The Modern Firm®

What if you could work fewer hours, serve better clients, and double your revenue just by changing how you price your services?In this episode of The Modern Firm Podcast, business coach and pricing strategist Loren Fogelman joins us to tackle one of the toughest challenges firm owners face: raising rates and shifting away from the hourly model. Loren explains why pricing conversations feel so intimidating and how courage—not confidence—fuels change. She shares the benefits of value pricing, a step-by-step Good-Better-Best framework for transitioning, and why leaving legacy clients at outdated rates holds firms back. We also dive into her five-step process for moving existing clients into new pricing models and strategies for handling objections without over-justifying. This conversation is packed with practical advice to help you reclaim time, boost profits, and confidently stand firm on your value.Resources & Links Mentioned in This Episode📘 Raise Your Rates Formula: download Loren’s free resource for transitioning clients to new pricing models at businesssuccesssolution.com/raise💬 Pay-to-Profit Strategy Session: Schedule a call with Loren at businesssuccesssolution.com/letstalk🌐 Connect with Loren: Business Success Solution🔗 Follow Loren on LinkedInThe 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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_TikTok: https://www.tiktok.com/@rightworks_

High-performing accounting firms charge premium fees—often double the industry average—and their owners are working fewer than 40 hours a week. In this episode of The Modern Firm Podcast, Ryan Lazanis (founder of Future Firm) shares insights from his 2025 Modern Firm Report on how smarter pricing translates to less stress and more freedom. Discover why the most successful firm owners focus on building a strong team and delegating effectively, and how packaging services around client outcomes instead of task lists can positively impact your value. Ryan also reveals why setting firm boundaries and saying “no” more often might be the key to reclaiming your time and running a thriving, modern firm.Resource Links:The 2025 Modern Firm ReportNewsletter SignupConnect with Ryan on LinkedInThe 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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_TikTok: https://www.tiktok.com/@rightworks_

In 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 falling short, and how firms can stay ahead by fostering continuous learning and tech leadership. Whether you're figuring out where AI fits in your firm, or deciding whether to stick or switch platforms, this episode offers a strategic look at what it means to stay modern in a rapidly evolving industry.Roman's experts to follow:Jason Staats – AI in accounting thought leaderHector Garcia – CAS & QuickBooks automationJohn Higgins – Microsoft Copilot in practiceBernard Marr – Agentic AI and industry trendsShelly Palmer – AI in enterprise and beyondConnect with Roman KepczykLinkedIn: Roman KepczykEmail: roman@rightworks.comThe 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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_TikTok: https://www.tiktok.com/@rightworks_

In 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 optionWhat today’s talent wants (and why social platforms are competition)The importance of doubling down on what you know—and learning moreHow grit, perspective, and purpose drive long-term successA must-listen for any firm owner navigating change and chasing relevance.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_ YouTube: https://www.youtube.com/@Rightworks_ TikTok: https://www.tiktok.com/@rightworks_ 

In 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 comparison. In this episode:Why innovation isn’t just for tech giants—it’s for bookkeepers tooHow to create a culture where small ideas lead to big impactA new take on AI: Be Kirk, let AI be SpockThe “Find a Way” framework and why you should start before you’re readyWhy comparing yourself to others is a trap—and what to aim for insteadA must-listen for firm leaders ready to reimagine what’s possibleThe 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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_TikTok: https://www.tiktok.com/@rightworks_

What 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 smoothly during a fully unplugged four-week break—demonstrating that Work Supports Life™, not the other way around. Listeners get practical guidance on time-blocking, tracking tasks for delegation, and empowering teams.Links mentioned in this episode:$10,000-an-Hour Activities Chart Where to Find Dr. Sabrina Online (41:00 – 41:20):Profit by Design Podcast Tap the Potential websiteInstagram: @DrSabrinaFacebook: TapthepotentialUpcoming Dr. Sabrina EventsHow to make your time worth $10,000/hr | July 17 at 2-3 p.m. ET.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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_TikTok: https://www.tiktok.com/@rightworks_

