Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA episode artwork

EPISODE · Apr 21, 2025 · 49 MIN

Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA

from CPA Trendlines Podcasts · host CPA Trendlines

Optimizing the client experience is the real key to growth and profitability.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesOn a recent episode of The Concierge CPA, Liscio founder and CEO Chris Farrell joins host Jackie Meyer to challenge the conventional wisdom about workflow systems in accounting. His core message? Firms don’t just need better systems—they need a client-first approach to technology."Most of the problems firms are facing stem from one thing," said Farrell, a CPA and veteran software innovator. "You're always waiting on the client."More Jackie MeyerFarrell knows both sides of the equation: as a former Arthur Andersen accountant and CFO, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. With Liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “When clients don’t know where to send documents or how to respond, the firm grinds to a halt.”Farrell argues that accounting technology has historically focused on optimizing firm-side operations—tax software, practice management tools, document handling—but has neglected the user experience for clients. That, he says, is the real productivity roadblock.

Episode metadata supplied by the publisher feed · Published Apr 21, 2025

Embed this episode

NOW PLAYING

Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA

0:00 49:16

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of CPA Trendlines Podcasts?

This episode is 49 minutes long.

When was this CPA Trendlines Podcasts episode published?

This episode was published on April 21, 2025.

Can I download this CPA Trendlines Podcasts episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!