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 […]
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 […]
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 [...]