Resources worth your time. Insights you can actually use. Built for tax and bookkeeping professionals.
A practical guide to help tax professionals adapt to IRS reform, automate workflows, and elevate client service. Learn how to stay compliant and turn change into opportunity in 2025 and beyond.
No fluff. No generic newsletters. Just value-packed emails that help you work smarter and serve clients better.
Liscio CEO Chris Farrell meets with industry experts to unpack what tax and accounting professionals need to know—fast. From cybersecurity risks to IRS changes and emerging tech, these short conversations deliver timely insights in 2 minutes or less.
Rob Ferrini explains how comfort letters can quietly expose your firm to liability, especially during economic downturns when requests for financial “validation” spike. Learn how to say no without burning bridges.
Most engagement letters are outdated or incomplete—and that creates serious exposure. Rob Ferrini highlights key clauses that firms overlook, how remote work has changed what needs to be in writing, and how to build letters that stand up to scrutiny if a claim is filed.
Rob Ferrini shares why having the right broker, not just an agent, can make or break your protection strategy. From helping draft engagement letters to advocating during claims, a proactive broker is part of your risk team.
No fluff. Just practical insights to help you automate, grow, and serve clients better.
