We work where the stakes are real: government systems, federal grants, and the organizations that depend on both.
Five practice areas. One firm that has operated every function it now advises on. No learning curve at your expense.
Information Technology Consulting
Led by executives who served as CIO and Deputy CIO of a major Florida state agency, not outside advisors, but the people who ran the systems.
Technology moves fast. The right advisors move with it.
Technology continues to evolve at a rapid pace, and having the right advisors is critical to keeping pace with change. Canopy approaches every technology engagement by considering customers, stakeholders, and internal users: pursuing solutions that are innovative, practical, and built to last beyond the project close-out date.
- IT Strategy & Roadmap Development Aligning technology investment to mission priorities, procurement cycles, and long-term operational capacity.
- Project Management & PMO Support Structured oversight for complex IT programs, from planning and procurement through delivery and post-go-live stabilization.
- Enterprise Systems Implementation End-to-end support for CRM, ERP, grants, and case management systems across state and local government environments.
- IT Governance & Policy Developing frameworks, standards, and operating procedures that survive leadership transitions and audit scrutiny.
- Vendor & Contract Management Supporting procurement, evaluations, statement-of-work development, and ongoing vendor performance management.
- Change Enablement for IT Programs Organizational readiness, training strategy, and stakeholder engagement to drive adoption of new systems and processes.
Ed Wynn served as Chief Information Officer of a large Florida state agency. Brian Swords served as Deputy CIO. That is the depth behind every IT engagement Canopy takes on.
Grants Management
Canopy has managed state and federal grant programs totaling billions of dollars, from FEMA disaster recovery to HUD community development to workforce programs.
From application through closeout, every phase, every requirement.
Canopy's Grants Management Practice helps organizations secure, manage, monitor, and maximize grant funding while maintaining compliance with federal and state requirements. Our team brings experience in grant administration, financial management, compliance monitoring, reporting, and data analytics to strengthen stewardship, transparency, and program outcomes.
We support clients across the full grant lifecycle: from funding strategy and pre-award planning to post-award management, reporting, and closeout: with practical solutions that improve internal controls, streamline processes, and enhance operational efficiency.
- Grant Development & Application Support Structuring proposals, eligibility analysis, narrative development, and submission coordination.
- Program Design & Subrecipient Management Establishing program structures, subrecipient agreements, monitoring plans, and risk assessments.
- Financial Management & Drawdowns Setting up compliant accounting structures, managing drawdown schedules, and ensuring allowable cost documentation.
- Federal & State Reporting SEFA preparation, SF-425 reporting, performance reporting, and all required agency submissions.
- Monitoring, Audit Readiness & Closeout Internal monitoring, finding remediation, OIG audit response, and complete closeout documentation packages.
- Grants Management Systems Salesforce-based grants management platform design, implementation, and ongoing support built specifically for government and nonprofit program administrators.
Current work includes FEMA Public Assistance cost validation and financial review services, where Canopy helps evaluate documentation, validate eligible expenditures, support audit readiness, and reduce compliance risk.
Canopy also provides federal financial reporting support for state government clients, including report preparation and review, expenditure reporting, reconciliations, compliance monitoring, and related grant reporting activities.
Through business system support, data validation, and reporting services, we help agencies improve data quality, monitor performance, and develop meaningful reports and dashboards that support oversight and decision-making throughout the grant lifecycle.
Programs Our Team Has Managed
Federal Programs
- FEMA Public Assistance & Hazard Mitigation
- HUD Community Development Block Grants (CDBG)
- U.S. Treasury Homeowner Assistance Program
- HHS Community Services Block Grant
- SBA Small Business Credit Initiative
- DOL Workforce Programs
Florida State Programs
- First Responders Program
- Florida Job Growth Grant Fund
- Florida Emergency Bridge Loan Program
- Legislature Grant Initiatives
Finance & Accounting
Two of our principals served consecutively as Chief Financial Officer of a large Florida state agency. Finance is not a supporting service line, it is a core practice.
Accurate tracking. Effective reporting. Less burden on your team.
Canopy's Finance & Accounting Practice helps government agencies, nonprofit organizations, and public-sector entities strengthen financial operations, improve compliance, and make informed business decisions. Our team brings experience in full-cycle accounting, financial reporting, reconciliations, grants management, business analytics, accounting system implementation, and Florida PALM transition support.
We serve as strategic advisors and extensions of client finance teams, delivering scalable solutions that improve financial transparency, streamline operations, strengthen internal controls, and support audit readiness.
