Will Rush

June 4, 2025

Unlocking Efficiency: The Modern Firm & XBert Collaboration

In a landscape where accounting and bookkeeping firms strive to keep pace with evolving technologies, The Modern Firm and XBert have joined forces, aiming to empower firms to fully harness and effectively implement innovative software solutions.

Introducing The Modern Firm

Founded by Luke Farren, The Modern Firm emerged from Luke's extensive experience—over 13 years in the accountancy industry and previously running his own firm before its acquisition by Cooper Parry. The Modern Firm specifically addresses challenges that many accounting firms face when adopting new technologies, streamlining processes, and optimizing internal operations.

Luke’s vision is clear: many firms recognise the importance of digital transformation yet struggle to approach it strategically due to limited resources and fragmented implementation practices. The Modern Firm provides a comprehensive, holistic audit of a firm's operational backbone—covering technology, people, and processes—and offers targeted recommendations and support to implement change effectively.

Why XBert?

XBert's advanced AI-driven platform uniquely complements The Modern Firm's objectives. It addresses common but critical pain points in data hygiene, error detection, and operational efficiency—areas traditionally consuming substantial manual effort. Luke highlights XBert’s superior user experience as a significant differentiator, noting its intuitive and engaging interface compared to other products in the market.

The partnership's initial success stories are already clear, with accounting firms like Infinite CFO and soon-to-launch implementations at FB Accounting and Richardson Swift benefiting from the combined expertise of The Modern Firm and XBert.

The Power of Partnership

Will Rush, General Manager at XBert, underscores the mutual benefits of the partnership:

"Partnering with The Modern Firm gives XBert real credibility and validation in the UK market. The Modern Firm’s deep understanding of accountancy practices helps us demonstrate the tangible value XBert brings, streamlining processes and enabling firms to operate more effectively."

This strategic collaboration ensures firms don’t merely adopt software but integrate solutions effectively as part of their broader operational and strategic goals. Luke emphasises the importance of this holistic approach, ensuring sustained adoption and maximum value extraction from technology investments.

Moving Forward

The Modern Firm’s structured approach to tech adoption—beginning with an in-depth discovery audit followed by strategic implementation and continuous consultancy—combined with XBert’s innovative capabilities, positions the partnership to significantly enhance the operational efficiency of UK accountancy practices.

Both Luke and Will are enthusiastic about the opportunities ahead. This collaboration not only provides immediate practical solutions but sets the stage for sustained innovation, enabling accountancy firms to confidently navigate digital transformation.

For more information about how The Modern Firm and XBert can benefit your practice, visit The Modern Firm and XBert.

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