All Videos
107 videos from Canopy
27:22How-To Format: How to Build Trust in Your Accounting Firm (Leadership Secrets)
3 views
27:22Facts vs. Stories: How Self-Awareness Makes Better Leaders
1 views
29:24Why You Can't Fake Tech Expertise in Accounting Advisory
19 views
29:24Why Timely Financials Are Table Stakes, Not the Destination, for CAS
5 views
4:20Stop Using Sticky Notes: Streamline Month-End Accounting Closes
24 views
27:45Why Blake Oliver Thinks Your Tax Season Burnout Is Self-Inflicted
37 views
27:45Blake Oliver: Why Busy Season Is Optional
16 views
33:15Accounting Firm Growth: Using Data to Increase Your Profit Margins
24 views
33:12Ali Bawi: Your Accounting Data Is Telling You Something — Are You Listening?
9 views
8:31Canopy Coworker: Eliminate the Work Around the Work in Your Practice
186 views
31:12The Right Tech Starts with Knowing Who You Serve
37 views
31:123 Steps to Optimize Your Accounting Firm’s Tech Stack for 2026
33 views
29:26The Cost of Overcomplicating Accounting, with Geni Whitehouse
26 views
29:26Stop Using Accounting Jargon: How to Build Meaningful Client Value
43 views
26:56Turning Tax Season into Your Biggest Advisory Advantage
40 views
26:56Mark Kohler: Stop Surviving Tax Season. Start Scaling From It.
27 views
11:46CPA Firm Case Study: How We Saved 100+ Hours With Canopy
51 views
32:04AI for Accounting Firms, Building an AI Powered Firm
77 views
32:03Roman Villard on AI, Automation, and the Future of Accounting Firms
25 views
4:15AI for Tax Prep, From Intake to Organized Workpapers
242 views
31:21How Accountants Use Content to Win Ideal Clients (Not Just Leads)
33 views
31:21Content Is Connection: Dr. Kristy Short on Marketing That Moves Accountants Forward
8 views
22:19Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next
22 views
22:15Sell Your Accounting Firm, Cash, Earnout, Rollover Equity Breakdown
20 views
31:41The Cost of “Always On” Culture, with Amy Vetter
8 views
31:41The Cost of “Always On” Culture, with Amy Vetter
12 views
32:17Leadership Is Lonely, Here’s How Firm Owners Find Their People
52 views
32:16Making Accounting More Human with Erin Pohan
18 views
25:12How Accounting Firms Can Lead Through Change Without Burnout with Heather Satterley
37 views
25:12Heather Satterley: Change Is the Job Now in Accounting
12 views
2:01Canopy Engagements: Get Paid Faster & Start Work Sooner
104 views
29:02Beth Whitworth: Leading with Confidence in Accounting
18 views
29:02Beth Whitworth: Leading with Confidence in Accounting
27 views
27:3720 Years of Accounting Trends: What Stuck, What Failed & What’s Whispering Now w/ Dan Hood
22 views
27:37Dan Hood: Blockchain Fizzled, AI Won’t
10 views
24:54Inside the Operations of Today’s Fastest Growing Accounting Firms
59 views
24:54Dheeraj Pandey: The Tech Stack Mistakes Firms Keep Making
11 views
31:18Darren Root: The Simple Firm and the Path to Professional Freedom
15 views
31:18Darren Root: The Simple Firm and the Path to Professional Freedom
127 views
3:42How Solutions Group Accounting Firm Streamlined Their Business and Cut 5 Payment Tools with Canopy
68 views
4:00Canopy Case Study: Financial Solution Advisors Tax Season
73.4K views
27:52Operations, Empathy & Profit: Rethinking Firm Culture with Ashley Carroll
42 views
3:59Smart Intake with AI questionnaires
777 views
2:30ENGAGEMENTS
465 views
29:17The CAS Playbook: Team Structure, Pricing, and AI
47 views
5:30Canopy Demo: All-in-One Practice Management Software for Accounting Firms (6-Minute Overview)
2.9K views
28:56Dave Spence: Turning Tax Planning into Financial Freedom
41 views
32:20The Power of Listening: Michael Ly on Transforming Sales in Accounting
34 views
22:32Kane Polakoff: Scaling CAS with People, Process, and Platforms
46 views
25:47Ryan Lazanis: Building a Future-Ready Accounting Firm
162 views
25:28Accounting with Impact, How to Become Indispensable
41 views
