Practice Success Podcast

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...

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

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

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

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

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

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

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

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

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