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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...

4 Ways to Create a Top Tier Client Experience

What You Need To Know For Tax Season: 2024

Stephen Smith Dives into Creating Niche Audiences

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...

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...

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,...

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...

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,...

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...

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...