We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.
Jeane Hardy: Work You Don't Track Could Be Holding Your Firm Back | It's Not Just the Numbers
Oct 23, 2026 · 48 min · 18 segments
**Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory…
**Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.**https://cpatrendlines.com/shop/jp24pri-jody-padar-radical-pricing-how-to-optimize-profits-delight-clients-and-build-a-top-value-firm-jp24pri/
***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.
- **MORE** Penny Breslin and Damien Greathead | **MORE** Advisory & Consulting
- **JOIN** From Scorekeeper to Strategist CAS Workshop | **BUY** "It's Not Just the Numbers"
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.
**Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory…