Chris Howard (3)

Evaluating Your Accounting Firm's Health: The Good and the Bad

It's crucial to understand the defining characteristics that distinguish a reputable firm from a subpar one, especially if you're someone directly responsible for the health of...

Alpine Mar CPA and Advisors: Increasing Efficiency and Client...

Profile Alpine Mar CPA and Advisors, founded by Pablo Martell, is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and...

Canopy Roadmap Webinar Q&A

We were thrilled to see your excitement and participation. Despite several people responding to your questions in real-time, so many still came in. Thank you for your curiosity...

Appletree Business Services Modernizes Firm with Canopy

Profile: Patrick Dichter, the owner of Appletree Business Services, transitioned into accounting through an unconventional route. Before owning an accounting firm, Patrick spent a...

Canopy Shines During Tax Season: A Behind-the-Scenes Perspective

As the dust settles on the most intense period of the year for financial professionals, we're taking a moment to celebrate the incredible achievements of our backend systems and...

Essential Change Management Strategies for Accountants

The off-season is when you can examine how your tax season went and reflect on changes you can make for the next season. Sometimes, those changes are significant — new tech stack,...

Canopy Raises $35M in New Funding Round

South Jordan, UT – [May 8, 2024] – Canopy, the firm-wide operating system that helps accountants build the firm they’ve always wanted, is thrilled to announce the successful...

The Evolution of Artificial Intelligence in Accounting

Traditional CRM vs. Accounting CRM

Did you know that Customer Relationship Management (CRM) systems can increase customer retention rates by 27% and improve customer relationships in 74% of businesses? It's no...

Top 6 Best Accounting CRMs for Practice Management [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...

How AI is Used in Accounting: 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 for Accountants

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...