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…
We can’t wait to see you on August 28th!
*1 CPE Credit
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