Chris Howard (2)

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...

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

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...

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...

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...

Transforming Client Relationships with Tech-first Accounting

Navigating Price Increase: Accountants' Annual Dilemma

Loyalty to a brand or service is a delicate balance of perceived value, quality, and cost. For accounting firms, the decision to increase prices is often fraught with...

AI in Accounting: Tackling Fears, Showcasing Benefits

Understanding the Hesitancy The rise of artificial intelligence (AI) has sparked both excitement and apprehension across various industries, including accounting. As an...

10 Reasons Canopy Will Make Your Accounting Firm Wildly Efficient

Assessing the Health of an Accounting Firm: The Good and the Bad

It's crucial to understand the defining characteristics that distinguish a reputable firm from a subpar one, especially if you're someone directly responsible for the health of...

Alpine Mar CPA and Advisors: Increasing Efficiency and Client...

Profile Alpine Mar CPA and Advisors, founded by Pablo Martell, is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and...

Canopy Roadmap Webinar Q&A

We were thrilled to see your excitement and participation. Despite several people responding to your questions in real-time, so many still came in. Thank you for your curiosity...

Appletree Business Services Modernizes Firm with Canopy

Profile: Patrick Dichter, the owner of Appletree Business Services, transitioned into accounting through an unconventional route. Before owning an accounting firm, Patrick spent a...

Canopy Shines During Tax Season: A Behind-the-Scenes Perspective

As the dust settles on the most intense period of the year for financial professionals, we're taking a moment to celebrate the incredible achievements of our backend systems and...

Essential Change Management Strategies for Accountants

The off-season is when you can examine how your tax season went and reflect on changes you can make for the next season. Sometimes, those changes are significant — new tech stack,...