From App Overload to Efficiency with Brittany Malidore

In a recent conversation between Brittany Malidore, co-founder and managing partner of Ledgerly Consulting, and Accounting Technology, Liz Scott, Brittany shared her firm’s journey in adopting Canopy to tackle workflow challenges and improve efficiency. Their discussion revealed the key reasons why Brittany chose Canopy as the practice management solution for her growing firm.

From App Overload to Streamlined Success

Brittany’s deep knowledge and passion for technology have been a driving force behind her firm’s growth. As the managing partner of a 100% cloud-based accounting firm, she serves nonprofit clients as well as high-net-worth individuals, focusing on delivering top-notch accounting, bookkeeping, and tax services.

However, like many modern firms, Legally Consulting faced the common issue of app overload—a situation where multiple software applications are used to manage different aspects of the business, leading to inefficiencies. Brittany described it as “app exhaustion.” Her team was juggling 10 different apps just to handle tasks like time tracking, client communication, and workflow management. This disjointed system caused a lack of visibility and created unnecessary complexities for her team.

“We were app exhausted… our team’s biggest inefficiency was visibility and centralization of data,” Brittany shared during the interview.

The Search for a Solution: Why Canopy?

The tipping point for Brittany’s firm came when she realized they needed a single platform to centralize their operations and create visibility for her team. This led them to evaluate several practice management tools, eventually landing on Canopy as their go-to solution.

Here are some key reasons why Brittany’s firm chose Canopy:

1. Centralized Workflow: With Canopy, all essential functions, from task management to time tracking, are under one roof. This allowed Brittany’s team to move from using 10 different apps to using just one system, significantly reducing confusion and improving efficiency.
2. Increased Visibility: Canopy gave Brittany’s team full visibility over their workflows, allowing them to track tasks, meet deadlines, and manage workloads with greater accuracy. “Canopy allows us to forecast our workflow and track what our teams are doing,” Brittany explained.
3. Modular Flexibility: One of the things Brittany appreciated most about Canopy is its modular design. Her firm could add or remove features as needed, ensuring that the software scaled alongside their growth.
4. Commitment to Innovation: Canopy’s ongoing investment in improving its platform played a significant role in Brittany’s decision. “We wanted to partner with a company that’s always asking, ‘How do we innovate? How do we grow?’” she noted, emphasizing the importance of working with a tech provider committed to listening to its users and evolving.

Overcoming App Exhaustion: Canopy as the Heartbeat of the Firm

Transitioning to Canopy wasn’t an overnight process, but it was a worthwhile investment. Brittany described how the firm gradually migrated to Canopy, integrating it into their daily operations until it became the "heartbeat" of the business. Now, Canopy handles everything from task management to client communication and time tracking, all while giving Brittany’s team the visibility they needed.

The switch to Canopy brought clarity and improved time management, helping the firm avoid overburdening their staff. “Without Canopy, our teams were extremely overworked. There was work that wasn’t being captured or tasks that would get missed,” Brittany explained.

By centralizing their workflow in Canopy, Brittany’s firm was able to avoid bottlenecks and manage their clients more effectively, ensuring deadlines were met and clients remained satisfied.

The Power of Centralized Workflow

Brittany Malidore’s journey with Canopy is a powerful example of how the right technology can transform a business. By centralizing her firm’s operations within Canopy, Brittany was able to overcome app exhaustion, improve team visibility, and create a more efficient, scalable practice.

As firms continue to grapple with the challenges of managing multiple apps, Brittany’s story highlights the value of choosing a practice management platform that not only consolidates your tools but also evolves alongside your business. Canopy’s commitment to innovation and flexibility made it the perfect partner for Legally Consulting’s future growth.

If you’re considering a new practice management solution for your firm, contact us to help you simplify operations, boost efficiency, and drive success.