The Modern Firm®

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of value pricing, a step-by-step Good-Better-Best framework for transitioning, and why leaving legacy clients at outdated rates holds firms back.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 [https://www.businesssuccesssolution.com/raise/] * 💬 Pay-to-Profit Strategy Session: Schedule a call with Loren at businesssuccesssolution.com/letstalk [https://www.businesssuccesssolution.com/letstalk/] * 🌐 Connect with Loren: Business Success Solution [https://businesssuccesssolution.com/] * 🔗 Follow Loren on LinkedIn [https://www.linkedin.com/in/lorenfogelman/] 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 [https://www.rightworks.com/resources/podcasts/]. Follow Rightworks on social: Twitter: https://twitter.com/rightworks_ [https://twitter.com/rightworks_] Facebook: https://www.facebook.com/rightworksllc [https://www.facebook.com/rightworksllc] LinkedIn: https://www.linkedin.com/company/rightworks [https://www.linkedin.com/company/rightworks] Instagram: https://www.instagram.com/rightworks_ [https://www.instagram.com/rightworks_] YouTube: https://www.youtube.com/@Rightworks_ [https://www.youtube.com/@Rightworks_] TikTok: https://www.tiktok.com/@rightworks_ [https://www.tiktok.com/@rightworks_]

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 Report [https://futurefirm.co/2025-modern-firm-report/] Newsletter Signup [https://futurefirm.co/newsletter/] Connect with Ryan on LinkedIn [https://www.linkedin.com/in/ryanlazanis/] 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 [https://www.rightworks.com/resources/podcasts/]. Follow Rightworks on social: Twitter: https://twitter.com/rightworks_ [https://twitter.com/rightworks_] Facebook: https://www.facebook.com/rightworksllc [https://www.facebook.com/rightworksllc] LinkedIn: https://www.linkedin.com/company/rightworks [https://www.linkedin.com/company/rightworks] Instagram: https://www.instagram.com/rightworks_ [https://www.instagram.com/rightworks_] YouTube: https://www.youtube.com/@Rightworks_ [https://www.youtube.com/@Rightworks_] TikTok: https://www.tiktok.com/@rightworks_ [https://www.tiktok.com/@rightworks_]

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 [https://www.linkedin.com/in/jstaats/] – AI in accounting thought leader Hector Garcia [https://www.linkedin.com/in/hectormgarciacpa/] – CAS & QuickBooks automation John Higgins [https://www.linkedin.com/in/jhhiggins/] – Microsoft Copilot in practice Bernard Marr [https://bernardmarr.com/] – Agentic AI and industry trends Shelly Palmer [https://shellypalmer.com/] – AI in enterprise and beyond Connect with Roman Kepczyk * LinkedIn: Roman Kepczyk [https://www.linkedin.com/in/romankepczyk/] * Email: roman@rightworks.com 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 [https://www.rightworks.com/resources/podcasts/]. Follow Rightworks on social: Twitter: https://twitter.com/rightworks_ [https://twitter.com/rightworks_] Facebook: https://www.facebook.com/rightworksllc [https://www.facebook.com/rightworksllc] LinkedIn: https://www.linkedin.com/company/rightworks [https://www.linkedin.com/company/rightworks] Instagram: https://www.instagram.com/rightworks_ [https://www.instagram.com/rightworks_] YouTube: https://www.youtube.com/@Rightworks_ [https://www.youtube.com/@Rightworks_] TikTok: https://www.tiktok.com/@rightworks_ [https://www.tiktok.com/@rightworks_]

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 production * How AI is changing everything—and why ignoring it isn’t an option * What today’s talent wants (and why social platforms are competition) * The importance of doubling down on what you know—and learning more * How grit, perspective, and purpose drive long-term success A 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 [https://www.rightworks.com/resources/podcasts/].  Follow Rightworks on social: Twitter: https://twitter.com/rightworks_ [https://twitter.com/rightworks_] Facebook: https://www.facebook.com/rightworksllc [https://www.facebook.com/rightworksllc] LinkedIn: https://www.linkedin.com/company/rightworks [https://www.linkedin.com/company/rightworks] Instagram: https://www.instagram.com/rightworks_ [https://www.instagram.com/rightworks_] YouTube: https://www.youtube.com/@Rightworks_ [https://www.youtube.com/@Rightworks_] TikTok: https://www.tiktok.com/@rightworks_ [https://www.tiktok.com/@rightworks_]

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 too * How to create a culture where small ideas lead to big impact * A new take on AI: Be Kirk, let AI be Spock * The “Find a Way” framework and why you should start before you’re ready * Why comparing yourself to others is a trap—and what to aim for instead * A must-listen for firm leaders ready to reimagine what’s possible 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 [https://www.rightworks.com/resources/podcasts/]. Follow Rightworks on social: Twitter: https://twitter.com/rightworks_ [https://twitter.com/rightworks_] Facebook: https://www.facebook.com/rightworksllc [https://www.facebook.com/rightworksllc] LinkedIn: https://www.linkedin.com/company/rightworks [https://www.linkedin.com/company/rightworks] Instagram: https://www.instagram.com/rightworks_ [https://www.instagram.com/rightworks_] YouTube: https://www.youtube.com/@Rightworks_ [https://www.youtube.com/@Rightworks_] TikTok: https://www.tiktok.com/@rightworks_ [https://www.tiktok.com/@rightworks_]