Practice Success Podcast

Send us your thoughts or what you want to hear more about! Why Workflow Adoption Fails and How One Super User Fixes It With Lera Kooper, COO and Owner of Proactive Advisory Group Designing a workflow is half the problem. Getting anyone to use it is the other half. In the finale of Canopy Practice Success 's five-part series, Luke Frye talks with Lera Kooper, COO and Owner of Proactive Advisor...

Send us your thoughts or what you want to hear more about! Why Solo-Owner Habits Break Fast-Growing Accounting Firms With Lera Kooper, COO & Owner, Proactive Advisory Group  Growing fast is easy. Growing without burning out your team, your clients, or yourself is the hard part. In episode four of this five-part series of Canopy Practice Success , host Luke Frye, CPA and Accountant in Residence...

Send us your thoughts or what you want to hear more about! Why Your Best People Burn Out When Work Lives in Spreadsheets With Lera Kooper, COO and Owner of Proactive Advisory Group Capacity isn't an operations problem. It's a leadership one. In this episode of Canopy Practice Success , Luke Frye talks with Lera Kooper, COO and Owner of Proactive Advisory Group, about the hard calls a gro...

Send us your thoughts or what you want to hear more about! Why Delegating Tasks Without Authority Keeps Firm Owners Stuck With Lera Kooper, COO and Owner of Proactive Advisory Group Define Good, Episode 2 of 5: Delegate Authority, Not Tasks What does it actually take to hand off a piece of your firm? In this episode of Canopy Practice Success , Luke Frye talks with Lera Kooper, COO and Owner of Pr...

Send us your thoughts or what you want to hear more about! Why Treating AI Like a New Hire Beats Chasing Every Tool Treat AI Like a New Hire (Define Good, Episode 1 of 5) With Lera Kooper, Owner and COO of Accountability Services Most AI conversations start with the tool. This one starts with the job description. In this episode of Canopy Practice Success , host Luke Frye, CPA, Accountant in Resid...

Send us your thoughts or what you want to hear more about! In this episode of Canopy Practice Success , Luke Frye explains how he built his own tax practice to $500,000 in recurring revenue in a little over four years without raising a dollar. He walks through the math on a single S-Corp client, six touchpoints a year instead of one, and why the quarterly projection is the piece accountants underc...

Send us your thoughts or what you want to hear more about! How Writing Built a Niche CPA Practice for Freelancers and the Self-Employed With Jonathan Medows, CPA, Founder and Managing Member of Medows CPA and Founder of CPA for Freelancers® Most accountants don't write. Jonathan Medows built a firm on it. In this episode of Canopy Practice Success , Jonathan Medows shares how he went from one...

Send us your thoughts or what you want to hear more about! The Software Mistake That's Quietly Costing Your Clients Money With Alicia Katz Pollock, Owner of Royalwise What happens when a business owner thinks QuickBooks is easy enough to run on their own, and it isn't? In this episode of Canopy Practice Success , Alicia Katz Pollock, the "Queen of QuickBooks" and owner of Royal...

Send us your thoughts or what you want to hear more about! Why Firms Keep Falling for AI Hype, and How to Actually Use It Well With Jason Staats, Founder of Jason On Firms How does a firm separate real AI progress from another landing page dressed up as a breakthrough? In this episode of Canopy Practice Success, host Luke Frye sits down with Jason Staats, who ran a $5 million accounting firm befor...

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...