Chief Proactive Advisors, LLC

04/07/2026

12/09/2025

They aren’t wrong. 😂

11/20/2025

Get your copy now!

11/20/2025

I'm excited to be moderating a discussion on CPA Firm Change Management with Ryan Lazanis and Will Hill on Nov 20th.

Thank you to Canopy and CPA Practice Advisor for hosting!

Register here: https://www.cpapracticeadvisor.com/2025/10/09/cpe-webinar-how-to-lead-your-firm-into-the-21st-century/170648/

05/13/2025

🎓 Introducing Canopy University 🎓

Today, we're excited to launch Canopy University, a completely free resource designed to help accountants learn, grow, and level up their practice. So whether you're looking to:

✅ Earn free CPE credit with self-paced courses
💡 Master Canopy with in-depth tutorials
🚀 Scale your firm with advanced strategy courses

Canopy University has you covered — 100% free!

Start learning today: https://canopy.northpass.com/app

05/13/2025