Stay ConnectedHave you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy.
In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
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In this episode of Canopy Practice Success, host KC Brothers welcomes two leaders who have been shaping Client Advisory Services for years: Deneen Dias and Christine Triantos, co-founders of Infinite Ties. From their early-adopter journeys to launching a new venture, Deneen and Christine share candid lessons on what works, what fails, and why vulnerability accelerates learning in the CAS community.
You’ll hear how top-performing firms structure dedicated CAS teams, keep advisory connected to clean data, and say no to the wrong clients to protect margins and morale. We dig into defining an ideal client profile that goes beyond industry niche, the reality of pricing monthly engagements, and practical ways to align with tax without derailing recurring revenue during busy season.
The trio also explores AI’s two buckets, automation in the GL stack versus advisory intelligence, and why technology should free accountants to do the human work that never goes out of style. If you’re feeling overwhelmed by AI, you’ll get a grounded take on where to start and when it is perfectly fine to wait for your core tools to bake it in.
Firm leaders, CAS directors, and practitioners moving from compliance to advisory who want a confident, sustainable operating model.
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In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and wealth management. With six years in public accounting, 18 years at AXA Advisors, and 15 years at LPL Financial, Dave brings a unique perspective on the intersection of tax strategy, financial planning, and client advisory services.
KC and Dave explore the “science vs. art” of accounting and financial planning, why tax planning is often the natural gateway to advisory services, and how CPAs can evolve from compliance work into forward-looking strategies that build long-term client trust. They also discuss practical models for firms, whether through certification, hiring, or strategic partnerships, and how collaboration across disciplines can deliver better outcomes.
Along the way, Dave shares his personal journey, his perspective on today’s tax environment, and insights from his book The Tax Pros Guide to Using LERPs for Advanced Tax Planning. From practical strategies to industry trends, this conversation offers inspiration and actionable advice for firms ready to expand their role in clients’ financial futures.
Connect with Dave on LinkedIn: https://www.linkedin.com/in/davespencecfp/
Get Daves book here: https://taxfreetutors.com/
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Summary
In this conversation, Michael Ly, founder of Reconciled, shares insights on the importance of listening in sales, the unique structure of his accounting firm, and how to build trust with clients. He emphasizes the need for accountants to ask the right questions and focus on client needs rather than just selling their own skills. The discussion also touches on the challenges of standardizing client experiences and the role of AI in the accounting industry.
Takeaways
Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelly/
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In this episode, KC Brothers interviews Kane Polikoff, a seasoned expert in accounting services, discussing his extensive career journey and the evolution of Business Process Outsourcing (BPO) to Client Accounting Services (CAS). Kane shares insights on overcoming imposter syndrome, the importance of integrating technology in accounting, and the critical role of people and culture in delivering exceptional client service. He illustrates these concepts with a compelling client success story from the restaurant industry, emphasizing the need for collaboration and innovation in modern accounting practices.
Takeaways
If you would like to connect with Kane you can find his LinkedIn here: https://www.linkedin.com/in/kanepolakoff/
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In this episode, KC Brothers interviews Ryan Lazanis, founder of FutureFirm, discussing the challenges accountants face in building scalable practices. Ryan shares his journey from running an online accounting firm to coaching others on achieving freedom and growth in their businesses. The conversation covers the importance of lifestyle, the role of systems and technology, optimizing client lists, structuring teams for efficiency, and the significance of marketing and networking in the accounting industry.
Takeaways
- Ryan Lazanis emphasizes the importance of lifestyle and freedom in business.
- Having the right systems in place allows for business continuity during personal challenges.
- Many firm owners overemphasize technology as the sole solution to their problems.
- The business model should start with how to package and price services effectively.
- Optimizing client lists can lead to better work-life balance for accountants.
- Structuring teams to delegate tasks can eliminate bottlenecks in firms.
- Networking is a crucial strategy for acquiring new clients in accounting.
- High-quality clients often lead to more high-quality referrals.
- Hiring operations experts can free up partners to focus on growth.
- Building a marketing engine is essential for sustainable client acquisition.
You can connect with Ryan on LinkedIn: https://www.linkedin.com/in/ryanlazanis/
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In this episode, KC Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the importance of cash flow for business success and how many business owners lack the financial knowledge to navigate their companies effectively. He emphasizes the need for accountants to transition from traditional bookkeeping roles to advisory services that truly help clients achieve their definitions of success. The conversation also touches on overcoming imposter syndrome in the accounting industry and the value of building strong client relationships through effective communication.
Takeaways
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In this engaging webinar turned into podcast, Jason shares insights on how accounting firms can grow and thrive in a rapidly changing landscape. He emphasizes the importance of specialization, the impact of AI, and the need for firms to adapt to market trends. The conversation covers common pitfalls, the role of private equity, and strategies for effective AI adoption. Jason also discusses the significance of social media in building a brand and offers advice for career progression within the accounting profession.
Takeaways
Specialization can lead to higher profitability.
Understanding your target market is crucial for growth.
AI is transforming the accounting landscape.
Firms should focus on high-value clients.
Private equity is influencing the future of accounting firms.
