The Canopy Blog

Updating Your Firm’s Brand and Messaging

Early in my career, I saw firsthand the limitations of a compliance-driven firm. So, when it came time to build my own, leading with advisory was the obvious choice. ButContinue…

Stop Sprinting, Start Scaling: How to Find Your Focus After Busy Season

When busy season ends, do accounting firm owners become less busy? (Ha.) If you’re reading this, you already know the answer. Busy season doesn’t end. It just… morphs. The taxContinue…

Smart Meeting Notes, Right Where They Should Be.

Your meetings are working. Your notes should be too. If you’re like most modern accounting firms, you’ve probably already experimented with AI meeting assistants. Maybe you’ve tried Otter.ai to transcribeContinue…