindset that is counter to the traditional accounting firm model—leaving behind crazy amounts of burnout and a less fulfilling life.”