CPAacademy.org | MODERNIZING YOUR PRACTICE MANAGEMENT WITH CANOPY

Content Provider

Self-Study CPE

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INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO
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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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MODERNIZING YOUR PRACTICE MANAGEMENT WITH CANOPY SOFTWARE

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other

Series: Bookkeeper

Course Description

Whether small or large, each practice has a need to refine processes to keep up in an increasingly competitive marketplace. This course will examine how using software can leverage time and resources for optimizing practice management. Enhancing communication, eliminating redundant steps, and modernizing your practice in the cloud are all possible through the Canopy software platform.

Caleb Riddle

Canopy
Director

(855) 616-7305

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Canopy’s suite operates on a modern, cloud-based platform that brings live updates to your systems when needed. With a customizable suite entirely based on the needs of your firm, Canopy unlocks the path to success through industry-leading practice management software.