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 [...]
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 -- [...]
Why Client Experience 2.0™ Firms Send Less Email Remember when “You’ve got mail” created such a positive buzz that Meg Ryan and Tom Hanks made a rom-com out of it? Imagine pitching that movie to a focus group today. Cue the groans! What happened? Well, email has turned into a stressful experience. It’s overwhelming. It’s [...]
Rising Above the Rest - Why CX 2.0™ is the Key CX 2.0 We live in an age of intelligent hyper convenience. With a few taps, swipes, or keystrokes, we can have just about anything delivered right to our door and we don’t even need to get out of our PJs. This is Client Experience [...]