Rightworks

Tax season burnout. Staffing nightmares. AI questions with no clear answers. And you're figuring it all out alone. But you don't have to do it alone. There are thousands of accounting pros swapping real solutions on AI, staffing, tax updates, and everything firms are dealing with right now—right inside Rightworks Community. Ask a question and someone who's lived it will jump in with the exact steps they took. No more Googling for hours just to still feel confused. People tell us all the time: "I finally feel like I'm not doing this alone." This is where the profession hangs out now. Your people are already here. Join Rightworks Community today! Link in the comments! #RightworksCommunity #AccountingCommunity #accounting 🎙️ Derek Distin, Lindsay Malcolm

The hardest decisions aren't about if you should change—they're about which direction to go. For accounting firms facing talent shortages, technology demands, and succession pressure, three strategic paths dominate: pursue M&A for scale and capabilities, partner with PE for capital and accelerated growth, or remain independent to preserve control and culture. Each has real trade-offs. The right choice depends on your firm's unique position. Our latest eBook includes honest pros and cons, a 20-question assessment to help you gauge your current situation, and clear frameworks to assist you in evaluating each path against your goals and culture. The worst decision is drifting without one. 👉 Download "M&A, PE, or Independence: Which Path is Right for You?" Link in the comments! #pefirm #mergersandacquisitions #accountingfirm

200+ hours saved per week. Firm-wide. 🤯 That's what happened when Fancher Sargent's firm consolidated 5 practice management platforms down to 1 after 30+ years on a legacy system. But here's what really caught him off guard in 2025: How quickly AI changed the landscape—and how many firms are making decisions based on overestimating what AI can actually do. In our latest "2025 Reflections & 2026 Predictions" conversation, Fancer shares: ✅ The biggest lessons from 2025 ✅ His 2026 predictions ✅ How his firm is using AI ✅ What he hopes doesn't happen this year Watch Fancher's video and then get caught up on the rest of this series on our YouTube channel. Links are in the comments! #AccountingPredictions #2026Predictions #AIinAccounting #CPAFirm #PracticeManagement #FutureOfAccounting

📩 You're invited to something special. ⭐️ May 18-20 in San Antonio. RightNOW26: Where Accounting's Future Comes Into Focus. This is where you'll discover cutting-edge AI strategies, next-level security insights, and the innovations reshaping our profession. Where you'll connect with the brightest minds in accounting and leave energized, equipped, and ready for what's next. 🚀 After the grind of busy season, you deserve more than a break. You deserve inspiration. You deserve to see the future clearly.💡 Register today and take advantage of early bird pricing. Save $300 now through February 28. https://ow.ly/ZJ4Z50XWqkm… #RightNOW26 #FutureOfAccounting #accountingevents

Traditional, manual bookkeeping processes are quickly becoming a thing of the past. For today’s bookkeepers, the cloud isn’t just a nice-to-have. It’s the only way forward. From stronger security and automatic backups to faster workflows and better client collaboration, cloud bookkeeping changes how you work and the value you deliver. Less time on manual entry. More time on accuracy, insight, and relationships. Click through the document to see 5 reasons to choose cloud bookkeeping, then read the full blog to understand why the shift matters now more than ever. ➡️ #bookkeeping #bookkeeper #cloudhosting #cloudbookkeeper

🏆 The results are in—and we couldn’t be more grateful for the customers behind them. Thank you for naming Rightworks a G2 Winter 2026 Leader, yet again. This recognition is driven entirely by customer feedback and reflects the trust accountants and tax professionals place in us every day. We’re proud to support our customers with secure, reliable, and easy-to-use cloud solutions—and even more proud of the relationships that make recognition like this possible. 🫶 #G2Leader #cloudhosting #accountingapps #CustomerLove

💡 Will Hill sees 2026 as the breakthrough year for AI in accounting—when firms finally shift from tool-chasing to problem-solving. In our latest "2025 Reflections & 2026 Vision" episode, Will sits down with Derek Distin to discuss PE consolidation alongside a new wave of niche firms emerging as practitioners choose independence. He also addresses why many firms still hesitate to change—often it's not resistance, but a lack of clarity on what they're trying to achieve. His advice? Get clear on your goals first, then let that drive your decisions. 🎥 Interested in hearing more predictions around AI and PE investments? Watch the full series on our YouTube channel. The link is in the comments! #2026predictions #accountingpredictions #AIinAccounting #pefirms #nichefirms

We’re proud to announce Kevin Heitkamp as our 2025 Employee of the Year 👏 Every nomination highlighted the same themes: Kevin’s character, strong work ethic, and willingness to go above and beyond when it matters most. As a long-standing member of our team, Kevin has been a cornerstone of our platform—playing a critical role in shaping its architecture, performance, and evolution into a premium offering for accounting firms. This year, Kevin’s impact was especially significant. He led a major initiative that improved performance, resiliency, operational efficiency, and long-term scalability across the board. Colleagues shared that Kevin raises the bar for everyone around him, not just through results, but through humility, clarity, and a constant drive to make things better for the whole team. Kevin, thank you for everything you do and for living our values every day. We’re grateful to have you on the Rightworks team. 💙

We’re hiring a Principal UX Designer to help shape what’s next at Rightworks. This is a senior, strategic role for a UX leader who thinks beyond screens and sprints. You’ll define portfolio-level UX vision, influence product and business strategy, and advocate for user-centered design at the executive level. Less day-to-day execution, more long-term impact. Hybrid role with 3 days per week in our Nashua, NH headquarters. If you’re excited by vision-setting, stakeholder alignment, and future-facing design, we’d love to meet you. https://ow.ly/gTKJ50XSLew #jobs #hiring #uxdesigner #uxjobs

Who's going paperless in 2026? 🙋♀️ Shelly Lingor from Financial Solution Advisors shares her biggest lesson from 2025: implementing automation and getting rid of the paper in a CPA firm. Now she's taking that momentum into 2026 with plans to adopt AI and build custom workflows. When it came to getting everyone on board with change, her approach was clear: pull the plug on the old systems. In this conversation, Shelly reflects on: ✅ The biggest automation lesson from 2025 ✅ Why staffing remains challenging (and how to find the right culture fit) ✅ Moving from basic AI tools to building custom agents and workflows ✅ Her prediction: AI and automation adoption will accelerate in 2026 This is part of our "2025 Reflections & 2026 Predictions" series. 20+ voices from across the accounting profession sharing what they learned and what's coming next. New episodes drop weekly to get your wheels turning for the new year. See the full series on YouTube. What's your firm's biggest technology goal for 2026? #AccountingTech #2026Predictions #CPAFirm #AccountingAutomation #AIinAccounting #PaperlessFirm #TaxProfession 🎙️ Derek Distin