- Accounting Office Operations Support
- Florida PALM Transition Support
- Project Management & PMO Support
- Budgeting & Cost Allocation
- Quarterly & Annual Federal and State Financial Reporting
- Management & Operational Reporting
- Financial Systems Implementation & Optimization
- Travel Management
- Contracts & Grants Management
- Procurement Support
- Banking Operations
- Internal Control & Financial Monitoring
- Audit Support & Response
Current work includes bookkeeping, financial reporting, reconciliation, and operational accounting support for a nonprofit organization, helping leadership maintain accurate records and make timely financial decisions.
Canopy also provides financial reporting and accounting support for state government clients, including financial statement preparation, compliance reporting, account analysis, reconciliations, and reporting solutions that support transparency and accountability.
In addition, Canopy supports Florida PALM transition efforts for four state agencies through project management, implementation planning, stakeholder coordination, UAT support, business process analysis, data validation, training assistance, and transition readiness activities.
Our Finance & Accounting team brings together experienced CPAs, statisticians, grant managers, accountants, and former government administrators. Every engagement is grounded in practical public-sector experience, financial expertise, and data-driven insight.
Organizational Change Management
Change is inevitable. Employee resistance and lost productivity are not. Canopy builds the human infrastructure that makes organizational change actually stick.
The part of transformation most firms skip over.
Technology implementations fail not because the system was wrong, but because the organization was not ready. Canopy has led change management for major IT programs, grants system overhauls, and agency restructuring, from the inside, as the people responsible for the outcome. We know what it takes to bring a workforce through change without losing momentum.
- Organizational Readiness Assessment Baseline analysis of change capacity, stakeholder alignment, and cultural readiness before transformation begins.
- Stakeholder Engagement & Communications Structured communication plans, executive alignment sessions, and change champion networks across the organization.
- Training Strategy & Delivery Role-based training programs, job aids, and knowledge transfer plans designed for government and nonprofit audiences.
- Process Redesign & Adoption Mapping current-state workflows, identifying gaps, and embedding new processes with measurable adoption milestones.
- Transition & Sustainment Planning Ensuring changes hold after go-live: with governance structures, performance metrics, and ongoing reinforcement built in.
Change management is embedded in every Canopy engagement, not sold as a separate add-on. When we implement a system or redesign a process, we own the adoption outcome too.
Salesforce
Certified professionals with deep public sector experience: specializing in government CRM, grants management, and Agentforce AI deployment.
The Salesforce partner that has been the government client.
As a trusted Salesforce consulting partner specializing in the public sector, Canopy brings experience in digital transformation, CRM strategy, and cloud solutions for government agencies and nonprofits. Our team does not just implement the platform: we design solutions grounded in how government programs actually operate, including procurement constraints, audit requirements, federal reporting, and real-world user adoption.
- Salesforce Implementation & Configuration Full-lifecycle implementation across Sales Cloud, Service Cloud, Experience Cloud, and Public Sector Solutions.
- Grants Management on Salesforce Purpose-built grants management systems for state agencies, nonprofits, and grant-making foundations: including subrecipient portals, reporting dashboards, and audit trail documentation.
- Agentforce AI Agent Deployment Design and deployment of Agentforce AI agents for public sector use cases: automated intake, eligibility screening, constituent communications, and case routing.
- CRM Strategy & Constituent Engagement Designing engagement architectures that connect government agencies with constituents, program participants, and stakeholders across channels.
- Salesforce Health Checks & Optimization Org assessments, technical debt remediation, and performance tuning for agencies with existing Salesforce environments.
- Training, Adoption & Ongoing Support Admin training, end-user enablement, and managed services to keep your Salesforce investment performing after go-live.
Rebbeca Beers, Managing Director of Salesforce, is 14× Salesforce certified and accredited, with a public sector background and an MBA. She leads every Canopy Salesforce engagement from design through delivery.
Already have a vehicle? So do we.
GSA Multiple Award Schedule
Governmentwide acquisition vehicle available to federal agencies and authorized state, local, tribal, and educational entities. Covers management consulting, IT professional services, grants management, and cloud computing.
Active through November 2027TIPS Cooperative Contracts
Texas-based cooperative serving public sector buyers nationwide: including schools, colleges, municipalities, counties, and nonprofits. Three active awards covering technology solutions, data analytics, and consulting services.
Active through 2027–2029Missouri IT Consulting Contract
State of Missouri IT consulting contract available to Missouri state departments and eligible public entities. Covers information technology consulting services.
Active through April 2028Ready to talk about your specific challenge?
Every engagement starts with a conversation. Tell us what you are working on, we will tell you honestly whether and how we can help.