Previous Post
Do you know the right sales process for your business?
Next Post
Transitioning from Grinder to Minder

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 them are at.


Mainly,  they take care of the communication with C&D clients but they also do some accounting work as well because they are not experienced enough to be completely non grinding.


Our Assistant Client Managers are at 75% productivity whilst the Senior Client Managers are at 50% to 60%.


The SCM does no grinding work except for reviewing and checking work.


The ACM should have a lower level/cost accountant/junior helping him/her with the lower level/cost grinding tasks (80%) whilst they finish off the last 20% and or they handle the harder tasks themselves with the help of the Senior Production Manager.


PLUS: Whenever you’re ready… here are 4 ways we can help you grow your accounting/bookkeeping practice:


1. You’d be mad not to join our free accountants’ mastermind group.

The Wize Accountants Mastermind group is your new online community where we are sharing daily insights, tips, and free tools to grow your practice – 2k+ practice owners & growing —


2. Accelerate your practice growth – take a free trial

We’ve just released our updated online practice acceleration system which will help you free up time, hire the right staff, fix your broken systems and scale your practice. We are looking for 3 practice owners right now to trial WizePulse. See if you qualify –


3. Find qualified talent for your practice

If you’re looking to hire qualified staff, we have a pool of talented candidates around the world and a proven step-by-step recruitment process to follow. Want access to it? find out how –


4. Build your practice to run without you

If you’d like to know how to scale your practice beyond 7-figures whilst buying back your time, find out here –