Episode 132

Delivering Client Experience 2.0 for Accounting Firms

Alison Ball is the Director of Marketing and Influencer Strategy for Liscio, Inc. Liscio helps firms differentiate themselves by providing Client Experience 2.0TM to their clients. How do you make exchanging sensitive data and information with your clients delightful, trackable, and transparent across team members? Liscio does that just - everything in one place and designed from the ground up to be secure, mobile, and delightfully easy to use for clients and for staff. Before joining Liscio, Alison spent 15 years leading accountant influencer programs at Intuit. In her spare time she grows amazing backyard vegetables and loves hiking in the San Francisco Bay Area. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.

Contact her here:

Website and blog

About Liscio

How do you make exchanging sensitive data and information with your clients delightful, trackable, and transparent across team members? Liscio does that just – everything in one place and designed from the ground up to be secure, mobile, and delightfully easy to use for clients and for staff.

Useful links:

Fine-Tuning Your Client Experience – A Year-End Firm Discussion Guide from Liscio: Set your Firm Up for Success in 2021

To fine-tune your firm’s client experience, take time to identify what is working and what might need improvement in your firm. Download this free year-end firm discussion guide to tap into your staff’s insights, evaluate your client-facing tools, and get your firm on the path towards Client Experience 2.0 for 2021.

The most recent Liscio newsletter – packed with information about Client Experience 2.0 and useful for anyone who is seeking to differentiate their firm in 2021, and just have a better experience overall for clients and for staff.

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About the Podcast

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Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.

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About your host

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Rob Brown

Rob Brown is the founder and host of the Accounting Voices Podcast, the flagship solo show of the Accounting Voices Network. Each episode offers sharp analysis and commentary on the trends, ideas and people shaping the global accounting profession.

Through this Accounting Voices Podcast, Rob helps accounting firm leaders, decision makers and professionals stay relevant and make sense of disruption in areas like AI, automation, M&A, private equity and soft skills beyond the tech. His perspective blends clarity, insight and curiosity, making complex issues relevant and practical for professionals and decision makers across accounting and finance.

He also leads two monthly panel shows, Accounting M&A and Accounting AI, which bring together senior voices to explore consolidation, strategy and the impact of technology on firms and people.

Rob is the author of the bestselling book Build Your Reputation (Wiley) and a TEDx speaker whose talk The Personal Brand of You has more than 400,000 views. Over his career he has hosted and moderated more than 1,000 conversations with accounting and fintech leaders worldwide.

Based in Nottingham UK, Rob is a stroke survivor living with epilepsy, a black belt in kickboxing, a decent chess player and an average player of four musical instruments.