Chris Howard (4)

Tax Return Checklist for Clients

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put...

Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors

In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. She draws an analogy between selecting tech apps and...

How to Get an Extension on IRS 1099 Filing

When are 1099s due? All 1099-MISC forms that report non-employee compensation (NEC) must be sent to both the recipient and the IRS by January 31. All other 1099s are due February...

Form 2553: An Overview of Who, When, and Why

IRS Form 2553, Election by a Small Business Corporation, is filed by a corporation or other eligible entity to make an election to be an S corporation under section 1362(a)....

10 Tax Preparer Penalties to Avoid

Your clients count on you to handle their tax issues, and you’ve earned that trust through transparency, customer service, and demonstrating your expertise. When preparing a...

How to Minimize Accounts Receivable and Increase Cash Flow

Every accounting firm is looking for ways to improve the accounts receivable process as it affects all aspects of the business, such as marketing and purchasing. If you are an...

Embracing Tomorrow: Staying Relevant in the World of Accounting

Staying ahead, (or even keeping stride), with the tech curve is not just an ambition, it’s a necessity. Canopy's latest ebook, "Embracing Tomorrow: The Blueprint of a...

Embracing Tomorrow: The Blueprint of a Future-focused Accounting Firm

When Accounting Goes Mainstream: Our Favorite Accountants from Pop...

As the saying goes, “Art imitates life,” and that’s certainly the case for actors playing accountants in television series and movies over the years. Whether they’re making...

Terrell Turner on Building a Firm, Finding a Niche, and Creating...

Terrell Turner, co-founder of TLTurner Group and co-host of the Things Your Accountant Isn't Telling You Podcast, shares tips for building a firm from scratch, how to find your...

Canopy Named in G2’s Top 100 Fastest Growing Products for 2024

Canopy has secured a coveted spot in G2's "Top 100 Fastest Growing Softwares of 2024". As the only practice management software to achieve this recognition, we take immense pride...

Matching Client Expectations with Reality

A new challenge faces the rapidly-changing accounting industry: how to bridge the gap between client expectations and reality. In fact, a staggering 72% of clients in the...

10 Accounting Influencers to Follow in 2024

As we make our way through 2024, the world of accounting continues to evolve, with influencers playing a pivotal role in shaping industry trends, providing insights, and offering...

How to Price Accounting Services

The way you price your accounting services shouldn’t be arbitrary. The correct accounting pricing strategy can effectively mean the difference between scraping by and robust...

A 2024 Overview of IRS Form 1041 Schedules

For estate planning and taxation, IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, documents the income an estate earns after the estate owner passes away. It’s also...