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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Marketing Your Practice

Digital Marketing and Your Tax Practice

The rise of digital marketing over the last 15 years has changed the environment for small-to-medium sized businesses looking to grow their clientele. In fact, marketing budgets...

4/16/15 LEARN MORE

Marketing Your Practice

How to Leverage Your Network For Your Tax Practice

As a tax practice entrepreneur, your success depends not only on your own skills and determination but also on your relationships with a wide circle of colleagues, partners,...

3/31/15 LEARN MORE

Marketing Your Practice

Harnessing the Power of Online Reviews

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...

12/10/14 LEARN MORE

Practice Management

Six Steps to Make Your Tax Practice a Success

When I set out to start my business, I felt a little overwhelmed ― it seems like there are as many ways to run a business as there are minivans in the Costco parking lot. I...

12/01/14 LEARN MORE

Marketing Your Practice

4 Steps to Leverage Your Network and Build Your Accounting Practice

Networking is not something that comes naturally to many people, but it’s a necessary part of running and growing a small business, and CPA practices are no exception.

11/23/14 LEARN MORE

Tax Resolution

How To Add An Extra $20,000 Per Month To Your Tax Practice

One of the most common challenges faced by tax practitioners is how to maintain, or even grow, their monthly revenues after the close of tax season. Adding tax resolution services...

4/30/14 LEARN MORE

Practice Management

Infographic: What do small businesses really want from their...

As accountants, you know the importance of client satisfaction—they are the backbone of your business after all. Wouldn’t it be nice to know what was going on inside their heads?...

1/01/70 LEARN MORE