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Latest Resources

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

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.
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.
In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss the importance of preparing your firm for the eventual impact of artificial intelligence (AI)—even if you’re an AI skeptic. Darren and John also talk about what you should be doing now to be ready, having the right technology stack to take advantage of AI, and how they themselves are using the technology, along with some concrete examples of the ways accounting firms can use AI to improve their processes and workflows right now.
In this episode of The Modern Firm® podcast, Davis Bell, CEO of Canopy, joins Darren Root and John Mitchell to talk about why unified firm management systems, rather than individual point solutions, are necessary for the future of the accounting profession.