Accountant in Residence
Canopy
Luke Frye, CPA, is the Accountant in Residence at Canopy, where he brings a background in accounting tech startups and private practice to help firms build smarter, more scalable businesses. After growing his own bootstrapped firm to $500K ARR and helping platforms like Bench, Pilot, and Puzzle reach thousands of clients, Luke now focuses on one mission: helping firms add $10 million in collective revenue this year. He bridges modern software and firm operations so practitioners can reclaim their time and build firms that are not just profitable, but truly valuable.
AI is transforming the way firms deliver Client Accounting Services (CAS). In this session, a panel of firm leaders and technology experts will discuss how AI and automation are reshaping workflows, improving accuracy, and freeing up time for higher-value advisory work. Learn how firms are using AI tools to streamline data entry, forecasting, KPI reporting, and client communication — and how AI agents are powering real-time insights, scenario planning, and proactive client outreach. Discover what it takes to move from reactive reporting to truly strategic advising in the age of intelligent automation.