Customer Success Story: Rulien
Company: Vilms Consulting
Location: Boston, MA
User Since: June 2019
About Vilms Consulting
Vilms Consulting provides business accounting services, advisory services, and training to small to medium-sized businesses. Vilms team members are QuickBooks™ Online experts committed to making a meaningful impact on each of their clientsʼ businesses.
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By switching to Liscio, Michelle's team solved these firm-wide issues:
Download the full story to learn how the Vilms' team rolled out Client Experience 2.0™ and delighted clients and staff!
Michelle Vilms
Founder & CEO
The Business Challenge
Because the Vilms team is committed to making a meaningful impact in their client’s businesses, and they are a 100% remote team, it was important to founder Michelle Vilms to find a tech stack that worked for her clients and her staff.
The specific issues they faced as a firm were similar to the challenges that many tech-forward firms face. Solutions were chosen to solve one specific problem and then cobbled together. These “best of breed” single-point solutions were chosen with good faith but when added together, they created a cumbersome process for the staff and a sub-optimal experience for clients.
Cost Savings
Streamlined Staff Processes
Increased Collaboration
Time Savings