Blogs

Why Won't My Team Just Accept Change?! (Part 2)

Welcome back!

A Year in Review 2023: New Canopy Features

It's hard to fathom how quickly another year has passed, and yet here we are, reflecting on a compilation of new features and functionality that Canopy has introduced throughout...

Why Won’t My Team Just Accept Change?! (Part 1)

Have you ever had a brilliant idea for your firm that crashed and burned because the rest of the team just wasn't "on board" with your genius? (and we KNOW that you ARE a genius…...

Nancy McClelland on Balancing Passion, Work, and Maintaining the...

Nancy McClelland, CPA & Owner of The Dancing Accountant discusses how she balances her love for dance, her passion for her profession, and her commitment to creating a caring and...

9 Must-Read Books for Accountants in 2024

Some people say that comfort is the enemy of growth — and we tend to agree. As accounting plays a more central role in daily business operations, complacency and relying on old...

The Imposter Syndrome and Advisory Services

How can I provide Advisory Services if I don't even know what they are? What if I give the wrong advice? What if my client finds out I don't know everything? What if they talk to...

Penalty Abatement for Small Partnerships

There are a lot of compelling reasons to offer tax resolution services, but tax resolution can also get complicated, and that scares away a lot of tax professionals. Luckily, not...

Elizabeth Manso on Embracing Technology, Meaningful Relationships,...

Elizabeth Manso, President and Founder of Brigade — which provides real-time business accounting consulting, shares how her firm bravely embraced technological transformation,...

Setting Healthy Boundaries with Clients

So you've landed a new client at your accounting firm — congratulations! You tell them you're flexible and can work with them whenever they want, leaving an open-ended working...

Billing Realization

What's new:

Doing Your Part to Improve Accounting

The world of accounting has come a long way from the days of dusty ledgers and manual calculations. Evolving technologies and new digital tools — including artificial...

4 Ways to Create a Top Tier Client Experience

What You Need To Know For Tax Season: 2024

Stephen Smith Dives into Creating Niche Audiences

Top 5 Tax Season Capacity Management Tips for Virtual Firms

We tackled 3 big topics in our recent Canopy webinar: (1) Capacity Management, (2) Tax Season, and (3) Virtual Firms. Pull these 3 tricky aspects of firm management together and a...