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Running an accounting firm does not have to feel overwhelming or isolating.

In this episode of the Canopy Practice Success Podcast, we sit down with Beth Whitworth, CPA, owner of Accounting with Confidence and host of the Accounting with Confidence podcast, for a refreshingly honest conversation about what it really takes to build a sustainable, fulfilling accounting practice.

With more than 20 years in public accounting, Beth shares the real lessons she’s learned along the way. From navigating burnout and redefining success to building confidence as a firm owner and leader, this episode goes far beyond technical skills. It is about mindset, clarity, and creating a practice that works for you and your clients.

You’ll hear Beth’s perspective on what small firm owners struggle with most, how to balance client impact with profitability, and why confidence is one of the most overlooked tools in running a successful firm. Whether you are early in your firm journey or looking to make your practice more sustainable, this conversation is packed with relatable insights and practical takeaways.

If you have ever felt stuck, stretched thin, or unsure if you are building the right kind of firm, this episode will remind you that there is a better way forward.

Connect with our guest here! https://www.linkedin.com/in/asg-stl/

Beths Podcast: Accounting with Confidence: https://podcasts.apple.com/us/podcast/accounting-with-confidence-podcast

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Editor in chief of Accounting Today, Dan Hood, joins host KC Brothers to look back at two decades of “whispers” in the profession that either reshaped accounting or quietly disappeared. From the long, painful march to the cloud to the hype cycle around blockchain, Dan unpacks what actually sticks, what fizzles out, and what that pattern tells us about the next 5 to 10 years for firms of every size.

Together, Dan and KC dig into the forces quietly reshaping the profession right now, including CAS, private equity, ESG, AI, and the massive wave of ownership transitions on the horizon. If you’re an accountant wondering, “What should I actually be paying attention to?” this conversation will help you sort the signal from the noise and spot real opportunity for your firm and your career.

In this episode, you’ll hear:

• Why it took accountants nearly a decade to adopt the cloud, and what that pattern reveals about every “new” idea
• How blockchain went from “this will destroy audit” to quietly being baked into tools in the background
• Where AI is different from past tech waves, and why future managers will be leading both people and AI agents
• Why CAS is still in the whisper stage and what it will take for it to become mainstream
• How private equity, ESG reporting, and a generational handoff of firm ownership could completely change firm structures
• The rise of lifestyle focused and solo firms, and why the barrier to starting your own modern practice has never been lower

Perfect for firm owners, partners, and ambitious staff who want a realistic, insider look at where the profession is actually headed next.

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In this episode of the Canopy Practice Success Podcast, KC Brothers sits down with Dheeraj Pandey, co-founder and CEO of Credfino, a fast-growing firm that supports more than 100 accounting and tax practices across North America.

Dheeraj shares how Credfino started during the pandemic, how they quickly scaled to a 70-person team, and what he sees under the hood of so many accounting firms today. From tool overload to process gaps, to content that misses the mark, he explains the most common mistakes firms make—and how small shifts can create massive efficiencies.

You’ll also hear how top firms are using automation, SOPs, and smarter workflows to handle more volume with better accuracy, plus what Dheeraj believes AI will realistically change over the next five years.

In this episode, we cover:
• How Credfino grew from a startup to a 70-person operation
• The most common software and workflow mistakes firms are making
• Why customer research is the missing ingredient in most accounting firm marketing
• How automations and strong processes help firms scale
• Where AI is headed and how it will reshape accounting roles
• Why every firm needs a clear ICP and consistent marketing effort

If you support clients, run an accounting firm, or manage operations, this conversation is packed with insights you can put to work today.

Follow Dheeraj on LinkinedIn: https://www.linkedin.com/in/pandey-dheeraj/

Website: https://credfino.com/services/hire-offshore-tax-accountant