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In this episode, Andrew Lassise, founder of Tech for Accountants, shares his career journey, from entering the financial planning world during the 2009 recession to transitioning...
In aninterview with Liz Scott, Lera Kooper, co-owner of Accountability Services, shared her firm's journey toward optimizing its tech stack. She explained how the need to address...
Participants: Brittany Malidore, Co-Founder, Ledgerly Consulting Dr. Jackie Meyer, CPA, CCTA, President, TaxPlanIQ Matthew McComb, CPA, President,...
Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. This...
Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode...
Capacity Mindset I have discovered the magic of the "capacity mindset" in the hectic accounting world. It's all about maximizing my time, resources, and talent to enhance my...
Panelists: Gail Perry, Editor, CPA Practice Advisor Roger Knecht, PB, PGE, VB, President, Universal Accounting Kyle Whittle, Director of Customer...
Client standards are at an all-time high and accounting firms must prioritize a client-centric approach to stay ahead. Client-centric accounting focuses on enhancing the overall...
Profile Accountability Services is a forward-thinking accounting firm located in Seattle, Washington and Boulder Valley, Colorado. The firm, co-owned by Lera Kooper, Dave Fischer...
In today's fast-paced accounting and tax environment, simplicity is more important than ever. There's so much to stay on top of: modern technology stacks, positive client...
In this episode of Canopy’s Practice Success Podcast, Katie Thomas, a CPA turned marketing expert, shares her unique journey from working at a Big Four accounting firm to...
Profile Unity Business Advisors is a firm located in Lynnwood, WA, with a strong presence in the accounting industry for the past 25 years. The firm comprises 15-18 team members...
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