How to Upsmart Your Firm With Practice Management Software | A BDO Exclusive

Lera is the Chief Operating Officer and Co-Owner of Accountability Services, an award-winning firm intent on helping others get more out of their business. As a nationally recognized entrepreneur and innovator, her mission is to be a thought leader in the modernization of firms. She employs a combination of systems, processes, technologies, and philosophies to best prepare her firm, as well as others across the industry, to deliver personalized, forward-looking client care at scale. By championing best practices in client onboarding, communication, scope management, and strategic planning, she empowers tax, CAS, and advisory teams to help owners get more out of their business.

Luke Frye, CPA, is the Accountant in Residence at Canopy, where he uses his background in accounting tech startups and private practice to help firms build smarter, more scalable businesses. After growing his own bootstrapped firm to $500K ARR and helping platforms like Bench, Pilot, and Puzzle reach thousands of clients, Luke now focuses on one mission: helping firms add $10 million in collective revenue this year. He bridges modern software and firm operations so practitioners can reclaim their time and build firms that are not just profitable, but truly valuable.

NASBA sponsor page: Canopy
Recommended field of study: Business Management & Organization
Program knowledge level: Basic
Prerequisites required: None
Advanced preparation required: None
Delivery method: Group Live, Group Internet Based
Refund policy: Due to this program being offered free of charge, there will be no refunds issued.
Complaint resolution policy: Email us at angie.lucas@canopytax.com
Official registry statement: Canopy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.