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Lexie Wongsuwan

Lexie is a skilled content marketing specialist who brings a dynamic mix of expertise in social media management, content creation, and project management to the Canopy team. With a keen eye for detail and a deep passion for brand, voice, and promotion, Lexie excels at crafting engaging narratives that resonate with audiences and amplify brand presence. Whether she’s developing innovative content strategies or managing projects with precision, her work consistently reflects her dedication to creating impactful marketing solutions.

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Jason Staats: Smart Intake & The Future of Client Intake

When Jason Staats calls something “the coolest example of product AI I’ve seen yet,” you know it’s good. In this demo, Jason took Canopy’s newest release, Smart Intake, for a...

10/30/25 LEARN MORE
on demand
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How to Close 32% More Sales & Build a Firm Full of Your Ideal Clients

If you’ve ever felt overworked, underpaid, or frustrated by clients who don’t value your expertise, this presentation is for you. You will learn a...

10/23/25 LEARN MORE
upcoming
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The Simple Firm: A Blueprint for Clarity, Freedom, and Growth

11/18/25 LEARN MORE
upcoming
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Start Smarter: How Top Firms Onboard Clients in Half the Time

Speakers:

11/04/25 LEARN MORE
on demand
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Conversations That Matter: Simplifying Workflows and Safeguarding...

In this session, KC Brothers joins Rightworks, Gulf Coast Accounting, and Annapolis Accounting Services to talk about what it really takes to...

10/07/25 LEARN MORE
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The Engagement Toolkit

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Why Time Tracking Software Is a Game-Changer for Growing Accounting...

If you run an accounting firm that’s grown beyond a handful of staff, you already know this: time is your inventory. Misplace it, and you lose money. Misprice it, and you leave...

9/30/25 LEARN MORE
upcoming
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The Practice Management Playbook: 7 Strategies for Firm Efficiency

Speakers:

11/04/25 LEARN MORE
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Canopy's Smart Intake Playbook

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on demand
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🎓 Canopy Classroom Series: Migrating to the New Client Contact...

Every click matters. In this exclusive workshop, we’ll show you how to unlock the most efficient path to success with Canopy’s tools—proving that the...

9/17/25 LEARN MORE
on demand
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The Niche Advantage: How to Create a Marketing Strategy that Fuels...

Many accounting firms struggle to differentiate themselves in a crowded market, but it doesn't have to be that way. Learn why niching down is the key...

9/03/25 LEARN MORE
on demand
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The Great Debate: Billable Hours vs. Value Pricing

The Great Accounting Debate is back, and this year's showdown tackles one of the profession's biggest questions: Billable Hour vs. Value Pricing. For...

9/23/25 LEARN MORE
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All-in-One vs. Integrations: Which Practice Management Software is...

Accounting firms have access to more technology than ever before, but it hasn’t necessarily made things easier. In fact, for many firms, it’s made things harder. Instead of...

8/13/25 LEARN MORE
on demand
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How Accountability Services Runs Their Firm on Canopy | A BDO...

Join Lera Kooper, Owner & COO of Accountability Services, for a behind-the-scenes look at how her firm reduced tool bloat, streamlined operations,...

8/28/25 LEARN MORE
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How to Fix Email at Your Firm

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