Rightworks Resource Library

Discover the latest information about cloud technology, security best practices, firm-improvement strategies and more—right here.

Latest Resources

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell are joined by Viji Sudhakar and Todd Steinberg of GKM.
eBook Security & Compliance

WISP Requirements: Expert Help vs. DIY

Overwhelmed by WISP requirements? Download our infographic to discover essential steps and see how partnering with an expert simplifies the process.

Webinar Growth & Strategy

2024 IT considerations in M&A

Join Roman Kepczyk as he addresses the critical role of IT in accounting firm mergers and acquisitions, offering insights to help firms navigate M&A processes successfully. He’ll cover essential IT considerations, including how to avoid incompatibilities, assess potential acquisitions and implement best practices based on real-world examples. Attendees will gain practical knowledge on conducting thorough IT assessments, understanding current M&A trends in the accounting profession, and preparing their firms for successful M&A activities.
In this episode, John Mitchell welcomes guest Tiffany Caponigro to discuss the idea of a "retention revolution," focusing on improving firm culture to retain talented staff and elevate client experience.
In this episode, John and Darren explore the challenges and strategies for adapting to a post-pandemic work environment.
Webinar Staffing & Retention

Staffing for success with technology

Join Molly Gallaher Boddy as she shows you how firms like yours have successfully faced their biggest staffing challenges using technology. We’ll explore how technology plays a role in establishing a positive firm culture that supports employee retention.
Podcast Growth & Strategy

Target the right clients: Why ICPs matter

In this episode, Darren and John discuss the fact that accounting firm owners say that less than 60% of their clients fit the firm‘s ICP (ideal client profile), and why defining that profile is essential for a firm’s long-term success.
eBook Data & Trends

Post-Tax Season Survey 2024

From best practices to technology and staffing strategies, our post-tax season survey reveals what accounting firms are doing to improve tax season.

Podcast Growth & Strategy

Advisory doesn’t stand alone

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss what everyone’s been talking about for years: advisory services. But are advisory services just an add-on to compliance work…or are they more than that?