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Getting staff buy-in when adopting new tools

Accounting practices are adopting new tools to help them run their business more efficiently, but what about the staff? They have a lot of input on how to do things day-to-day and this can sometimes clash with your vision for the practice. 

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Changing your staff’s job title

One of the best ways to grow your accounting practice is by building a team that helps you achieve more. 

One way to do this is by changing the title of some staff members in order to suit their skills and abilities better. You can use any...

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Classify your clients using the A-D method

As an accounting practice owner, you need to be able to categorize your clients based on their needs and level of engagement. This will allow you to provide the best service possible for each client.

 

Your accounting practice is likely to...

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Take back control of your business

As an accounting practice owner, you're probably spending more time on administrative tasks than actually doing what you love. It's not that your work isn't fulfilling; it's just that running a business can be hard work. 

 

And if you're...

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Stop complaining and start acting

To achieve your goals, you’ll need to change. Stop complaining about your current situation and decide to take action.

Ignore your current limitations by believing in yourself. Stop being so stubborn and be willing to learn. Eschew your...

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The Power of Inclusion

A true leader doesn’t create separation. They see the power in all people and they don’t shy away from including everyone. It is a trait that will bring your company to new heights, both professionally and personally.

Start by having...

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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...

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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...

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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...

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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...

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