Finding the Perfect Accounting Workflow Tool | Interview with Lera Kooper over Canopy - Video

I'm thrilled to present this engaging interview with Lera Kooper from Accountability Services. In this discussion, we explore how Canopy is transforming workflow management for accounting firms. If you're eager to enhance your efficiency and streamline your operations, this video is a must-watch!

Why Should You Care?

Efficiency Boost: Discover how Canopy's integration and automation capabilities can optimize your workflow, freeing up more time for client engagement.
Real Insights: Lera shares her firm's journey in selecting Canopy, providing a genuine look at its impact on their business operations.
Practical Tips: Gain actionable advice on integrating Canopy into your tech stack for maximum effectiveness.

Key Topics:
Introduction to Lera Kooper and Accountability Services
The process of selecting and implementing Canopy
The tangible benefits observed since adoption
Recommendations for firms considering workflow automation

Timestamps:
0:00- Introduction
0:19- Meet Lera Kooper
1:06 - Selecting Canopy as a Workflow Solution
1:29 - Key Benefits and Efficiency Gains
1:55 - Advice on Implementing Workflow Tools
2:02 - Final Thoughts and Recommendations
Learn more about Canopy Workflow here: https://www.getcanopy.com/workflow?utm_term=canopy%20workflow&utm_medium=cpc&utm_campaign=Search+%7C+Brand&utm_source=google&hsa_grp=98384482069&hsa_ad=477632920781&hsa_ver=3&hsa_mt=e&hsa_kw=canopy%20workflow&hsa_tgt=kwd-887537846602&hsa_net=adwords&hsa_cam=9595095520&hsa_acc=6274609279&hsa_src=g&gad_source=1&gclid=CjwKCAjw5qC2BhB8EiwAvqa41pDiZpF0PgC7RvxcFo1GS2HC0KjiVP-XalGn0l-kqRwLdsSPuCQr9BoC4nMQAvD_BwE
Learn more about Lera Kooper and Accountability Services: https://www.accountabilityservices.com/