Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
As most business owners know, having your customers or clients give you a referral is pure gold. When people research a company or product, they want to hear from a real, live...
Networking is not something that comes naturally to many people, but it’s a necessary part of running and growing a small business, and CPA practices are no exception. If you’re...
If you’re thinking about developing a social media strategy for your accounting firm, you’re on the right track to boosting your marketing efforts. But before you focus on a...
Marketing budgets are clearly not one-size-fits-all. It’s no wonder accountants struggle with determining how much to spend on marketing. In one case, you talk to peers and hear...
So your practice has a website. In fact, you have more than just a website. You have listings on Google Local and Yelp. You have a Facebook page for your business. You might even...
Do you struggle with networking? The thought of making small talk with complete strangers may make you uncomfortable or even downright terrified. You know that meeting new people...
After a year of canceled, postponed, and virtual events, several big accounting trade shows and conferences are coming back in-person this summer. Some events are still...
While attracting new customers is always a major goal for any small business, it’s just as important to learn how to keep the ones you already have. One of the best ways to do...
When your firm is ready to grow and increase your clientele, it's important to remember that not every prospective client is well suited for your firm. Take a step back and...
While most CPA firms typically offer tax, bookkeeping, and review services, according to a 2020 Deloitte survey coupled micro-services are disrupting the classic financial vendor...
Unless you're one of the lucky few tax pros working from a home office, you’re in constant need of something useful to do on your commute. The good news is that the rise of...
According to the U.S. Small Business Association, more than half of all Americans either own or work for a small business and most of those outsource their accounts. So, there’s...
There’s no doubt that marketing strategies have completely transformed over the last decade, thanks to the internet. What was tried and true even a few years ago has evolved into...
In a recent survey we conducted of tax and accounting professionals, 71% of respondents said that they didn’t have enough time to perform effective marketing in their firm.
Becoming a successful accounting firm depends on how well you know your clients and how your business can help solve their problems. If you don’t know your client type well, you...
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