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Client Relationships

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Client Relationships
The Harvest Season Strategy: Why Tax Season is the Best Time to Sell...

Stop surviving tax season and start harvesting it by shifting your firm’s focus from reactive compliance to high-value advisory. According to CPA and Tax Attorney Mark Kohler, the...

3/25/26 LEARN MORE
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Client Relationships
Roman Villard on AI, Automation, and the Future of Accounting Firms

Roman Villard, CPA and founder of Full Send, shares how accounting firms can evolve beyond traditional services by embracing data, automation, and AI. In this episode of Canopy...

3/11/26 LEARN MORE
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Client Relationships
Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next

In Canopy’s webinar Inside an Accounting Firm Deal, Bob and Doug Lewis (Visionary Group) broke down what’s actually happening in CPA firm private equity transactions, including...

2/25/26 LEARN MORE
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Client Relationships
Content Is Connection: Dr. Kristy Short on Marketing That Moves...

In this episode of Canopy Practice Success, Dr. Kristy Short of Type Five Content explains why content is no longer optional for accounting firms. She shares how defining your...

2/25/26 LEARN MORE
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Client Relationships
The Cost of “Always On” Culture, with Amy Vetter

Burnout is not a personal failure. It is a systems and leadership problem that shows up early and often in accounting firms. In this episode, Amy Vetter shares how the...

2/11/26 LEARN MORE
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Client Relationships
Why Community Matters in Accounting: Lessons from Erin Pohan and Wave...

Erin Pohan is redefining what it means to build a successful accounting career. With over 20 years of experience in public accounting, firm ownership, and accounting education,...

1/28/26 LEARN MORE
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Client Relationships
Heather Satterley: Change Is the Job Now in Accounting

In this episode of Canopy Practice Success, KC Brothers talks with Heather Satterly, CPA and Director of Education and Media at Woodard, about embracing change in the accounting...

1/14/26 LEARN MORE
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Client Relationships
Beth Whitworth: Leading with Confidence in Accounting

In this episode of the Canopy Practice Success Podcast, Beth Whitworth, CPA, owner of Accounting with Confidence and host of the Accounting with Confidence podcast, shares...

12/17/25 LEARN MORE
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Client Relationships
Dan Hood: Blockchain Fizzled, AI Won’t

Accounting Today’s Editor in Chief, Dan Hood, joins KC Brothers to break down the major trends shaping the future of the accounting profession. From the slow adoption of cloud...

12/03/25 LEARN MORE
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Client Relationships
How Credfino Helps Firms Scale Smarter: Insights from Dheeraj Pandey

In this episode of the Canopy Practice Success Podcast, host KC Brothers sits down with Dheeraj Pandey, co-founder of Credfino, a rapidly growing firm that supports more than 100...

11/19/25 LEARN MORE
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Client Relationships
How Top Accounting Firms Onboard Clients in Half the Time

Be honest, have you ever thought, “Maybe I just won’t take new clients for a while”? Many firms have hit that wall. The one built from half-completed intake forms, missing W-2s,...

11/11/25 LEARN MORE
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Client Relationships
Creating an Unforgettable Client Experience: The Last 10%

Why Experience Matters More Than Ever In today’s profession, accuracy and responsiveness are expected. Getting the return filed, the books reconciled, or the payroll run on time —...

11/05/25 LEARN MORE
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CPE
Darren Root: The Simple Firm and the Path to Professional Freedom

In this episode of Canopy Practice Success, host KC Brothers sits down with Darren Root, CPA, author of The Simple Firm, and co-founder of Better Everyday. Together, they explore...

11/05/25 LEARN MORE
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Client Relationships
Ashley Carroll: The ROI of Relationships

In this episode of the Canopy Practice Success Podcast, host KC Brothers talks with Ashley Carroll, founder of Operations House, about what it really takes to build a firm that’s...

10/22/25 LEARN MORE
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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
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