Case Study: Schlabach Enterprises doubles business and maintains 95% client retention with Canopy

Maintain Quality of Work When Key Staff Leave

Schlabach Enterprises Inc., a five-person accounting firm serving roughly 600 clients in the Buffalo area, needed a way to scale year‑round services and preserve process and client knowledge when staff left. To manage growing referral volume and avoid work falling through the cracks, the firm adopted Canopy’s practice management and client portal tools to centralize workflows, work papers, and secure document exchange.

Canopy’s solution made onboarding and task coordination repeatable and virtual, enabling Schlabach Enterprises Inc. to double its small‑business services capacity (now handling 60 corporate returns, including about 40 full‑service clients), maintain a 95% client retention rate during growth, and achieve 2x business expansion. The firm expects to double revenue within 18 months with fewer hires thanks to the systems Canopy put in place.

Schlabach Enterprises

Steven Wik

Schlabach Enterprises