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
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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 Kohler joins host Chad Saley to challenge that model. Mark argues that tax season isn’t just about compliance, it’s "Harvest Season."
In this e...
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How AI and Data Are Reshaping the Future of Accounting Firms
With Roman Villard, Founder of Full Send
What does the future of an accounting firm actually look like?
In this episode of Canopy Practice Success, Roman Villard, CPA and founder of Full Send, shares how modern firms are evolving beyond traditional accounting services.
Roman explains why he removed “Finance” from his ...
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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 ideal clients, engage them effectively, and build trust. The conversation also covers the importance of understanding the marketing funn...
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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 actually happens after a recapitalization.
You will learn:
- How accounting firm M&A deals are typically structured
- When earnouts and c...
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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 often the fastest path to disengagement.
Amy unpacks what burnout really looks like inside accounting firms, why high performers are most at risk, and ...
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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 (Women in Accounting, Finance, Visionaries, and Entrepreneurs).
Erin shares how moving 10 times as a military spouse shaped her belief that you do not have to b...
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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 profession without burning out.
Heather is a CPA, educator, and Director of Education and Media at Woodard. She shares practical perspectives on change mana...
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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 Accounting with Confidence podcast, for a refreshingly honest conversation about what it really takes to build a sustainable, fulfilling accounting practic...
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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...
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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 ac...
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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 f...
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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 ...
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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 learn...
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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 planni...
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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 ...
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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 ...
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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, ...
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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 tradit...
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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. Jaso...
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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 service...
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