Practice Success Podcast

Send us your thoughts or what you want to hear more about! Why Operational Infrastructure Matters More Than Chasing Growth With Jennifer Witts, Partner in Client Advisory Services at CohnReznick Most accounting firms treat growth as the goal instead of the outcome. Jennifer Witts, a CPA and Partner in Client Advisory Services at CohnReznick, has spent her career building the operational backbone t...

Send us your thoughts or what you want to hear more about! Trust, Self-Awareness, and the Stories Leaders Tell Themselves With Lori Zukin, CEO and Founder of Zukin Leadership Most trust problems in accounting firms aren't interpersonal. They're structural. In this episode of Canopy Practice Success , organizational psychologist and executive coach Lori Zukin breaks down what trust actual...

Send us your thoughts or what you want to hear more about! Why Timely Financials Are Table Stakes, Not the Destination, for CAS With Michelle Voyer, Director of Client Advisory Services at CohnReznick Advisory Most CAS firms exert everything they have just to deliver the monthly package. That's the problem. In this episode of Canopy Practice Success , Michelle Voyer, CPA, MBA, and Director of...

Send us your thoughts or what you want to hear more about! Busy season is brutal. The pay never feels like enough for the hours. The work gets repetitive. Most accountants accept this as the cost of the profession. Blake Oliver doesn't buy it. In this episode of Canopy Practice Success, Blake Oliver, CPA and founder of Earmark, makes the case that virtually every problem plaguing the accounti...

Send us your thoughts or what you want to hear more about! In this episode of Canopy Practice Success , Ali Bawi, an entrepreneur-turned-CPA, makes the case that firm owners are sitting on a goldmine of data they're not using. Ali has worked across the spectrum — from Fortune 100 corporate strategy to transforming small, traditional tax offices — and he's seen the same pattern play out e...

Send us your thoughts or what you want to hear more about! Most accounting firms evaluate technology the wrong way. They start with the tool instead of starting with the client. In this episode of Canopy Practice Success, Roman Kepczyk — one of the most respected firm technology consultants in the profession — lays out the three-step framework he uses to help firms build a tech stack that actually...

Send us your thoughts or what you want to hear more about! Why Most Accountants Stop at the Diagnosis — and What to Do Instead With Geni Whitehouse, CPA and Founder of The Impactful Advisor Most accountants are trained to be historians. They tell you what happened last month and how bad it looks. What they're rarely trained to do is help you fix it. In this episode of Canopy Practice Success...

Send us your thoughts or what you want to hear more about! Stop Reacting to Deadlines and Start Harvesting Profits. Is your firm buried in returns, just waiting for April 15th to finally breathe? Most firm owners view tax season as a period of survival, but CPA and Tax Attorney Mark Kohler joins host Chad Saley to challenge that model. Mark argues that tax season isn’t just about compliance, it’s...

Send us your thoughts or what you want to hear more about! How AI and Data Are Reshaping the Future of Accounting Firms With Roman Villard, Founder of Full Send What does the future of an accounting firm actually look like? In this episode of Canopy Practice Success , Roman Villard , CPA and founder of Full Send, shares how modern firms are evolving beyond traditional accounting services. Roman ex...

Send us your thoughts or what you want to hear more about! In this episode, Dr. Kristy Short discusses the vital role of content in the accounting profession, emphasizing that content is not just marketing but a means of connection. She explains how businesses can leverage content to attract their ideal clients, engage them effectively, and build trust. The conversation also covers the importance...

Send us your thoughts or what you want to hear more about! Thinking about selling your accounting firm or taking outside capital? In this follow-up Q&A episode, Doug Lewis breaks down the most common accounting firm deal structures, including cash at close, earnouts, rollover equity, and what actually happens after a recapitalization. You will learn: How accounting firm M&A deals are typic...

Send us your thoughts or what you want to hear more about! Burnout isn’t a personal failure. It’s a system problem, and accounting feels it first.  In this episode, CPA and mindfulness leader Amy Vetter challenges the profession’s “always on” culture and explains why pushing harder is often the fastest path to disengagement. Amy unpacks what burnout really looks like inside accounting firms, why h...

Send us your thoughts or what you want to hear more about! Feeling isolated running your firm, or building a career without the “perfect” path? In this episode of Canopy Practice Success , KC Brothers talks with Erin Pohan , founder of Upkeeping LLC and creator of Wave Seattle (Women in Accounting, Finance, Visionaries, and Entrepreneurs). Erin shares how moving 10 times as a military spouse shape...

Send us your thoughts or what you want to hear more about! You do not have to work longer hours to keep up with change in accounting. In this episode of the Canopy Practice Success Podcast, Heather Satterley joins us to talk about leading through constant change in the accounting profession without burning out. Heather is a CPA, educator, and Director of Education and Media at Woodard. She shares...

Send us your thoughts or what you want to hear more about! Running an accounting firm does not have to feel overwhelming or isolating. In this episode of the Canopy Practice Success Podcast, we sit down with Beth Whitworth, CPA , owner of Accounting with Confidence and host of the Accounting with Confidence podcast, for a refreshingly honest conversation about what it really takes to build a susta...

Send us your thoughts or what you want to hear more about! Editor in chief of Accounting Today, Dan Hood, joins host KC Brothers to look back at two decades of “whispers” in the profession that either reshaped accounting or quietly disappeared. From the long, painful march to the cloud to the hype cycle around blockchain, Dan unpacks what actually sticks, what fizzles out, and what that pattern te...

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...