Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Accountability Services: Modern Excellence in Accounting with Canopy

Discover how Accountability Services, a forward-thinking accounting firm, leveraged Canopy's solutions for streamlined operations, enhanced efficiency, and improved client satisfaction.

3 min read LEARN MORE

Charting the Future of Accounting

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years. In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. The survey focused on automation, AI, technology usage, security, client interactions, workforce dynamics, work models and more. Come learn what your peers had to say and get some insights on the future of the profession.

2 min read LEARN MORE

Canopy Summit 2024

Whether you’re sharpening skill as a current Canopy user or exploring new opportunities, you’ll gain valuable tools to drive success in 2025 and beyond.

2 min read LEARN MORE

Hannah Smolinski Shares How to Scale Smart with Tips for Small Business Success

Hannah Smolinski shares financial strategies for scaling small businesses, including the benefits of fractional CFO services, overcoming hiring challenges, and adapting to industry changes.

4 min read LEARN MORE

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Marketing Your Practice

Katie Thomas: From CPA to Marketing Maven

In this episode of Canopy’s Practice Success Podcast, Katie Thomas, a CPA turned marketing expert, shares her unique journey from working at a Big Four accounting firm to...

8/21/24 LEARN MORE

Client Relationships

Unity Business Advisors: Transforming Client Satisfaction with Canopy

Profile Unity Business Advisors is a firm located in Lynnwood, WA, with a strong presence in the accounting industry for the past 25 years. The firm comprises 15-18 team members...

8/21/24 LEARN MORE

eBooks

Canopy: Your Firm-Wide Operating System Series

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Practice Management

Transforming Client Relationships with Tech-first Accounting

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Client Relationships

Navigating Price Increase: Accountants' Annual Dilemma

Loyalty to a brand or service is a delicate balance of perceived value, quality, and cost. For accounting firms, the decision to increase prices is often fraught with...

8/14/24 LEARN MORE

Workflow

How Terrell Turner Manages His Team and Streamlines Workflow

I recently had the opportunity to sit down with Terrell Turner, the founder of TLTurner Group, to discuss how he has successfully navigated the complex landscape of bookkeeping...

8/08/24 LEARN MORE

Blogs

Glenn Harper and Julie Smith’s Approach to Transforming the...

Glenn Harper and Julie Smith share their journey in transforming a traditional CPA firm into a modern, advisory-focused business. They discuss the importance of process...

8/07/24 LEARN MORE

Blogs

The Importance of a CRM for Accountants

Accountants know first-hand that client expectations are increasing and competitive pressures are on the rise. Over 80% of accounting professionals plan to, and many are already,...

8/07/24 LEARN MORE

Practice Management

AI in Accounting: Tackling Fears, Showcasing Benefits

Understanding the Hesitancy The rise of artificial intelligence (AI) has sparked both excitement and apprehension across various industries, including accounting. As an...

7/31/24 LEARN MORE

Blogs

Lera Kooper on Strategic, Modern Accounting

In this episode of the Practice Success Podcast, Lera Kooper, co-owner of Accountability Services, discusses the shift from traditional accounting to a strategic, forward-looking...

7/24/24 LEARN MORE

on demand

Webinars

Step Into the Golden Age

The Golden AGE (Average, Good, Excellent) Model for Talent Management - Growing your firm is not a linear process. In fact, in order to succeed over...

7/18/24 LEARN MORE

on demand

Webinars

How to Build a Profitable Advisory Practice in 6 Steps

Speaker: Sean Duncan

8/01/24 LEARN MORE

Blogs

Change Management

7/15/24 LEARN MORE

Client Relationships

From Prospect to Signed Engagement

In this episode, the conversation between John Mitchell and Darren Root discusses leveraging Canopy, to enhance brand engagement and team efficiency from prospect to engagement.

7/15/24 LEARN MORE

Time/Billing

Choosing a Better Way To Do Time and Billing

This discussion highlights the importance of tracking time and billing in firms, emphasizing the need for efficiency and insights into project costs. They highlight the shift...

7/15/24 LEARN MORE