Blog | Industry News, Updates, & Features | Canopy

The Ultimate Tech Stack For CAS Firms

We’ve talked about what CAS is, if you should implement it at your accounting firm and how to start offering CAS—now, it’s time to look a little deeper into CAS and figure out...

4/06/22 LEARN MORE

Practice Management

Should Your Accounting Firm Offer CAS?

If you’ve been paying attention to the accounting industry for the last several years, you’ve probably picked up on a trend many firms are starting to adopt: CAS, or Client...

3/23/22 LEARN MORE

Practice Management

5 Steps To Start Offering CAS

Client Accounting Services, or CAS firms, can offer greater value to their clients, earn more revenue, and enjoy a better work life. For some in the industry, you might already be...

3/17/22 LEARN MORE

Practice Management

3 Things The Super Bowl Can Teach Us About Management

Most football-loving and commercial-loving Americans are getting ready to watch Super Bowl LVI this Sunday where the Los Angeles Rams and Cincinnati Bengals will face off in L.A....

2/10/22 LEARN MORE

Practice Management

10 Hacks to a Become a Membership-Based Subscription Business in 2022

Now that it’s 2022, it’s time to put our money where our mouths were at when we were all coming up with New Year’s Resolutions…What better way to start bettering your accounting...

1/06/22 LEARN MORE

Practice Management

What Is KBA and Why Does Your Firm Need to Use It?

With the rise of modern technology, more businesses than ever are working with clients online instead of face to face. Tax accountants are not alone in their desire to offer their...

12/29/21 LEARN MORE

Practice Management

4 Quick and Easy Ways to Gather Info From Your Clients

They keep you up at night and make your job 10x more difficult. And you probably know them by name. Ask any accountant and they likely could rattle off a list of clients they just...

12/08/21 LEARN MORE

Practice Management

5 Ways to Focus on Smart Growth

“If you are not growing, you are dying.”

11/30/21 LEARN MORE

Practice Management

3 Spooky Clients You Should Avoid This Halloween

Things are about to get scary this Halloween season, and we aren’t just talking about the haunted houses, spooky stories, or stomachaches from eating too much leftover...

10/28/21 LEARN MORE

Practice Management

8 Ways To Encourage Your Clients to Pay on Time

Accounting practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties...

10/04/21 LEARN MORE

Practice Management

Your Guide to a Subscription Pricing Model in Accounting

Tracking hours, reviewing timesheets, custom monthly billing, accounts receivable, collections, inconsistent cashflow, exchanging time for money, putting out client fires — is...

9/27/21 LEARN MORE

Practice Management

8 Ways to Help Small Business Clients be Financially Successful

As an accountant, you work with a variety of clients with different needs. One group of clients that can help you grow your business and expand your service offering is small...

9/23/21 LEARN MORE

Practice Management

6 Simple Steps to Make Your Accounting Practice a Success

When anyone sets out to start a business, it's normal to feel a little overwhelmed ― it seems like there are as many ways to run a business as there are minivans in the Costco...

9/14/21 LEARN MORE

Practice Management

4 Ways to Keep Your Clients Happy and Loyal

While maintaining transparency is an important step to building strong client relationships, there are other things you can do to make clients happy. Happy clients are clients who...

9/13/21 LEARN MORE

Practice Management

3 Things You Should Do With New Clients

There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...

9/08/21 LEARN MORE

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Practice Management

The Ultimate Tech Stack For CAS Firms

Should Your Accounting Firm Offer CAS?

5 Steps To Start Offering CAS

3 Things The Super Bowl Can Teach Us About Management

10 Hacks to a Become a Membership-Based Subscription Business in 2022

What Is KBA and Why Does Your Firm Need to Use It?

4 Quick and Easy Ways to Gather Info From Your Clients

5 Ways to Focus on Smart Growth

3 Spooky Clients You Should Avoid This Halloween

8 Ways To Encourage Your Clients to Pay on Time

Your Guide to a Subscription Pricing Model in Accounting

8 Ways to Help Small Business Clients be Financially Successful

6 Simple Steps to Make Your Accounting Practice a Success

4 Ways to Keep Your Clients Happy and Loyal

3 Things You Should Do With New Clients

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