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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Episodes
23 episodes
Jen Hamilton on the 6 Pillars of Success in an Accounting Firm
Jen Hamilton joins us on the Practice Success Podcast to share her six-pillar framework for assessing a firm’s health. She highlights how identifying and addressing weak areas can lead to transformative change and explores the challenges of imp...
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Season 2
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Episode 11
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30:57
Bianca Ferguson on Empowering Growth Through Technology
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 account...
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Season 2
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Episode 10
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25:14
Enrico Palmerino's Journey with Botkeeper and AI in Accounting
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 p...
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Season 2
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Episode 9
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33:40
Hannah Smolinski Shares How to Scale Smart with Tips for Small Business Success
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....
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Season 2
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Episode 8
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28:24
Dominic Piscopo Navigates Compensation and Pricing in Accounting
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 impor...
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Season 2
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Episode 7
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30:45
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
Lera Kooper on Strategic, Modern Accounting
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 stra...
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Season 2
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Episode 1
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19:45
Randy Johnston discusses accounting trends, the importance of picking a vertical, and why technology is so important
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 account...
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Season 1
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Episode 12
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22:10
Ben Richmond talks about the benefits of the cloud, working on your business, and the future role of accounting
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 out...
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Season 1
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Episode 11
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27:30
Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors
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 e...
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Season 1
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Episode 10
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16:41
Terrell Turner on Building a Firm, Finding a Niche, and Creating Success
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.
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Season 1
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Episode 9
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17:22
Dawn Brolin's Keys to a Successful Work-Life Balance
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...
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Season 1
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Episode 8
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28:44
Nancy McClelland on Balancing Passion, Work, and Maintaining the Human Touch in AI
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 chall...
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Season 1
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Episode 7
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22:29
Elizabeth Manso on Embracing Technology, Meaningful Relationships, and Remote Work
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 remot...
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Season 1
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Episode 6
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21:03
Stephen Smith Dives into Creating Niche Audiences
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...
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Season 1
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Episode 5
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18:50
Scott Scarano talks AI and Creativity in the Accounting Industry
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...
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Season 1
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Episode 4
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14:55
Randy Crabtree on Mental Health Awareness
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 ...
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Season 1
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Episode 3
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23:32
Sean Duncan on the Transformation of Traditional Accounting and Role of Technology Adoption
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 p...
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Season 1
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Episode 2
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20:54
Gaynor Meilke on People-Centric Accounting and Technology Friendly Firms
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....
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Season 1
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Episode 1
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15:36
