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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Why Operational Infrastructure Matters More Than Chasing Growth
With Jennifer Witts, Partner in Client Advisory Services at CohnReznick
Most accounting firms treat growth as the goal instead of the outcome. Jennifer Witts, a CPA and Partner in Client Advisory Services at CohnReznick, has spent her career building the operational backbone that lets CAS practices grow without b...
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Trust, Self-Awareness, and the Stories Leaders Tell Themselves
With Lori Zukin, CEO and Founder of Zukin Leadership
Most trust problems in accounting firms aren't interpersonal. They're structural.
In this episode of Canopy Practice Success, organizational psychologist and executive coach Lori Zukin breaks down what trust actually is, why it breaks down in firms, and what lead...
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Why Timely Financials Are Table Stakes, Not the Destination, for CAS
With Michelle Voyer, Director of Client Advisory Services at CohnReznick Advisory
Most CAS firms exert everything they have just to deliver the monthly package. That's the problem.
In this episode of Canopy Practice Success, Michelle Voyer, CPA, MBA, and Director of Client Advisory Services at CohnReznick Adv...
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Busy season is brutal. The pay never feels like enough for the hours. The work gets repetitive. Most accountants accept this as the cost of the profession.
Blake Oliver doesn't buy it.
In this episode of Canopy Practice Success, Blake Oliver, CPA and founder of Earmark, makes the case that virtually every problem plaguing the accounting profession is self-inflicted. From arbi...
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In this episode of Canopy Practice Success, Ali Bawi, an entrepreneur-turned-CPA, makes the case that firm owners are sitting on a goldmine of data they're not using. Ali has worked across the spectrum — from Fortune 100 corporate strategy to transforming small, traditional tax offices — and he's seen the same pattern play out every time: big companies use their...
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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 consultants in the profession — lays out the three-step framework he uses to help firms build a tech stack that actually fits: understand your c...
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Why Most Accountants Stop at the Diagnosis — and What to Do Instead
With Geni Whitehouse, CPA and Founder of The Impactful Advisor
Most accountants are trained to be historians. They tell you what happened last month and how bad it looks. What they're rarely trained to do is help you fix it.
In this episode of Canopy Practice Success, Geni Whitehouse — CPA, author,...
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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...
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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&rdqu...
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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 hig...
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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 n...
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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...
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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 fir...
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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 f...
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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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