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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Blogs

Lera Kooper on Strategic, Modern Accounting

In this episode of the Practice Success Podcast, Lera Kooper, co-owner of Accountability Services, discusses the shift from traditional accounting to a strategic, forward-looking...

7/24/24 LEARN MORE

on demand

Webinars

Step Into the Golden Age

The Golden AGE (Average, Good, Excellent) Model for Talent Management - Growing your firm is not a linear process. In fact, in order to succeed over...

7/18/24 LEARN MORE

on demand

Webinars

How to Build a Profitable Advisory Practice in 6 Steps

Speaker: Sean Duncan

8/01/24 LEARN MORE

Blogs

Change Management

7/15/24 LEARN MORE

Client Relationships

From Prospect to Signed Engagement

In this episode, the conversation between John Mitchell and Darren Root discusses leveraging Canopy, to enhance brand engagement and team efficiency from prospect to engagement.

7/15/24 LEARN MORE

Time/Billing

Choosing a Better Way To Do Time and Billing

This discussion highlights the importance of tracking time and billing in firms, emphasizing the need for efficiency and insights into project costs. They highlight the shift...

7/15/24 LEARN MORE

Workflow

Reducing the Friction From Your Firm's Workflow

John Mitchell and Darren Root discuss the importance of reducing friction in workflow within firms. They highlight the concept of friction and its impact on client experience and...

7/15/24 LEARN MORE

Blogs

Getting the Most Out of Data and AI in Your Firm

The discussion between John Mitchell and Darren Root emphasizes the importance of organizing data within firms to leverage AI effectively. They highlight the significance of a...

7/15/24 LEARN MORE

Blogs

Leveraging Data Insights to Empower Your Business Model

John and Darren discuss leveraging data insights to empower firms. They emphasize the importance of capturing and utilizing various types of data to enhance client services and...

7/15/24 LEARN MORE

Client Relationships

Unleashing the Power of a CRM in your Firm

In this episode, the discussion revolves around the significance of customer relationship management (CRM) in firms, highlighting how it centralizes customer interactions and...

7/15/24 LEARN MORE

Client Relationships

Providing a Modern Client Experience

In this episode, the conversation between John Mitchell and Darren Root revolves around the importance of a modern client experience in accounting firms. They discuss the impact...

7/15/24 LEARN MORE

Blogs

Creating a Tech Stack for the Two Halves of your Firm

In this episode, John Mitchell and Darren Root discuss the importance of creating a tech stack for accounting firms, focusing on the two halves of a firm - production and the firm...

7/15/24 LEARN MORE

Practice Management

Moving From Practice Management to Firm Wide Operating System

In this episode, John Mitchell and Darren Root discuss the evolution of firm management in this video series as Darren reflects on his journey of using various practice management...

7/15/24 LEARN MORE

Practice Management

10 Reasons Canopy Will Make Your Accounting Firm Wildly Efficient

7/12/24 LEARN MORE

Blogs

Assessing the Health of an Accounting Firm: The Good and the Bad

It's crucial to understand the defining characteristics that distinguish a reputable firm from a subpar one, especially if you're someone directly responsible for the health of...

7/10/24 LEARN MORE