The Modern Firm®

Hosted by Rightworks

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Aug 2025

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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.

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41 recent

August 20, 2025Episode 4149 min

Raise your Rates with Courage: Practical Advice to Confidently Reprice Legacy Clients

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of value pricing, a step-by-step Good-Better-Best framework for transitioning, and why leaving legacy clients at outdated rates holds firms back.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_

August 7, 2025Episode 4045 min

An Inside Look at The 2025 Modern Firm Report with Ryan Lazanis

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_

July 23, 2025Episode 3947 min

Cyber Threats, Agentic AI, and the PE Effect in Accounting

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_

June 24, 2025Episode 3837 min

Backstage with Gary Vee: A conversation on Marketing, AI, and the Future of Accounting

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_

June 11, 2025Episode 3729 min

Backstage with Josh Linkner: A conversation on everyday innovation, AI, and unlocking creative potential

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_

May 28, 2025Episode 3642 min

Escaping Hustle Culture: $10K Hours, 4-Week Vacations & the 25-Hour Workweek

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_

April 23, 2025Episode 351 hr 2 min

Redefining the modern accountant: Leading with empathy and innovation in the age of AI

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_

April 9, 2025Episode 3438 min

From burnout to breakthrough: The power of the pause in building resilient firms

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_

April 2, 2025Episode 3354 min

Engaging the talent on your team to drive innovation in your firm

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_

March 11, 2025Episode 3248 min

Leading change: Key insights and practical strategies with Will Hill

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_