Practice Management

Streamling Deadlines and Deliverables: The Role of Accounting Project...

Accounting firms manage multiple complex client projects at the same time. The scope of work for every client involves unique variables and details to their work, but each project...

Beyond the Busy Season: Building a Sustainable and Scalable...

Let Us Get the Conversation Started: Breaking the Cycle of Overwork Many accounting firms operate in survival mode during busy seasons, only to face unpredictable—and often...

The Future of Accounting Operations: Embracing Technology and...

The accounting industry has transformed from a tedious series of manual processes into a specialized field assisted by integrations and spreadsheets.

From Chaos to Order: How to Improve Workflow & Client Communication

How Canopy Helps You Put Clients First

These days, keeping up with client expectations feels tougher than ever. Your clients want fast responses, smooth communication, and tech that actually makes their lives easier....

Improving Work-Life Balance Firm-Wide During Busy Season

Traditionally, busy season in the accounting industry has been a time to cancel all personal plans, batten down the hatches, and grind through overtime until your family barely...

Accounting Automation in Practice Management: Revolutionize Your...

If the only technology an accountant needed was a calculator, improving efficiency would just come down to who can type the fastest (without messing up). But, like everything...

How Shreeve Landry CPAs Thrives with Canopy: Insights from Travis...

At Shreeve Landry CPAs, success isn't just about numbers—it's about relationships, communication, and efficiency. During a recent conversation with Liz Scott, Travis Landry, CPA,...

Why the Human Element is Your Biggest Asset as a Business Advisor

Looking for a way to give your firm a competitive advantage over the hundreds of thousands of licensed CPAs, experienced EAs, and talented business advisors in the U.S.?

100% of Business Owners Exit – Here’s How to Best Prepare for Yours

Nobody goes into business just to file an extra tax return — not even accountants! They’re just not that much fun.

How Your CRM Helps You Maintain Compliance Regarding...

The cornerstone of the relationship between accountants and clients is trust. Trust extends both ways:

AccountAbility: Enjoying a Firm-wide OS and Cost Savings with Canopy

Profile AccountAbility, based in Southern New Hampshire and led by seasoned accountant Melissa Laverty, has provided accounting services for over 24 years. Primarily focused on...

How Accountants Can Avoid Scope Creep and Protect Their Business

As an accountant, you're likely familiar with the scenario: a client asks for "just one more thing," and before you know it, you're handling tasks far beyond the original...

A 90-Day Scope Check Clause (and why scope is your new best friend!)

As firm owners, we understand that managing scope is essential for profitability. However, it’s often more challenging than we realize, which is why our firm implemented the...

Canopy Transforms Virtual Accounting: A Case Study with Fulling...

In the dynamic world of virtual accounting, staying ahead of workflow management challenges is crucial. Rusty, the founder and CEO of Fulling Management and Accounting, is...