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.
Podcasting since 2023 • 42 episodes
Practice Success Podcast
Latest Episodes
The Power of Listening: Michael Ly on Transforming Sales in Accounting
SummaryIn this conversation, Michael Ly, founder of Reconciled, shares insights on the importance of listening in sales, the unique structure of his accounting firm, and how to build trust with clients. He emphasizes the need for accoun...
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Season 3
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Episode 18
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32:19
Kane Polakoff: Scaling CAS with People, Process, and Platforms
In this episode, KC Brothers interviews Kane Polikoff, a seasoned expert in accounting services, discussing his extensive career journey and the evolution of Business Process Outsourcing (BPO) to Client Accounting Services (CAS). Kane shares in...
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Season 3
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Episode 17
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22:31
Ryan Lazanis: Building a Future-Ready Accounting Firm
In this episode, KC Brothers interviews Ryan Lazanis, founder of FutureFirm, discussing the challenges accountants face in building scalable practices. Ryan shares his journey from running an online accounting firm to coaching others on achievi...
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Season 3
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Episode 16
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25:46
Adam Lean: Accounting with Impact, How to Become Indispensable
In this episode, KC Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the importance of cash flow for business success and how many business owners la...
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Season 3
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Episode 15
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25:27
Jason Staats: AI, finding your niche, and leveling up your tech stack
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 t...
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Season 3
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Episode 14
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47:43
