In part four of this four-part series, Liz Scott shows you how to use Canopy Insights to track team performance, analyze service profitability, and make smarter, data-driven decisions to 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. You’ll learn how to identify team capacity, monitor task progress, analyze service profitability, and create custom reports that drive growth. From dashboards to AI-generated answers, this session helps you turn data into a strategic advantage.
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.
Get Our Latest Updates and News by Subscribing.
Join our email list for offers, and industry leading articles and content.