In this session, Canopy CEO Davis Bell sits down with one of accounting's most influential voices, Jason Staats, to answer the biggest questions on firm owners' minds right now. From AI to finding your niche and modernizing your tech stack, they cover it all.
What you'll learn:
- The highest-leverage strategies for growing a firm in 2025
- The greatest promise for AI tools and how to help your team embrace them
- How finding your niche can drive better margins, deepen expertise, and build client trust
- How to get your team onboard with new systems & tech
🎧 Bonus Podcast Episode
Jason tackled even more of your questions in this bonus podcast episode. Take a listen:
Join Realize, Jason's community to connect with and learn from other firm owners
More resources:
👉 The Accountant's Guide to AI
👉 The Practice Management Playbook
👉 Answers to Canopy Product Questions
