Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Accountants, you’ve probably heard the saying: riches are in the niches. And while that’s absolutely true, trying to figure out the best way to create an effective go-to-market...
With Canopy, Parish CPAs + Business Advisors has built a workflow that keeps everyone aligned, whether they’re in the office, remote, or overseas. The team uses custom task...
In this episode of Canopy Practice Success, host KC Brothers chats with Kane Polakoff, a seasoned leader with over 30 years in accounting and advisory. Kane shares his journey...
"Leading without followers is just taking a walk" - John Maxwell
With so many solutions promising to streamline your accounting, tax, advisory, bookkeeping, and audit workflows, it’s easy to get lost in lists of features.
In this episode of Canopy Practice Success, host KC Brothers interviews Ryan Lazanis, founder of Future Firm, about what it really takes for accountants to build scalable,...
Accounting firms have access to more technology than ever before, but it hasn’t necessarily made things easier. In fact, for many firms, it’s made things harder. Instead of...
Your firm doesn’t need more software—it needs better software. If you’re deciding between Canopy vs Practice CS, the goal probably isn’t more features for the sake of features....
Join Lera Kooper, Owner & COO of Accountability Services, for a behind-the-scenes look at how her firm reduced tool bloat, streamlined operations,...
There are two types of leadership teams at multi-owner firms. One stalls growth with too many cooks in the kitchen. The other combines strengths to become a strategic force. You...
In this episode, Casey Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the...
Over the past few years, something unusual has been happening in accounting. Private Equity (PE) firms, known for buying fast-growing tech startups and manufacturing...
What's New Canopy has enhanced your ability to clearly communicate with your clients. In addition to client requests, eSignatures, questionnaires, and payment requests, you can...
There’s no shortage of advice on how to grow an accounting firm, but very few leaders break it down like Jason Blumer. Drawing from decades of experience running his own firm and...
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