Change management is essential for AI adoption.
Networking can provide valuable insights into tech solutions.
Social media is a powerful tool for brand building.
Career progression relies on interpersonal skills.
Embracing technology can accelerate career growth.
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In this episode, KC Brothers interviews tax expert Tanya Baber, who shares her journey from a solo practitioner to leading a successful accounting firm. Tanya discusses her unique approach to work-life balance, empowering her team, and optimizing client experiences. She emphasizes the importance of continuous learning and adaptation in the ever-evolving field of tax services, including the role of AI in accounting. Tanya's insights provide valuable lessons for accounting professionals looking to enhance their practices and maintain a healthy work environment.
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In this episode, KC Brothers speaks with Shannon Vincent and Colin Dunn, founders of Renew Group, about the challenges of traditional accounting business models and how to transition to a healthier, more sustainable approach.
They discuss the importance of focusing on the right clients, setting appropriate pricing, and measuring success through metrics that reflect value rather than just revenue.
The conversation emphasizes the need for accountants to work on their firms, not just in them, and to create a business model that prioritizes firm health and client relationships.
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In this episode, KC Brothers interviews Reza Hooda, an accounting firm owner and author of 'The Four Pillars'. They discuss the journey of accounting professionals towards achieving freedom through their practices, the challenges of traditional billing methods, and the importance of positioning and specialization in the industry. Reza shares insights on how to leverage AI for content marketing and the shift in client expectations post-pandemic, emphasizing the need for accountants to adapt to a digital-first approach.
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In this episode, KC Brothers interviews Debra Kilsheimer, a CPA and host of the podcast 'Bookkeepers on Fire.' Deborah shares her unique approach to accounting, emphasizing the importance of value-based pricing over traditional billable hours.
She discusses her journey in the accounting profession, the significance of understanding client needs, and how technology can enhance efficiency. Deb advocates for building strong client relationships and motivating clients through achievement rather than fear. The conversation also touches on the future of accounting practices and the importance of time management in delivering value to clients.
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Michelle Weinstein returns for an inspiring conversation around the art of selling. She stresses the importance of having a solid sales process in a firm in order to increase profitability. Michelle notes that being prepared and confident in sales meetings can make a significant difference in transforming a firm.
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Will Hill emphasizes the importance of integrating advisory services into the accounting practice. He also discusses the impact that good healthy goals have on a firms production. KC and Will conclude the episode with a focus on how production over hours worked can lead firms to achieve both their professional and personal objectives effectively.
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Jeremy Wortman, an organizational psychologist, emphasizes the importance of emotional intelligence in the workplace, focusing on how it drives employee engagement and business growth. The conversation also offers practical strategies for improving leadership and organizational effectiveness within a firm.
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John Higgins, a CPA with a focus on technology discusses his extensive experience in helping CPAs understand and apply emerging technologies. He emphasizes the importance of strategic investment in continuing professional education, especially with the rapid advancements in AI.
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Jasen Stine joins us with his knowledge as an experienced tax and accounting professional of over 25 years. We discuss the shift towards advisory services in accounting firms, the impact of private equity and venture capital, and the challenges of succession planning.
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Brittany Malidore shares her journey of overcoming workplace toxicity and bullying in the accounting industry. Joined by KC Brothers, she discusses the hidden impact of toxic work environments and why identifying and eliminating harmful behaviors—whether from colleagues or clients—is key to long-term success.
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In this episode of the Practice Success Podcast, executive coach and talent management consultant Kristy Busija shares insights on modern hiring strategies and how companies can adapt to today’s evolving workforce. From leveraging social media in recruitment to embracing fractional work Kristy offers advice for firms struggling with talent shortages.
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Joe Woodard shares his extensive background and insights into the current staffing crisis affecting accounting firms. We discuss the impact of technology and AI, and the growing popularity of outsourcing as a temporary solution.
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Rusty Fulling shares his journey of going from burnout to building a thriving virtual accounting firm. He highlights the importance of intentional leadership, creating a strong team culture, and aligning with ideal clients.
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Dr. Jackie Meyer discusses her challenges with chronic fatigue and how they served as a turning point, inspiring her to redefine her career. Through her story, she highlights the importance of embracing leadership and prioritizing work-life balance to achieve personal fulfillment and professional success.
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Jen Hamilton joins us on the Practice Success Podcast to share her six-pillar framework for assessing a firm’s health. She highlights how identifying and addressing weak areas can lead to transformative change and explores the challenges of implementing those changes effectively.
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Bianca Ferguson shares her journey from teen tax preparer to city CFO and private practice leader, serving over 1,500 clients. She highlights the importance of leveraging technology to optimize workflows and attracting new talent to the accounting field.
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In this episode of Canopy’s Practice Success Podcast, Davis Bell, CEO of Canopy, interviews Botkeeper CEO Enrico Palmerino. They discuss Enrico’s journey from tackling accounting challenges as an entrepreneur to founding Botkeeper, a platform automating bookkeeping through AI.
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Hannah Smolinski, founder of Clara CFO Group, shares insights on scaling small businesses through smart financial strategies. She discusses the benefits of fractional CFO services, overcoming hiring challenges, and adapting to industry changes.
