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.
Practice Success Podcast
Latest Episodes
How Moses Man Turns the Post-Extension Lull Into His Firm’s Best Season
Why the Best Year-End Planning Starts With a Simple Phone CallWith Moses Man, Founder of M Square TaxWhat if your best year-end advisory strategy doesn't start with a pitch at all?In this episode of Canopy Practice Succ...
Al-Nesha Jones on Why Advisory Isn’t as Complicated as You Think
How Monthly Billing and Simple Advisory Built a Four-Day-Week FirmWith Al-Nesha Jones, CPA and Founder of ACE GroupWhat if advisory isn't the big, complicated offering most firms think it is?In this episode of Canopy Pr...
Episode 5: Build Workflows People Actually Follow
Why Workflow Adoption Fails and How One Super User Fixes ItWith Lera Kooper, COO and Owner of Proactive Advisory GroupDesigning a workflow is half the problem. Getting anyone to use it is the other half.In the finale of