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Counting on Christmas: The Accountant's Wishlist

It's the most wonderful time of the year…for many people. For many, the whirlwind months of November and December are a time for reflection, celebration, gatherings, and...

12/01/23 LEARN MORE
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Scott Scarano talks AI and Creativity in the Accounting Industry

In this episode, Scott Scarano talks of his career journey, which involves a blend of accounting and entrepreneurship. Scott comes from a family with a background in accounting,...

11/29/23 LEARN MORE
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Engagement Letters: The Do’s and Don'ts

Engagement letters establish clear expectations and boundaries between clients and accountants. In this post, we will explore the do's and don'ts of crafting effective engagement...

11/27/23 LEARN MORE
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Making the Move to Cloud-Based Accounting Software

Numerous experts have touted the cloud as the future of computing. The majority of businesses (61% as of 2022) rely on the cloud to run business processes. And while the cloud...

11/22/23 LEARN MORE
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How to Write an Engagement Letter in 7 Easy Steps

You know you should use engagement letters in your tax resolution cases, but you need to figure out what your engagement letter should look like. Or you've finally decided to...

11/17/23 LEARN MORE
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An Accountant's Guide to Cryptocurrency

In the ever-evolving world of finance, cryptocurrency has emerged as a revolutionary digital asset class. Powered by blockchain technology, a decentralized and transparent ledger...

11/17/23 LEARN MORE
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New Canopy Engagements Enables Accounting Professionals to Automate...

Nov. 16, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software announced today the launch of Canopy Engagements, a customizable and...

11/15/23 LEARN MORE
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Engagements & Proposals

What's new:

11/15/23 LEARN MORE
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Randy Crabtree on Mental Health Awareness

In this episdoe, Randy Crabtree, co-founder and partner at Trimerit, talks about his career journey and the founding of his tax firm. He shares how he transitioned from computer...

11/15/23 LEARN MORE
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Financial Statements and Informed Business Decisions: A Guide to...

Understanding an organization's financial health is akin to deciphering a foreign language. This language communicates the story of a company's operations, profitability, and cash...

11/10/23 LEARN MORE
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7 Career Development Tips for Aspiring Accountants

Embarking on a career in accounting can be a rewarding path filled with abundant growth opportunities. Here are four essential tips to help aspiring accountants effectively...

11/03/23 LEARN MORE
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Sean Duncan on the Transformation of Traditional Accounting and Role...

In Episode 2 of the Practice Success Podcast Sean Duncan, CPA from SMD Accounting shares his journey from corporate accounting to starting his own firm and the pivotal moment when...

11/01/23 LEARN MORE
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Gaynor Meilke on People-Centric Accounting and Technology Friendly...

Looking for a new podcast for accountants? Canopy just released our 12-part accounting podcast called the Practice Success Podcast! Learn more and listen below! In Episode 1 of...

11/01/23 LEARN MORE
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2024 Accounting Practice Management Buyer's Guide

Navigating the world of accounting practice management software can be a daunting task. Prospective buyers run into questions like, "How much should practice management software...

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The Impact of Canopy

Having statistics to back up the success of a company's product or service is crucial in today's data-driven business environment. It aids in validating the company's claims and...

10/25/23 LEARN MORE

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