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Firm Management

Canopy Launches Practice Success Podcast for Accounting Firms

The podcast features interviews with top accounting profession thought leaders and firm owners. 

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Canopy, a maker of accounting practice management software, has launched its new podcast, “Canopy Practice Success.” The podcast features interviews with top accounting profession thought leaders and firm owners. 

Learn from industry experts on Canopy’s Practice Success Podcast

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.

The first season of the Canopy Practice Success podcast, which is available on Apple Podcasts, Buzzsprout, and most podcast platforms, features interviews with professionals in the accounting and tax profession including:

  • Stephen Smith, CPA, is the founder of Controllership Solutions in New Jersey. He discusses how he has created a niche and persona through the use of partnering with complementary service providers and leveraging technology. He also discusses how he finds balance between building his practice and making time for his passions, including his family.
  • Scott Scarano, superintendent of Accounting High and owner of Padgett North Carolina, talks AI and creativity in the accounting profession. The episode highlights Scott’s journey from traditional accounting with creative pursuits to offering valuable insights into running a successful accounting firm. He gives his perspective on the evolving role of AI in his creative endeavors within the accounting industry.
  • Randy Crabtree is the founder and partner of Tri-Merit, a firm focused on tax credits and cost segregation. Randy has had a long, successful career but found himself at a crossroads after suffering a work-induced stroke that changed how he viewed work. This episode dives into his transformation and why he is so passionate about the ability to have work/life balance and business success.
  • Sean Duncan, founder of SMD Consulting & Accounting, talks about how he navigated the challenging terrain of transforming a traditional accounting practice into a future-facing firm. He covers the importance of aligning personal and professional goals, and discusses the game-changing role of technology adoption in achieving work-life balance.
  • Gaynor Meilke, owner of Charisma Ink and an industry veteran, is known for her people-centric approach to accounting. She shares valuable insights on marketing, technology, and the application of Artificial Intelligence.

Other guests on season one of the podcast include Randy Johnston, Elizabeth Manso, Ben Richmond, Liz Scott, and more.

“When we began considering how a new accounting podcast could be the most helpful for firm owners, we asked ourselves, ‘What does it take to thrive in the accounting industry and how did the experts establish and evolve in their successful careers?’” said Davis Bell, CEO of Canopy. “The goal is to shine a light on the best and the brightest practitioners plus explore the most current trends and challenges in accounting in a practical way that  can be implemented in real firms.”