CONTENT HUB >

Blogs

blog_post_thumbnail
Canopy Transforms Virtual Accounting: A Case Study with Fulling...

In the dynamic world of virtual accounting, staying ahead of workflow management challenges is crucial. Rusty, the founder and CEO of Fulling Management and Accounting, is...

11/06/24 LEARN MORE
blog_post_thumbnail
Future-proofing Your Accounting Firm

LEARN MORE
blog_post_thumbnail
Strength in Numbers: How Accounting Firms Can Collaborate to Build a...

By now, you’re well aware of the rapid changes facing the accounting industry. And while the word “change” can elicit feelings of uncertainty, there’s one solution that will...

10/30/24 LEARN MORE
blog_post_thumbnail
Hannah Smolinski Shares How to Scale Smart with Tips for Small...

In this episode of Canopy’s Practice Success Podcast, we sit down with Hannah Smolinski, founder and CEO of Clara CFO Group. We discuss Hannah's experience building a fractional...

10/30/24 LEARN MORE
blog_post_thumbnail
Group Billing

What's new: Send an invoice for a related group of clients to one account, thereby streamlining and enhancing the billing process. It also lets you send a group statement to one...

10/24/24 LEARN MORE
blog_post_thumbnail
Insights Update

What's new: Data is only as powerful as the reports where it is displayed. We recently added several visualizations across multiple reports to help you action your data. AR Aging:...

10/22/24 LEARN MORE
blog_post_thumbnail
How Templates Improve Implementation in Accounting Firms

The accounting industry thrives on precision, compliance, and efficiency. However, when implementing new systems, processes, or technologies, firms often face challenges like...

10/21/24 LEARN MORE
on demand
blog_post_thumbnail
Canopy Demo Sweepstakes

Speakers: Lera Kooper, Owner, Accountability Services Whitney Kisner, Director of Operations, Papin CPA Michael Salmon, Sales Director, Canopy

10/29/24 LEARN MORE
blog_post_thumbnail
Dominic Piscopo Navigates Compensation and Pricing in Accounting

In this episode of the Canopy Practice Success Podcast, Dominic Piscopo, the founder of Big 4 Transparency, discusses his journey in creating a crowdsourced database for...

10/16/24 LEARN MORE
blog_post_thumbnail
Training Owners: The Guide to Long-Term Firm Success

LEARN MORE
blog_post_thumbnail
What to Look for in the Best CRM for Accounting Firms

Accounting firms have a unique relationship with their clients, including their fiscal responsibilities and dedication to accuracy and transparency in their work. But, providing...

10/09/24 LEARN MORE
upcoming
blog_post_thumbnail
Canopy Summit 2024

11/14/24 LEARN MORE
blog_post_thumbnail
Michelle Weinstein Unlocks the Secrets to Sales Confidence for...

In this episode of “Canopy Practice Success,”Michelle Weinstein, founder of The Abundant Accountant, shares her insights on how accounting, tax, and bookkeeping firm owners can...

10/02/24 LEARN MORE
blog_post_thumbnail
Building a Personal Brand: A Guide for Accountants

What makes you the obvious choice for clients when they’re deciding between you and a competitor? Is it the niche services you offer, the exceptional service you provide, or your...

10/02/24 LEARN MORE
blog_post_thumbnail
Leaving Money on the Table: The Impact of Being a ‘Yes Man’

In modern accounting, one thing remains constant: the need to provide real value to clients. However, in the quest to keep clients happy, many firms adopt a ‘yes to everything’...

9/25/24 LEARN MORE

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp