This webinar will be held on Tuesday, June 9 at 3:00pm ET
Sponsor: Canopy Software
Duration: 1 Hour
After successfully building and exiting a cloud-based firm, Ryan now spends his time helping thousands of firm leaders move away from the hustle and toward more streamlined operations that support the lifestyles they truly want.Luke Frye, CPA, Canopy’s accountant in residence, will moderate the conversation, but the ultimate direction is up to you. Get ready to “upsmart” your operations, automate your most tedious tasks, and learn how to scale your firm without feeling tethered to your desk.
What you’ll learn:
- How to stop the cycle of constant “busy work” and start building a self-sustaining firm
- Strategies for choosing a unified tech stack that eliminates tool sprawl and fatigue
- Ryan’s take on where automation and AI are providing the most value
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates 10,000+ firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program.
Luke Frye, CPA, is the Accountant in Residence at Canopy, where he uses his background in accounting tech startups and private practice to help firms build smarter, more scalable businesses. After growing his own bootstrapped firm to $500K ARR and helping platforms like Bench, Pilot, and Puzzle reach thousands of clients, Luke now focuses on one mission: helping firms add $10 million in collective revenue this year. He bridges modern software and firm operations so practitioners can reclaim their time and build firms that are not just profitable, but truly valuable.
Moderated by:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client management, document management, workflow, time & billing, engagements & proposals, and more. Trusted by over 3,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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