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
Integrating Power Automate in Microsoft Copilot
I'm a strong proponent of optimizing processes and integrating applications! You may already be familiar with platforms such as Zapier or Make, which offer user-friendly interfaces for connecting diverse applications through triggers and actions. Notably, Power...
How to Create PowerPoint Presentations with Microsoft Copilot
Creating a PowerPoint presentation can pose challenges, requiring a delicate balance of compelling imagery, impactful messaging, and relevant content. Without a clear direction or reference point, this task can be daunting. However, with Copilot integrated into...
Exploring Copilot in Microsoft Teams Meetings
Like many professionals, my days are filled with Microsoft Teams meetings, which have become significantly more efficient since I began exploring the features of Copilot. This tool streamlines meeting processes, ensuring no detail goes overlooked and every meeting is...