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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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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