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.
Send us your thoughts or what you want to hear more about!
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/
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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.
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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.
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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.
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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.
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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.
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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.
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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.
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Send us your thoughts or what you want to hear more about!
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.
If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.
Our TOPPODCAST Picks 
