Practice Success Podcast

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...

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...