The Secret to Taking Back Your Day This far into the “busier season” if you are like most practitioners you are acutely aware of the non-value-add tasks that slow you down. The secret to taking back your day is to deal with what we call “Time Vampires”. A Time Vampire is a task that adds […]
Quantifying Time Wastage And the Effect it Has on “Flow” Imagine for a moment that you come into your office each morning and have everything you need. Clients responded to all of your requests for documents on a timely basis, and your team can simply sit down and complete the work – be it tax […]
The Best Firms Use the Right Tools for Each Job At Liscio we talk with thousands of accounting professionals each month. Many are already using Liscio, while others are prospective members of our family. Some firms are very large while others are made up of just one or two people. Some do tax, while others […]
Depending on who you talk to, there is a bit of confusion as to the types of software that firms need and where they fall in the spectrum of “front office” versus “back office”. Firms know they need back-office software, but what about the front office? Do firms also need something to manage that? […]
Three Client Experience 2.0™ Firms Share their Secret to Success in 2020 and Beyond. Client Experience 2.0 and the Secret to Success Client Experience 2.0™ is a mindset + technology approach that helps all boats rise in a firm. Clients get the modern responsive service they love (with EASY being the operative word for every [...]
Avoiding the False Dilemma - Why “And” is Sometimes the Best Choice Have you ever heard a peer say that their clients won’t adapt to change? It’s the most common head-scratcher we hear. It belies how much great technology clients have already voluntarily brought into their daily lives. Tablets and smartphones are in every household. [...]
What kind of firm do you want to be? What kind of firm do you want to be? Building the business of your dreams is challenging even in the best of times. During periods of tumultuous change, a crystal clear vision and the power of conviction are must haves. For most accounting and bookkeeping firms [...]
Bring your clients with you 2020 has been a stretch year for the ages. Firms have had to adapt to remote work, advise clients through a period of extraordinary change, deal with a host of tax changes and a seemingly never-ending tax season, manage a fluid PPP process, and more. And through it all, you [...]
Top Tips to Increase Client Adoption of Liscio Did you know that you have access to our Client Adoption Center, full of free resources you can use to get your clients excited about using Liscio to communicate with your firm? This valuable free resource includes a checklist plus a downloadable client adoption package. Inside you'll [...]
Moving to Client Experience 2.0™ - What is holding you back? Client Experience 2.0 The client service revolution is in full swing. Driven by the simple notion that clients want EASY, companies of every shape and size are racing to delight customers wherever and however they want to be served. Practically anything we’d like -- [...]