Rightworks Resource Library

For PE-backed firms executing roll-up strategies and high-growth independents pursuing acquisitions, integration quality determines success. Roman Kepczyk shares critical lessons about standardizing tech stacks.

Learn the steps firms are taking to modernize their workflows, strengthen security, and streamline firm management—and see how your firm compares.

Find out how secure your cloud setup really is—and where to strengthen it.

Every vendor claims to have AI. But what actually delivers ROI for high-growth accounting firms? Roman Kepczyk cuts through the noise to help PE-backed and scaling independent firms make smart technology investments. The goal is strengthening security and maximizing productivity, not adding complexity.

For PE-backed and rapidly scaling independent firms, the staffing shortage represents both a challenge and an opportunity. Roman Kepczyk explains how high-growth firms are addressing talent constraints. They're focusing on high-value advisory work while automating routine processes to maximize productivity.

The accounting industry is experiencing unprecedented change. Private equity investment and rapid technology evolution are reshaping the competitive landscape. Roman Kepczyk breaks down what's really happening and how both investor-backed and high-growth independent firms can compete effectively.

What's the most underutilized tool at your firm? Collaboration. In this live webinar hosted by Rightworks and Canopy, we’ll show you how to create more connections—between your tech, your staff, and your clients.

Is your firm as secure as you think? In this 20-minute webinar, we’ll walk through the most common security gaps in small accounting firms—and how you can fix them fast, without major IT changes. You’ll see a demo of how our cloud solution can help you manage custom access levels for every member of your team.