Claim OwnershipPractice Success Podcast
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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.
48 Episodes
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Send us your thoughts or what you want to hear more about! Editor in chief of Accounting Today, Dan Hood, joins host KC Brothers to look back at two decades of “whispers” in the profession that either reshaped accounting or quietly disappeared. From the long, painful march to the cloud to the hype cycle around blockchain, Dan unpacks what actually sticks, what fizzles out, and what that pattern tells us about the next 5 to 10 years for firms of every size. Together, Dan and KC dig into the f...
Send us your thoughts or what you want to hear more about! In this episode of the Canopy Practice Success Podcast, KC Brothers sits down with Dheeraj Pandey, co-founder and CEO of Credfino, a fast-growing firm that supports more than 100 accounting and tax practices across North America. Dheeraj shares how Credfino started during the pandemic, how they quickly scaled to a 70-person team, and what he sees under the hood of so many accounting firms today. From tool overload to process gaps, to...
Send us your thoughts or what you want to hear more about! Guest: Darren Root, CPA Host: KC Brothers Topic: Darrens Book Building The Simple Firm In this episode of Canopy Practice Success, host KC Brothers sits down with Darren Root, CPA, author, and co-founder of Rootworks and Better Everyday, to explore how firm owners can simplify their practices and reclaim their freedom. With more than 30 years of experience leading firms and mentoring thousands of accountants, Darren shares the key ...
Send us your thoughts or what you want to hear more about! In this episode of Canopy Practice Success, host KC Brothers sits down with Ashley Carroll, founder of Operations House, to explore the balance between people, process, and profit. Ashley’s journey is one of grit, growth, and giving back. From growing up below the poverty line to leading a purpose-driven operations consultancy, she’s built her career on helping firms create equitable, scalable, and human-centered systems. Together, K...
Send us your thoughts or what you want to hear more about! 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 launching a new venture, Deneen and Christine share candid lessons on what works, what fails, and why vulnerability accelerates learning in the CAS community. You’ll hear how top-performing firm...
Send us your thoughts or what you want to hear more about! 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 years at AXA Advisors, and 15 years at LPL Financial, Dave brings a unique perspective on the intersection of tax strategy, financial planning, and client advisory services. KC and Dave explore the “sc...
Send us your thoughts or what you want to hear more about! Summary In 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 accountants to ask the right questions and focus on client needs rather than just selling their own skills. The discussion also touches on the challenges of standardizing client experiences and the role of...
Send us your thoughts or what you want to hear more about! 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 insights on overcoming imposter syndrome, the importance of integrating technology in accounting, and the critical role of people and culture in delivering exceptional client service. He illustra...
Send us your thoughts or what you want to hear more about! 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 achieving freedom and growth in their businesses. The conversation covers the importance of lifestyle, the role of systems and technology, optimizing client lists, structuring teams for efficiency, an...
Send us your thoughts or what you want to hear more about! 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 lack the financial knowledge to navigate their companies effectively. He emphasizes the need for accountants to transition from traditional bookkeeping roles to advisory services that truly help ...
Send us your thoughts or what you want to hear more about! 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 to market trends. The conversation covers common pitfalls, the role of private equity, and strategies for effective AI adoption. Jason also discusses the significance of social media in building...
Send us your thoughts or what you want to hear more about! In this episode, KC Brothers interviews tax expert Tanya Baber, who shares her journey from a solo practitioner to leading a successful accounting firm. Tanya discusses her unique approach to work-life balance, empowering her team, and optimizing client experiences. She emphasizes the importance of continuous learning and adaptation in the ever-evolving field of tax services, including the role of AI in accounting. Tanya's insights p...
Send us your thoughts or what you want to hear more about! In this episode, KC Brothers speaks with Shannon Vincent and Colin Dunn, founders of Renew Group, about the challenges of traditional accounting business models and how to transition to a healthier, more sustainable approach. They discuss the importance of focusing on the right clients, setting appropriate pricing, and measuring success through metrics that reflect value rather than just revenue. The conversation emphasiz...
Send us your thoughts or what you want to hear more about! In this episode, KC Brothers interviews Reza Hooda, an accounting firm owner and author of 'The Four Pillars'. They discuss the journey of accounting professionals towards achieving freedom through their practices, the challenges of traditional billing methods, and the importance of positioning and specialization in the industry. Reza shares insights on how to leverage AI for content marketing and the shift in client expectations pos...
Send us your thoughts or what you want to hear more about! In this episode, KC Brothers interviews Debra Kilsheimer, a CPA and host of the podcast 'Bookkeepers on Fire.' Deborah shares her unique approach to accounting, emphasizing the importance of value-based pricing over traditional billable hours. She discusses her journey in the accounting profession, the significance of understanding client needs, and how technology can enhance efficiency. Deb advocates for building strong client...
Send us your thoughts or what you want to hear more about! Michelle Weinstein returns for an inspiring conversation around the art of selling. She stresses the importance of having a solid sales process in a firm in order to increase profitability. Michelle notes that being prepared and confident in sales meetings can make a significant difference in transforming a firm.
Send us your thoughts or what you want to hear more about! Will Hill emphasizes the importance of integrating advisory services into the accounting practice. He also discusses the impact that good healthy goals have on a firms production. KC and Will conclude the episode with a focus on how production over hours worked can lead firms to achieve both their professional and personal objectives effectively.
Send us your thoughts or what you want to hear more about! Jeremy Wortman, an organizational psychologist, emphasizes the importance of emotional intelligence in the workplace, focusing on how it drives employee engagement and business growth. The conversation also offers practical strategies for improving leadership and organizational effectiveness within a firm.
Send us your thoughts or what you want to hear more about! John Higgins, a CPA with a focus on technology discusses his extensive experience in helping CPAs understand and apply emerging technologies. He emphasizes the importance of strategic investment in continuing professional education, especially with the rapid advancements in AI.
Send us your thoughts or what you want to hear more about! Jasen Stine joins us with his knowledge as an experienced tax and accounting professional of over 25 years. We discuss the shift towards advisory services in accounting firms, the impact of private equity and venture capital, and the challenges of succession planning.
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