The Importance of a Capacity Planner

Have you ever used a Capacity Planner before to work out what capacity you need or the number of staff you need in your firm? In our experience, developing and working to a capacity planning is not something that is done enough in practice.

We never...

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Three Important Roles Every Firm Should Have

If you wish to have the correct flow happening in your production team, then here are the three important roles that every firm should have in their team.

1. A person who deals with all the communication traffic with clients (emails, phone calls, me...

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How to create an abundant environment in the workplace

 

Abundant organizations exist when leaders help employees find meaning from the work that they do.

A workplace with an abundant environment produces happier and motivated workers, which eventually increase employee productivity and fewer work-related...

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How to Build an Ideal Team Structure to Maximise Your Firm's Capacity

 

Who should be the finders, grinders, and minders in your team? How do you hire the right people to build an ideal team structure? How do you build a no-blame culture in your firm? How do you become a great leader for your team? Ed Chan answers these ...

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Beginning with the end in mind

 

According to Dr. Stephen R. Covey, all things are created twice — first in the mind, and then in the real world. Physical creations follow mental ones, just like homes are built according to blueprints. To make your deepest desires a reality, you fir...

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The Two Forms of Outsourcing

In the spirit of helping you create Wize decisions when it comes to increasing your capacity with offshore team members, let me explain the two forms of outsourcing.

The first type is paying an offshore member an hourly rate for what you need like w...

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The Inbox Zero Strategy

Inbox Zero, a technique developed by writer and podcaster Merlin Man, is essentially a structured thought process for triaging and clearing your email inbox every day. The goal is to always keep your inbox 100% empty. 

There are some big benefits to...

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How to Become a Good Leader in your Accounting Firm

 

Leadership is an essential part and a crucial component of effective management which helps to maximize efficiency and achieve organizational goals.

 If you're a budding senior client manager or a firm owner, your ability to communicate and understa...

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Should you hire an offshore team directly or through an agency?

In the past days, we’ve been receiving a lot of questions about the process of hiring offshore staff. This is something new for a lot of business owners and can be an intimidating strategy. 

However, when executed well, having an offshore team can h...

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The Ideal Team Structure to Manage $1M in Fees

The ideal team structure for your practice depends on the fee volume you manage. If you’re looking at $1m in fees, this is the ideal team structure that should work for you:

The ideal team structure is to have one client manager (possibly supported ...

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