The Only Way to Retain Clients

In this episode of the "Escaping the Accountant's Trap" podcast, host Adam Lean welcomes Chris Farrell, the CEO of Liscio, to discuss the pivotal role of creating five-star client experiences in breaking free from the accountant's trap. Chris, who evolved from an accountant to a CFO and now leads a software company catering to accountants, shares his journey and insights into the accounting profession's changing landscape. The conversation delves into the importance of proactively meeting cli...

Om Podcasten

This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkeepers on how to build, launch and scale a CFO and business advisory service.Sign Up For Our Newsletter:https://thecfoproject.com/newsletter