Rightworks - Podcast Details

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Accounting Firm Growth StrategiesBeyond the Checklist: Building Critical Thinking in Your TeamStill the go-to person for every decision in your firm?Even with detailed checklists and SOPs, your team might still rely on you to think through challenges, solve problems, and make judgment calls.00:00 – Why critical thinking matters more than checklists04:22 – Signs your team is stuck in task mode08:09 – How to train your accounting staff in critical thinking14:33 – Turn checklists into strategic tools, not limits20:01 – Build decision-making confidence through questions26:18 – Practical ways to introduce team-led advisory32:55 – Avoid scope creep while increasing advisory revenueThat’s not a training i...2025-07-2537 min

The Modern Firm®Cyber Threats, Agentic AI, and the PE Effect in AccountingIn this episode of The Modern Firm Podcast, TJ sits down with Roman Kepczyk, Director of Firm Technology Strategy at Rightworks and one of the profession’s most respected tech consultants. Together, they explore what’s top of mind for firms at the midpoint of 2025—from the accelerating adoption of AI and the emergence of agentic workflows, to the evolving cybersecurity threats and the continued impact of private equity across the profession.Roman shares practical insights drawn from his extensive work with firms of all sizes, including where AI is showing real returns, why legacy apps are fallin...2025-07-2347 min

The Modern Firm®Backstage with Gary Vee: A conversation on Marketing, AI, and the Future of AccountingIn this special on-site episode from the RightNOW 2025 conference in Nashville, Gary Vaynerchuk joins us for a candid, fast-paced conversation right after his keynote.We cover everything from creating effective content with minimal effort, to why firms are struggling to hire, to the real implications of AI. Gary shares the personal story behind his lifelong goal of buying the New York Jets—and why purpose and grit matter more than ever in business.In this episode:Why consistent, simple content wins over polished productionHow AI is changing everything—and why ignoring it isn’t an o...2025-06-2437 min

The Modern Firm®Backstage with Josh Linkner: A conversation on everyday innovation, AI, and unlocking creative potentialIn this episode recorded live at the RightNOW Conference in Nashville, innovation expert and bestselling author Josh Linkner joins us to talk about what it really means to innovate in the modern accounting firm. Josh shares how everyday creativity—not billion-dollar breakthroughs—is the key to progress, how to cultivate a culture of innovation by removing fear and encouraging small experiments, and how firms can work with AI rather than compete against it. We also dive into his “Find a Way” framework and why aiming to be a better version of yourself may be more powerful than any external comparis...2025-06-1129 min

The Modern Firm®Escaping Hustle Culture: $10K Hours, 4-Week Vacations & the 25-Hour WorkweekWhat if you could swap $10 tasks for $10k impact?Host TJ Lewis talks with Dr. Sabrina Starling—“The Business Psychologist,” bestselling author of How to Hire the Best and The 4 Week Vacation®—about escaping hustle culture in modern accounting firms. Citing research on 700+ entrepreneurs, Dr. Sabrina reveals that 90% are burning out and explains how to flip the script by focusing on “$10,000-an-hour activities”: work done in your zone of strength that makes everything else easier or unnecessary. She recounts limiting her own schedule to 25 hours a week, delegating low-value tasks, and using “vacation-testing” to build a business that runs smoothl...2025-05-2842 min

The RightNOW PodcastAutomating out the mundane: Transforming accounting with AI"If you gave people a third of their time back to do high-value-add strategic stuff, think about the ripple effect on clients, their businesses, and their lives." In this episode of the RightNOW podcast, host Derek Distin welcomes Davis Bell, CEO of Canopy, for an insightful discussion about how AI is transforming the accounting profession while addressing the challenge of technology adoption. Bell shares a dual perspective on industry changes over the past year—while AI capabilities have advanced dramatically, actual adoption rates in accounting practices remain relatively modest. This disconnect reveals a crit...2025-05-1642 min

The RightNOW PodcastKnowledge democratized: How technology is transforming accounting"The AI you're using today is the dumbest AI you will ever use in the future." This powerful insight frames an essential conversation about how technology is transforming the accounting profession at unprecedented speed. In this episode of the RightNOW podcast, host Derek Distin welcomes Robbie Randall, National Sales Leader at Intuit, for a candid discussion about how AI and democratized knowledge are reshaping the accounting landscape. Randall reveals how specialized accounting knowledge that once took years to develop is now instantly accessible through technology, fundamentally changing how professionals deliver value.The c...2025-05-1429 min

