Bringing Accountants
& Technology Together
Helping accounting firms build AI-powered systems that scale.
Tech Consulting
An accountant’s-eye review of the technology you build or buy, from security and integrations to workflow and adoption.
AI Courses
Hands-on CPE courses that show you how to use ChatGPT, Claude, Copilot and Gemini for client budgets, forecasts and plans.
Canopy
Make Canopy your firm’s operating system, with workflows, training and reporting your whole team can use.
AI and Workflow Consulting for Accounting Firms
At Liz Scott Training & Consulting, we help accounting firms cut through the complexity. Whether you’re overwhelmed by inefficient workflows or unsure how to bring AI into your practice, we bring clarity, structure and scalable solutions. From Canopy implementation and practice management setup to process documentation and AI training for accountants, we build systems that scale.
Solutions We’ve Partnered With
Recent Posts
Accounting Firm Accountability: What Dillon Business Advisors Got Right
What Dillon Business Advisors Got Right About Accountability, Visibility, and Team Buy-In There’s something Dillon Business Advisors is doing that I think a lot of firms can learn from when it comes to accounting firm accountability, visibility, and team buy-in. Not...
You Can’t Lead if You Don’t Know Your Team’s Workload
You Can’t Lead If You Don’t Know Your Team’s Workload Why Capacity Planning Is the Leadership Advantage Accounting Firms Need Hey friends! I’m Liz Scott—accounting technologist, firm owner, and champion for systems that give accounting teams their time (and energy)...
Smart Intake is Setting a New AI Standard for Accounting Workflows
Hey friends! I’m Liz Scott—accounting technologist, educator, and champion for tools that give accountants their time (and sanity) back. Today, I’m diving into a Canopy feature that’s getting a lot of buzz: Smart Intake is setting a new AI standard for accounting...