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Practice Management
3 Things You Should Do With New Clients

There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...

9/08/21 LEARN MORE
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Marketing Your Practice
4 Ways Accounting Professionals Can Boost Their Social Media Presence

If you’re thinking about developing a social media strategy for your accounting firm, you’re on the right track to boosting your marketing efforts. But before you focus on a...

9/07/21 LEARN MORE
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Marketing Your Practice
How Much Should An Accounting Firm Spend On Marketing?

Marketing budgets are clearly not one-size-fits-all. It’s no wonder accountants struggle with determining how much to spend on marketing. In one case, you talk to peers and hear...

9/01/21 LEARN MORE
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Industry News
IRS Postpones Tax Deadlines For Victims of Hurricane Ida to Jan. 3

The Internal Revenue Service is now offering a tax deadline extension for victims of Hurricane Ida to Jan. 3, 2022. Tuesday's announcement comes as the Category 4 hurricane has...

8/31/21 LEARN MORE
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Practice Management
How to Build Strong Client Relationships at Your Accounting Firm

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

8/31/21 LEARN MORE
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Client Relationships
Why You Should Wish Clients a Happy Birthday and How to Get Started

Showing your clients you care can come down to the small details — even typing their name in an email, rather than addressing the note as “Dear Client” can make a big difference....

8/26/21 LEARN MORE
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Canopy Features and News
Attention Quickbooks Users! New Integrations Available Through Canopy

For our customers who use Quickbooks Online, we know it can sometimes be a hassle to constantly switch between programs to do your job. But now it's time to say goodbye to these...

8/25/21 LEARN MORE
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Tax Resolution
What To Do If Your Client Gets an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

8/24/21 LEARN MORE
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Practice Management
How To Attract Millennial and Gen-Z Employees to Your Accounting Firm

With 75% of AICPA members eligible for retirement, it’s critical that younger talent be brought into your offices sooner rather than later — Millennials will soon make up...

8/23/21 LEARN MORE
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Practice Management
How To Build Company Culture at Your Accounting Firm

Tips to build company culture Where you work is where you spend at least 40 hours of your time on a weekly basis. That’s more than 2,000 hours annually. If you’re going to spend...

8/19/21 LEARN MORE
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Canopy Features and News
Free CPE: How to Leverage Cloud-Based Practice Management Software

Practice management has become an integral part of running a successful accounting firm. Through the use of modern technology, firms are able to nimbly balance the needs of...

8/18/21 LEARN MORE
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Industry News
Accounting Professor Turns into a Potato on Zoom in Viral Video

Keeping college students engaged can be a difficult feat for teachers, especially in a remote learning class. But Ryan Ball, an accounting professor for The University of...

8/17/21 LEARN MORE
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Practice Management
What are the Different Types of Accounting Firms?

When people think of the accounting field, usually taxes come to mind. And while a lot of CPA's and accountants do work in tax preparation or with tax returns, did you know there...

8/13/21 LEARN MORE
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Industry News
The Unromantic (But Necessary) Tax and Money Talk Before Marriage

Martha Stewart showcases 37 perfect marriage proposal stories you need to read. Search for marriage proposal ideas, and Google and Pinterest are full of great ideas. Isn’t that...

8/10/21 LEARN MORE
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Canopy Features and News
Canopy's Transcripts Tool Wins Accounting Innovation Award 🎉

It's time to celebrate! We have some exciting news ... Canopy's IRS Transcripts Tool has been named as a top technology for accounting firms in CPA Practice Advisor's 2021...

8/04/21 LEARN MORE
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