The RightNOW PodcastThe curated experience: How RightNOW makes space for what matters"Anxiety is the future, regret is the past. Right now is the only thing we actually have." This inspiring episode of the RightNOW podcast features guest host Rob Brown exploring how accounting professionals can find clarity amid industry transformation with thought leaders John Mitchell and Shannon Hay. John Mitchell, drawing from his unique background as a preacher turned inspiration catalyst, shares his vision for bringing clarity and perspective to firms overwhelmed by technological change and staffing challenges. As RightNOW's MC and breakout session leader, he reveals how firms can create workplaces that support life rather than consume i...2025-05-0622 min

The RightNOW PodcastWhy RightNOW25 matters: The event accounting pros can’t missRightNOW25 isn’t just another conference—it’s a must-attend experience for accounting and tax professionals at every level. In this special episode of The RightNOW Podcast, Rob Brown—CEO of Accounting Influencers—sits down with some of the Rightworks team behind the scenes of the event: Derek Distin, Lindsay Malcolm, TJ Lewis, and Molly Gallaher Boddy. Together, they pull back the curtain on why RightNOW is the post-tax season reset accounting firms don’t want to miss. RightNOW isn’t just a conference—it’s a catalyst. It’s where the accounting community comes together in a cr...2025-05-0125 min

The RightNOW PodcastFrom manual to meaningful: The automation advantage in accounting“I don’t want to be a typewriter anymore.” That mindset shift is driving a new era in accounting—one where AI and automation clear out the minute work so firms can focus on what matters. In this episode of the RightNOW Podcast, host Derek Distin sits down with Allen Stahl from Thomson Reuters to talk about scaling smarter. Together, they dig into how firms can use tech—like APIs, automation, and AI—to streamline the day-to-day, reduce manual tasks, and give accountants their time (and brainpower) back. The mission? Help accountants move from reactive...2025-04-2914 min

The Modern Firm®Redefining the modern accountant: Leading with empathy and innovation in the age of AIWhat if the future of accounting isn't about being faster or smarter—but more human?In this episode of The Modern Firm Podcast, host TJ Lewis sits down with Hector Garcia, CPA, YouTuber, and AI thought leader, to explore what it means to be an AI-enhanced accountant. They unpack the shift from traditional number crunching to a more human-centered, tech-savvy role—where accountants use AI to personalize client experiences, automate reporting, and step into true advisory. Hector emphasizes the rising importance of empathy and explains how accountants can lead with creativity and emotional intelligence in an AI-driven worl...2025-04-231h 02

The RightNOW PodcastBeyond the firm mindset: Building scalable accounting practicesCPA firms who embrace automation and AI will thrive, but the rest would really struggle to be relevant to the market. In this engaging episode of the RightNOW podcast, host Derek Distin explores the evolution of accounting practices with Divakar Vijayasarathy, founder and CEO of DVS Advisory Group, examining how firms can transition from traditional structures to scalable business platforms. The conversation reveals how the conventional "firm mindset" – where individual practitioners handle every aspect of their business – often leads to burnout and limited growth. Divakar shares insights from his experience helping accounting firms scale...2025-04-1714 min

The Modern Firm®From burnout to breakthrough: The power of the pause in building resilient firmsIn this episode of The Modern Firm Podcast, host TJ Lewis welcomes back Amy Vetter—CPA, yogi, keynote speaker, and CEO of the B3 Method Institute—for a powerful conversation about one of the most underrated tools in a leader’s toolkit: the pause. As firms navigate the intensity of busy season and beyond, Amy challenges the grind mindset and makes the case for carving out space—mentally, emotionally, and physically—as a pathway to real productivity and fulfillment.Together, TJ and Amy unpack why high-achieving professionals struggle to slow down, how intentional breaks can actually sharpen performanc...2025-04-0938 min

The RightNOW PodcastElevating the profession: Inside the vision for RightNOW25In an industry where community matters as much as technology, the future of accounting will be built not through isolation but through meaningful connections that transcend a single event. In this special episode of the RightNOW podcast, guest host Rob Brown interviews the leadership team behind the upcoming RightNOW25 conference. Joel Hughes, Monica Sullivan, and Michael Bird share their vision for this landmark event designed specifically for accounting professionals across the US and beyond. The conversation explores how RightNOW25 differentiates itself from other industry events by focusing on real-world challenges facing accounting fi...2025-04-0814 min

The RightNOW PodcastFrom talent crisis to tech opportunity: Accounting’s evolution"If you are hoping to sustain and thrive in the next 10 years, the hope would be you're further along the tech curve than you might be." In the latest episode of the RightNOW podcast, host Derek Distin sits down with Richard Corn, Director of Product Management at BILL, for a thought-provoking conversation about the technological revolution sweeping through the accounting profession. Drawing from his decade of experience as a CPA, Richard predicts dramatic changes as AI-powered startups could reduce accountants' administrative burdens by as much as 70 percent in the coming years. ...2025-04-0429 min

