Maintaining your existing client relationships is a sure-fire way to grow your firm. However necessary, client retention is often overshadowed by the thrill of chasing new clients. Establishing a sustainable, scalable, satisfying client experience will help your firm build relationships, foster trust, spawn advocates, and deliver exclusive value to your clients.
Danger lives in our inboxes, but there is a better way to communicate with your clients and exchange sensitive information. It’s called Liscio, and it’s going to change how you work.
If you’re like most bookkeeping or accounting firms out there, you spend a lot of time trying to get clients to send you documents you need to do your best work. You work hard to please them, but something is missing when it comes to communication with them.
Screens are great, until they aren’t. Sure, they make us more productive. They are how the world works, but staring at them all day can be detrimental to all sorts of body systems. Terrifying is the fact that studies have found that doctors are seeing more prolonged enlarged pupils, also known as “defocus” according to Dr. Glen Steele.
It turns out that breathing isn’t just sucking air into your lungs to fuel your body’s essential functions. There are also some really AWESOME ways to take full advantage of simply feeding your lungs oxygen to make your body feel instantly better. Your job is a very cerebral one. Your mind is constantly doing number-y things. To do what you do, be it bookkeeping or tax prep (or even getting up for a cup of coffee), the mind-body connection may not be something you give a lot of thought to…but it should be. It’s profound what that connection can do for you if you’re aware of some simple things. The way you breathe can have a massive impact on things like cortisol levels, which controls the likes of stress levels, blood pressure, and blood-oxygen saturation just to name a few.
The Fundamental Truth: How Do You KNOW When You Need Help? Michelle Weinstein, Founder of The Abundant Accountant Alison Ball and I were talking about the fact that accountants (especially […]
The “Right Stuff” for 2022 – Does Your Team Have “It”? In thinking about what we’ve all been through these past two years, there are several character traits that correlate […]
What Would You Do if You Had More TIME? The biggest thing we hear from Practitioners like you is “there aren’t enough hours in the day”. But what if there […]
The Importance Of Shutting Off If you are like most busy practitioners, especially if you own your firm or are a partner, you can’t shut down. It’s just full-on with […]
Announcing Liscio and QuickBooks Online Integration We’re pleased to announce Liscio’s newest integration with QuickBooks Online! The QBO integration allows you to bill clients directly through Liscio. Simply create the […]