Rephonic
Artwork for Practice Success Podcast

Practice Success Podcast

Canopy
Artificial Intelligence
Canopy
Accounting
Accounting With Confidence
Cloud Computing
Advisory Services
Private Equity
Subscription Model
Credfino
Client Advisory Services
CAS (contracted Accounting Services)
Tax
Trust
Accounting Firms
Cash Flow
Public Accounting
CFO Advisory
Atlanta, United States
Amy Vetter
Change Management

Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy.

In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.

PublishesTwice monthlyEpisodes63Founded3 years ago
Number of ListenersCategory
Business

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Artwork for Practice Success Podcast

Latest Episodes

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Why Operational Infrastructure Matters More Than Chasing Growth

With Jennifer Witts, Partner in Client Advisory Services at CohnReznick

Most accounting firms treat growth as the goal inst... more

YouTube

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Trust, Self-Awareness, and the Stories Leaders Tell Themselves

With Lori Zukin, CEO and Founder of Zukin Leadership

Most trust problems in accounting firms aren't interpersonal. They're s... more

YouTube

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Why Timely Financials Are Table Stakes, Not the Destination, for CAS

With Michelle Voyer, Director of Client Advisory Services at CohnReznick Advisory

Most CAS firms exert everything they... more

YouTube

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Busy season is brutal. The pay never feels like enough for the hours. The work gets repetitive. Most accountants accept this as the cost of the profession.

Blake Oliver doesn't buy it.

In... more

YouTube

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Recent Guests

Lori Zukin
CEO and founder of Zukin Leadership; organizational psychologist and executive coach
Zukin Leadership
Episode: Facts vs. Stories: How Self-Awareness Makes Better Leaders
Michelle Voyer
CPA and MBA, Director of Client Advisory Services at CohnReznick Advisory
CohnReznick Advisory
Episode: Why Timely Financials Are Table Stakes, Not the Destination, for CAS
Blake Oliver
CPA and accounting media expert
Self/Independent
Episode: Blake Oliver: Why Busy Season Is Optional
Ali Bawi
Entrepreneur, CPA, client-focused accounting advisor
Self-employed / CPA practice
Episode: Ali Bawi: Your Accounting Data Is Telling You Something — Are You Listening?
Roman Kepczyk
Director of Firm Technology Strategy at RightWorks; respected consultant in the accounting profession
RightWorks
Episode: The Right Tech Starts with Knowing Who You Serve
Geni Whitehouse
CPA, author, educator, and advisor focused on demystifying accounting
The Impactful Advisor / Canopy
Episode: The Cost of Overcomplicating Accounting, with Geni Whitehouse
Mark Kohler
CPA, tax attorney, and recognized tax strategist
Independent practitioner
Episode: Mark Kohler: Stop Surviving Tax Season. Start Scaling From It.
Roman Villard
CPA turned entrepreneur, founder of Full Send (formerly Full Send Finance)
Full Send
Episode: Roman Villard on AI, Automation, and the Future of Accounting Firms
Amy Vetter
CPA, yogi, keynote speaker, CEO of the B3 Method Institute
B3 Method Institute
Episode: The Cost of “Always On” Culture, with Amy Vetter

Host

Kasey Canopy
Host(s) of the Practice Success Podcast, affiliated with Canopy

Reviews

5.0 out of 5 stars from 2 ratings
  • Love it!!

    Great podcast and awesome in-depth material that can be hard to find about the accounting industry.

    Apple Podcasts
    5
    Alllballl
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality guests who share actionable frameworks.
Content stays relevant across advisory and tech topics.
Insightful, practical guidance for growing accounting firms.

Talking Points

Recent interactions between the hosts and their guests.

Facts vs. Stories: How Self-Awareness Makes Better Leaders
Q: When should someone consider executive coaching?
When there is a noticeable shift in responsibilities or mindset and a desire for greater self-awareness and leadership effectiveness, coaching can provide perspective and navigate changes.
Facts vs. Stories: How Self-Awareness Makes Better Leaders
Q: How can organizations improve trust through structure?
Clarifying roles, responsibilities, and decision-making authority, along with a clear team purpose, reduces friction and supports trustworthy relationships.
Facts vs. Stories: How Self-Awareness Makes Better Leaders
Q: What are the core components of trust in the workplace?
Trust hinges on capability, reliability, and positive intent; understanding and evaluating these parts helps leaders decide who to trust and how to build trust with others.
Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS
Q: CAS can be a department within a firm; should it be formalized or allowed to grow more organically?
CAS should be integrated with clear roles (from staff to advisor) and aligned processes and tech; the advisory function benefits from scale and formal structure, but still allows flexibility and internal collaboration across tax and CAS teams.
Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS
Q: How do you recommend the firm structure, responsibilities, and teams to deliver CAS to clients or new clients?
A tiered, team-based approach where managers oversee dedicated sub-teams, each focused on specific client segments or industries, with all members on client calls to ensure consistency, education, and rapid upskilling.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Practice Success Podcast

What is Practice Success Podcast about and what kind of topics does it cover?

The show focuses on practical strategies for thriving in the accounting industry, often centering on transitioning from traditional number-crunching to advisory-led services, leveraging data, technology, and client-centric approaches. Episodes frequently feature practitioners and thought leaders discussing firm growth, technology stacks, pricing for advisory, and culture, with a strong emphasis on scalable models, wellness, and leadership. A standout aspect is the consistent emphasis on actionable frameworks and real-world case studies from diverse accounting niches, making it useful for firm owners, partners, and consultants seeking repeatable improvement ideas.

A notable strength is its breadth of high-caliber guests from accounting tech... more

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Which podcasts are similar to Practice Success Podcast?

These podcasts share a similar audience with Practice Success Podcast:

1. Jason On Firms Podcast
2. The Accounting Podcast
3. Barron's Streetwise
4. Accounting with Confidence Podcast
5. Masters in Business

How many episodes of Practice Success Podcast are there?

Practice Success Podcast launched 3 years ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Practice Success Podcast?

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What guests have appeared on Practice Success Podcast?

Recent guests on Practice Success Podcast include:

1. Lori Zukin
2. Michelle Voyer
3. Blake Oliver
4. Ali Bawi
5. Roman Kepczyk
6. Geni Whitehouse
7. Mark Kohler
8. Roman Villard

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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