Practice Success Podcast

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

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

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

Send us your thoughts or what you want to hear more about! In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. She draws an analogy between selecting tech apps and shopping for shoes to emphasize the need for careful selection to ensure they meet the firm's needs. The conversation covers the evolving role of accounta...

Send us your thoughts or what you want to hear more about! Terrell Turner, co-founder of TLTurner Group and co-host of the Things Your Accountant Isn't Telling You Podcast, shares tips for building a firm from scratch, how to find your niche, and unique ways to create success. 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! Dawn Brolin, CEO of Powerful Accounting provides valuable insights into achieving success and work-life balance in the accounting profession. She encourages accountants to prioritize mindset, set boundaries, embrace technology, and cultivate relationships with clients for long-term success.  Subscribe to Canopy Practice Success If you enjo...

Send us your thoughts or what you want to hear more about! Nancy McClelland, CPA & Owner of The Dancing Accountant discusses how she balances her love for dance, her passion for her profession, and her commitment to creating a caring and supportive workplace. It explores the opportunities and challenges presented by AI in accounting, showcasing Nancy's enthusiasm for embracing technology...

Send us your thoughts or what you want to hear more about! Elizabeth Manso, President and Founder of Brigade shares how her firm bravely embraced technological transformation, relationship-building and client engagement. She discusses the strategies that allowed her team to successfully implement remote work practices, all while maintaining a robust team dynamic.  Subscribe to Canopy Practice Succ...

Send us your thoughts or what you want to hear more about! Stephen Smith, CPA is the founder of Controllership Solutions in New Jersey. He discusses how he has created a niche and persona through the use of partnering with complementary service providers and leveraging technology. He also discusses how he finds balance between building his practice and making time for his passions, including his f...

Send us your thoughts or what you want to hear more about! Scott Scarano is president of Paget NC and a rapper custodian at Accounting High. This episode highlights Scott's journey from traditional accounting with creative pursuits to offering valuable insights into running a successful accounting firm. He gives his perspective on the evolving role of AI in his creative endeavors within the a...

Send us your thoughts or what you want to hear more about! Randy Crabtree is the founder and partner of Tri-Merit. Randy has had a long, successful career but found himself at a crossroads after suffering a work-induced stroke that changed how he viewed work. We’ll dive into his transformation and why he is so passionate about the ability to have work/life balance and business success. Subscribe t...

Send us your thoughts or what you want to hear more about! Sean Duncan, founder of SMD Consulting & Accounting, talks about how he navigated the challenging terrain of transforming a traditional accounting practice into a future-facing firm. We'll dive into the importance of aligning personal and professional goals, and discuss the game-changing role of technology adoption in achieving wo...

Send us your thoughts or what you want to hear more about! Gaynor Meilke, owner of Charisma Ink, and an industry veteran is known for her people-centric approach to accounting. She shares valuable insights on marketing, technology, and the application of Artificial Intelligence in accounting practices. Subscribe to Canopy Practice Success If you enjoyed this episode, be sure to subscribe and follo...