ENG22SS04. How to Unclunk your Firm with Cloud-based Practice Management, presented by Canopy

To submit a question or participate in polling, click the link above. This panel will show you how to leverage practice management software at your accounting firm.

Learning Objectives:

  • Recall your firm’s common pain points and how PM software can address them.
  • Recognize the core tenets of a practice management solution
  • Identify how a cloud-based software solution can increase your firm's ROI.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Basic
Advanced Preparation
N/a
Speakers
Image of Andrew Berg

Andrew Berg

CPA
Managing Partner
Berg Advisors
Image of Larry Furr

Larry Furr

Chief Product Officer
Canopy Inc.
Image of Michelle Lundberg

Michelle Lundberg

Director of Product Marketing
Canopy Inc.
Image of Michael Salmon

Michael Salmon

Sales Director
Canopy Inc.