Content Hub

Canopy Road Show Rerun: Operational Shifts to Transform Your Firm

In June, I had the great pleasure of presenting to like-minded firm owners at the Canopy Road Show in Seattle. Sharing what we’re doing to chart a new course for our industry was...

How to Create a Niche Go-to-Market Strategy

Accountants, you’ve probably heard the saying: riches are in the niches. And while that’s absolutely true, trying to figure out the best way to create an effective go-to-market...

How Parish CPAs + Business Advisors Save 120 Hours Per Employee with...

With Canopy, Parish CPAs + Business Advisors has built a workflow that keeps everyone aligned, whether they’re in the office, remote, or overseas. The team uses custom task...

Kane Polakoff: Scaling CAS with People, Process, and Platforms

In this episode of Canopy Practice Success, host KC Brothers chats with Kane Polakoff, a seasoned leader with over 30 years in accounting and advisory. Kane shares his journey...

3 Leadership Mistakes Keeping Your Accounting Firm from 7-Figure...

"Leading without followers is just taking a walk" - John Maxwell

Canopy vs CCH Axcess: What Today's Firms Need

With so many solutions promising to streamline your accounting, tax, advisory, bookkeeping, and audit workflows, it’s easy to get lost in lists of features.

Ryan Lazanis: Building a Future-Ready Accounting Firm

In this episode of Canopy Practice Success, host KC Brothers interviews Ryan Lazanis, founder of Future Firm, about what it really takes for accountants to build scalable,...

All-in-One vs. Integrations: Which Practice Management Software is...

Accounting firms have access to more technology than ever before, but it hasn’t necessarily made things easier. In fact, for many firms, it’s made things harder. Instead of...

Canopy vs Practice CS

Your firm doesn’t need more software—it needs better software. If you’re deciding between Canopy vs Practice CS, the goal probably isn’t more features for the sake of features....

How to Align Strategy and Goals in Multi-Owner Accounting Firms

There are two types of leadership teams at multi-owner firms. One stalls growth with too many cooks in the kitchen. The other combines strengths to become a strategic force. You...

How to Fix Email at Your Firm

Adam Lean: Accounting with Impact, How to Become Indispensable

In this episode, Casey Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the...

The Rise of Private Equity in Accounting

Over the past few years, something unusual has been happening in accounting. Private Equity (PE) firms, known for buying fast-growing tech startups and manufacturing...