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...
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...
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...
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...
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...
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...
Changing your Client’s Habits
It will be a challenge to entirely withdraw from your business if your clients are still very much dependent on you.
So how do you change your client’s habits if they just want to talk to you directly because they only trust your...
How To Charge For Setting Up A Company/Trust
Have you ever done a diagnostic/discovery on a client’s needs where they need a Company/Trust to be set up? In this situation, do you place the order with your supplier and send an invoice to the client and wait (pray) for payment?
...
How to Deal With Clients Who Are Asking For Too Much “Free Advice”
In the spirit of helping you avoid giving away too much IP or advice for free to potential clients, allow us to share with you the Wize way of dealing with prospecting chats.
There are 7 Divisions in a business. Division 4 is Production and...
Achieving Additional Growth in Fees From Existing Clients
If you want to grow your business and achieve additional growth in fees from existing clients, use the narrow and deep team structure and play people in position and not out of position.
The Senior Client Managers (SCM) are the ones...