Blogs

Liz Scott's Free Monthly Bookkeeping Checklist for Accountants

Hey there, accounting leaders! I'm Liz Scott, an expert in accounting technology and workflow optimization. Let’s talk about something that might not sound thrilling at first but...

What's New in Time & Billing: March Product Releases

The 5 Biggest Surprises About Owning a CPA Firm

I love owning a CPA firm, but I’d be lying if I said everything about my world today is exactly as I expected it to be. Here are the 5 biggest surprises I’ve discovered (so far)...

20 Hilarious Memes That Will Make Any Accountant Laugh

Take a break from reconciling accounts and enjoy some relatable laughs. Let’s dive in and enjoy the funniest moments that only accountants will be able to truly appreciate....

Product Update: Custom Questionnaires

What's New? In January, we launched an open BETA of Questionnaires– the ability to create survey-like forms to collect information of any kind in any format you’d like. Within...

Streamling Deadlines and Deliverables: The Role of Accounting Project...

Accounting firms manage multiple complex client projects at the same time. The scope of work for every client involves unique variables and details to their work, but each project...

10 Influential Women in Accounting 2025

The accounting profession has long been shaped by trailblazers who challenge the status quo, drive innovation, and redefine what’s possible. In 2025, women continue to lead the...

Beyond the Busy Season: Building a Sustainable and Scalable...

Let Us Get the Conversation Started: Breaking the Cycle of Overwork Many accounting firms operate in survival mode during busy seasons, only to face unpredictable—and often...

Advisory Services Unlocked with Jason Stine

In this episode of the Canopy Practice Success Podcast, Jason Stine joins us with his knowledge as an experienced tax and accounting professional. We discuss Jason's background,...

The Future of Accounting Operations: Embracing Technology and...

The accounting industry has transformed from a tedious series of manual processes into a specialized field assisted by integrations and spreadsheets.

Winthco Wealth Management: Leveraging Canopy for a More Efficient,...

Profile Winthco Wealth Management and Tax Services, based in Simi Valley, California, has been a trusted one-stop shop for tax preparation and wealth management services for over...

From Chaos to Order: How to Improve Workflow & Client Communication

Transforming Toxic Workplace Cultures with Brittany Malidore

In this episode of Canopy Practice Success, Brittany Malidore, co-founder and managing partner of Ledgerly Consulting, discusses how bullying isn't just a childhood issue but a...

Revolutionize Your Payroll Process: Templates Every Accounting Firm...

As an accounting firm owner, I understand the frustrations that come with managing workflows. Whether it’s remembering how we handled a similar payroll situation last time,...

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling, founder of Fulling Management and Accounting, joins us on this episode to discuss his journey of building a thriving firm. Rusty shares candid lessons from his...