January 2023

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Traditional practice management isn’t working

A holistic approach is what’s needed to run a modern accounting firm today. Getting it right is like building a puzzle. Clients expect a cohesive and simple experience. Your team needs the tools to better serve customers without friction, and you need information that measures what matters.

Data is the key driver that will lead your firm from being only a reactive compliance firm to a proactive firm that holistically serves clients…

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This year, make yourself a priority

The new year is a time for reflection, evaluation and goal setting.

Do you find yourself brushing that off and thinking, “With all of the meetings on my calendar, when do I have time to reflect, evaluate and set goals for the year ahead?”

You’re not alone. To make room for the meetings on our calendars and tasks on our lists, it’s no wonder the first thing that gets double-booked is the time we should be taking for our mental health.

Our challenge to you today…

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Get your ducks in a row…and don’t let those fluffy buggers waddle off

Anna Showronek

Happy New Year! Looking back at 2022, both staffing and technology were big challenges for most firms.

Raise your hand if you turned to new technology and other alternatives to help with the lack of staffing for tax season. I hope you did your evaluation early and have all your technology implemented, tested and trained by now—or are at least in the final stages, because evaluating and implementing new tech in January is kind of the equivalent of a Hail Mary…

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Why you should fear cybercrime…but not too much

Oh, cybercrime is scary, all right—and getting worse all the time. In November, SlashNext reported a 61% increase in malicious URLs since the end of 2021. That works out to about 80,000 dirty links per day or 255 million in 2022. And a few of them were no doubt aimed at your firm.

So, given the title of this article, how, exactly, are those numbers not completely terrifying…

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Save time during tax season with scheduling software

Susan Danker

Tax season—AKA the perpetual workday that starts at 8 a.m., January 1, and ends at midnight, April 18—is not a convenient time for accounting firms to optimize their online presence.

But stress no more, modern firms. You CAN maintain your social post schedule and serve your clients, too…

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Broken to Better: 13 Ways Not to Fail at Life and Leadership
by Michael Kurland

Weekly Habits for Extraordinary Leaders (How to Master Your Mindset, Inspire Your Team and Elevate Your Business)
by Daphna Horowitz

ReCulturing: Design Your Company Culture to Connect with Strategy and Purpose for Lasting Success
by Melissa Daimler

Ask Powerful Questions: Create Conversations That Matter
by Will Wise

Events for Rightworks Academy members

Check out these upcoming webinars exclusively for Rightworks Academy members.

January/February 2023 webinars

  • January 18: Staff Training: Measuring your progress during tax season
  • January 25: Staff Training: Using Onvio to manage tax season efficiently
  • February 1: Staff Training: Electronic filing refresher

Academy member-specific webinar:

  • January 11: Marketing Solutions: The new rollout of the Academy annual marketing plan

See the entire webinar schedule and register at Resources > Events > Webinars in your account.

Events for members and non-members

Not a Rightworks Academy member yet? We have you covered with live and on-demand events where you can learn more about Rightworks and the latest hot topics in the profession.

Visit for a continually updated schedule of events.

4 things you can do now to take control of next tax season
January 11, 2:00 p.m. ET

Join Darren Root, Chief Strategist for Right Networks, and John Mitchell, Culture and Workforce Advisor for Right Networks, as they unveil the four practical and proven things you can implement right now to take control of the upcoming tax season.

Register at

Taking control of your firm’s tax season with the help of automation
January 25, 2:00 p.m. ET

Join Darren Root, Chief Strategist for Right Networks, and Sean Hanthorn, Education Services Director for Rightworks, as they address proven ways firms can leverage automation to improve workflows, processes and business operations.

Register at

What’s new on the Rightworks blog?

From how you can pull your firm out of a rut and make it grow, to a look back at December’s fantabulous Inspire conference, the Rightworks blog has all the information you need to get your year started right. See what’s new, and remember to bookmark the blog for even more information, best practices and just plain fun in 2023!

Read the latest post at

Member anniversaries

It’s time to recognize this month’s Rightworks Academy member anniversaries! Help us wish the following firms a Happy Anniversary:

1 year
A Bigger Bottom Line, LLC
Jeremiah K Murphy, CPA Inc
Reservoir Investments LLC
Elk Grove Accounting and Tax Services
Lemec Group LLC
Whitfield & Associates LLC
Badman & Associates PA CPA
Gould & Leffew, PA
Kevin Jacobs CPA

5 years
Mannia & Company, LLC
LEP Consulting, PLC

Congratulations on your success, and we look forward to celebrating many more anniversaries with you and your teams!