Practice Management

Getting the Most from Proposal Software for Accountants

Creating a proposal for a potential new client sets the tone for the professionalism they expect from your firm moving forward. Even the most prolific accountants struggle with...

The Power of Client Feedback in Accounting: Driving Excellence and...

Future-focused accountants are always assessing the health of their firm. Outside metrics, employee satisfaction, or your own work-life balance, there is an easy, albeit not...

New in Canopy: Bulk Engagements & Engagement Letter Introductions

What's New Enhance your client engagement and save time with new Client Engagement Platform capabilities. Now, you can efficiently send bulk engagement letters and add compelling...

Top 7 Client Portals for Accountants in 2025

Client portals for accountants are a crucial extension to your firm—one that can quickly elevate or detract from your reputation and your clients’ experience. Because you’re not...

Liz Scott's Free Monthly Bookkeeping Checklist for Accountants

Hey there, accounting leaders! I'm Liz Scott, an expert in accounting technology and workflow optimization. Let’s talk about something that might not sound thrilling at first but...

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.