Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Accountability Services: Modern Excellence in Accounting with Canopy

Discover how Accountability Services, a forward-thinking accounting firm, leveraged Canopy's solutions for streamlined operations, enhanced efficiency, and improved client satisfaction.

3 min read LEARN MORE

Charting the Future of Accounting

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years. In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. The survey focused on automation, AI, technology usage, security, client interactions, workforce dynamics, work models and more. Come learn what your peers had to say and get some insights on the future of the profession.

0 min read LEARN MORE

The Power of Simplifying Your Firm

Learn how to boost efficiency, customer satisfaction, and profitability by streamlining processes and focusing on core competencies.

3 min read LEARN MORE

Katie Thomas: From CPA to Marketing Maven

Katie Thomas discusses the specific challenges accountants face in marketing, such as the importance of trust, differentiation, and targeted branding.

4 min read LEARN MORE

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Blogs

Implementing a Client Cleanup Task Templates in Canopy

Task Templates are a Blueprint for Success Accounting efficiency and consistency are the keystones of client satisfaction and team productivity. Workflow automation, specifically...

9/20/24 LEARN MORE

Blogs

Andrew Lassise on Building a Successful Tech Stack

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...

9/18/24 LEARN MORE

Blogs

Lera Kooper's Bold Technology Overhaul from 14 Apps to 5

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...

9/10/24 LEARN MORE

upcoming

Webinars

The Great Accounting Debate: Old School vs. New School

Participants: Brittany Malidore, Co-Founder, Ledgerly Consulting Dr. Jackie Meyer, CPA, CCTA, President, TaxPlanIQ Matthew McComb, CPA, President,...

10/08/24 LEARN MORE

Practice Management

Charting the Future of Accounting

Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. This...

9/06/24 LEARN MORE

Practice Management

Why Accountants Need Engagement Letters for Business & Engagement...

9/04/24 LEARN MORE

Blogs

Jessie Williams on Shifting from an Overworked Firm to an Optimized...

Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode...

9/04/24 LEARN MORE

Blogs

Mastering the Capacity Mindset: My Journey with Canopy

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...

9/04/24 LEARN MORE

on demand

Webinars

Charting the Future of Accounting

Panelists: Gail Perry, Editor, CPA Practice Advisor Roger Knecht, PB, PGE, VB, President, Universal Accounting Kyle Whittle, Director of Customer...

9/12/24 LEARN MORE

Client Relationships

Uplevel Client Experience in Your Firm

Client standards are at an all-time high and accounting firms must prioritize a client-centric approach to stay ahead. Client-centric accounting focuses on enhancing the overall...

8/28/24 LEARN MORE

Workflow

Accountability Services: Modern Excellence in Accounting with Canopy

Profile Accountability Services is a forward-thinking accounting firm located in Seattle, Washington and Boulder Valley, Colorado. The firm, co-owned by Lera Kooper, Dave Fischer...

8/26/24 LEARN MORE

Blogs

The Power of Simplifying Your Firm

In today's fast-paced accounting and tax environment, simplicity is more important than ever. There's so much to stay on top of: modern technology stacks, positive client...

8/21/24 LEARN MORE

Marketing Your Practice

Katie Thomas: From CPA to Marketing Maven

In this episode of Canopy’s Practice Success Podcast, Katie Thomas, a CPA turned marketing expert, shares her unique journey from working at a Big Four accounting firm to...

8/21/24 LEARN MORE

Client Relationships

Unity Business Advisors: Transforming Client Satisfaction with Canopy

Profile Unity Business Advisors is a firm located in Lynnwood, WA, with a strong presence in the accounting industry for the past 25 years. The firm comprises 15-18 team members...

8/21/24 LEARN MORE