Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Accountability Services: Modern Excellence in Accounting with Canopy

Discover how Accountability Services, a forward-thinking accounting firm, leveraged Canopy's solutions for streamlined operations, enhanced efficiency, and improved client satisfaction.

3 min read LEARN MORE

Charting the Future of Accounting

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years. In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. The survey focused on automation, AI, technology usage, security, client interactions, workforce dynamics, work models and more. Come learn what your peers had to say and get some insights on the future of the profession.

2 min read LEARN MORE

Canopy Summit 2024

Whether you’re sharpening skill as a current Canopy user or exploring new opportunities, you’ll gain valuable tools to drive success in 2025 and beyond.

2 min read LEARN MORE

Hannah Smolinski Shares How to Scale Smart with Tips for Small Business Success

Hannah Smolinski shares financial strategies for scaling small businesses, including the benefits of fractional CFO services, overcoming hiring challenges, and adapting to industry changes.

4 min read LEARN MORE

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on demand

Webinars

The Guide to 2025 Tax Season - Individual Updates

Speaker: Tanya Baber Date: December 17th, 2024 Time: 1 PM EST

12/17/24 LEARN MORE

Blogs

Step-by-Step Guide for Generating 1099 Custom Report with QuickBooks...

Working on 1099s can feel overwhelming—especially with the time it takes to double-check everything. Typically, we need to pull up the Profit and Loss report and the 1099 Vendor...

11/26/24 LEARN MORE

Practice Management

AccountAbility: Enjoying a Firm-wide OS and Cost Savings with Canopy

Profile AccountAbility, based in Southern New Hampshire and led by seasoned accountant Melissa Laverty, has provided accounting services for over 24 years. Primarily focused on...

11/21/24 LEARN MORE

Practice Management

How Accountants Can Avoid Scope Creep and Protect Their Business

As an accountant, you're likely familiar with the scenario: a client asks for "just one more thing," and before you know it, you're handling tasks far beyond the original...

11/20/24 LEARN MORE

on demand

Webinars

Increase Profits while Embracing the 40-Hour Model

11/11/24 LEARN MORE

on demand

Webinars

Get Your Firm Organized for 2025

Participants: Ashley Fontenot, operations director, SMD Consulting & Accounting

11/21/24 LEARN MORE

Blogs

Enrico Palmerino's Journey with Botkeeper and AI in Accounting

In this episode of Canopy’s Practice Success Podcast, guest host Davis Bell, CEO of Canopy, sits down with Enrico Palmerino, the CEO of Botkeeper. They explore the intersection of...

11/13/24 LEARN MORE

Practice Management

A 90-Day Scope Check Clause (and why scope is your new best friend!)

As firm owners, we understand that managing scope is essential for profitability. However, it’s often more challenging than we realize, which is why our firm implemented the...

11/13/24 LEARN MORE

Practice Management

Canopy Transforms Virtual Accounting: A Case Study with Fulling...

In the dynamic world of virtual accounting, staying ahead of workflow management challenges is crucial. Rusty, the founder and CEO of Fulling Management and Accounting, is...

11/06/24 LEARN MORE

Practice Management

Future-proofing Your Accounting Firm

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Practice Management

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...

10/30/24 LEARN MORE

Blogs

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...

10/30/24 LEARN MORE

Time/Billing

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...

10/24/24 LEARN MORE

Product Updates

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:...

10/22/24 LEARN MORE

Practice Management

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...

10/21/24 LEARN MORE