What 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 world.The conversation also tackles the business model shifts AI may spark—from subscription-based pricing and outcome-driven billing to new approaches for compensating talent. Ethical considerations and the growing need for AI literacy round out the discussion. This episode offers concise, practical guidance for firms aiming to stay relevant and thrive in an evolving landscape.Resources and links:Exactly What to Say by Phil M JonesThe Four Conversations by Blair EnnsImplementing Value Pricing by Ron BakerConnect with Hector:LinkedIn: linkedin.com/in/hectormgarciacpa/Youtube: youtube.com/@HectorGarciaCPAThe 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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_

In 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 performance, and what it means to replace work-life balance with true work-life harmony. Whether you lead a team or are simply looking for a healthier rhythm in your workday, this episode offers small, practical shifts that lead to big change—not just for your firm, but for your whole self.Resources and Links:Mel Robbins' book: The Let Them TheoryConnect with Amy Vetter:Websites: amyvetter.com  and businessbalancebliss.com Podcast: Breaking Beliefs LinkedIn: www.linkedin.com/in/amyvettercpa/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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_

Could 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 innovation-focused teams, leverage professional communities, and align work cycles to reduce strain. Whether you’re a firm leader or team member, this episode provides practical strategies to help your organization thrive.Resources and Links:RightNOW25 conference: https://www.rightworks.com/rightnow2025Rightworks Community: https://rightworkscommunity.circle.so/c/start-here/Connect with Jennifer Wilson:Email: jen@convergencecoaching.comwebsite: https://convergencecoaching.com/LinkedIn: http://www.linkedin.com/in/jenniferwilsonprofileThe 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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_

Is 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 change and why balancing stability with innovation is essential for success. We'll also explore practical strategies for prioritizing change initiatives, managing capacity, and adopting a structured process to implement meaningful improvements year-round. Whether you're looking to innovate or simply refine your approach to change, this episode offers actionable insights for building a truly modern firm.Resources and Links:RightNOW25 conference: https://www.rightworks.com/rightnow2025Rightworks Community: https://rightworkscommunity.circle.so/c/start-here/The Energy Bus by Jon Gordon: Find it on AmazonConnect with Will Hill:Email: will@willhillconsults.comwebsite: willhillconsults.comLinkedIn: https://www.linkedin.com/in/wghill/ 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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_YouTube: https://www.youtube.com/@Rightworks_

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 navigate change, embrace innovation, and move their firms forward. TJ also shares his experience developing a tool designed to assess and prioritize change, along with key lessons learned in that process. Additionally, he emphasizes the importance of community as a way to "find your people," fostering learning, accountability, and support.Resources and Links:RightNOW25 conference: https://events.rightworks.com/event/rightnow2025/rightnow-2025Rightworks Community: https://rightworkscommunity.circle.so/c/start-here/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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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 from the World Wide Web era to today's AI-first era, discussing how tools like ChatGPT and Perplexity can help firms create better documentation, enhance security protocols, and free up time for higher-value activities. Tune in for actionable advice on transitioning to an AI-first mindset while maintaining focus on what matters most: people and client service.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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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 Workforce Advisor at Rightworks, and Darren Root, Founder of Rightworks Academy and Growth Strategist for Rightworks. For more episodes, recaps, and resources, visit rightworks.com/resources/podcasts.  ***Follow Rightworks on social:Twitter: https://twitter.com/rightworks_Facebook: https://www.facebook.com/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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 Rightworks Culture and Workforce Advisor, John Mitchell.  For more episodes, recaps, and resources, visit rightworks.com/resources/podcasts.  *** Follow Rightworks on social:Twitter: https://twitter.com/rightworks_Facebook: https://www.facebook.com/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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 requires constant attention.This episode of The Modern Firm podcast was brought to you by Rightworks. It was moderated and led by John Mitchell, Culture and Workforce Advisor at Rightworks, and Darren Root, Founder of Rightworks Academy and Growth Strategist for Rightworks, with Mike Ellerhorst, CEO of NTM Advisory, as the guest.For more episodes, recaps, and resources, visit rightworks.com/resources/podcasts. ***Follow Rightworks on social: Twitter: https://twitter.com/rightworks_Facebook: https://www.facebook.com/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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 fascinating journey through accounting firm valuations and exit strategies! *** 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_

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 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_ 

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 to build both client trust and compliance.  *** 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_

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 essential hard skills—and how they can impact your leadership style.  *** 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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_

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.  ***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/rightworksllcLinkedIn: https://www.linkedin.com/company/rightworksInstagram: https://www.instagram.com/rightworks_