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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 Liscioā„¢

$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.