The Modern Firm®Engaging the talent on your team to drive innovation in your firmCould engaging your team differently unlock the innovation and change your firm needs to thrive?In this episode of The Modern Firm Podcast, TJ Lewis and Jen Wilson, partner and co-founder of ConvergenceCoaching, LLC, discuss strategies for engaging talent, fostering innovation, and driving meaningful change in accounting firms. They explore how firms can use the post-peak season to reflect, streamline workloads, and rethink traditional processes like deadlines and billing practices.Jen emphasizes the importance of empowering employees by valuing their contributions and fostering a culture of transparency and trust. She shares actionable steps to build...2025-04-0254 min

The RightNOW PodcastAI in accounting: Solution or hype?With 75% of CPAs nearing retirement age, could AI-powered digital workers solve the accounting profession's talent crisis? This episode of the RightNOW podcast delves into the technological revolution reshaping the profession and offers a roadmap for navigating the complex challenges firms face in 2025. Derek Distin, VP of Community at Rightworks, welcomes Andrew Hatfield, Co-founder and Chief Growth Officer of SafeSend, for an insightful conversation about technology innovation in accounting. Together, they explore how the persistent staffing crisis is pushing firms to embrace automation, allowing professionals to transition from repetitive tasks to higher-value client interactions. Th...2025-03-2737 min

The RightNOW PodcastElevating the accounting profession at RightNOWThe RightNOW Podcast is back with an exciting new season, hosted by Derek Distin, VP of Community at Rightworks. As we count down to the highly anticipated RightNOW event in Nashville this May, Derek leads thought-provoking conversations with industry leaders and innovators, delivering expert insights and actionable strategies for accounting professionals. In this episode, Derek welcomes special guest Rob Brown, CEO of Accounting Influencers and host of the renowned Accounting Influencers Podcast. Rob shares his journey from physical education teacher to becoming a respected voice in the accounting profession. He discusses why accountants - whom h...2025-03-2019 min

The Modern Firm®Leading change: Key insights and practical strategies with Will HillIs your firm equipped to lead purposeful change and foster innovation in today’s fast-moving world?In this episode of the Modern Firm Podcast, we dive into the critical elements of leading purposeful change and fostering an innovative mindset within accounting firms. Our guest, Will Hill, shares over 20 years of expertise in helping firms adapt and thrive. We discuss key themes like assessing your firm's current state, setting clear goals with measurable success metrics, and aligning change initiatives with both staff engagement and seasonal demands.Discover how transparency and effective communication can reduce resistance to...2025-03-1148 min

The Modern Firm®A new season, a new vision: Re-establishing what it means to be a Modern Firm (Episode 31)What does it really mean to be a modern firm in today’s constantly evolving landscape?In this episode of The Modern Firm® podcast, host TJ Lewis sets the stage for the new season. With a focus on innovation and evolution, TJ redefines what it means to be a modern accounting firm—not as a fixed destination, but as an ongoing journey rooted in a growth mindset. He highlights the key pillars that shape modern firms: business model, clients, staff, and technology.Throughout the season, listeners can expect insightful conversations with industry experts on how to na...2025-02-2419 min

The RightNOW PodcastAccounting's Path to Strategic AdvisingWelcome to the RightNOW podcast, hosted by Derek Distin, Sr. Director of Customer Experience for Rightworks.In this episode of the RightNOW Podcast, Derek is joined by special guests Adam Orlowski, Sr. Vice President & Chief Technical Officer for Tax and Accounting in North America at Wolters Kluwer, and John Barnes, Vice President for Firm Management Solutions. Together, they explore the evolution of accounting—from its ancient origins to the technology-driven changes shaping the profession today. What does the future hold for accountants? How can firms adapt to stay competitive? Tune in for expert insights, industry trends, and a...2025-02-2122 min

Jason On Firms Podcast410 Accounting AI Security Q&A!Here’s the AI usage policy Jason developed with Rightworks https://ai.rightworks.com/policyAnd their comparison of the security of leading AI assistants https://ai.rightworks.com/resources/product-comparison💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCanopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 2025-01-3123 min

The Modern Firm®When knowledge walks out the door: AI is the solution (Ep. 30)Is your firm prepared to retain critical knowledge when long-term employees leave? Welcome to The Modern Firm® podcast, moderated by John Mitchell, who is joined by Ted McRae, Director of Demand at Makers Hub and a 30-year veteran of the accounting technology industry. In this episode, John and Ted tackle the pressing issue of knowledge retention in accounting firms. With only 23% of firms regularly documenting their processes, Ted shares practical insights on how AI can help capture and preserve critical operational knowledge before it walks out the door with departing employees.They explore the evolution f...2025-01-2231 min

