Back to Blog Home

10 Hacks to a Become a Membership-Based Subscription Business in 2022

This live webinar will give you the tools you need to transform your accounting firm into a membership-based subscription business. Learn more here.

1 min read

Canopy

Canopy

Now that it’s 2022, it’s time to put our money where our mouths were at when we were all coming up with New Year’s Resolutions…What better way to start bettering your accounting firm than learning how to implement a membership-based subscription model at your firm? Don’t worry, you won’t have to dive into the process blind. Instead, attend our webinar where CPA Chris Picciurro will walk you through how he transitioned his firm to a MBSB. Plus, he’ll tell you the mistakes he made so you can avoid them. 

Webinar: Subscribing to a better firm in 2022

What? This live webinar will give you the tools you need to transform your accounting firm into a membership-based subscription business. There is 1 CPE credit available for those who attend live. Here’s a sneak peak of what Chris will delve into on the webinar:

      • Pricing and packages
      • Client acquisition
      • Handling legacy clients
      • Harvesting strategic partner revenue

When? Tuesday, Jan. 11 at 1 p.m. ET

Where? This free live webinar is online. You can register here. 

About the speaker: Chris Picciurro (CPA, MBA, PFS, ARA) specializes in tax preparation, planning, projecting, and consulting services primarily for small businesses and self-employed individuals. Chris has built his business on a member-based subscription model that allows clients to select the level of service that best fits their needs based on their individual situation. 


Register by clicking the button below.

Register here

Leave a comment!

Next Up

Explore more of our recent Articles, User Stories, and Ebooks.

96% of Customers Would Recommend Canopy to a Friend or Colleague.

  • Danny N.

    Canopy takes the headaches out of client management by offering a way to keep client info organized.

  • John M.

    I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

  • CHRIS T.

    This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.

  • Bernadette S.

    The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.

  • Mark B.

    Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.

  • Antonietta C.

    It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.

Read more on G2

We Care About Your Security

We are committed to the security of your data. Canopy uses 256-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. An audited SOC2 report is available upon request.

Get your free demo of Canopy.

Submit this form, and we will be in touch soon to give you a custom demo.

Thank you.

Set a time for one of our product specialists to give you a guided tour practice.