Rightworks Resource Library

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Podcast Security & Compliance

Smart Security Management: Creating a culture of security in your firm

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss Smart Security Management in firms, what you may not realize your clients need from you when it comes to security, and how you can create an ongoing culture of security among your team.
Webinar Security & Compliance

What your firm or small business needs to know about cyber insurance

On-demand webinar
Join Kevin Roosa and Molly Gallaher Boddy as they interview Jake Charen from Lakeside Insurance about the importance of cyber insurance and what firms and small businesses need to consider. They’ll explore what plans typically cover, scenarios to consider, how the application process works and why the right security solutions help mitigate risk.
Webinar Security & Compliance

Cyber resilience in accounting: Strategies and solutions from Rightworks and SmartVault

Webinar Data & Trends

Revolutionizing your firm: Making the move to cloud accounting

If you are looking for ways to simplify your daily workflows, want a better means of securing data and have a goal of scaling your practice, your firm needs to be in the cloud. Moving to cloud accounting has the potential to revolutionize your practice. But where do you start? Join Roman Kepczyk as he discusses how to take your first steps down the path of moving to the cloud and what it’s like once you get there.
Podcast Growth & Strategy

Smart Client Management: Creating a proactive approach to your client experience

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell consider the impact of identifying and holistically serving your firm’s ideal clients. Darren and John talk candidly about the challenges a firm faces when it hasn’t yet clearly defined and managed its client list, and they also discuss the power of identifying your ideal client.
Podcast Growth & Strategy

Smart Firm Management: Creating the infrastructure for The Modern Firm

In this episode of The Modern Firm® podcast, join Darren Root and John Mitchell for an introspective look at the implications of building a firm based on an intentional infrastructure. Darren and John will share their experiences with hundreds of firms across the country.
Podcast Growth & Strategy

Setting the stage: What is The Modern Firm®?

Darren and John kick off this podcast series with a deep look at what it means to be a "modern firm." They start with a discussion about the history and evolution of The Modern Firm®, review the four pillars that are essential to building a modern firm and then outline a plan for future episodes.
Webinar

The Modern Firm® playbook

In this session, we’ll dive into The Modern Firm playbook—a comprehensive guide to building and managing a thriving firm in the modern era. Join Rightworks Academy member coach Tiffany Caponigro as she covers how to adapt to changing market dynamics, embrace innovation and drive sustainable growth by implementing the four smart pillars of The Modern Firm playbook.
Webinar Security & Compliance

Cyberstealth: 22 moves to hide your firm from cyberthieves

Roman Kepczyk, Rightworks Director of Firm Technology Strategy, walks through a checklist of the necessary components of an accounting firm’s security, including the latest information breach statistics and how to minimize your firm’s greatest exposure: your staff.