Chris Howard

Top 6 Best Accounting CRMs - 2024

Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into...

Unlocking Efficiency: The Power of a Firm-Wide Operating System

For the accounting firm focused on maximizing profit and efficiency, antiquated practice management solutions that only meet a few needs are no longer sufficient for accounting...

AI in the Accounting Industry: Capabilities and Limitations

Integrating Artificial Intelligence (AI) into the accounting sector has been a game-changer, offering unprecedented efficiency improvements and accuracy levels. However, while AI...

Randy Johnston Talks About Accounting Trends, Selecting a Vertical,...

Randy Johnston, executive vice president of K2 Enterprises, sits down with Canopy to discuss his 30+ years in accounting and technology. In the episode Randy discusses the need...

Building an Outstanding Team: Wisdom Gained from Two Decades of...

With over twenty years dedicated to nurturing team growth, Jason Blumer has gained a profound understanding of the pivotal role team building plays in a company's expansion....

10 Best Practice Management Software — 2024

With the technological transformation that's taking place in the business landscape, the importance of having the right practice management software has never been more critical...

How to Write a Letter of Disengagement with Free Template

As a professional accountant, there may come a time when you need to end an engagement with a client. A conclusion to a client relationship could be due to several reasons, such...

Ben Richmond on the Benefits of the Cloud and the Future Role of...

In this episode, Ben Richmond, the U.S. Country Manager for Xero talks about the benefits of shifting your accounting firm to the cloud. He also delves into the difference between...

The Ultimate Guide to Accounting Practice Management Software

Ten Ways to Fix Email at Your Firm

Everything You Need to Know About Canopy in 2 Minutes (Video)

One of our primary goals here at Canopy is to help accountants and tax pros save time. How exactly do we do that? By providing a firm-wide operating system that seamlessly...

Using Data from Canopy Insights Improves Harvest Accounting Firm...

Profile: Harvest Accounting Firm, founded in August 2020, specializes in serving small family-owned and operated businesses across various industries. With a focus on businesses...

Tax Return Checklist for Clients

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put...

Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors

In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. She draws an analogy between selecting tech apps and...

How to Get an Extension on IRS 1099 Filing

When are 1099s due? All 1099-MISC forms that report non-employee compensation (NEC) must be sent to both the recipient and the IRS by January 31. All other 1099s are due February...