Content Hub

2021 Accounting Client Expectations Study

3 Spooky Clients You Should Avoid This Halloween

Things are about to get scary this Halloween season, and we aren’t just talking about the haunted houses, spooky stories, or stomachaches from eating too much leftover...

Getting Started With Diversity and Inclusion Today

For firms getting started on their D&I journey, it can feel overwhelming. Where do we start? What should we do first? Who should be involved? Should we need a full-blow strategy?...

How To Wish Your Boss a Happy National Boss Day

Did you know that National Boss Day is this weekend? Yep, that's right, on Oct. 16! Unfortunately for some accountants, that's the day after a tax deadline...don't worry though,...

9 Must-Haves You Need at Your Desk Today

Where do you spend the majority of your workday? Unless you’re a professional athlete (or some other cool job) you probably said a desk. If you're spending the majority of your 40...

How to Build the Perfect Buyer Persona

Becoming a successful accounting firm depends on how well you know your clients and how your business can help solve their problems. If you don’t know your client type well, you...

8 Ways To Encourage Your Clients to Pay on Time

Accounting practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties...

Here’s What’s New at Canopy (and a Sneak Peek at Features Coming Soon)

Here at Canopy, we love getting feedback from our users and making our product even better! Every quarter, we host a First Look webinar, where you can see all the new features...

Understanding the Power of Positive Online Reviews and How to Use it

As most business owners know, having your customers or clients give you a referral is pure gold. When people research a company or product, they want to hear from a real, live...

Your Guide to a Subscription Pricing Model in Accounting

Tracking hours, reviewing timesheets, custom monthly billing, accounts receivable, collections, inconsistent cashflow, exchanging time for money, putting out client fires — is...

8 Ways to Help Small Business Clients be Financially Successful

As an accountant, you work with a variety of clients with different needs. One group of clients that can help you grow your business and expand your service offering is small...

Free CE & CPE: Learning All About Amended Tax Returns

Even the best enrolled agents, CPAs and other tax professionals can end up making a mistake on a tax document that has already been filed. Luckily, you can amend returns! Looking...

Webinar: See What's New at Canopy This Month

Join us on Tuesday, Sept. 28 to learn about the latest services Canopy has to offer you at our First Look Webinar. We’ll tell you all about recent updates to the platform, like...

It's Finally Here! Register Today for the 2021 Innovation Summit

The past year has been a whirlwind for accountants across the industry, leading to impressive innovation in the profession. Here at Canopy, we want to celebrate, highlight and...