The Modern Firm®New Year predictions: Get ready for 2025 (Ep. 29)What will transform the accounting profession in 2025? Join John Mitchell and Darren Root as they share their bold predictions and insights for the coming year. From Apple’s AI integration to quantum computing breakthroughs, discover how emerging technologies will reshape client service and workplace dynamics. Learn why strategic technology adoption combined with strong leadership could create unprecedented opportunities for firms to enhance both efficiency and work-life balance.About The Modern Firm® podcast This episode of The Modern Firm podcast was brought to you by Rightworks. It features John Mitchell, Culture and W...2025-01-0828 min

The Modern Firm®AI gadgets and goodies for the holidays: Darren and John top picks (Ep. 28)How will AI transform your everyday experiences? Join John Mitchell and Darren Root as they explore the latest tech innovations and discuss how AI is becoming more personal than ever. From Apple’s newest AI features to essential work-from-home gadgets, discover how these tools are reshaping our daily routines. Learn practical tips for leveraging technology while maintaining security and professionalism in an increasingly connected world.About The Modern Firm® podcast This episode of The Modern Firm podcast was brought to you by Rightworks. It features Rightworks Growth Strategist, Darren Root, and R...2024-12-1125 min

The Modern Firm®Securing all entrances: Cybersecurity layers for your firm (Ep. 27)Does your firm have a false sense of security?Did you know that 94% of small businesses have experienced a cybersecurity event? In this episode of The Modern Firm podcast, Mike Ellerhorst, CEO of NTM Advisory, explains why accounting firms are prime targets and shares practical strategies for protecting your business. You’ll learn about the three main entry points hackers use to breach systems and how to build effective security layers to protect your firm, your clients and your reputation. Discover why security isn’t just a technology problem, but a critical business challenge that...2024-11-2030 min

The Modern Firm®Succession planning: Important aspects of a successful accounting practice sale (Ep.26)Are you leaving money on the table when it comes to your firm’s value?This episode serves up a fresh take on succession planning with industry leaders Todd Steinberg and Chris Tabb. These experts shed light on why most accounting firms are caught off guard when planning for the future. They share insider knowledge on everything from location to client mix that’ll catch the eyes of potential buyers. And if you thought private equity was just for the big firms, think again–these guys explain how it’s reshaping the entire profession. Tune in for a fascinat...2024-11-1331 min

The Spark AI ShowFrom CPA to Tech Pioneer: Ignition's Guy Pearson on Innovation in AccountingGuy Pearson, CEO of Ignition, shares his forward-thinking approach to technology in the accounting industry. Guy discusses the transformative power of being tech-forward, not just through cloud solutions but by embracing technology to simplify operations and enhance service delivery. He emphasizes a pragmatic approach where solving customer problems takes precedence over technology hype. Discover how AI and other innovations can be leveraged to address real challenges, streamline workflows, and empower firms to focus more on advisory roles. Whether you're a tech-savvy professional or new to these advancements, this episode offers valuable insights for navigating the evolving landscape of accounting...2024-11-0550 min

The Spark AI ShowThe AI Empowerment Equation: Where Policy Enables PotentialIn this episode of the Spark AI Show, we dive deep into the crucial topic of AI implementation within accounting firms. Our host, TJ Lewis, shares valuable insights on how to effectively introduce and integrate AI tools across your organization, emphasizing the importance of empowering staff at all levels. Learn about designating an AI champion, forming an AI council, developing a comprehensive AI policy, and fostering a culture of continuous learning and experimentation with AI technologies.Download our guide to Using GenAI Safely, including an AI policy template you can use as a starting point for your...2024-10-2414 min

The Modern Firm®The psychology of tech purchases: Revealing common barriers and how to move forward, faster (Ep. 25)Welcome to The Modern Firm® podcast, with guest moderator Dr. Kristy Short, Senior Director of Content Strategy for Rightworks, who is joined by Roman Kepczyk, Director of Firm Technology Strategy for Rightworks. In this episode, Kristy and Roman navigate the psychology behind technology purchasing decisions in accounting firms and the common barriers firms face—cultural resistance, cost concerns and risk aversion—when considering major tech investments. Whether you’re a tech-savvy accountant or navigating these waters for the first time, this episode provides valuable insights to help you sail smoothly through the complexities of tech adoption. *** The Moder...2024-10-2338 min

