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Practice Management

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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
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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
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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
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All-in-One vs. Integrations: Which Practice Management Software is...

Accounting firms have access to more technology than ever before, but it hasn’t necessarily made things easier. In fact, for many firms, it’s made things harder. Instead of...

8/13/25 LEARN MORE
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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
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Canopy vs TaxDome: Which Platform Powers Accounting Firms Better?

The right software improves client communication, automates repetitive tasks, and creates room for long-term growth. When comparing TaxDome vs. Canopy, it’s important to...

7/21/25 LEARN MORE
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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
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5 Steps to Choosing the Right Practice Management Software

Practice management is a challenge for even the most dedicated, well-optimized team. You have everyone on board, giving 110%, and then one hiccup leads to disarray. Even the best...

7/11/25 LEARN MORE
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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
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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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Canopy Practice Management Pricing: A Better Value for Modern...

As accounting and tax firms grow, so does the need for smarter, more adaptable practice management. You need a platform that adapts to your workflow, not the other way around....

6/30/25 LEARN MORE
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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
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How to Start an Accounting Firm: From Setup to Success

You’ve spent years developing accounting expertise, and now you’re ready to build something of your own. Launching an accounting firm provides professional independence while...

6/09/25 LEARN MORE
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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
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7-Figure Firm, 4-Hour Workweek: 5 Questions to Ask Yourself

Are you running a successful accounting firm and running yourself into the ground? If you’re an accounting firm owner logging 60+ hour weeks to keep things afloat, you’re not...

6/02/25 LEARN MORE

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