optimizing the client experience is the real key to growth and profitability.
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
on a recent episode of the concierge cpa, liscio founder and ceo chris farrell joins host jackie meyer to challenge the conventional wisdom about workflow systems in accounting. his core message? firms don’t just need better systems—they need a client-first approach to technology.
“most of the problems firms are facing stem from one thing,” said farrell, a cpa and veteran software innovator. “you’re always waiting on the client.”
farrell knows both sides of the equation: as a former arthur andersen accountant and cfo, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. with liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “when clients don’t know where to send documents or how to respond, the firm grinds to a halt.”
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