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The Modern Firm®
The Modern Firm® episodes
- Unpacking NPAG’s Accounting Talent Strategy Report (Ep. 22)In this episode of The Modern Firm® podcast, join moderator Dr. Kristy Short as she interviews Jennifer Wilson, co-founder and partner of ConvergenceCoaching, to discuss the National Pipeline Advisory Group's groundbreaking efforts in solving the talent pipeline challenges in the accounting profession. They discuss the need to make the academic experience more engaging with innovative strategies that include real-life case studies, technology integration and involving practitioners in the classroom. They also explore the need for improving experiences for CPA exam candidates through employer initiatives like cohort development, assigning shepherds, and providing financial and time-off support. Finally, they emphasize the importance of telling a better and more frequent story about the accounting profession to attract new talent. Don't miss out on this conversation packed with actionable insights and a hopeful outlook for the future of accounting.
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The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_32 min - Getting radical with Jody Padar on pricing, process and people (Ep. 21)Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.
In this episode, guest moderator Kristy Short, Senior Director of Content Strategy for Rightworks, interviews Jody Padar, a renowned CPA, author and influencer in the accounting world, known for her brand, The Radical CPA. They discuss Jody’s views on evolving business models in accounting and the significance of radical pricing. Jody shares her insights on the transformative impact of technology and AI on accounting firms and advocates for adopting value pricing to enhance client experiences and firm operations. Tune in to learn how to navigate the evolving landscape of the accounting profession—and stay ahead of the curve.
***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_36 min - Combating the pipeline shortage with offshore staffing (Ep. 20)Welcome to The Modern Firm® podcast, hosted by Darren Root, Growth Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.
In this episode, Darren and John are joined by two special guests from GKM, Viji Sudhakar and Todd Steinberg. They delve into the origins and evolution of GKM, while highlighting the critical role outsourcing plays in resolving capacity issues for accounting firms. If you’re looking to optimize your operations and embrace modern business practices, this episode is a must-listen.
***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_35 min - Retention Revolution: Crafting exceptional staff experiences (Ep. 19)Welcome to The Modern Firm® podcast. In the latest episode, host John Mitchell, Culture and Workforce Advisor for Rightworks, interviews Tiffany Caponigro, Rightworks Academy coach, about the "retention revolution" and its impact on firm culture and staff retention. Tiffany highlights the significance of moving from a reactive to a proactive approach in managing staff well-being, focusing on creating a supportive and engaging work environment. They discuss the lingering effects of the Great Resignation and how firms can become more attractive to talent by prioritizing mental health, offering flexibility, and fostering a positive client and staff experience. Both John and Tiffany underscore that genuine care and understanding from firm leaders can significantly boost productivity and employee satisfaction, and ultimately lead to a greater client experience, as well.
***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_40 min - Remotely great: Building a firm culture to support hybrid work (Ep. 18)Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.
In this episode, John and Darren explore the challenges and strategies for adapting to a post-pandemic work environment. They emphasize the need for firms to shift from outdated routines to more efficient practices better suited for remote work, including maintaining a consistent cadence for meetings, measuring what matters, and addressing the concerns of team members through effective leadership that ensures there are no unspoken expectations. Acknowledging that we are in a time when people are nervous about what’s next, they address how thriving in the new normal requires a balance of stability and adaptability, supported by clear communication and intentional leadership.
***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_24 min - Target the right clients: Why ICP matters (Ep. 17)Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.
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.
***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_20 min - Advisory doesn't stand alone (Ep. 16)Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.
In this episode, Darren and John discuss what everyone in the accounting profession has been talking about for years: advisory services. But are advisor services more than just an add-on to compliance work? And where do CAAS, PAAS and TAAS (oh, my!) come in? Tune in to find out.
***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_
22 min - Going deeper with your ideal clients (Ep. 15)Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.
In this episode, Darren and John welcome Terry Offenberger, CPA and Managing Shareholder of Hammerman, Graf, Hughes & Company, Inc., to discuss an introverted accountant’s biggest nightmare: conversations that build client relationships. Terry touches on both the struggles and positive outcomes his legacy accounting firm has seen over the last 50 years and provides insights into creating meaningful relationships with ideal clients.
***
The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_
28 min - The Modern Firm® Maturity Continuum: A deeper dive into levels and where you rank (Ep. 14)Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.
In this episode, Darren and John take a deep dive into The Modern Firm Maturity Continuum and walk through the five levels of maturity that occur on the path toward becoming a modern accounting firm. You may be surprised where 59% of firms fall on the scale—and where your firm fits in. *** The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.
Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_23 min - The Modern Firm® Maturity Continuum: Where do you rank? (Ep. 13)In this episode of The Modern Firm® podcast, Darren Root welcomes Joel Hughes, Chief Executive Officer of Rightworks. Darren and Joel review some results from the 2024 Rightworks Accounting Firm Technology Survey and offer insights into the tech firms are—and aren’t—taking advantage of. They also introduce The Modern Firm Maturity Continuum, where firms classify themselves in one of several categories. Is your firm a Follower? A Contender? A Leader? Or do you fall somewhere else on the continuum? Check out this thought-provoking discussion.31 min
About The Modern Firm®
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The hot-topic podcast where firms, thought leaders, influencers, and research nerds converge, collaborate, speak out and dig into common…
challenges impacting accounting firms. We ask the critical questions on topics that matter—from the pipeline shortage and security threats to the “how–the–hell–can–anyone–keep–up” pace of technology change—and then work to amplify actionable guidance and takeaways for firms. Join TJ Lewis and other dedicated industry champions who all have a single, focused goal: Moving the profession forward.