The Modern Firm®Do you know your firm’s security risk level? (Ep. 24)Welcome to The Modern Firm® podcast, hosted by guest moderator Dr. Kristy Short, Senior Director of Content Strategy for Rightworks, who is joined by Dr. Molly Boddy, Director of Product Marketing at Rightworks. In this episode, Kristy and Molly tackle the vital topic of security in the accounting profession. Molly, an expert in security and compliance, outlines the biggest threats facing firms today—from data breaches to reputational risks—and discusses the importance of staying compliant with IRS requirements. Tune in for practical advice on how firms can assess their security risks, enhance their security measures and take steps t...2024-10-0928 min

The Modern Firm®Connected leadership: How to cultivate a fulfilling work life for staff (Ep. 23)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 host a captivating conversation with Amy Vetter, CPA, CEO of The B3 Method Institute and certified yoga instructor, who shares her inspiring journey of combining yoga principles with her accounting career. They dive deep into the concept of connected leadership, where self-awareness and mindfulness transform traditional leadership. Tune in to hear how Amy redefines soft skills as ess...2024-09-2525 min

Jason On Firms Podcast329 Is The New OpenAI Model Any Good at Accounting?Worked with Rightworks to launch a free AI usage policy https://ai.rightworks.com/policyAlso made an AI assistant comparison https://ai.rightworks.com/resources/product-comparison?source=policy 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Bookkeep https://www.bookkeep.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn htt...2024-09-1939 min

The Modern Firm®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 o...2024-09-1831 min

The Spark AI ShowTransforming Tax Workflows: SafeSend's Targeted Approach to AI IntegrationIn this episode of the Spark AI show, host TJ Lewis, interviews Steven Lyon, Product Marketing Lead at SafeSend, about the impact of AI on the accounting profession and SafeSend's products. Steven shares insights on SafeSend's history, their approach to AI integration, and the future of AI in accounting workflows. The discussion covers the challenges and opportunities of AI implementation, specific use cases in SafeSend's products, and predictions for AI's transformative potential in the accounting space.Find out more about SafeSend:Website: https://safesend.com/Youtube: https://www.youtube.com/@safesendConnect with Steven: https://www.linkedin...2024-09-1229 min

The Modern Firm®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...2024-09-1135 min

The Modern Firm®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. *** 2024-08-2834 min

The Modern Firm®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 u...2024-08-1439 min

The Modern Firm®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 a...2024-07-2423 min

The Spark AI ShowOld Problems, AI Solutions: Innovation in Tax Prep with Dave HaaseIn this episode of the Spark AI Show, host TJ Lewis sits down with Dave Haase, a CPA and founder of TruePrep.ai. They discuss the transformative potential of AI in the accounting profession, focusing on how Dave identified long-standing manual challenges in tax preparation and chose to tackle them head-on with innovative AI solutions. Dave shares his journey from managing a traditional CPA firm to pioneering automated approaches in tax prep. Discover the benefits of AI, the hurdles faced in bringing a new product to market, and the future opportunities AI presents for the accounting industry. Whether you're...2024-07-1634 min

Business Beyond Borders: Impactful Insights for CPAs33 - Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman KepczykJoin Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to: Understand the importance of regular security training webinars for maintaining a secure tech environment. Learn how to use the AICPA cybersecurity checklist to assess and improve your firm's security posture. Explore the benefits and best practices of hybrid and remote work models for accounting firms. Discover effective strategies for l...2024-07-1043 min

The Modern Firm®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 rec...2024-07-1019 min

Business Beyond Borders: Impactful Insights for CPAs32 - Enhancing Firm Security and Efficiency: Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman KepczykJoin Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to: Understand the importance of regular security training webinars for maintaining a secure tech environment. Learn how to use the AICPA cybersecurity checklist to assess and improve your firm's security posture. Explore the benefits and best practices of hybrid and remote work models for accounting firms. Discover effective strategies...2024-07-1043 min

The Spark AI ShowSummer snapshot of AI in accounting: A conversation with Roman KepczykOverviewIn this episode of "The Spark AI Show," host TJ Lewis welcomes Roman Kepczyk, the Director of Firm Technology Strategy at Rightworks. The episode explores the latest trends in AI and technology within the accounting industry, focusing on the impact of AI on accounting firms, the practical applications of AI tools, and the future of AI in streamlining workflows and processes.In this episode:Event Insights: Roman attended several events, including Engage, CPAFMA, and BDO Midwest Conference, where AI was a dominant topic. The discussions revolved around the practical applications...2024-07-0229 min

The Modern Firm®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 l...2024-06-2621 min

