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Canopy Configuration Tips
This resource gives best practices for setting up Canopy within your firm. From settings to structure, this step-by-step guide will help you implement Canopy quickly and efficiently.
4 Keys to Capacity
Capacity is the elusive solution to many challenges within accounting firms. These 4 simple steps will help you create capacity in your firm.
Annual Client Service Calendar
Creating an annual service calendar allows you to map out due dates, deadlines, and events to improve both the client and team member experience.
Team Retreat Template
Use our 1/2 day and full day retreat outlines to gather your team together to learn, strategize, celebrate, and connect.
Client CFO Meeting Agenda
Download a step-by-step outline for leading a high-value advisory meeting with your best client relationships.
CSM Scorecard
Download the template to hold your CSM's accountable and provide a path for professional development within your organization.
Team of 3 Service Model
Gain access to a structure for your operating team that allows for capacity planning and exceptional advisory service.
Team of 3 Org Chart
Bring clarity and structure to your Team of 3 with this organizational flow. Plan for capacity and better serve your clients.
Transition to Remote First Guide
Adopting a remote-first environment is more than sending everyone home with a laptop and login.
Team Member Transition to Remote Work Guide
Moving team members to remote work? A positive remote work transition is intentional and imperative for team member retention.
First 90 Days expectations for CSM's
Not sure what the first 90 days for your CSM's look like while onboarding? This plan will help both you and your new team member structure your first few months.
Client Implementation Guide Outline - COMING SOON
Wow your new clients with a deliverable comprehensive guide for their onboarding phase and services with your firm.
Controller Commentary Outline - COMING SOON
Add value and ensure clients review their monthly financial statement deliverables with this guide for recorded feedback.