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Marketing Your Practice

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Marketing Your Practice
Buying or Selling an Accounting Firm? Do This First

If you’re about to buy or sell an accounting firm, here’s a truth no one tells you: The firm’s technology stack could make or break your deal. When you’re preparing to sell your...

7/07/25 LEARN MORE
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Marketing Your Practice
Canopy vs. Karbon: Which is Better for Your Firm?

When you’re running an accounting or tax practice, choosing the right software can be the difference between, “I’ve got this,” and, “Why is everything on fire?” The right platform...

7/02/25 LEARN MORE
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Marketing Your Practice
AI, Niches, and Reclaiming Your Freedom with Reza Hooda

What if you could run your entire firm in under 3 hours a week? That’s exactly what Reza Hooda has done, and in a recent episode of the Practice Success Podcast, he shared the...

6/24/25 LEARN MORE
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Marketing Your Practice
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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Marketing Your Practice
How to Win the Talent War through Inbound Recruitment

Accounting is facing a major issue: a shortage of 340,000 accountants. It’s not just public accounting firms experiencing the talent crunch, even Fortune 500 companies are, as...

6/18/24 LEARN MORE
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Marketing Your Practice
5 Tips to Attract Clients to Your Accounting Firm

Accounting and bookkeeping practice owners are facing two major challenges when it comes to attracting clients to their practice:

6/05/24 LEARN MORE
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Marketing Your Practice
Canopy Roadmap Webinar Q&A

We were thrilled to see your excitement and participation. Despite several people responding to your questions in real-time, so many still came in. Thank you for your curiosity...

6/03/24 LEARN MORE
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Marketing Your Practice
Embracing Tomorrow: Staying Relevant in the World of Accounting

Staying ahead, (or even keeping stride), with the tech curve is not just an ambition, it’s a necessity. Canopy's latest ebook, "Embracing Tomorrow: The Blueprint of a...

2/23/24 LEARN MORE
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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
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Marketing Your Practice
11 Best Practices for How to Find Clients for Accounting Firms

One of the top mistakes accountants make is expecting business to come to them. The best practitioners know that this is not enough. They are constantly looking for opportunities...

2/01/24 LEARN MORE
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Marketing Your Practice
Why Won't My Team Just Accept Change?! (Part 2)

Welcome back!

1/26/24 LEARN MORE
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Marketing Your Practice
Gaynor Meilke on People-Centric Accounting and Technology Friendly...

Looking for a new podcast for accountants? Canopy just released our 12-part accounting podcast called the Practice Success Podcast! Learn more and listen below! In Episode 1 of...

11/01/23 LEARN MORE
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Marketing Your Practice
Essential Skills for Modern Accountants

It's easy to feel overwhelmed with all the skills you need to keep sharp as an accountant. Between keeping up with changing regulations, staying on top of deadlines, and managing...

10/13/23 LEARN MORE
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Marketing Your Practice
Top 3 Business Best Practices of a Well-Oiled Accounting Firm

In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...

8/08/23 LEARN MORE
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Marketing Your Practice
5 Keys to Success in the Evolving Accounting Industry

The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...

8/04/23 LEARN MORE
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