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 of Fulling Management & Accounting, is leading the way in tackling these challenges with a fresh, innovative approach. Recently, I had the joy of chatting with him about how his firm uses Canopy, a cutting-edge cloud-based software, to streamline operations and ensure consistent service across 25 states.
The Start of Fulling Management & Accounting
Rusty launched Fulling Management & Accounting back in 2000 with a big vision—offering top-notch Fractional CFO, accounting, and bookkeeping services. Five years ago, his firm took the plunge into fully virtual work to keep pace with evolving tech and market demands. “Going virtual was a game changer, but it came with its own set of hurdles,” Rusty shared with me.
The Challenge: Wrangling Workflow in a Virtual World
For any virtual firm, especially one as busy as Rusty’s with a 16-person team, managing workflows effectively is no small feat. They needed a solution that could track tasks, projects, deadlines, and progress seamlessly.
Rusty explained, “Every year, we do a ‘four helpful’ feedback check—what’s working, what’s broken, what’s missing, and what’s confusing. Consistently, our workflow system was the ‘what’s broken’ part.”
Rusty Fulling Interview: Discovering Canopy as the Workflow Solution
Determined to tackle their workflow issues head-on, Rusty crafted a checklist of must-have features and began evaluating different software options. That journey led him to Canopy—a solution that hit 90% of his list. “Finding Canopy was a breakthrough moment. It’s designed specifically for accounting professionals, which makes it a great fit for us,” Rusty explained.
Rusty Fulling Interview: The Impact of Canopy on Fulling Management’s Virtual Workflow
Visibility and Quick Support: Canopy’s interface gives Rusty a high-level view of all ongoing projects and tasks. “It gives me a bird’s-eye view of everyone’s progress. This visibility is crucial for stepping in promptly if a team member needs help,” he noted.
Flexible Task Management: With Canopy, assigning and reallocating tasks is a breeze, especially helpful when someone is unavailable. “Canopy lets us batch tasks and easily redistribute workloads, so our client service keeps running smoothly,” Rusty added.
The Canopy Impact on Fulling Management & Accounting
Since bringing Canopy into their workflow, Rusty’s team has seen a noticeable boost in productivity and client satisfaction. The ability to track every detail in real-time has created a more collaborative, efficient environment for the team.
Rusty Fulling Interview: Looking Ahead with Canopy’s Workflow Transformation
As Fulling Management grows, Rusty’s excitement for the future is palpable. “Canopy has been key in helping us scale and adapt. It’s not just a tool; it’s a core part of our strategy for staying ahead in a competitive industry,” he concluded.
Rusty’s story in Rusty Fulling Interview: How Canopy Transformed Fulling Management & Accounting’s Virtual Workflow shows just how powerful the right tools can be for managing complex workflows in a virtual world. For Fulling Management & Accounting, Canopy isn’t just solving problems—it’s setting the standard for efficiency and teamwork in the accounting field.
Looking for more? Head over to my website for additional insights on managing and optimizing virtual workflows.