Case Study: CPM Advisory Group achieves streamlined organization and scalable growth with Canopy

The firm’s organization methods have improved drastically since implementing Canopy

CPM Advisory Group, a New Jersey-based firm that provides finance department services to early-stage, venture-backed startups, was growing rapidly and needed a scalable hub to organize client deliverables and day-to-day work. Before adopting Canopy, the team relied on sticky notes and journal entries and lacked a single source of truth for commitments, tasks, and client notes.

Canopy centralized CPM Advisory Group’s client notes and work management with features like the task dashboard, templates, and the Time & Billing module (including a flat-rate billing option). The result was a drastic improvement in organization and project visibility—easier collaboration and delegation, better workload balancing, streamlined billing, and the ability to track progress and refine pricing—helping CPM Advisory Group stay organized and scale without replacing their software.

CPM Advisory Group

Chris Mossa

Founder and CEO