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Setting Healthy Boundaries with Clients

So you've landed a new client at your accounting firm — congratulations! You tell them you're flexible and can work with them whenever they want, leaving an open-ended working...

12/22/23 LEARN MORE
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The Guide to 2024 Tax Season- Business Updates

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1/11/24 LEARN MORE
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Billing Realization

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12/19/23 LEARN MORE
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Doing Your Part to Improve Accounting

The world of accounting has come a long way from the days of dusty ledgers and manual calculations. Evolving technologies and new digital tools — including artificial...

12/15/23 LEARN MORE
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4 Ways to Create a Top Tier Client Experience

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What You Need To Know For Tax Season: 2024

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Stephen Smith Dives into Creating Niche Audiences

12/13/23 LEARN MORE
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Top 5 Tax Season Capacity Management Tips for Virtual Firms

We tackled 3 big topics in our recent Canopy webinar: (1) Capacity Management, (2) Tax Season, and (3) Virtual Firms. Pull these 3 tricky aspects of firm management together and a...

12/11/23 LEARN MORE
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The Role of Mentorship in Accounting Firms

Last year, roughly 50.5 million Americans quit their jobs to take new positions and 73% of employers are having difficulty attracting staff. Clearly, the accounting industry has...

12/08/23 LEARN MORE
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10 Ugly Christmas Sweaters For Your Favorite Accountant

We’ve given you Halloween costume ideas and now you’ve come to us for another equally important fashion decision: an ugly Christmas sweater for any accountants in your life,...

12/05/23 LEARN MORE
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Counting on Christmas: The Accountant's Wishlist

It's the most wonderful time of the year…for many people. For many, the whirlwind months of November and December are a time for reflection, celebration, gatherings, and...

12/01/23 LEARN MORE
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Scott Scarano talks AI and Creativity in the Accounting Industry

In this episode, Scott Scarano talks of his career journey, which involves a blend of accounting and entrepreneurship. Scott comes from a family with a background in accounting,...

11/29/23 LEARN MORE
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Engagement Letters: The Do’s and Don'ts

Engagement letters establish clear expectations and boundaries between clients and accountants. In this post, we will explore the do's and don'ts of crafting effective engagement...

11/27/23 LEARN MORE
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Making the Move to Cloud-Based Accounting Software

Numerous experts have touted the cloud as the future of computing. The majority of businesses (61% as of 2022) rely on the cloud to run business processes. And while the cloud...

11/22/23 LEARN MORE
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A Closer Look: Engagements & Proposals

Come get a closer look into Canopy's Engagements & Proposals, the first ever natively built Engagements functionality in a practice management...

12/20/23 LEARN MORE

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