Production Manager: The key to your Senior Client Manager’s Effectiveness
We find whenever an SCM says they don’t have enough time they are doing too much grinding and reviewing. The reviewing should be done by the Production Manager. The quality of the Production Manager is key to the effectiveness of the Senior Client Ma...
Do you know the right sales process for your business?
One of the most important steps in growing your accounting firm is finding the right sales process. If you're not developing relationships with potential clients, then it can be difficult to grow your business.
The right “Sales process” is as follo...
Developing Standard Operating Procedures in your Practice
In this short snippet from one our previous Wize Live sessions, the guys at Wize discussed how to develop Standard operating procedures for your accounting practice.
If you want to see the whole video and gain unlimited access to the ultimate Accoun...
Micro-train, Don't Micro-manage
In this short and sweet clip from one of our previous Wize Live sessions, we discussed why it's important to micro-train employees instead of micromanaging them.
If you want to see the whole video and gain unlimited access to the ultimate Accountant...
Building out your Capacity Planner
Did you know that many accounting practices are not fully utilized? Creating a capacity planner is an excellent way for your business to make sure it's on track.
The Wize Guys discussed building out the Capacity Planner in one of our previous live s...
Planning for your next hire?
In this short, but informative clip from one of our previous Wize Live Sessions, the guys at Wize discuss how you should be preparing your business for when it comes time to hire more staff members.
If you want to see the whole video and gain unlimi...
An Assistant Client Manager’s Scope of Work
The Assistant Client Manager’s main role is to service the C & D class clients.
It’s not an exact science because what they actually do depends on a lot of things including their own experience level and what experience level their staff below t...
Transitioning from Grinder to Minder
We had this question posted on our Facebook group and figured this might be of value to you:
“My key employee is quite capable from a technical perspective but not fitting the leveraged production perspective. Any suggestions on what a practical nex...
Dealing With Underperforming New Recruits
Are you dealing with an underperforming new staff?
In this case, you might be wondering if you should wait for them to improve on their performance or simply cut your losses and focus on getting the right fit in the next hire.
In my experienc...
Worried That Your SCM Is Going To Take Your Clients?
One of the most common concerns that practice owners have when redirecting all client communication to Senior Client Managers is what if the SCM leaves one day? What if they poach or take away all of your clients for their own?
Do you have to wo...