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Jen Hamilton on the 6 Pillars of Success in an Accounting Firm

In this episode of the Canopy Practice Success Podcast, host KC Brothers talks with Jen Hamilton, a former CPA turned Fractional COO. She shares her journey from traditional...

12/18/24 LEARN MORE
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Bianca Ferguson on Empowering Growth Through Technology

In this episode of Canopy Practice Success, Bianca Ferguson shares her journey of becoming a trailblazing leader in the accounting industry. Starting as a teenager learning the...

12/05/24 LEARN MORE
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Enrico Palmerino's Journey with Botkeeper and AI in Accounting

In this episode of Canopy’s Practice Success Podcast, guest host Davis Bell, CEO of Canopy, sits down with Enrico Palmerino, the CEO of Botkeeper. They explore the intersection of...

11/13/24 LEARN MORE
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Hannah Smolinski Shares How to Scale Smart with Tips for Small...

In this episode of Canopy’s Practice Success Podcast, we sit down with Hannah Smolinski, founder and CEO of Clara CFO Group. We discuss Hannah's experience building a fractional...

10/30/24 LEARN MORE
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Dominic Piscopo Navigates Compensation and Pricing in Accounting

In this episode of the Canopy Practice Success Podcast, Dominic Piscopo, the founder of Big 4 Transparency, discusses his journey in creating a crowdsourced database for...

10/16/24 LEARN MORE
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Michelle Weinstein Unlocks the Secrets to Sales Confidence for...

In this episode of “Canopy Practice Success,”Michelle Weinstein, founder of The Abundant Accountant, shares her insights on how accounting, tax, and bookkeeping firm owners can...

10/02/24 LEARN MORE
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Andrew Lassise on Building a Successful Tech Stack

In this episode, Andrew Lassise, founder of Tech for Accountants, shares his career journey, from entering the financial planning world during the 2009 recession to transitioning...

9/18/24 LEARN MORE
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Jessie Williams on Shifting from an Overworked Firm to an Optimized...

Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode...

9/04/24 LEARN MORE
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Katie Thomas: From CPA to Marketing Maven

In this episode of Canopy’s Practice Success Podcast, Katie Thomas, a CPA turned marketing expert, shares her unique journey from working at a Big Four accounting firm to...

8/21/24 LEARN MORE
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Glenn Harper and Julie Smith’s Approach to Transforming the...

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...

8/07/24 LEARN MORE
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Lera Kooper on Strategic, Modern Accounting

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...

7/24/24 LEARN MORE
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Randy Johnston Talks About Accounting Trends, Selecting a Vertical,...

Randy Johnston, executive vice president of K2 Enterprises, sits down with Canopy to discuss his 30+ years in accounting and technology. In the episode Randy discusses the need...

3/27/24 LEARN MORE
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Ben Richmond on the Benefits of the Cloud and the Future Role of...

In this episode, Ben Richmond, the U.S. Country Manager for Xero talks about the benefits of shifting your accounting firm to the cloud. He also delves into the difference between...

3/13/24 LEARN MORE
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Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors

In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. She draws an analogy between selecting tech apps and...

2/28/24 LEARN MORE
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Terrell Turner on Building a Firm, Finding a Niche, and Creating...

Terrell Turner, co-founder of TLTurner Group and co-host of the Things Your Accountant Isn't Telling You Podcast, shares tips for building a firm from scratch, how to find your...

2/14/24 LEARN MORE

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