If you're an accounting or bookkeeping practice owners who are looking to scale their business whilst working fewer hours, earning more money, and having more choices in life, then you're on the right website.
The above recording is a discussion of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan discuss workflow scheduling and how to plot work for the next few months.
If you just wait for work to come in, you'll tend to become overwhelmed, stress your staff out and frustrate your clients. You have a choice to just sit there and wait for the work to come in or take control of the situation and lead. If you want to become a good leader, it's important to plan out the next 12 months based on the capacity planner of your firm.
Here are some of the facts that you'll learn from this audio:
Understanding the concept of work scheduling
Why leading is important
How capacity levels can affect productivity
How to deal with clients’ work
The importance of sending out letters
The 80-20 rule in work scheduling
How to schedule workflow
Why you should educate clients
The importance of managing work schedules based on capacity
How helpful are the workflow scheduling tools
Why bookkeeping is more self-driven with deadlines
How to handle budget and forecast strategies with clients
Building Capacity vs Advertising
How to balance on and off marketing
Tips for encouraging clients to come in
What you measure is what you can manage
How to plan out your capacity
Download the full transcript here.
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