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 were, in fact, enough hours? And what if you just needed to make a couple of simple swaps to suddenly find more time? What would […]
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 your clients and your to-do list – and it leads to long hours and lots of evening and weekend work. So what is the importance […]
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 invoice in Liscio or select an existing invoice in QBO using the new Invoice Task type. Creating an invoice in Liscio will create the invoice […]
Bullet-Proofing Your Firm With so many people resigning and good staff becoming increasingly difficult to find, many firm owners are worrying what they will do if one or more key staffers decide to leave the firm. Even if your staff seem engaged and unlikely to leave, it’s a very good idea to have a plan […]
Four Habits of Highly-Successful Accounting Firms At Liscio, we speak with thousands of accountants, bookkeepers and tax professionals each year and we’ve noticed there is a set of common habits that correlate with happy, successful, and thriving firms. These highly successful accounting firms are outperforming their peers by up to 40%, they are attracting and […]
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 […]