Liscio
7 Case Studies
Case Study: Closing Your Books achieves streamlined client communication and better visibility with Liscio
A Liscio Case Study
Closing Your Books - Customer Case Study
Closing Your Books LLC, led by Lozelle Mathai, is an outsourced CFO firm serving small and medium-sized businesses. The team struggled to keep up with long, overlapping email threads and to quickly see the status of client issues without searching through multiple messages, which made it hard for both the firm and its clients to know where things stood.
To solve this, Closing Your Books implemented **Liscio**, using its task and tagging features to organize client communication, track decisions, and improve visibility in one place. The result was faster collaboration, quicker decision-making, and significant time savings, with Mathai reporting the firm saves hundreds of dollars per month in non-billable time. She also said client adoption was quick and that Liscio has become a required part of the workflow.
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Closing Your Books
Lozelle Mathai
Closing Your Books