Up to 30 percent of your firm's work might be invisible, never scheduled, never billed, and never counted when it's time to talk about capacity or fees. Jeanne Hardy, founder of the practice management platform Levvy and the CAS firm Creative Business, joins Damien and Penny to explain what that ad hoc work is costing firms, and how a "noise-canceling" approach to practice management can fix it.
Key Topics Covered
- What client advisory services actually means, beyond the buzzword
- How niching around creative business owners built a 20-year CAS practice
- Why tribal knowledge trapped in people's heads is the real barrier to good AI
- The 25 to 30 percent of firm time that never gets tracked or billed
- How agentic AI is already automating accounts payable at Levvy
00:00 — Welcome, sponsors, and catching up
02:00 — Meet Jeanne Hardy: from Creative Business to founding Levvy
04:00 — What does "CAS" actually mean?
08:00 — Niching down around creative business owners
13:00 — Why most practice management tools create noise instead of clarity
20:00 — The tribal knowledge problem: what happens when it only lives in someone's head
22:00 — Why context is the fuel AI actually needs
28:00 — The invisible work: 25 to 30 percent of a firm's time is ad hoc
33:00 — Radical transparency and fixing team burnout with time data
37:00 — Talking to your team about AI without the fear
38:00 — Inside Levvy's first agentic workflow: automating accounts payable
40:00 — Why advisory work is the future the next generation actually wants
44:00 — Where the name "Levvy" came from, and where to find Jeanne
About our Guest
Jeanne Hardy is the CEO and founder of Levvy, a practice management platform built for CAS firms, and the founder of Creative Business, a CAS firm serving creative entrepreneurs. Connect with her on LinkedIn.
Check out our Sponsors
MoneyPenny, LLC for outsourced backoffice tax and accounting support.
TwineApps for simplified subscription billing.
Connect with the Hosts
Damien Greathead
Penny Breslin
