Podcasts

16: Streamlining with Canopy: Our Project Management Transformation

Send Beth a text!

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.

00:00 Introduction to Beth Whitworth
00:35 The Need for New Project Management Software
01:57 Choosing and Implementing Canopy
03:46 Replacing Old Systems with Canopy
07:52 Streamlining Workflows and Communication
18:43 Challenges and Drawbacks of Canopy
25:54 Final Thoughts and Recommendations
26:42 Conclusion and Contact Information

https://referrals.getcanopy.com/l/1BETHWHITWO89/

15: Guarding your Front Door: Vetting Prospective Clients Effectively

Send Beth a text!

Mastering Sales Discovery Calls in Accounting: A Proven Process

In this episode of 'Accounting with Confidence,' Beth Whitworth, an experienced CPA and business owner, shares her journey of developing the critical process of conducting sales discovery calls. She emphasizes the importance of vetting prospective clients to ensure a good fit, navigating conversations to uncover potential red flags, and implementing a structured approach that has streamlined her business operations. Beth also discusses tools like Canopy and Ignition that have revolutionized her task management and proposal systems. Tune in to learn how to make your accounting practice more efficient and build stronger client relationships.

00:00 Introduction to Beth Whitworth
01:07 The Importance of Sales Discovery Calls
04:08 Why Vetting Prospective Clients Matters
08:41 Our Discovery Call Process
16:22 Conducting Effective Discovery Calls
24:32 Creating and Managing Proposals
29:55 Onboarding New Clients
33:32 Conclusion and Final Thoughts

Affiliate links to Ignition and Canopy:
https://get.practiceignition.com/bethwhitworth5357
https://referrals.getcanopy.com/l/1BETHWHITWO89/