Join Lera Kooper, Owner & COO of Accountability Services, for a behind-the-scenes look at how her firm reduced tool bloat, streamlined operations, and built a foundation for growth with Canopy.
What You Can Expect:
- Learn how Lera's team consolidated 14 tools into 4 with Canopy
- What effective client intake actually looks like (and how to build it)
- How to create repeatable workflows using templates, roles, and automations
- Ways to improve client experience and get paid faster
- Strategies to prevent scope creep and manage work more efficiently
- And SO much more...
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