Episode 16: Streamlining with Canopy: Our Project Management Transformation

 

In this episode of Accounting with Confidence, I discuss the journey of implementing new project management software, Canopy, within my CPA firm. Starting from the decision at the Scaling New Heights conference to the full implementation over several months, I share the good, the bad, and the ugly of transitioning from multiple software systems to a unified platform. I highlight the significant time savings and improvements in workflow and client communication, as well as some challenges faced during the setup. Tune in to learn how streamlining processes can enhance your business operations.

Close

FREE PDF GUIDE

6 Ways to Reclaim Your Time in your Accounting Firm

  • LEARN WHY DOING ALL THE THINGS IS NORMAL BUT NOT EFFECTIVE
  • FIND TOOLS THAT SAVE YOU TIME AND IMPROVE CLIENT SERVICE
  • GET CONTROL OF YOUR TIME TO START BUILDING A BUSINESS YOU LOVE