Content Hub

Strength in Numbers: How Accounting Firms Can Collaborate to Build a...

By now, you’re well aware of the rapid changes facing the accounting industry. And while the word “change” can elicit feelings of uncertainty, there’s one solution that will...

Hannah Smolinski Shares How to Scale Smart with Tips for Small...

In this episode of Canopy’s Practice Success Podcast, we sit down with Hannah Smolinski, founder and CEO of Clara CFO Group. We discuss Hannah's experience building a fractional...

Group Billing

What's new: Send an invoice for a related group of clients to one account, thereby streamlining and enhancing the billing process. It also lets you send a group statement to one...

Insights Update

What's new: Data is only as powerful as the reports where it is displayed. We recently added several visualizations across multiple reports to help you action your data. AR Aging:...

How Templates Improve Implementation in Accounting Firms

The accounting industry thrives on precision, compliance, and efficiency. However, when implementing new systems, processes, or technologies, firms often face challenges like...

Dominic Piscopo Navigates Compensation and Pricing in Accounting

In this episode of the Canopy Practice Success Podcast, Dominic Piscopo, the founder of Big 4 Transparency, discusses his journey in creating a crowdsourced database for...

Training Owners: The Guide to Long-Term Firm Success

What to Look for in the Best CRM for Accounting Firms

Accounting firms have a unique relationship with their clients, including their fiscal responsibilities and dedication to accuracy and transparency in their work. But, providing...

Michelle Weinstein Unlocks the Secrets to Sales Confidence for...

In this episode of “Canopy Practice Success,”Michelle Weinstein, founder of The Abundant Accountant, shares her insights on how accounting, tax, and bookkeeping firm owners can...

Building a Personal Brand: A Guide for Accountants

What makes you the obvious choice for clients when they’re deciding between you and a competitor? Is it the niche services you offer, the exceptional service you provide, or your...

Leaving Money on the Table: The Impact of Being a ‘Yes Man’

In modern accounting, one thing remains constant: the need to provide real value to clients. However, in the quest to keep clients happy, many firms adopt a ‘yes to everything’...

Benefits of CRM for Accountants

In today’s technology-driven world, we rely heavily on connections with teams and clients. But this is an issue when the various applications we rely on are islands unto...

Implementing Client Cleanup Tasks in Canopy

Task Templates are a Blueprint for Success Accounting efficiency and consistency are the keystones of client satisfaction and team productivity. Workflow automation, specifically...