Rightworks Resource Library

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.

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.

Businesses frequently purchase cyber insurance to help them cover any financial fallout should a cyber event, such as a breach, take place.

With cyberattacks up 600% following COVID-19, the overall case for cyber insurance isn’t a hard one to make, but firms and small businesses are grappling with whether they’re willing to pay increasingly higher premiums for such insurance given the competing financial priorities they face.

If your firm isn’t offering client accounting and advisory services (CAAS), you’re already behind. Generalist accounting firms will find it increasingly difficult to compete with niche specialist firms that offer CAAS. Studies in the profession show that advisory services are on the rise.

Are your employees aware of this change and what it entails? Does your firm have what it needs to be competitive enough to grow? What about the accounting tech stack you need to run the business?

With so many equipment options available to firms, how do you know what’s best for your employees, and how do you choose the right productivity tools?

You could try to figure out your accounting firm technology by trial and error...or you could join our informative webinar. We’ll provide a comprehensive technology update covering the must-have technologies for your firm’s tech stack, the best products for accounting firms, and the significant trends impacting accounting professionals.

The 7 habits for modern firms - Part 2 (Ep. 87)

The 7 Habits for modern firms - Part 1 (Ep. 86)