Jeane Hardy: Work You Don't Track Could Be Holding Your Firm Back | It's Not Just the Numbers

Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.

It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

Most accounting firm owners could tell you their billable hours down to the decimal. Far fewer could tell you where the other 25% to 30% of their team's time goes.

Jeanne Hardy, CEO and founder of the practice management platform Levvy and the CAS firm Creative Business, joins Damien Greathead and Penny Breslin on It's Not Just the Numbers to explain why that invisible work is the real barrier standing between most firms and a healthy advisory practice, and what she built to fix it.

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Hardy has lived this problem from both sides. She has run a CAS firm for 20 years and built software to solve the gaps she kept hitting inside her own practice. That dual perspective runs through the whole conversation.