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 • 44 episodes
Practice Success Podcast
Latest Episodes
Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS
In this episode of Canopy Practice Success, host KC Brothers welcomes two leaders who have been shaping Client Advisory Services for years: Deneen Dias and Christine Triantos, co-founders of Infinite Ties. From their early-adopter journeys to l...
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Season 3
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Episode 20
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29:16
Dave Spence: Turning Tax Planning into Financial Freedom
In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and wealth management. With six years in public accounting, 18...
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Season 3
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Episode 19
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28:55
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
