Client Engagements: How to Package, Automate, and Deliver Services at Scale
In part three of this four-part series, Liz Scott shows how to use Canopy to package your services into engagement templates, automate recurring work, and deliver consistent client experiences at scale.
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 into client engagement templates using Canopy. You’ll learn how to define your services, bundle them into clear engagement terms, automate recurring tasks, and simplify delivery with built-in communication and billing tools. Whether you’re onboarding new clients or managing ongoing work, this video will help you deliver services more efficiently, at scale.
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.
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