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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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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...

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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...

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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...

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