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Dominic Piscopo, founder of Big 4 Transparency, discusses his efforts to promote salary transparency in the accounting industry. He shares insights on addressing wage stagnation, the shift toward better work-life balance, and the importance of modernizing workflows to retain talent and improve profitability in accounting firms.
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In this episode of “Canopy Practice Success,”Michelle Weinstein, founder of The Abundant Accountant, shares her insights on how accounting, tax, and bookkeeping firm owners can break free from the grind of feeling undervalued and underpaid.
She discusses how shifting to a mindset of abundance and confidently charging what they’re worth can lead to a more successful and fulfilling practice. Michelle emphasizes the importance of detaching from the emotional side of selling to focus on building stronger client relationships.
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Andrew Lassise, founder of Tech for Accountants, shares his journey from entering the financial planning world during the 2009 recession to transitioning into IT and tech consulting for accountants. He discusses the importance of a robust tech stack that can scale with business growth.
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Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode discusses the challenges of balancing professional and personal life, especially in a high-pressure profession like accounting, where long hours and client demands can lead to burnout. Jessie shares her journey from working in large firms to creating a practice that prioritizes well-being, offering practical advice on how accountants can reclaim their time, set boundaries, and achieve sustainable success.
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Katie Thomas discusses the specific challenges accountants face in marketing, such as the importance of trust, differentiation, and targeted branding. She provides practical advice on managing a brand, a solid referral strategy, and how to balance short-term wins with long-term brand building.
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Glenn Harper and Julie Smith discuss transforming their traditional CPA firm into a modern, advisory-focused business by optimizing processes, leveraging technology, and defining clear client profiles.
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In this episode of the Practice Success Podcast, Lera Kooper, co-owner of Accountability Services, discusses transitioning from traditional to strategic accounting, emphasizing proactive planning, advisory services, and innovative business strategies. She shares her journey and insights on building a successful firm focused on long-term client goals.
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Randy Johnston, executive vice president of K2 Enterprises, sits down with Canopy to discuss his 30+ years in accounting and technology. In the episode Randy discusses the need for keeping up on accounting trends, why it's important for accounting firms to identify who they are and what they do, and why technology is crucial to running and efficient firm.
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In this episode, Ben Richmond, the U.S. Country Manager for Xero talks about the benefits of shifting your accounting firm to the cloud. He also delves into the difference between working on your business instead of for it, the positives of outsourcing, and how accountants are crucial to the future of business.
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In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. She draws an analogy between selecting tech apps and shopping for shoes to emphasize the need for careful selection to ensure they meet the firm's needs. The conversation covers the evolving role of accountants as technology advisors and the significance of managing a tech stack effectively. Scott advocates for a thoughtful approach to technology, highlighting its impact on the efficiency and growth of accounting firms and their ability to serve clients effectively.
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Terrell Turner, co-founder of TLTurner Group and co-host of the Things Your Accountant Isn't Telling You Podcast, shares tips for building a firm from scratch, how to find your niche, and unique ways to create success.
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Dawn Brolin, CEO of Powerful Accounting provides valuable insights into achieving success and work-life balance in the accounting profession. She encourages accountants to prioritize mindset, set boundaries, embrace technology, and cultivate relationships with clients for long-term success.
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Nancy McClelland, CPA & Owner of The Dancing Accountant discusses how she balances her love for dance, her passion for her profession, and her commitment to creating a caring and supportive workplace. It explores the opportunities and challenges presented by AI in accounting, showcasing Nancy's enthusiasm for embracing technology while also prioritizing the human element.
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Elizabeth Manso, President and Founder of Brigade shares how her firm bravely embraced technological transformation, relationship-building and client engagement. She discusses the strategies that allowed her team to successfully implement remote work practices, all while maintaining a robust team dynamic.
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Stephen Smith, CPA is the founder of Controllership Solutions in New Jersey. He discusses how he has created a niche and persona through the use of partnering with complementary service providers and leveraging technology. He also discusses how he finds balance between building his practice and making time for his passions, including his family.
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Scott Scarano is president of Paget NC and a rapper custodian at Accounting High. This episode highlights Scott's journey from traditional accounting with creative pursuits to offering valuable insights into running a successful accounting firm. He gives his perspective on the evolving role of AI in his creative endeavors within the accounting industry.
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Randy Crabtree is the founder and partner of Tri-Merit. Randy has had a long, successful career but found himself at a crossroads after suffering a work-induced stroke that changed how he viewed work. We’ll dive into his transformation and why he is so passionate about the ability to have work/life balance and business success.
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Sean Duncan, founder of SMD Consulting & Accounting, talks about how he navigated the challenging terrain of transforming a traditional accounting practice into a future-facing firm. We'll dive into the importance of aligning personal and professional goals, and discuss the game-changing role of technology adoption in achieving work-life balance.
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Gaynor Meilke, owner of Charisma Ink, and an industry veteran is known for her people-centric approach to accounting. She shares valuable insights on marketing, technology, and the application of Artificial Intelligence in accounting practices.
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