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The key to success for any accounting practice is optimizing your accounting firm’s workflow. When it comes to creating a successful accounting or CPA firm, even the smallest...
Client Accounting Services, or CAS firms, can offer greater value to their clients, earn more revenue, and enjoy a better work life. For some in the industry, you might already be...
At this point, you may have heard about accounting accounting workflow software, but you may be asking yourself - "Do I really need it?" Then, with so many productivity solutions...
Jon Pryweller of Whitewater Group knows that remote work is crucial in today's work landscape. Whitewater Group was a runner-up in Canopy’s 2021 Innovation Summit contest. Learn...
Andrew Berg, CEO of Berg Advisors, was able to innovate his firm through Canopy. Berg Advisors was a runner-up in Canopy’s 2021 Innovation Summit contest. Learn more about their...
For all you number-loving accountants out there, today is a special day for you—it’s Pi Day! Yep, pi. As in, 3.14, which is March 14, or 3/14 (get it?) Did you know the symbol for...
Customer experience is crucial at your accounting firm. Not only will an amazing experience make clients happy, but it means gaining more clients in the long run. That's because,...
For the first time in 2 years, the federal tax deadline is back in April! The IRS announced the tax deadline for 2022 is April 18. Accountants are ready to say goodbye to the...
A whopping 51% of employees are disengaged with their work, with 13% actively disengaged, according to recent research. Being actively disengaged at work means employees feel...
My client received a deficiency notice from the IRS saying that they received 1099K that was not reported on their 2019 tax return. The IRS after 10 months received our prior year...
For most accountants, January through April is the worst time of the year—the dreaded tax season is finally here and it can seem never-ending when you’re right in the middle of...
The third economic impact payment, or EIP3, and advance child tax credit payments have added to the ever growing list of uncertainties when preparing 2021 tax returns. As filers...
As service providers, accountants have always paid close attention to providing exceptional client service to their clients. While that’s still imperative, client service is not...
In honor of President’s Day coming up on Monday, we decided to delve into the financial advice offered by former leaders of the free world. Even though some of these men lived...
Most football-loving and commercial-loving Americans are getting ready to watch Super Bowl LVI this Sunday where the Los Angeles Rams and Cincinnati Bengals will face off in L.A....
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