Liz Scott

Liz Scott is an accounting technologist and an Advanced Certified ProAdvisor who helps businesses leverage the best technology solutions for their needs. She is the owner of Liz Scott Training & Consulting LLC, where she provides technical training and on-demand resources for best-in-class apps and solutions in the accounting space. She is also a member of the exclusive Intuit Trainer/Writer Network and the co-host of the QB Appy Hour with Liz and Heather, a fun and informative webinar series that showcases the latest technology trends and best practices. Liz has been recognized as the Insightful Accountant Top Educator/ Trainer/ Writer ProAdvisor for her contributions to the accounting community. You can connect with Liz on Facebook, Twitter, and LinkedIn.

Blogs

Using Data to Manage Resources & Grow Your Firm

In the final part of this four-part series, accounting technologist Liz Scott explores how to use Canopy Insights to unlock firm-wide visibility and smarter decision-making....

4/30/25 LEARN MORE

Practice Management

Client Engagements: How to Package, Automate, and Deliver Services at...

How do you turn your firm’s services into scalable systems? In part three of this four-part series, accounting technologist Liz Scott walks through how to package your offerings...

4/30/25 LEARN MORE

Practice Management

Automations & Templates: How to Revolutionize Your Workflows

Ready to save time and scale your firm? In part two of this four-part series, accounting technologist Liz Scott explores how to use automation and templates in Canopy to...

4/30/25 LEARN MORE

Practice Management

Get the Most Out of Canopy: Your Setup Guide for Success

Before you can automate or scale, you need the right foundation. In this kickoff to her four-part series, accounting technologist Liz Scott shares how to set your firm up for...

4/30/25 LEARN MORE

Practice Management

Liz Scott's Free Monthly Bookkeeping Checklist for Accountants

Hey there, accounting leaders! I'm Liz Scott, an expert in accounting technology and workflow optimization. Let’s talk about something that might not sound thrilling at first but...

3/28/25 LEARN MORE

Blogs

Revolutionize Your Payroll Process: Templates Every Accounting Firm...

As an accounting firm owner, I understand the frustrations that come with managing workflows. Whether it’s remembering how we handled a similar payroll situation last time,...

3/05/25 LEARN MORE

Practice Management

How Shreeve Landry CPAs Thrives with Canopy: Insights from Travis...

At Shreeve Landry CPAs, success isn't just about numbers—it's about relationships, communication, and efficiency. During a recent conversation with Liz Scott, Travis Landry, CPA,...

2/03/25 LEARN MORE

Blogs

From App Overload to Efficiency with Brittany Malidore

In a recent conversation between Brittany Malidore, co-founder and managing partner of Ledgerly Consulting, and Accounting Technology, Liz Scott, Brittany shared her firm’s...

1/21/25 LEARN MORE

Blogs

10 Tips to a Successful Year-End Closing

Year-end is here, but closing the books doesn’t have to feel overwhelming! With a solid plan, you can confidently wrap up your clients’ books in QuickBooks Online. These 10 tips...

1/17/25 LEARN MORE

Blogs

The Ultimate 1099 Checklist Template Every Accountant Needs

Don’t miss a step when it comes to handling 1099s! This Ultimate 1099 Checklist Canopy Template saves the day, making the process smoother, faster, and more organized than ever....

12/20/24 LEARN MORE

Blogs

When to Use Client Requests Versus Client Email Templates in Canopy

Streamlining your workflow isn’t just about saving time—it’s about eliminating the frustration of repetitive, labor-intensive tasks that can weigh us down as accountants. But...

12/04/24 LEARN MORE

Blogs

Step-by-Step Guide for Generating 1099 Custom Report with QuickBooks...

Working on 1099s can feel overwhelming—especially with the time it takes to double-check everything. Typically, we need to pull up the Profit and Loss report and the 1099 Vendor...

11/26/24 LEARN MORE

Practice Management

Canopy Transforms Virtual Accounting: A Case Study with Fulling...

In the dynamic world of virtual accounting, staying ahead of workflow management challenges is crucial. Rusty, the founder and CEO of Fulling Management and Accounting, is...

11/06/24 LEARN MORE

Blogs

Implementing Client Cleanup Tasks in Canopy

Task Templates are a Blueprint for Success Accounting efficiency and consistency are the keystones of client satisfaction and team productivity. Workflow automation, specifically...

9/20/24 LEARN MORE

Blogs

Lera Kooper's Bold Technology Overhaul from 14 Apps to 5

In aninterview with Liz Scott, Lera Kooper, co-owner of Accountability Services, shared her firm's journey toward optimizing its tech stack. She explained how the need to address...

9/10/24 LEARN MORE