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 advice?

Clie...

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?

Someone asked ...

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 Divis...

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 responsible t...

Is your staff screaming for work? The most successful business owners work on the Balance Sheet (preventative activities) and not just on P&L activities (putting out fires or reactive activities).

Fixing the problem is the best way to go and not...

All accounting firm owners should know how to manage their clients. Do not let your clients manage you or else they will drag you into their nightmare. Educating clients is a Balance Sheet investment. Make sure you don’t neglect this very important t...

In this video, the Wize guys discussed how to onboard new recruits based on the role they will play in your accounting practice. There are three categories in an ideal team structure: finders (finding leads), minders (managing existing clients), and ...

In this video, the Wize guys discussed the importance of a Senior Production Manager in managing traffic flow to ensure smooth operations in your Accounting business. The Wize guys also share their insights on what it takes for a team member to be su...

One of the most important roles in any business is that of a Senior Production Manager. These folks are responsible for ensuring everything comes together on schedule and within budget, making them integral to the success or failure of an organizatio...

It is said that in order to achieve success, one must hire slow and act fast. But what does it mean for an Accounting Practice owner? In this video, the Wize guys discuss what it means to “Hire Slow and Act fast” – are you taking your time finding th...