60:42Jason Staats: AI, finding your niche, and leveling up your tech stack
316 views
24:02Empowering Teams in Tax Accounting
33 views
25:21Breaking Free from the Broken Business Model
35 views
32:14Unlocking Freedom in Accounting
75 views
30:57Debra Kilsheimer: Beyond Billable Hours
53 views
28:02The Art of Selling with Michelle Weinstein
45 views
30:15Will Hill Explores Key Strategies for Firm Growth and Success
28 views
26:06Jeremy Wortman Breaks Down Innovative Talent Strategies
58 views
28:28Must-Know Accounting Tech Trends with John Higgins
52 views
29:03Advisory Services Unlocked with Jasen Stine
27 views
32:19Transforming Toxic Workplace Cultures with Brittany Malidore
44 views
28:48The Future of Hiring with Kristy Busija
63 views
34:22Joe Woodard on Transforming Accounting with AI and Outsourcing
98 views
30:17Rusty Fullings Journey - From Burnout to Balance
92 views
30:59Dr. Jackie Meyer Redefines Success in Accounting
45 views
30:58Jen Hamilton on the 6 Pillars of Success in an Accounting Firm
57 views
25:15Bianca Carey on Empowering Growth Through Technology
45 views
33:41Enrico Palmerino's Journey with Botkeeper and AI in Accounting
106 views
28:25Hannah Smolinski Shares How to Scale Smart with Tips for Small Business Success
106 views
30:47Dominic Piscopo Navigates Compensation and Pricing in Accounting
55 views
26:25Michelle Weinstein Unlocks the Secrets to Sales Confidence for Accountants
39 views
36:27Andrew Lassise on Building a Successful Tech Stack
58 views
34:02Jessie Williams on Shifting From an Overworked Firm to an Optimized Accounting Firm
52 views
5:02Accountability Services journey to Canopy
136.4K views
28:19Katie Thomas: From CPA to Marketing Maven
77 views
28:49Glenn Harper and Julie Smith’s Approach to Transforming the Accounting Industry
83 views
19:46Lera Kooper on Strategic, Modern Accounting
80 views
12:36Change Management
147 views
15:01From Prospect to Signed Engagement
527 views
16:26Choosing a Better Way To Do Time and Billing
374 views
16:56Reducing the Friction From Your Firm's Workflow
215 views
22:59Getting the Most Out of Data and AI in Your Firm
127 views
15:04Leveraging Data Insights to Empower Your Business Model
81 views
12:16Unleashing the Power of a CRM in your Firm
198 views
17:01Providing a Modern Client Experience
190 views
19:49Creating a Tech Stack for the Two Halves of your Firm
233 views
16:57Moving From Practice Management to Firm Wide Operating System
688 views
22:45Randy Johnston discusses accounting trends, picking a vertical, and why technology is so important
125 views
29:06Ben Richmond talks benefits of the cloud, working on your business, and the future of accounting
60 views
16:59Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors
69 views
28:50Dawn Brolin's Keys to a Successful Work-Life Balance
101 views
22:36Nancy McClelland on Balancing Passion, Work, and Maintaining the Human Touch in AI
94 views
21:09Elizabeth Manso on Embracing Technology, Meaningful Relationships, and Remote Work
71 views
18:56Stephen Smith Dives into Creating Niche Audiences
42 views
15:01Scott Scarano talks AI and Creativity in the Accounting Industry
84 views
23:38Randy Crabtree on Mental Health Awareness
55 views
15:44Gaynor Meilke on People-Centric Accounting and Technology Friendly Firms
100 views
21:03Sean Duncan on the Transformation of Traditional Accounting and Role of Technology Adoption
87 views
2:04SMD Consulting & Accounting Switched To Canopy (And Couldn't Be Happier)
549.5K views
8:25Canopy Insights Demo
3.7K views
2:39Shreeve/Landry & Canopy
165 views
3:24Canopy Client, Rusty Fulling, Explains How Canopy Transformed His Firm
1.1K views
2:34What is Client Accounting Services (CAS)?
2.0K views
2:40Canopy 2021 Innovation Award Finalist | Whitewater Group
132 views
2:28Canopy 2021 Innovation Award Finalist | Berg Advisors
666 views
2:57Canopy 2021 Innovation Award Winner | OGC Associates
337 views