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Practice Management

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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
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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
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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
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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
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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
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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
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What to Know About the 2021 CPA Exam Changes

As we all know, technology is becoming an integral tool in every industry, especially within the finance and accounting world. The world's first accountants used abacuses but as...

7/22/21 LEARN MORE
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3 Reasons Engagement Letters are Critical to Your Practice

Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...

7/19/21 LEARN MORE
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Earn Free CPE Credits and Become An Expert in Cyber Security

Cybercrime, cybersecurity, phishing, malware, ransomware, the list goes on and on, but it really doesn’t pertain to you, right? You might think you are too small and don’t really...

7/14/21 LEARN MORE
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A Quick Guide to Successful Networking

Do you struggle with networking? The thought of making small talk with complete strangers may make you uncomfortable or even downright terrified. You know that meeting new people...

7/13/21 LEARN MORE
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Hear from Industry Experts on Growing Client Advisory Services

Earlier this week, Canopy hosted a webinar in a partnership with Divvy sharing advice from experts about how to grow your firm by offering Client Accounting and Advisory Services,...

7/01/21 LEARN MORE
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3 Strategies to Improve Client Follow-Up At Your Accounting Firm

An important piece of developing long-lasting relationships with clients is an effective checking-in method. There are different kinds of client follow-up for the different stages...

6/24/21 LEARN MORE
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Canopy Announced as a G2 Leader!

Thanks to our amazing customers, we’ve been honored as a G2 Summer Leader. Please forgive us if we toot our own horn for a minute.

6/23/21 LEARN MORE
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Webinar: Learn How To Grow Your Firm Through CAAS

Did you know that Client Accounting and Advisory Services (CAAS) are set to grow by 35% between now and 2025? Now is the time to learn how savvy firms are leveraging technology to...

6/22/21 LEARN MORE
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5 Ways to Protect Your Clients Against Tax Identity Theft

Tax identity theft is a matter of grave concern for individuals and businesses alike. It robs people of their personal data, tax returns, and all the time and effort they put into...

6/21/21 LEARN MORE

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