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Practice Management

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Marketing Your Practice
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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Practice Management
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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Practice Management
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 Features and News
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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Canopy Features and News
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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Practice Management
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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Practice Management
Advising Clients on the Child Tax Credit

More than 36 million families will receive letters from the IRS in the coming weeks. But this time, it’s good news and you can ease your clients' worry when they call you freaking...

6/17/21 LEARN MORE
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Practice Management
5 Simple Ways to Look Professional on Video Calls

Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five...

6/14/21 LEARN MORE
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Canopy Features and News
Working in the Office? Going Hybrid? Staying Remote? What to Know

Tax season is finally over and now it’s time to focus on some things that might have gone unnoticed during the busy season — like the important decision on how to adapt your...

6/09/21 LEARN MORE
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Practice Management
Why You Need a Growth Strategy

Should you join ABC organization? How about purchase an ad in XYZ publication? Or set up a table at the upcoming 123 event? If you find yourself contemplating these types of...

6/07/21 LEARN MORE
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Practice Management
This Week's Webinar Wrap-up

On Tuesday, May 25 Canopy hosted a webinar featuring Jason Blumer, CPA about his Client Management Strategies for Accounting Firms. Jason has over two decades of experience in...

5/27/21 LEARN MORE
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Practice Management
Flexing Your Soft Skills

As an accounting subject matter expert, you already know that technology adoption is an industry standard nowadays. Coupled with the right software, the valuable set of niche...

5/21/21 LEARN MORE
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Practice Management
Common Time Traps Across Accounting Firms

A modern workplace calls for evolving technology and updated methodologies. If your firm is still bogged down with dated processes because they worked in the past, it’s time to...

5/06/21 LEARN MORE
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Practice Management
How to Approach Client Filing Delays

Occasionally, there is that client that won’t return your phone calls until after hours and will send in their paperwork last minute—or not at all. What do you do when you’re in...

4/23/21 LEARN MORE
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Practice Management
13 Productivity Tools Every Firm Should Be Using

Growing a successful accounting firm is lots of work. You may find your plate pretty full with finding clients, doing accounting work, invoicing, and many other tasks. That’s why...

3/11/21 LEARN MORE
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