Unpacking WHY Clients Don’t Send Documents on Time If you struggle to get your clients to respond to you on a timely basis, and you have to repeatedly chase them for the documents you need, you are not alone. It’s the number one complaint at accounting, bookkeeping and tax firms. Clients Don’t Send Documents on […]
Amplify the JOY in Your Practice – Spend Time on What you LOVE Doing We think about joy a LOT at Liscio. Creating space for joy is one of our key motivating factors and we constantly ask ourselves if our personal actions are adding, or subtracting, from another person’s joy. An example is sending an […]
Leadership Lessons: To take care of others we must first take care of ourselves Written by Chris Farrell, Liscio CEO & CPA After more than 25 years of direct personal experience, I’m (finally) convinced that the key to success is not to be found by sitting endless hours at my desk, leaping to respond to […]
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 [...]