Which Third-Party Consulting Partners Work Best With Canopy?
Third-party consulting partners can help accounting firms optimize operations, enhance security, and scale services alongside Canopy.
Why This Matters
As firms grow, internal resources alone often aren’t enough to support practice management optimization, CAS expansion, cloud infrastructure decisions, or long-term growth planning. Trusted consulting partners bring proven frameworks, technical expertise, and industry perspective to help firms get more value from Canopy and their broader tech stack.
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Woodard
Woodard provides coaching and consulting to CPA firms, tax professionals, and bookkeeping practices using its Ideal Practice Model™.
Woodard helps firms:
Streamline operations
Standardize internal processes
Optimize pricing strategies
Drive sustainable, long-term growth
Several Woodard principles—such as Ideal Services, Ideal Processes, and Ideal Engagements—align closely with Canopy’s practice management features.
Firms Best Suited for Woodard
Firms with an established CAS practice
Firms actively building or scaling CAS services
Firms focused on improving CAS profitability and process maturity
Contact Woodard
Learn more about the Ideal Practice Model™
Email: [email protected]
Rightworks
Rightworks helps accounting firms simplify operations and expand client value through a secure, intelligent cloud platform and professional learning resources.
Rightworks OneSpace is a cloud platform built specifically for accounting and tax firms. It allows firms to create a customized tech stack and manage multiple applications through a single, secure interface.
Rightworks also offers Rightworks Academy, a professional community focused on firm optimization, growth, and development.
Key Capabilities
Secure cloud hosting for accounting and tax applications
Support for both desktop and cloud-based software
Centralized access through a single pane of glass
Education, events, and peer communities through Rightworks Academy
Firms Best Suited for Rightworks
Accounting and tax firms using desktop and cloud applications
Firms using platforms such as:
Thomson Reuters CS Professional Suite
CCH Axcess™ and CCH ProSystem fx®
Lacerte, ProSeries, ProConnect, Drake
QuickBooks Desktop (QBD), QuickBooks Online (QBO), QBO Accountant, IES
Firms seeking increased security, efficiency, and scalability
Rightworks supports firms ranging from bookkeepers to multi-service CAS and tax practices.
Contact Rightworks
Get started: https://www.rightworks.com/get-started/
Phone: 866.931.5402
BDO Alliance
BDO Alliance USA is one of the largest associations of accounting and professional services firms in the industry.
Through the Alliance, member firms gain access to BDO USA’s national resources, the global BDO network, and a collaborative community—without sacrificing firm independence or client relationships.
What BDO Alliance Provides
Access to tax and assurance professionals worldwide
Industry-specific technical resources
Collaborative go-to-market opportunities
CPE training programs and courses
Practice management support
Customizable marketing and presentation materials
Regional and national networking events
BDO maintains high standards for membership and conducts in-depth screening of potential firms, including peer review evaluations and partner background checks.
Firms Best Suited for BDO Alliance
Firms with under 100 employees
Local or regional firms with defined service specialties
Firms seeking expanded resources without merging or losing autonomy
Contact BDO Alliance
Learn more: https://www.bdo.com/alliance
Summary
Choosing the right consulting partner can accelerate firm growth, improve efficiency, and strengthen long-term strategy. Woodard, Rightworks, and BDO Alliance each serve different firm profiles and growth stages, allowing firms to align external expertise with their operational and strategic goals.
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