Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Loyalty to a brand or service is a delicate balance of perceived value, quality, and cost. For accounting firms, the decision to increase prices is often fraught with...
I recently had the opportunity to sit down with Terrell Turner, the founder of TLTurner Group, to discuss how he has successfully navigated the complex landscape of bookkeeping...
Glenn Harper and Julie Smith share their journey in transforming a traditional CPA firm into a modern, advisory-focused business. They discuss the importance of process...
Accountants know first-hand that client expectations are increasing and competitive pressures are on the rise. Over 80% of accounting professionals plan to, and many are already,...
Understanding the Hesitancy The rise of artificial intelligence (AI) has sparked both excitement and apprehension across various industries, including accounting. As an...
In this episode of the Practice Success Podcast, Lera Kooper, co-owner of Accountability Services, discusses the shift from traditional accounting to a strategic, forward-looking...
The Golden AGE (Average, Good, Excellent) Model for Talent Management - Growing your firm is not a linear process. In fact, in order to succeed over...
Speaker: Sean Duncan
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.
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...
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...
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...
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...
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