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.
Episodes
58 episodes
The Right Tech Starts with Knowing Who You Serve
Most accounting firms evaluate technology the wrong way. They start with the tool instead of starting with the client.In this episode of Canopy Practice Success, Roman Kepczyk — one of the most respected firm technology consul...
The Cost of Overcomplicating Accounting, with Geni Whitehouse
Why Most Accountants Stop at the Diagnosis — and What to Do InsteadWith Geni Whitehouse, CPA and Founder of The Impactful AdvisorMost accountants are trained to be historians. They tell you what happened last month and how bad it ...
Mark Kohler: Stop Surviving Tax Season. Start Scaling From It.
Stop Reacting to Deadlines and Start Harvesting Profits.Is your firm buried in returns, just waiting for April 15th to finally breathe? Most firm owners view tax season as a period of survival, but CPA and Tax Attorney Mark Koh...
Roman Villard on AI, Automation, and the Future of Accounting Firms
How AI and Data Are Reshaping the Future of Accounting FirmsWith Roman Villard, Founder of Full SendWhat does the future of an accounting firm actually look like?In this episode of Canopy Practice Success, <...
Content Is Connection: Dr. Kristy Short on Marketing That Moves Accountants Forward
In this episode, Dr. Kristy Short discusses the vital role of content in the accounting profession, emphasizing that content is not just marketing but a means of connection. She explains how businesses can leverage content to attract their idea...
Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next
Thinking about selling your accounting firm or taking outside capital?In this follow-up Q&A episode, Doug Lewis breaks down the most common accounting firm deal structures, including cash at close, earnouts, rollover equity, and what...
The Cost of “Always On” Culture, with Amy Vetter
Burnout isn’t a personal failure. It’s a system problem, and accounting feels it first. In this episode, CPA and mindfulness leader Amy Vetter challenges the profession’s “always on” culture and explains why pushing harder is...
Making Accounting More Human with Erin Pohan
Feeling isolated running your firm, or building a career without the “perfect” path? In this episode of Canopy Practice Success, KC Brothers talks with Erin Pohan, founder of Upkeeping LLC and creator of Wave Seattle...
Heather Satterley: Change Is the Job Now in Accounting
You do not have to work longer hours to keep up with change in accounting.In this episode of the Canopy Practice Success Podcast, Heather Satterley joins us to talk about leading through constant change in the accounting professio...
Beth Whitworth: Leading with Confidence in Accounting
Running an accounting firm does not have to feel overwhelming or isolating.In this episode of the Canopy Practice Success Podcast, we sit down with Beth Whitworth, CPA, owner of Accounting with Confidence and host of the Accountin...
Dan Hood: Blockchain Fizzled, AI Won’t
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 cycl...
Dheeraj Pandey: The Tech Stack Mistakes Firms Keep Making
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 ...
Darren Root: The Simple Firm and the Path to Professional Freedom
Guest: Darren Root, CPA Host: KC Brothers Topic: Darrens Book Building The Simple FirmIn this episode of Canopy Practice Success, host KC Brothers sits down with Darren Root, CPA, author, and co-foun...
Ashley Carroll: The ROI of Relationships
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 ...
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...
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...
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...
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...
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...
Adam Lean: Accounting with Impact, How to Become Indispensable
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 la...
Jason Staats: AI, finding your niche, and leveling up your tech stack
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 t...
Tanya Baber: Empowering Teams in Tax Accounting
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 optimizi...
Renew Group: Breaking Free from the Broken Business Model
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 d...
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Reza Hooda: Unlocking Freedom in Accounting
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...
Debra Kilsheimer: Beyond Billable Hours
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.&...
