The Modern Firm®

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.

The Modern Firm® is a business podcast hosted by Rightworks, with 41 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Rightworks hosts The Modern Firm®, a business show with 41 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #41

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

  Aug 20, 202550 minS0

  <p>What if you could work fewer hours, serve better clients, and double your revenue just by changing how you price your services?</p><p>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of value pricing, a step-by-step Good-Better-Best framework for transitioning, and why leaving legacy clients at outdated rates holds firms back.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 a...

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  Episode #40

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

  Aug 7, 202546 minS0

  <p>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...

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  Episode #39

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

  Jul 23, 202548 minS0

  <p>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.</p><p>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 fallin...

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  Episode #38

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

  Jun 24, 202537 minS0

  <p>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.</p><p>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.</p><p><br>In this episode:</p>Why consistent, simple content wins over polished productionHow AI is changing everything—and why ignoring it isn’t an o...

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  Episode #37

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

  Jun 11, 202529 minS0

  <p>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 comparis...

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