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Canopy 2023 Practice Management Report

Learning Objectives:

  • Understand the key difficulties faced by accounting firms in 2023
  • Learners will explore the potential impact of the survey findings on the operations and future prospects of accounting firms.
  • Participants will examine various approaches and best practices discussed during the conversation, focusing on topics such as time tracking, hiring staff, firm management, and achieving growth.
  • Learners will understand the significance of work/life balance and its role in the accounting industry, considering its implications for productivity, employee satisfaction, and overall well-being.
  • Apply insights from the conversation to enhance firm performance
  • Reflect on future trends and challenges in the accounting industry


Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Accounting
  • Advanced Prep: None
  • Credit Type: CPE
  • Credit Hours: 1
Course Description
Canopy recently surveyed accounting leaders about how they run their firms. In this webinar you will learn the results of the survey and hear from Gaynor Meilke, Chief Opportunity Officer of Charisma Ink and accounting industry insider, who will offer her take on the results and what she thinks they mean for the future of the industry. The survey covered topics such as running a firm, growth, work/life balance and more.
Davis Bell, CEO, Canopy
Gaynor Meilke, Charisma Ink


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    Course Details