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From Chaos to Order: How to Improve Workflow & Client Communication

Transforming Toxic Workplace Cultures with Brittany Malidore

In this episode of Canopy Practice Success, Brittany Malidore, co-founder and managing partner of Ledgerly Consulting, discusses how bullying isn't just a childhood issue but a...

Revolutionize Your Payroll Process: Templates Every Accounting Firm...

As an accounting firm owner, I understand the frustrations that come with managing workflows. Whether it’s remembering how we handled a similar payroll situation last time,...

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling, founder of Fulling Management and Accounting, joins us on this episode to discuss his journey of building a thriving firm. Rusty shares candid lessons from his...

How Canopy Helps You Put Clients First

These days, keeping up with client expectations feels tougher than ever. Your clients want fast responses, smooth communication, and tech that actually makes their lives easier....

Improving Work-Life Balance Firm-Wide During Busy Season

Traditionally, busy season in the accounting industry has been a time to cancel all personal plans, batten down the hatches, and grind through overtime until your family barely...

12 Ways to Enhance Client Management Effectively & Efficiently

The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still...

Is Free Accounting CRM Software Worth It? A Thoughtful Exploration...

Client relationship management (CRM) software helps businesses across all industries manage client communications throughout the service lifecycle. Small-to-medium-sized...

The Future of Hiring with Kristy Busija

Kristy Busija, CEO & Founder of Next Conversation Consulting, and host Nicole McMillan, SVP of People at Canopy, explore the evolving landscape of hiring and talent retention in...

The Best CRM for Tax Firms

It’s important for the current accounting firm to be able to rely on a sophisticated platform that combines powerful automation, integrations, and synced communication methods so...

Accounting Automation in Practice Management: Revolutionize Your...

If the only technology an accountant needed was a calculator, improving efficiency would just come down to who can type the fastest (without messing up). But, like everything...

Modernizing Workflow Efficiency with Canopy: Little, Shaneyfelt,...

Profile Little, Shaneyfelt, Marshall, & Co. (LSM), a trusted accounting firm based in Little Rock, Arkansas, has served clients since its inception in the 1980s. In 2022, Aaron...

Top Features of Accounting Client Management Software

Managing client relationships and ensuring efficient workflows is essential for success. Accounting client management software is designed to meet these demands, offering tools...

Bulk Invoice Printing Streamlines Time & Billing & Helps You Work...

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