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In this installment on making our client agreements stronger, we want to discuss why we begin and end our agreements on specific dates. Many firm owners don’t even worry about...
Year-end is here, but closing the books doesn’t have to feel overwhelming! With a solid plan, you can confidently wrap up your clients’ books in QuickBooks Online. These 10 tips...
Canopy added an extra and important layer of iOS and Android mobile security to protect you and your on-the-go clients’ data. It’s called multi-factor authentication (also known...
In a recent conversation between Brittany Malidore, co-founder and managing partner of Ledgerly Consulting, and Accounting Technology, Liz Scott, Brittany shared her firm’s...
In this episode, we sit down with Dr. Jackie Meyer, CPA, entrepreneur, and author of The Balance Sheet of Life Formula. Jackie shares her journey as she goes from a traditional...
In SaaS, things move fast! We like to review what we've added to the product over the last year because we know life is busy, and you're heads-down in important work. This post is...
Speaker: Tanya Baber Date: January 14th, 2025 Time: 1 PM EST
Don’t miss a step when it comes to handling 1099s! This Ultimate 1099 Checklist Canopy Template saves the day, making the process smoother, faster, and more organized than ever....
Client relationship management (CRM) software helps businesses across all industries manage client communications throughout the service lifecycle. Small-to-medium-sized...
Client relationship management (CRM) software helps companies across different industries manage their client connections and communication, enabling businesses to provide the...
In this episode of the Canopy Practice Success Podcast, host KC Brothers talks with Jen Hamilton, a former CPA turned Fractional COO. She shares her journey from traditional...
The cornerstone of the relationship between accountants and clients is trust. Trust extends both ways:
We're in a 3 part series on how to make our client agreements smarter. Our goal is to clarify our client agreements and better support the relationship we desire with our clients.
What's new: Practitioners can now send an invoice to many clients at the same time. As previously announced, they can also invoice one client representing a group of related...
The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still...
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