Accounting High211 You Will Be Replaced by Ai Machine with No Soul (feat. Andrew Lassise)Episode 211 FACULTY: Andrew Lassise CLASS: #TechTime In this podcast episode, Scotty interviews Andrew Lassise, the founder of Tech 4 Accountants, now integrated with Rightworks. Andrew shares his journey through the tech industry, focusing on IT solutions for accountants and the integration of AI in business operations. Andrew discusses his personal transformation from battling addiction to building a successful tech company that was recently acquired by Rightworks. He delves into the significance of cybersecurity for accounting firms, the evolution of AI, especially ChatGPT, and its applications in enhancing business efficiency. Andrew emphasizes the importance of...2024-06-0955 min

The Spark AI ShowExploring the Latest Work Trends Report and the Implications for AccountingIn this episode TJ and Aaron take a look at the recent release of the 2024 Work Trends Index Annual report from Microsoft and LinkedIn. In this year's report there are some interesting findings related to the use of AI in the workplace. Approximately 75% of employees say that they're using AI in the workplace, and around 75% of those people state that they are using their own AI tools. In other words, most employees aren't waiting on their employers to provide them with approved tools. Accounting firms can choose to ignore this, or they can choose to engage with i...2024-05-2323 min

The Modern Firm®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. 2024-05-2227 min

The RightNOW PodcastFrom Shortages to Solutions: How to Adapt in the New Accounting Industry (Ep. 7)Welcome to the RightNOW podcast, hosted by Derek Distin, Sr. Director of Customer Experience for Rightworks. In this episode, Derek welcomes Justin Cabinet from Intuit, to discuss the current state of the accounting profession. They dive into staff shortage strategies, automation and what defining goals could mean to your accounting firm. Justin also shares how to embrace new technology to drive efficiency and attract higher-value impact clients.Learn more about Rightworks: https://bit.ly/49OKIF8Follow Rightworks on social:Twitter: https://twitter.com/rightworks_Facebook: https://www.facebook.com/rightworksllcLinkedIn: https://www.li...2024-05-0917 min

The Spark AI ShowExperiencing Innovation: Our Key Takeaways from MIT's "Imagination in Action" EventWelcome to another episode of "The Spark AI Show," where we explore the groundbreaking realm of artificial intelligence and its multifaceted impact on our world. This week, we're taking you inside the MIT Media Lab's "Imagination in Action" event, a convergence of minds focused on the fusion of business and AI. Hosts TJ Lewis and Aaron Van Ruler share their insights and experiences, offering a unique glimpse into the future of AI. Here's what you can expect from this episode:Key Takeaways:Exploring MIT's Imagination in Action: Dive into the highlights and key...2024-05-0927 min

The Modern Firm®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 ca...2024-05-0822 min

The RightNOW PodcastNavigating Accounting’s Future: Strategies for Success (Ep. 6)In this episode of the RightNOW Podcast, Derek Distin is joined by Nancy Hawkins, VP of Product Management at Thomson Reuters. Together, Derek and Nancy discuss the technological challenges, talent upscaling and agency modernization currently impacting the accounting profession. Nancy shares her thoughts on how remote work is a great way to attract top talent. Learn more about Rightworks: https://bit.ly/49OKIF8 2024-05-0218 min

The RightNOW PodcastBreaking Through Barriers: AI, KPIs and Seamless Experiences (Ep. 5)Welcome to the RightNOW podcast, hosted by Derek Distin, Sr. Director of Customer Experience for Rightworks. In Episode 5, Derek talks with SafeSend Co-founder and Chief Growth Officer, Andrew Hatfield. The two talk about the virtues of a frictionless experience, barriers to industry growth, AI and KPIs and how accounting firms can use automation and consolidation to uplift client experiences.Learn more about Rightworks: https://bit.ly/49OKIF8 2024-05-0217 min

The RightNOW PodcastRevolutionizing Accounting: Can Generative AI Lead the Way? (Ep. 4)In this episode, renowned guest, Dr. Radhika Dirks, CEO and Co-Founder of XLABS and RIBO joins Derek Distin to go in-depth about the role generative AI will play in the next evolution of the accounting profession. We discuss the impact, accuracy, and hesitancy behind AI and how accounting firms can positively implement this revolutionary tool.2024-05-0122 min

The RightNOW PodcastFrom Outsourcing to AI: How to Solve Your Firm’s Labor Shortage (Ep. 3)In episode 3 of the RightNOW podcast, Miles Talent Hub CEO, Varun Jain joins host Derek Distin, Sr. Director of Customer Experience for Rightworks, to shed light on the labor shortage affecting the accounting profession. They also explore how technology, outsourcing and the STEM model can attract a wider talent pool and help reverse the crisis. Learn more about Rightworks: https://bit.ly/49OKIF8 2024-04-3018 min

The Modern Firm®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.2024-04-2930 min

