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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Webinars

Canopy Demo Sweepstakes

Speakers: Lera Kooper, Owner, Accountability Services Whitney Kisner, Director of Operations, Papin CPA Michael Salmon, Sales Director, Canopy

10/29/24 LEARN MORE

Blogs

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...

10/16/24 LEARN MORE

Practice Management

Training Owners: The Guide to Long-Term Firm Success

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Blogs

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...

10/09/24 LEARN MORE

on demand

Webinars

Canopy Summit 2024

Hosted by: Canopy CEO Davis Bell

11/14/24 LEARN MORE

Blogs

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...

10/02/24 LEARN MORE

Blogs

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...

10/02/24 LEARN MORE

Blogs

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’...

9/25/24 LEARN MORE

Blogs

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...

9/23/24 LEARN MORE

Blogs

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...

9/20/24 LEARN MORE

Blogs

Andrew Lassise on Building a Successful Tech Stack

In this episode, Andrew Lassise, founder of Tech for Accountants, shares his career journey, from entering the financial planning world during the 2009 recession to transitioning...

9/18/24 LEARN MORE

Blogs

Lera Kooper's Bold Technology Overhaul from 14 Apps to 5

In aninterview with Liz Scott, Lera Kooper, co-owner of Accountability Services, shared her firm's journey toward optimizing its tech stack. She explained how the need to address...

9/10/24 LEARN MORE

on demand

Webinars

The Great Accounting Debate: Old School vs. New School

Participants: Brittany Malidore, Co-Founder, Ledgerly Consulting Dr. Jackie Meyer, CPA, CCTA, President, TaxPlanIQ Matthew McComb, CPA, President,...

10/08/24 LEARN MORE

Practice Management

Charting the Future of Accounting

Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. This...

9/06/24 LEARN MORE