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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...
**Join to earn 1 free CPE Credit** Speaker: Darren Root, founder of Rootworks and Better Everyday
CAS firms focus on advisory accounting services rather than a compliance-heavy service. But, what exactly is it? Learn more below! By now, you’ve probably heard of CAS, CAAS,...
What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this...
Accounting is facing a major issue: a shortage of 340,000 accountants. It’s not just public accounting firms experiencing the talent crunch, even Fortune 500 companies are, as...
Accounting and bookkeeping practice owners are facing two major challenges when it comes to attracting clients to their practice:
We were thrilled to see your excitement and participation. Despite several people responding to your questions in real-time, so many still came in. Thank you for your curiosity...
Profile: Patrick Dichter, the owner of Appletree Business Services, transitioned into accounting through an unconventional route. Before owning an accounting firm, Patrick spent a...
As the dust settles on the most intense period of the year for financial professionals, we're taking a moment to celebrate the incredible achievements of our backend systems and...
The off-season is when you can examine how your tax season went and reflect on changes you can make for the next season. Sometimes, those changes are significant — new tech stack,...
South Jordan, UT – [May 8, 2024] – Canopy, the firm-wide operating system that helps accountants build the firm they’ve always wanted, is thrilled to announce the successful...
Did you know that Customer Relationship Management (CRM) systems can increase customer retention rates by 27% and improve customer relationships in 74% of businesses? It's no...
Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into...
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