canopy-logo-black-1 canopy-logo-white-1 canopy-logo-black-1

Schedule your Canopy Demo.

CONTENT HUB >

Client Relationships

blog_post_thumbnail
Client Relationships
Getting Clients Excited to Sign Their Engagement Letter

If reminding clients to sign their engagement letter makes you feel like a dentist scheduling root canals, it may be time to rethink how you are selling the task.

4/09/25 LEARN MORE
blog_post_thumbnail
Practice Management
The Power of Client Feedback in Accounting: Driving Excellence and...

Future-focused accountants are always assessing the health of their firm. Outside metrics, employee satisfaction, or your own work-life balance, there is an easy, albeit not...

4/02/25 LEARN MORE
blog_post_thumbnail
Client Relationships
12 Ways to Enhance Client Management Effectively & Efficiently

The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still...

2/20/25 LEARN MORE
blog_post_thumbnail
Client Relationships
Modernizing Workflow Efficiency with Canopy: Little, Shaneyfelt,...

Profile Little, Shaneyfelt, Marshall, & Co. (LSM), a trusted accounting firm based in Little Rock, Arkansas, has served clients since its inception in the 1980s. In 2022, Aaron...

2/12/25 LEARN MORE
blog_post_thumbnail
Client Relationships
New Accounting Client Checklist

Onboarding your new accounting client is more than just a process—it’s your chance to make a strong first impression and lay the groundwork for a lasting partnership. By using...

1/30/25 LEARN MORE
blog_post_thumbnail
Practice Management
Future of Accounting: AI, Automation & Digital Trends

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
blog_post_thumbnail
Client Relationships
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
blog_post_thumbnail
Client Relationships
Unity Business Advisors: Transforming Client Satisfaction with Canopy

Profile Unity Business Advisors is a firm located in Lynnwood, WA, with a strong presence in the accounting industry for the past 25 years. The firm comprises 15-18 team members...

8/21/24 LEARN MORE
blog_post_thumbnail
Client Relationships
Navigating Price Increase: Accountants' Annual Dilemma

Loyalty to a brand or service is a delicate balance of perceived value, quality, and cost. For accounting firms, the decision to increase prices is often fraught with...

8/14/24 LEARN MORE
blog_post_thumbnail
Client Relationships
From Prospect to Signed Engagement

In this episode, the conversation between John Mitchell and Darren Root discusses leveraging Canopy, to enhance brand engagement and team efficiency from prospect to engagement.

7/15/24 LEARN MORE
blog_post_thumbnail
Client Relationships
Unleashing the Power of a CRM in your Firm

In this episode, the discussion revolves around the significance of customer relationship management (CRM) in firms, highlighting how it centralizes customer interactions and...

7/15/24 LEARN MORE
blog_post_thumbnail
Client Relationships
Providing a Modern Client Experience

In this episode, the conversation between John Mitchell and Darren Root revolves around the importance of a modern client experience in accounting firms. They discuss the impact...

7/15/24 LEARN MORE
blog_post_thumbnail
Industry News
What Is CAS Accounting? What You Need To Know

CAS firms focus on advisory accounting services rather than a compliance-heavy service. But, what exactly is it? Learn more below! By now, you’ve probably heard of CAS, CAAS,...

7/01/24 LEARN MORE
blog_post_thumbnail
Client Relationships
Top 6 Best Accounting CRMs for Practice Management [2024]

Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into...

4/17/24 LEARN MORE
blog_post_thumbnail
Marketing Your Practice
Accounting Client Expectations vs Reality: Bridging the Gap

A new challenge faces the rapidly-changing accounting industry: how to bridge the gap between client expectations and reality. In fact, a staggering 72% of clients in the...

2/09/24 LEARN MORE
pagination_first pagination_previous 1 2 3 pagination_next pagination_last

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