Smoothing 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 at the […]
Could 2021 be the year that clients send docs on time? We speak with thousands of accountants and bookkeepers every year, and the #1 complaint is that clients do not respond quickly to your requests. Clients Experience 2.0™ firms have an edge – they ask for documents in a way that clients not only pay attention […]
How Can You Build Your Practice? What Kind of a Firm do You Want to Be? During periods of tumultuous change, a crystal clear vision and the power of conviction are must haves. For most accounting and bookkeeping firms there has never been a period of greater change than there is right now. We’re simultaneously […]
Setting Yourself up for Success in 2021 Amping up your Client Experience & Loyalty Setting yourself up for greater success in 2021 November is a wonderful time to take a deep breath and focus on the big picture in your practice. Get organized. Prep your 2021 engagement letters. And perhaps most importantly, look […]
How does your Client Experience stack up? A Newsletter FULL of CX 2.0™ Tips Welcome to Liscio Letters! As we are writing this, many of you are heads-down with yet another tax deadline and you are working hard to delight your clients and provide an amazing client experience. Hang in there! The light at […]