Rightworks Resource Library

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Webinar Growth & Strategy

Maximizing your 2024 tax season debrief meeting

How did tax season go this year, and what can you do to optimize your production processes during the extension season? Join Roman Kepczyk as he delivers the results of the 2024 Tax Season Debrief Survey and walks you through steps for maximizing your 2024 tax season debrief meeting, including how you can tune up your tax production processes in the months ahead.
Podcast Growth & Strategy

Going deeper with your ideal clients

Darren Root and John Mitchell welcome Terry Offenberger, CPA and Managing Shareholder of Hammerman, Graf, Hughes & Company, Inc., to discuss an introverted accountant’s biggest nightmare: conversations that build relationships with ideal clients.
Webinar Data & Trends

2024 Accounting Firm Technology Survey Results

A recent groundbreaking survey of nearly 500 accounting, tax and bookkeeping firms revealed that a firm’s level of technology adoption, or its “technology maturity,” plays a crucial role in its profitability. The 2024 Accounting Firm Technology Survey found that the most technologically advanced firms generated, on average, 39% more revenue per employee than less advanced firms, regardless of firm size.
eBook Security & Compliance

How to Create Your Firm’s Written Information Security Plan (WISP)

A written information security plan isn’t optional—if you prepare taxes, you’re required to have one. Learn what you need to know about creating your WISP.

Podcast Data & Trends

The Modern Firm® Maturity Continuum: A deeper dive into levels and where you rank

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell dig into the five levels of maturity on the path toward becoming a modern accounting firm.
Podcast Data & Trends

The Modern Firm® Maturity Continuum: Where do you rank?

In this episode of The Modern Firm podcast, Darren welcomes Joel Hughes, Chief Executive Officer of Rightworks. Darren and Joel review some of the results of the 2024 Rightworks Accounting Firm Technology Survey of 500 small, medium and large-sized firms.
Podcast Cloud & Hosting

Why the intelligent cloud?

You asked; we're answering: Top questions on "Why the intelligent cloud?" In this episode of The Modern Firm podcast, Darren and John reflect on the surprising results of a new Rightworks survey that answers that question (hint: most firms don’t) and more.
Podcast Automation & AI

AI now: It’s not just the future

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell welcome TJ Lewis, Innovation Strategist for Rightworks and one of the creators of Spark—Rightworks’ new AI tool built for accountants. Darren, John and TJ discuss the advantages of using a separate, more secure AI like Spark, why you should identify an AI champion for the firm and why it’s so important not to wait for the future, but to embrace AI now
Webinar

Smart Team Management: 3 habits you can begin now to create a more efficient team and a healthier firm culture