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Podcast Cloud & Hosting

The intelligent cloud and The Modern Firm®

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell explore the intelligent cloud platform. Why is the “intelligent” cloud better than the “regular” cloud everyone’s raved about for so long? Can it really help change—for the better—the way you organize and operate your firm? Join Darren and John for the answers to these questions and more in this don’t-miss installment.
Webinar Data & Trends

AI Adoption For Accounting Firms

Artificial intelligence (AI) and ChatGPT dominated business and technology headlines over the past year, and their impact will be even more profound in 2024. This webinar will provide an overview of AI for accounting firms. It will cover how your firm can get on board safely, including addressing specific cautions to keep your users safe (and keep your firm out of the headlines).
Podcast Automation & AI

The promise of AI: Freeing up staff to holistically serve clients

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss how artificial intelligence (AI) plays an important role in your firm, allowing your staff to focus their time on what matters most—serving your clients holistically.
eBook Staffing & Retention

How to Hire, Manage & Retain the Best Talent for Your Firm

Discover how Smart Team Management can foster an accounting firm culture that attracts, nurtures and retains top talent.

eBook Security & Compliance

How to Embrace Technology without Sacrificing Cybersecurity

Webinar Data & Trends

Optimizing your firm’s technology stack

Podcast Growth & Strategy

Accounting mystery theater 2024: The case of the tangled tech stack

In this episode of The Modern Firm podcast, Darren and John discuss why it’s so important for your firm to simplify, consolidate and vet your technology stack in 2024. They also examine how failing to untangle your tech stack to take charge of your data this year could risk the long-term future of your firm.
Webinar Security & Compliance

A step-by-step approach to cybersecurity planning

Webinar Growth & Strategy

Make 2024 the year of enhanced client services

As your firm enters the 2024 busy season, take time to think about how you can make the rest of the year look different. If you aren’t currently offering monthly subscription packages to your clients that diversify your services and bring you consistent work year-round, you may be missing an opportunity to strengthen your accounting firm’s trusted advisor status to clients while also developing additional revenue streams.