Jason On Firms Podcast229 How Firms Are Moving To Fully-Scheduled Work - Part 1💰 Today's SponsorsFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 2024-04-2937 min

The Spark AI ShowEmbracing co-intelligence with AI as your AllyIn this enlightening episode, we dive deep into the transformative concepts presented in Ethan Mollick's latest book, "Co-Intelligence: Living and Working with AI." Join hosts TJ and Aaron as they unpack the intricate relationship between humans and artificial intelligence, exploring how we can navigate this partnership to enhance our daily lives and work environments.Key Highlights:Unpacking "Co-Intelligence": We explore the core premise of Ethan Mollick's groundbreaking work, shedding light on how co-intelligence reshapes our understanding and interaction with AI technologies.The Four Pillars of AI Integration: Delve into the strategic...2024-04-2527 min

The RightNOW PodcastIntegration and Transformation: Is Your Firm Prepared to Move Forward (Ep. 2)Welcome to the RightNOW podcast, hosted by Derek Distin, Sr. Director of Customer Experience for Rightworks. In this episode of the RightNOW Podcast, Derek is joined by special guest Heidi Rogers, Account Manager for CPA Charge. Derek and Heidi dive into how evolving technology can help accounting firms overcome industry-wide challenges and the struggles accompanying adapting to these new advancements. Plus, is it AI or automation? And why we shouldn't be afraid of either. Learn more about Rightworks: https://bit.ly/49OKIF8 2024-04-2420 min

The RightNOW PodcastAccounting For Tomorrow: Trends and Transformations (Ep. 1)Welcome to the RightNOW podcast, hosted by Derek Distin, Sr. Director of Customer Experience for Rightworks. In this episode of the RightNOW Podcast, Derek is joined by special guest and CEO of Canopy, Davis Bell to examine the evolution of accounting and how modernization will impact accounting firms, their clients and employees. Plus, they discuss the role tools like artificial intelligence will play in the ongoing transformation of the accounting profession.Learn more about Rightworks: https://bit.ly/49OKIF8 2024-04-2319 min

The Spark AI ShowHesitations, Habits and Overcoming in the Age of AIThis episode of the Spark AI Show delves into the integration of Artificial Intelligence (AI) in the daily work routines of accounting professionals, focusing on the psychology behind forming new habits with technology, addressing anxieties and hesitations associated with adopting AI, and exploring the critical role of trust and value in incorporating AI into professional practices. The conversation between TJ and Aaron offers insights into habit loops, the significance of rewards in establishing new habits, and the impact of AI on enhancing productivity and decision-making in the accounting field.In this episode:Habit Formation with AI...2024-04-1125 min

The Modern Firm®You asked; we’re answering: Top questions on “Why the intelligent cloud?” (Ep. 12)How do accounting firms use the cloud and other tech to smooth the points of friction in their collaboration processes? In this episode of The Modern Firm® podcast, Darren Root and John Mitchell reflect on the surprising results of a new Rightworks survey that answers that question (hint: most firms don’t). But Darren and John are ready with some scenarios (spoiler: don’t miss John’s Chipotle analogy) that make a killer case for the use of the intelligent cloud and a one-click login for your firm. 2024-04-1029 min

The Modern Firm®AI now: It's not just the future (Ep. 11)In this episode of The Modern Firm® podcast, Darren Root and John Mitchell welcome TJ Lewis, Innovation Strategist for Rightworks and one of the creators of Spark—Rightworks’ new AI tool built for accountants. Darren, John and TJ discuss the advantages of using a separate, more secure AI like Spark, why you should identify an AI champion for the firm and why it’s so important not to wait for the future, but to embrace AI now. 2024-03-2732 min

The Spark AI ShowIgniting AI in Accounting with the Spark AI podcastWelcome to the Spark AI podcast! Join hosts TJ Lewis and Aaron Van Ruler as we explore the transformative power of AI in the world of accounting. This isn't just another AI show; it's a dedicated resource for accountants everywhere to discover how AI can be leveraged across the industry. From enhancing productivity to deepening client relationships, we're here to guide you through the impacts and opportunities AI brings to the table. Plus, get the scoop on Spark, our tailored tool for accountants venturing into AI, and share in our personal AI integration stories. Whether you're AI-curious or...2024-03-2123 min

The Modern Firm®The intelligent cloud and The Modern Firm® (Ep. 10)In this episode of The Modern Firm® podcast, Darren Root and John Mitchell explore the intelligent cloud platform. Why is the “intelligent” cloud better than the “regular” cloud everyone’s raved about for so long? Can it really help change—for the better—the way you organize and operate your firm? Join Darren and John for the answers to these questions and more in this don’t-miss installment. 2024-03-1325 min

