A "Process & Workflow Design Series" Training

Reduce Channels and Increase Profits for Your Accounting Practice with Liscio

 

Liscio is designed with your client in mind.

They can easily share sensitive documents and information with you, right from their mobile phone using the Liscio™ Mobile App. No more clunky portals.

And staff love it too. All communications are organized, trackable, and transparent across team members.

No more searching multiple systems to find a document or communication from a client. And no more chasing them for documents!

INVEST NOW RISK FREE - JUST $197
"Seth is amazing. The information he provides to develop your practice is truly appreciated and worth every penny. Thank you from the bottom of my heart."

A LOOK INSIDE THE COURSE...

YOUR COURSE OUTLINE:

 

Lesson 1 - Get Started with Liscio

  • Getting Started
  • Navigating and Setting Up Liscio
  • Tags
  • Establish Policies
  • Train Your Staff
  • Train Your Clients
  • Integrations
    • Liscio Apps
    • Lisio Disptach (bulk upload documents)

Lesson 2 - Doing a Cleanup Job with Liscio

  • Review the Balance Sheet with Your Client
  • What information do you need to start a clean up job?
  • Templates
  • Tasks
  • Tag Documents as they come in
  • Repeat this process

Lesson 3 - Run Your Bookkeeping and Tax Engagements with Liscio

  • Project Management - The Anatomy of A Task
    • Next every task must answer these 2 questions
      • How to set this up as a template in Liscio
      • Bank Feeds Tasks
      • Accounts Receivable Review
        • Meeting with the client
        • Smaller engagement - send the report
        • Weekly internal review, monthly web conference with client
      • Moving down the balance sheet
  • Tax Engagements
    • The complete anatomy of every task you can set up in Liscio for a successful tax engagement.

Lesson 4 - Chris Farrell CEO and founder walks us through the road map

SEE ALL OF OUR TRUSTPILOT REVIEWS

Reduce Channels and Increase Profits for Your Accounting Practice with Liscio™

$197

One-Time Payment

Designed with your client in mind!

INVEST NOW - RISK FREE

MY "SETH"SATIONAL 90 DAY GUARANTEE

"Your Complete Satisfaction is 100% Guaranteed.  If, for any reason, you're not overjoyed with your purchase, just let me know within 90 Days and I'll issue a complete refund.  No questions asked."

-- Seth David, Chief Nerd, Nerd Enterprises, Inc.