Content Hub

The Cost of Overcomplicating Accounting, with Geni Whitehouse

In this conversation, Geni shares why she left her tax partnership after 15 years — and what she's been building ever since. She explains why accountants are trained as historians...

Gamifying Accountability (and Other Ways to Improve Team Culture and...

Dillon Business Advisors serves more than 1,100 clients, and at that size, things don’t just “work themselves out.” If anything, the cracks tend to show up faster.

The Harvest Season Strategy: Why Tax Season is the Best Time to Sell...

Stop surviving tax season and start harvesting it by shifting your firm’s focus from reactive compliance to high-value advisory. According to CPA and Tax Attorney Mark Kohler, the...

Canopy Earns #1 Ranking in G2's Best Software Awards

Canopy has been named the #1 Best Tax Practice Management Software in G2’s 2026 Best Software Awards. This puts us among the top 0.63% of more than 179,500 vendors listed on G2.

Roman Villard on AI, Automation, and the Future of Accounting Firms

Roman Villard, CPA and founder of Full Send, shares how accounting firms can evolve beyond traditional services by embracing data, automation, and AI. In this episode of Canopy...

KPIs Every Firm Owner Should Track

Tracking metrics can seem like a never-ending list of acronyms, ratios, and formulas. To set your firm up for success, you need a story to connect those dots and a driver to move...

Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next

In Canopy’s webinar Inside an Accounting Firm Deal, Bob and Doug Lewis (Visionary Group) broke down what’s actually happening in CPA firm private equity transactions, including...

Content Is Connection: Dr. Kristy Short on Marketing That Moves...

In this episode of Canopy Practice Success, Dr. Kristy Short of Type Five Content explains why content is no longer optional for accounting firms. She shares how defining your...

Task Management Tips for Accountants: How to Automate Workflows and...

Task management isn’t a one-time project—it’s an operating system. When you combine standardized workflows, smart automation, and clear visibility, your firm gains: Fewer fires...

How to Deliver an Exceptional Client Experience Through Technology

The Cost of “Always On” Culture, with Amy Vetter

Burnout is not a personal failure. It is a systems and leadership problem that shows up early and often in accounting firms. In this episode, Amy Vetter shares how the...

Wowing New Clients During the Onboarding Process

Leveraging Automation in Tax Season

Tax season and all its high and lows come around every year. The good news is tax season is predictable, which means all of the stress is too. That challenge isn’t going away. But...