Rightworks Resource Library

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

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Webinar Staffing & Retention

Staffing for success with technology

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

Target the right clients: Why ICPs matter

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

Post-Tax Season Survey 2024

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

Podcast Growth & Strategy

Advisory doesn’t stand alone

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

Increase your firm’s revenue with accounting technology

Join Molly Gallaher Boddy as she discusses current technology adoption trends and how they impact a firm’s bottom line.
Webinar Security & Compliance

Beyond compliance: The importance of a well-executed WISP

Accounting firms are required to have a WISP. In this webinar, learn why it's essential to your firm’s security and compliance to partner with an expert to get it right.
Webinar Growth & Strategy

How a smart DMS can improve your practice

Want to see how thousands of accounting firms are improving their organization, efficiency and client collaboration?
Webinar Growth & Strategy

Maximizing your 2024 tax season debrief meeting

How did tax season go this year, and what can you do to optimize your production processes during the extension season? Join Roman Kepczyk as he delivers the results of the 2024 Tax Season Debrief Survey and walks you through steps for maximizing your 2024 tax season debrief meeting, including how you can tune up your tax production processes in the months ahead.
Podcast Growth & Strategy

Going deeper with your ideal clients

Darren Root and John Mitchell welcome Terry Offenberger, CPA and Managing Shareholder of Hammerman, Graf, Hughes & Company, Inc., to discuss an introverted accountant’s biggest nightmare: conversations that build relationships with ideal clients.