Firm Management
Embracing AI: 7 Keys for a Modern Accounting Firm
In an era where AI, particularly generative AI, is reshaping industries, small accounting firms stand at a crossroads.
Darren Root, CPA, CITP, CGMA
Growth Strategist
Darren Root, CPA, CITP, CGMA, is Growth Strategist for Rightworks, where he delivers value to accounting firms every day via current, relevant thought leadership. Having managed his own CPA firm for more than 30 years, Darren’s vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. Darren’s real-world experience and innovative ideas incite both clarity and excitement among our customers as they work to build their own modern, highly profitable and technologically savvy firms. Over the years, Darren has earned numerous awards as an influencer and continues to add to the profession’s broad knowledge base via books and podcasts:
- Top 100 Most Influential People award
- Top 25 Thought Leader award
- Author of The Intentional Accountant
- Co-author of The E-Myth Accountant
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Advisory
Developing a Data Mindset to Proactively Make Clients' Lives Better
Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...
Advisory
3 Secrets to Ensure Successful (and Profitable) Client Meetings
Advisory
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...
Firm Management
How Client Experience Can Make Or Break A Firm
If firms are to maintain consistent, positive contact with clients and build strong relationships over time, they require technology designed to support client experience. Today, firms have the back-office (or “back stage”) work covered when you ...
Firm Management
Securing The Future You Want
Thought leaders discuss the journey to successful entrepreneurship and achieving “ideal days” within today’s progressive firms.
5 Tips for Building a Professional Web Presence ... and Why You Should Do it Now
Cloud Technology
How to Stay Ahead of the Curve
Cloud Technology
New Name, New Content, New Faces — Same Great Resource
Firm Management
Think Help, not Hype, when Marketing Your Firm
For the past several decades, the function of marketing has been focused on selling consumers about the benefits of a particular service or product. Most companies, accounting firms included, have tried to create “hype” about their wares using mass media to generate sales.
Firm Management
Thank You for an Amazing Journey
Five years ago I embarked on an extraordinary journey by joining the editorial team of this magazine, known then as CPA Technology Advisor. Today, I share with you my final column as its executive editor.
Firm Management
The Key to Planning for Your Firm's Success
"The 7 Habits of Highly Effective People," by Stephen R. Covey, is a book that has had a profound impact on both my personal and professional life. Of the seven habits that Covey presents in the book, the second habit, “Begin with the end in mind,” is my favorite. This habit is directly connected to planning, because once we have the end in mind for how we want our firms and our lives to be, we must devise a plan, or a roadmap, to make it a reality.