Are you a firm owner looking for a fresh perspective on running a modern practice? Join Darren Root, Rightworks Chief Strategist, and John Mitchell, Rightworks Culture and Workforce Advisor, on The Modern Firm podcast. They’ll dissect common pain points from outdated business models and non-ideal clients to staffing shortages and implementing the right tech stack.
The Modern Firm podcast
Learn about the four pillars that create the foundation of a modern firm—Smart Client Management, Smart Team Management, Smart Firm Management and Smart Security Management—and get actionable steps to help you and your team build the firm of your dreams.
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 a bonus, they lay out the case for how the usual suspect (aka AI) can take your firm from asking your clients what they’ve done, to proactively advising them on what they can do instead.
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.
In this episode of The Modern Firm® podcast, Darren Root and John Mitchell take a candid look at the growing importance of team culture inside a modern 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.
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.