Marketing Your Practice

How to Get Referrals to Build Better Clientele

Are you maximizing the potential that client referrals have for generating new leads for your accounting firm?

Micala Ricketts Micala Ricketts
8 Nov, 2018
Tax Resolution

Tips for Filling Out IRS Form 2848, Power of Attorney and Declaration of Representative

Need help filling out IRS form 2848? The 2848 can be tricky, but we've got the tips and information you need to successfully fi...

Megan Tall Megan Tall
7 Nov, 2018
Industry News

IRS Increases Retirement Contribution Limits

On November 1, the IRS announced increases to contribution limits for 401(k)s, IRAs, and other retirement accounts due to cost ...

Micala Ricketts Micala Ricketts
5 Nov, 2018
Canopy Features and News

Canopy Launches Modern CPE Platform for Tax and Accounting Professionals

New education platform will offer unlimited, free CPE and CE credits through the end of the year.

Andrew Jones Andrew Jones
1 Nov, 2018
Practice Management

3 Spooky Clients You Should Avoid

This Halloween season, we discuss three types of “spooky” clients to avoid in your practice.

Jessica Lundin Jessica Lundin
30 Oct, 2018
Tax Preparation and Planning

Add Revenue to Your Practice By Offering Audit Defense

We’re offering a free kit that includes all the materials you need to implement audit defense in your practice.

Micala Ricketts Micala Ricketts
30 Oct, 2018
Marketing Your Practice

4 Keys to Building a Lucrative Practice

Here are four keys to building a lucrative practice from three tax and accounting professionals who have done it.

Micala Ricketts Micala Ricketts
29 Oct, 2018
Marketing Your Practice

Choosing a Market Niche for Your Accounting Firm

To maintain a competitive edge, many accounting firms have identified a market niche and established themselves as experts in t...

Micala Ricketts Micala Ricketts
25 Oct, 2018
Canopy Features and News

Canopy Named to the 2018 CB Insights Fintech 250

We are happy to announce that we’ve been named to the 2018 CB Insights Fintech 250 in the Accounting & Finance category.

Micala Ricketts Micala Ricketts
22 Oct, 2018
Practice Management

How to Evaluate Which Clients to Keep and Which to Let Go

The benefit of letting some clients go is that you’ll free up your time to help clients who are easier to work with and bring m...

Micala Ricketts Micala Ricketts
19 Oct, 2018
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