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
Unlock the Benefits of QuickBooks Online Payroll
As an accounting professional, I've spent countless hours working alongside clients, guiding them through their financial journeys. One consistent theme I hear from clients—whether they’re startups or established businesses—is the need for simplicity and integration....
How Accountability Services Cut Down from 14 Tools to 5
As an accountant myself, I’ve seen firsthand how streamlining an accounting tech stack can transform a business. That’s why I was so inspired by my conversation with Lera Kooper, co-owner of Accountability Services, about how her firm cut down from 14 tools to 5 by...
Integrating Microsoft Copilot into Excel
In our Copilot series, we've explored its capabilities with various Microsoft apps. In this article, our focus turns to integrating Microsoft Copilot into Excel. Through a demonstration, I’ll illustrate how Copilot enhances Excel efficiency, automatically handling...