Practice Success Podcast

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Year-End Tax Planning Starts With a Phone Call | Moses Mann

Luke Frye Hi there, and welcome to the Canopy Practice Success Podcast, where we interview industry leaders and accounting professionals to share insights, uncover new strategies, and inspire action to…

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How Monthly Billing and Simple Advisory Built a Four-Day-Week Firm

Luke Frye, CPA (00:06) Welcome to the Canopy Practice Success podcast. I’m your host, Luke Frye, CPA and accountant in residence here at Canopy, and I’m excited to welcome our…

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Build Workflows People Actually Follow

Build Workflows People Actually Follow: Lera Kooper on Adoption Luke Frye (00:00) All right. Welcome back to our fifth and final installment of the Canopy Practice Success Podcast. I’m Luke…

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Scaling an Accounting Firm Sustainably | Lera Kooper

Stop Running a $2M Firm Like a Solo Shop Luke Frye (00:01) Hey everyone, it’s Luke Frye, CPA and Accountant in Residence here, and your host of Canopy’s Practice Success…

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Stop Managing Ghost Tasks: Lera Kooper on Capacity and Hard Calls

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 traditional "heads-down"…

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