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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
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Benefits of CRM for Accountants

In today’s technology-driven world, we rely heavily on connections with teams and clients. But this is an issue when the various applications we rely on are islands unto...

9/23/24 LEARN MORE
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Implementing Client Cleanup Tasks in Canopy

Task Templates are a Blueprint for Success Accounting efficiency and consistency are the keystones of client satisfaction and team productivity. Workflow automation, specifically...

9/20/24 LEARN MORE
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Andrew Lassise on Building a Successful Tech Stack

In this episode, Andrew Lassise, founder of Tech for Accountants, shares his career journey, from entering the financial planning world during the 2009 recession to transitioning...

9/18/24 LEARN MORE
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Lera Kooper's Bold Technology Overhaul from 14 Apps to 5

In aninterview with Liz Scott, Lera Kooper, co-owner of Accountability Services, shared her firm's journey toward optimizing its tech stack. She explained how the need to address...

9/10/24 LEARN MORE
on demand
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The Great Accounting Debate: Old School vs. New School

Participants: Brittany Malidore, Co-Founder, Ledgerly Consulting Dr. Jackie Meyer, CPA, CCTA, President, TaxPlanIQ Matthew McComb, CPA, President,...

10/08/24 LEARN MORE
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Charting the Future of Accounting

Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. This...

9/06/24 LEARN MORE
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Why Accountants Need Engagement Letters for Business & Engagement...

9/04/24 LEARN MORE
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Jessie Williams on Shifting from an Overworked Firm to an Optimized...

Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode...

9/04/24 LEARN MORE
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Mastering the Capacity Mindset: My Journey with Canopy

Capacity Mindset I have discovered the magic of the "capacity mindset" in the hectic accounting world. It's all about maximizing my time, resources, and talent to enhance my...

9/04/24 LEARN MORE
on demand
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Charting the Future of Accounting

Panelists: Gail Perry, Editor, CPA Practice Advisor Roger Knecht, PB, PGE, VB, President, Universal Accounting Kyle Whittle, Director of Customer...

9/12/24 LEARN MORE
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Uplevel Client Experience in Your Firm

Client standards are at an all-time high and accounting firms must prioritize a client-centric approach to stay ahead. Client-centric accounting focuses on enhancing the overall...

8/28/24 LEARN MORE
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Accountability Services: Modern Excellence in Accounting with Canopy

Profile Accountability Services is a forward-thinking accounting firm located in Seattle, Washington and Boulder Valley, Colorado. The firm, co-owned by Lera Kooper, Dave Fischer...

8/26/24 LEARN MORE
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The Power of Simplifying Your Firm

In today's fast-paced accounting and tax environment, simplicity is more important than ever. There's so much to stay on top of: modern technology stacks, positive client...

8/21/24 LEARN MORE
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Katie Thomas: From CPA to Marketing Maven

In this episode of Canopy’s Practice Success Podcast, Katie Thomas, a CPA turned marketing expert, shares her unique journey from working at a Big Four accounting firm to...

8/21/24 LEARN MORE

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