As an accounting firm owner, I understand the countless frustrations that come with managing workflows. Moreover, challenges like remembering how a similar payroll situation was handled, onboarding new clients, or juggling diverse employee preferences can add up...
Year-end is here, and it’s time to tackle your books. However, closing the books doesn’t have to feel overwhelming. In fact, with a solid plan, you can confidently wrap up your clients’ books in QuickBooks Online. That’s why this guide is focused on 10 Steps to...
Stay on Top of Your 1099s with This Handy Checklist! Tackling 1099s can feel overwhelming, but trust me, I’ve been there. As an accountant, I know the chaos that comes with managing vendor lists, tracking missing details, and making sure every form is filed correctly....
Transforming Workflows with Canopy: Brittany Malidore’s Path to Efficiency has truly been a journey worth sharing. In a recent heart-to-heart conversation, I had the absolute pleasure of speaking with Brittany Malidore, co-founder and managing partner of Ledgerly...
In today’s fast-paced world of virtual accounting, Rusty Fulling Interview: How Canopy Transformed Fulling Management & Accounting’s Virtual Workflow provides valuable insights into keeping workflows smooth and stress-free. Rusty Fulling, the founder and CEO...
As an accountant myself, I’ve seen firsthand how streamlining an accounting tech stack can transform a business. That’s why I was so inspired by my conversation with Lera Kooper, co-owner of Accountability Services, about how her firm cut down from 14 tools to 5 by...