Practice Success Podcast
Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy.
In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
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Podcasting since 2023 • 18 episodes
Practice Success Podcast
Latest Episodes
Michelle Weinstein Unlocks the Secrets to Sales Confidence for Accountants
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....
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Season 2
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Episode 6
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26:24
Andrew Lassise on Building a Successful Tech Stack
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 ...
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Season 2
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Episode 5
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36:26
Jessie Williams on Shifting From an Overworked Firm to an Optimized Accounting Firm
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 l...
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Season 2
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Episode 4
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34:01
Katie Thomas: From CPA to Marketing Maven
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 bala...
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Season 2
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Episode 3
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28:18
Glenn Harper and Julie Smith’s Approach to Transforming the Accounting Industry
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.
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Season 2
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Episode 2
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28:48
