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 […]
Communications 101 – A Best Practices Playbook for Accountants and their Clients Congratulations! You’ve made the decision to level your firm up to Client Experience 2.0! The next step is to bring your staff and your clients along in a way that they will enjoy and appreciate. This playbook provides everything you’ll need to reach […]
Announcing Karbon + Liscio When an opportunity presents itself to take care of your clients, take it. When an opportunity presents itself to transform your client experience, pour your heart into it. And when you get a chance to ensure your staff can do the best work of their lives, lean into that. Karbon + […]
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? […]
Being Intentional Now, to Smooth Out the Peaks And Valleys of “Busy Season” With January payroll tax forms and 1099’s now complete, many firm owners turn their attention to capacity and resource planning for “Busy Season”. It’s a tricky calculation that involves a ton of inputs. Probably you rely on what happened last year, look [...]
Why Security Should Be Your Top Priority in 2021 Election security and Russians hacking the US government nabbed the headlines in 2020, but 86% of this year’s security breaches were financially motivated. And the scammers are so convincing! The risk to you, your firm and your family is higher than ever. In fact, a whopping [...]