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

Schedule your Canopy Demo.

CONTENT HUB >

Client Relationships

blog_post_thumbnail
CPE
Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS

In this episode of Canopy Practice Success, host KC Brothers welcomes two leaders who have been shaping Client Advisory Services for years: Deneen Dias and Christine Triantos,...

10/08/25 LEARN MORE
blog_post_thumbnail
Practice Management
Dave Spence: Turning Tax Planning into Financial Freedom

In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and...

9/24/25 LEARN MORE
blog_post_thumbnail
Practice Management
Jason Staats: AI, finding your niche, and leveling up your tech stack

In this episode of Ask Jason Staats Anything, Canopy CEO Davis Bell sits down with industry thought leader Jason Staats to explore the future of accounting firms. The conversation...

9/23/25 LEARN MORE
blog_post_thumbnail
Practice Management
The Power of Listening: Michael Ly on Transforming Sales in Accounting

In this episode of Canopy Practice Success, KC Brothers chats with Michael Ly, CEO of Reconciled, about how active listening can transform the way accounting firms sell and grow....

9/10/25 LEARN MORE
blog_post_thumbnail
Practice Management
Kane Polakoff: Scaling CAS with People, Process, and Platforms

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...

8/26/25 LEARN MORE
blog_post_thumbnail
Practice Management
Ryan Lazanis: Building a Future-Ready Accounting Firm

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,...

8/13/25 LEARN MORE
blog_post_thumbnail
Practice Management
Adam Lean: Accounting with Impact, How to Become Indispensable

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...

7/30/25 LEARN MORE
blog_post_thumbnail
Practice Management
Tanya Baber: Empowering Teams in Tax Accounting

In an industry that often equates success with long hours and burnout, Tanya Baber offers a compelling new model. As the founder of a tax-centric firm that prioritizes smart...

7/16/25 LEARN MORE
blog_post_thumbnail
Practice Management
Renew Group: Breaking Free from the Broken Business Model

In this episode of Canopy Practice Success, KC Brothers hosts Shannon Vincent and Colin Dunn—co-founders of Renew Group—to explore the broken business model that plagues many...

7/02/25 LEARN MORE
blog_post_thumbnail
Practice Management
Reza Hooda: Unlocking Freedom in Accounting

In this episode, KC Brothers interviews Reza Hooda, an accounting firm owner and author of 'The Four Pillars'. They discuss the journey of accounting practice owners towards...

6/18/25 LEARN MORE
blog_post_thumbnail
Practice Management
Debra Kilsheimer: Beyond Billable Hours

In this episode, KC Brothers interviews Debra Kilsheimer, a CPA and host of the podcast 'Bookkeepers on Fire.' Debra shares her unique approach to accounting, emphasizing the...

6/04/25 LEARN MORE
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
pagination_first pagination_previous 1 2 3 4 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