Overview: Leveraging Technology to Improve Client Relations
As we work with our accounting clients, we need to consider their experience with us. It begins with the onboarding as a new client but then continues month after month as we help them find value in the information we provide.
Listen as Chris and Roger discuss that experience and how accountants can improve it for the client using technology. Consider the example Chris shares as he references what we are all familiar with when it comes to the banking industry.
It’s time to consider ways to update your client interaction and retention.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Chris Farrell
About Our Guest:
Chris Farrell is the CEO of Liscio, a software company that develops Client Experience software for accountants. Prior to Liscio, Chris served as the CFO of a NASDAQ-listed company and as an auditor for Arthur Andersen. He earned his MBA at UCLA his CPA license in California. Chris lives with his wife and son in San Francisco, California.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of :
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
Click HERE to learn more of Liscio and how it can help you leverage technology within your business
In a spirit of sharing, Chris invites you to reach out and speak with him directly. Each week he speaks with various owners of accounting businesses. As such he’d be happy to listen and offer advice to help you in your business: [email protected]
Remember this, Accounting Success IS Universal.
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For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
