What makes you the obvious choice for clients when they’re deciding between you and a competitor? Is it the niche services you offer, the exceptional service you provide, or your strong online presence ..read more

In this episode of “Canopy Practice Success,”Michelle Weinstein, founder of The Abundant Accountant, shares her insights on how accounting, tax, and bookkeeping firm owners can break free from the grind of feeling undervalued and underpaid ..read more

In modern accounting, one thing remains constant: the need to provide real value to clients. However, in the quest to keep clients happy, many firms adopt a ‘yes to everything’ mentality. It seems harmless, even admirable, to accommodate every whim and demand, but in reality, it can lead to scope creep, unrealistic expectations, and ultimately, a strain on resources. When you agree to take on tasks or responsibilities outside of your core services, you're not just adding work; you're diluting your value proposition.  ..read more

In today’s technology-driven world, we rely heavily on connections with teams and clients. But this is an issue when the various applications we rely on are islands unto themselves ..read more

Task Templates are a Blueprint for Success Accounting efficiency and consistency are the keystones of client satisfaction and team productivity. Workflow automation, specifically through task templates, offers a robust solution to streamline processes across your team. Templates standardize repeatable processes and ensure that tasks are evenly distributed and managed, regardless of the team members involved. This is where the power of Canopy's task templates shines, especially in processes like client onboarding and cleanup operations ..read more

In this episode, Andrew Lassise, founder of Tech for Accountants, shares his career journey, from entering the financial planning world during the 2009 recession to transitioning into IT and tech consulting for accountants. He discusses the importance of leveraging technology in accounting firms, integrating AI, and building a robust tech stack that can scale with business growth ..read more

Participants:  Brittany Malidore, Co-Founder, Ledgerly Consulting Dr. Jackie Meyer, CPA, CCTA, President, TaxPlanIQ Matthew McComb, CPA, President, McComb & Company  Join us for our upcoming webinar, where two expert panelists will go head-to-head in a debate, tackling the hottest and most controversial topics in accounting today.  ..read more

In aninterview with Liz Scott, Lera Kooper, co-owner of Accountability Services, shared her firm's journey toward optimizing its tech stack. She explained how the need to address inefficiencies and consolidate tools led them to choose Canopy as their main workflow solution, and how finding this solution significantly transformed their business ..read more

Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. This Canopy and CPA Practice Advisor survey asked respondents to share where they currently were and where they thought their firms would be three to five years from now on topics like automation, AI integration, workforce dynamics, remote work models, client interaction, digital transformation, security and more. The surveys key findings were ..read more

Capacity Mindset I have discovered the magic of the "capacity mindset" in the hectic accounting world. It's all about maximizing my time, resources, and talent to enhance my client services and grow my accounting firm.  ..read more