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The BEST Workflow When Working with Attorneys as an Accountant

The BEST Workflow When Working with Attorneys as an Accountant

by Lynda Artesani | Mar 20, 2022 | Clio, General Tips, LeanLaw, QuickBooks

We are in mid-tax season. As an attorney, you might be looking at your records and your bottom line and thinking…. “where did all the money go?” Maybe you ask your tax professional, and they go into depth about a line of credit, loan, or something you have on the...
Customer Service Client Experience 2.0

Customer Service Client Experience 2.0

by Lynda Artesani | Oct 10, 2021 | Accounts Receivable, General Tips, Other, QuickBooks, Work Processes

Client Experience 2.0 is a term coined by Liscio, my favorite app in my work stack. Liscio is the software I use to manage client communication and client document storage. But what does client experience 2.0 mean? And why does a software company care about our...

Is Email Safe? Client communication for the future

by Lynda Artesani | Mar 31, 2019 | General Tips

A quiet space…. Would it be wonderful to go back in time? To go back to when email was just a communication tool. And you didn’t get all the advertisements, The spam, etc. I stumbled upon this quiet space. It’s called Liscio. It’s the tool I’m going to use with...

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