Blogs

Change Management

From Prospect to Signed Engagement

In this episode, the conversation between John Mitchell and Darren Root discusses leveraging Canopy, to enhance brand engagement and team efficiency from prospect to engagement.

Choosing a Better Way To Do Time and Billing

This discussion highlights the importance of tracking time and billing in firms, emphasizing the need for efficiency and insights into project costs. They highlight the shift...

Reducing the Friction From Your Firm's Workflow

John Mitchell and Darren Root discuss the importance of reducing friction in workflow within firms. They highlight the concept of friction and its impact on client experience and...

Getting the Most Out of Data and AI in Your Firm

The discussion between John Mitchell and Darren Root emphasizes the importance of organizing data within firms to leverage AI effectively. They highlight the significance of a...

Leveraging Data Insights to Empower Your Business Model

John and Darren discuss leveraging data insights to empower firms. They emphasize the importance of capturing and utilizing various types of data to enhance client services and...

Unleashing the Power of a CRM in your Firm

In this episode, the discussion revolves around the significance of customer relationship management (CRM) in firms, highlighting how it centralizes customer interactions and...

Providing a Modern Client Experience

In this episode, the conversation between John Mitchell and Darren Root revolves around the importance of a modern client experience in accounting firms. They discuss the impact...

Creating a Tech Stack for the Two Halves of your Firm

In this episode, John Mitchell and Darren Root discuss the importance of creating a tech stack for accounting firms, focusing on the two halves of a firm - production and the firm...

Moving From Practice Management to Firm Wide Operating System

In this episode, John Mitchell and Darren Root discuss the evolution of firm management in this video series as Darren reflects on his journey of using various practice management...

10 Reasons Canopy Will Make Your Accounting Firm Wildly Efficient

Assessing the Health of an Accounting Firm: The Good and the Bad

It's crucial to understand the defining characteristics that distinguish a reputable firm from a subpar one, especially if you're someone directly responsible for the health of...

Alpine Mar CPA and Advisors: Increasing Efficiency and Client...

Profile Alpine Mar CPA and Advisors, founded by Pablo Martell, is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and...