Practice Success Podcast

Send us your thoughts or what you want to hear more about! In this episode of the Canopy Practice Success Podcast, KC Brothers sits down with Dheeraj Pandey, co-founder and CEO of Credfino, a fast-growing firm that supports more than 100 accounting and tax practices across North America. Dheeraj shares how Credfino started during the pandemic, how they quickly scaled to a 70-person team, and what...

Send us your thoughts or what you want to hear more about! Guest: Darren Root, CPA Host: KC Brothers Topic: Darrens Book Building The Simple Firm In this episode of Canopy Practice Success , host KC Brothers sits down with Darren Root, CPA, author, and co-founder of Rootworks and Better Everyday, to explore how firm owners can simplify their practices and reclaim their freedom. With more than 30 y...

Send us your thoughts or what you want to hear more about! In this episode of Canopy Practice Success , host KC Brothers sits down with Ashley Carroll , founder of Operations House , to explore the balance between people, process, and profit. Ashley’s journey is one of grit, growth, and giving back. From growing up below the poverty line to leading a purpose-driven operations consultancy, she’s bu...

Send us your thoughts or what you want to hear more about! 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...

Send us your thoughts or what you want to hear more about! 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 intersecti...

Send us your thoughts or what you want to hear more about! 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. Th...

Send us your thoughts or what you want to hear more about! 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, a...

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, t...

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 ac...

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 strateg...

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...

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 t...

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....

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 understand...

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.  Subscribe to Canopy Pract...

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 effec...

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.  Subscribe to Canopy Practice Suc...

Send us your thoughts or what you want to hear more about! 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.  Subscribe to Canopy Practice Success If you enjoyed this epis...

Send us your thoughts or what you want to hear more about! 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. Subscribe to Canopy Practice Success If you enjoyed this episode, be sur...

Send us your thoughts or what you want to hear more about! 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. Subscribe to Canopy Practice S...

Send us your thoughts or what you want to hear more about! 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...

Send us your thoughts or what you want to hear more about! 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. Subscribe to Canopy Practice Success If you enjoyed this episode, be sure to subscribe and follow Canopy Practic...

Send us your thoughts or what you want to hear more about! 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. Subscribe to Canopy Practice Success If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Suc...

Send us your thoughts or what you want to hear more about! 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. Subscribe to Canopy Practice Succe...

Send us your thoughts or what you want to hear more about! 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. Subscribe to Canopy Practice Success If you enjoyed this epi...