The Canopy Blog

Your general ledger is doing its job. Your close process shouldn’t be fighting against it. If you run bookkeeping or Client Accounting Services at your firm, you’ve probably built aContinue…

If you had to choose between: A) a rotating series of temps who are smart and capable generalists but lack accounting expertise, or B) a fully onboarded team member whoContinue…

Early in my career, I saw firsthand the limitations of a compliance-driven firm. So, when it came time to build my own, leading with advisory was the obvious choice. ButContinue…

Your meetings are working. Your notes should be too. If you’re like most modern accounting firms, you’ve probably already experimented with AI meeting assistants. Maybe you’ve tried Otter.ai to transcribeContinue…