The Modern Firm®

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.

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.

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.