The Modern Firm®The promise of AI: Freeing up staff to holistically serve clients (Ep. 9)In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss how artificial intelligence (AI) plays an important role in your firm, allowing your staff to focus their time on what matters most—serving your clients holistically.2024-02-2826 min

The Modern Firm®Accounting Mystery Theater 2024: The Case of the Tangled Tech Stack (Ep. 8)In this episode of The Modern Firm® podcast, Darren Root and John Mitchell 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 did, to proactively requesting what you need them to do instead.2024-02-1425 min

The Modern Firm®The beginning of the conversation: Laying the AI groundwork (Ep. 7)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 workflow right now.2024-01-2421 min

The Accounting PodcastAI for Accountants - Exploring Rightworks SparkBlake and David meet up with TJ Lewis and Aaron Van Ruler from Rightworks about their new AI tool called Spark, built specifically for accountants on top of ChatGPT. They discuss how Spark helps accounting professionals by providing industry-specific content, tools, and assistants to enhance efficiency and expertise. TJ and Aaron also share details on Spark's capabilities, roadmap, and potential integration with other Rightworks products.Meet Our GuestsTJ Lewis, Innovation Strategist, RightworksLinkedIn: https://www.linkedin.com/in/tj-lewis/Aaron Van Ruler, Innovation Strategist, RightworksLinkedIn: https://www.linkedin.com...2024-01-1731 min

The Modern Firm®From proposal to payment (Ep. 6)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. Davis and Darren discuss why scalability, security and reliability are easier to achieve with one system—and why that single system can use your data in ways we never thought possible just a few years ago.2024-01-0340 min

The Modern Firm®Smart Team Management (Ep. 5)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. John reveals the number one question he hears from firm owners, while Darren muses on the implications of a great culture—or a not-so-great one—for the firm’s business model and bottom line.2023-12-1325 min

The Modern Firm®Smart Security Management (Ep. 4)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.2023-11-2922 min

The Modern Firm®Smart Client Management (Ep. 3)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.2023-11-0822 min

The Modern Firm®Smart Firm Management: Creating the infrastructure for The Modern Firm® (Ep. 2)In this episode of The Modern Firm® podcast, join Darren Root and John Mitchell for an introspective look at the implications of building a firm based on an intentional infrastructure. Darren and John will share their experiences with hundreds of firms across the country, while Darren also relates real-life stories and lessons from his time running his own firm.2023-10-2523 min

The Modern Firm®Setting the stage (Ep. 1)In the first episode of The Modern Firm® podcast, Darren Root and John Mitchell kick things off with a detailed look into what it means to be a modern firm, including the history and evolution of The Modern Firm concept. Darren and John introduce the four pillars of a modern firm and also discuss their plans for the podcast, including what you can look forward to in future episodes.2023-10-1832 min

Business Model BasicsHell, Michigan (Ep. 22)2022-04-2217 min

Business Model BasicsThree-Dimensional (Ep. 21)2022-04-0815 min

Business Model BasicsGPA and the business model basics (Ep. 20)2022-03-2511 min

Business Model BasicsNo pain no gain (Ep.19)2022-03-1115 min

Business Model BasicsMaking a good impression (Ep. 18)2022-02-0414 min

Business Model BasicsSilver bullets (Ep. 17)2022-01-2116 min

Business Model BasicsWhat are you preparing for? (Ep. 16)2022-01-0719 min

Business Model BasicsThe Wet Bandits (Ep. 15)2021-12-1712 min

Business Model BasicsDefining advisory services (Ep. 14)2021-11-2614 min

Business Model BasicsBaby Back Ribs (Ep. 13)2021-11-1213 min

Business Model BasicsOne foot in front of the other (Ep. 12)2021-10-1515 min

Business Model BasicsRelationship relationships™ (Ep.11)2021-10-0115 min

Business Model BasicsMountain bikes (Ep. 10)2021-09-1712 min

Business Model BasicsGaining perspective (Ep. 9)2021-09-0317 min

Business Model BasicsFreedom in standardization (Ep. 8)2021-08-2116 min

Business Model BasicsFocus on fundamentals (Ep. 7)2021-08-0617 min

Business Model BasicsBuilding relationships (Ep. 6)2021-07-2319 min

Business Model BasicsIdeal clients (Ep. 5)2021-07-0922 min

Business Model BasicsDoorwall (Ep. 4)2021-06-2514 min

Business Model BasicsTrail signs (Ep. 3)2021-06-1117 min

Business Model BasicsPaying attention (Ep. 2)2021-06-0418 min

Business Model BasicsIn plain English (Ep. 1)2021-05-2122 min