Firm Snapshot
Accounting with Confidence is a seven-person, fully remote, subscription-based CPA firm led by Beth Whitworth, widely known as the podcasting, racecar-driving accountant. After 29 tax seasons and years spent in traditional firms where overtime was expected, Beth set out to build a modern practice centered on family balance and predictable workloads, all while delivering exceptional client service.
As the firm grew and moved fully remote, Beth needed one connected system that eliminated scattered tools, increased visibility, and supported part-time staff without sacrificing quality. Canopy became that system.
The Challenge
A growing firm operating on disconnected systems
Before adopting Canopy, the firm juggled tools like Jetpack Workflow, SharePoint, SecureFile Pro, and Outlook. Since none of these tools connected, the AwC team had to constantly switch between them, which slowed things down.
Beth described the pre-Canopy operational challenges clearly:
- Very limited visibility into work progress, especially for her accounting supervisor who managed the due date list
- Onboarding new employees required juggling too many systems
- Communication was siloed, with critical client emails trapped in individual inboxes
- Monthly bookkeeping tasks lacked clarity, making handoffs confusing and inefficient
“Before Canopy, there was too much. Onboarding new employees was horrid. There were too many programs.” -Beth Whitworth
A remote team that needed shared visibility
Beth’s team works 25 to 30 hours a week all year long. No overtime. No second jobs. Full-time pay. Flexibility is essential, and so is clarity.
Without a unified system, team members struggled to understand what needed to be done or where information lived.
“Canopy is our insight into what is getting done every day. Before Canopy, it was hard to manage the person, the job, the client, anything.” -Beth Whitworth
The Solution
A single source of truth for the entire firm
After attending Scaling New Heights, Beth and her team selected Canopy. The deciding factor was the ability to consolidate everything into one system and provide better visibility for her accounting supervisor.
The team immediately began using:
- Tasks and workflow automations
- Document Management, replacing SharePoint
- Client Portal, replacing SecureFile Pro
- Bulk emails and templates
- Insights for capacity and overdue tracking
- Email integration for shared communication history
Turning vague work into structured workflows
Canopy helped the firm break monthly bookkeeping into detailed, trackable steps.
Before: a single line item such as “Reconcile accounts.”
After: separate tasks for each bank account and credit card, which made redistribution easy when workloads changed.
“We can take just those tasks and assign them. Before, it was too vague. Now we know exactly what needs to be done.” – Beth Whitworth
Consolidating all communication inside the client record
This was one of Beth’s biggest wins. Team members no longer dig through inboxes or keep staff email accounts open.
“I used to have to keep their email account open and search six months back. I don’t have to that anymore with Canopy.” – Beth Whitworth
Faster employee onboarding with Canopy University
New hires now begin by earning their Canopy certification. This sets a consistent standard for how the team uses the system.
“Canopy is the first thing we open every day. It tells us what to work on.” – Beth Whitworth
The Results
Clear visibility and better workload management
With structured tasks and Insight dashboards, the team can now:
- Track overdue work
- Balance workloads by task volume and available hours
- Resassign work instantly
- Compare this year’s work patterns to last year’s
Faster, more consistent communication
Canopy’s bulk email templates were a major win when the firm converted legacy clients to subscription plans.
“Canopy’s bulk email feature has saved a huge amount of time for us.” – Beth Whitworth
Strong support for a flexible, part-time workforce
Canopy allows the firm to maintain its culture of:
- Zero overtime
- Predictable year-round workloads
- Seamless handoffs, even when someone is offline
- Clear expectations for remote employees
Smoother delivery for recurring, subscription clients
Tagged client levels and standardized templates allow the team to deliver the right work to the right clients without starting from scratch.
Confident scaling with remote staff
Instead of being the bottleneck, Beth can now monitor firm performance, redistribute tasks, and onboard employees efficiently.
Built for Sustainable Growth
Accounting with Confidence has created a modern, flexible firm that rejects the burnout model of traditional public accounting. With Canopy as their single source of truth, Beth and her team now operate with clarity, consistency, and the confidence to support clients year-round without sacrificing balance. The result is a firm that scales sustainably, serves clients proactively, and gives its people the work lives they always hoped accounting could offer.
See how Canopy helps remote, flexible firms stay connected and in control without the chaos. Book a demo today.
