Episode 6 – From proposal to payment: The importance of unifying your firm management system


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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 of The Modern Firm® podcast, Davis Bell, CEO of Canopy, joins Darren Root 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 also discuss why security, scalability and reliability are easier to achieve with one system; why a single system will be able to make use of your data in ways we never thought possible just a few years ago; and other opportunities a single firm management system can open up for firms. Finally, Darren and John reflect on why choosing the right tech stack will become more important than ever.


You can also watch the full episode on YouTube.

You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts