Blog | Industry News, Updates, & Features | Canopy

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

Practice Management

How to Build Strong Client Relationships at Your Accounting Firm

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

8/31/21 LEARN MORE

Practice Management

How To Attract Millennial and Gen-Z Employees to Your Accounting Firm

With 75% of AICPA members eligible for retirement, it’s critical that younger talent be brought into your offices sooner rather than later — Millennials will soon make up...

8/23/21 LEARN MORE

Practice Management

How To Build Company Culture at Your Accounting Firm

Tips to build company culture Where you work is where you spend at least 40 hours of your time on a weekly basis. That’s more than 2,000 hours annually. If you’re going to spend...

8/19/21 LEARN MORE

Canopy Features and News

Free CPE: How to Leverage Cloud-Based Practice Management Software

Practice management has become an integral part of running a successful accounting firm. Through the use of modern technology, firms are able to nimbly balance the needs of...

8/18/21 LEARN MORE

Practice Management

What are the Different Types of Accounting Firms?

When people think of the accounting field, usually taxes come to mind. And while a lot of CPA's and accountants do work in tax preparation or with tax returns, did you know there...

8/13/21 LEARN MORE

Practice Management

Best Practices for Retaining Clients at Your Accounting Firm

You can’t expect to retain clients without a strong relationship with your clients. Always get to know who they are as a person and identify what their needs are early on in the...

7/29/21 LEARN MORE

Schedule your Canopy Demo.

Practice Management

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

How to Build Strong Client Relationships at Your Accounting Firm

How To Attract Millennial and Gen-Z Employees to Your Accounting Firm

How To Build Company Culture at Your Accounting Firm

Free CPE: How to Leverage Cloud-Based Practice Management Software

What are the Different Types of Accounting Firms?

Best Practices for Retaining Clients at Your Accounting Firm

They like us. They really really like us.