Start here About us Blog Login

How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring

L21scf2lsoaaey0xvu42 tutorial website blog banner
Wize Mentoring
How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring

If you're an accounting or bookkeeping practice owners who are looking to scale their business whilst working fewer hours, earning more money, and having more choices in life, then you're on the right website.

The above recording is a discussion of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan discuss workflow scheduling and how to plot work for the next few months. 

If you just wait for work to come in, you'll tend to become overwhelmed, stress your staff out and frustrate your clients. You have a choice to just sit there and wait for the work to come in or take control of the situation and lead. If you want to become a good leader, it's important to plan out the next 12 months based on the capacity planner of your firm.


Here are some of the facts that you'll learn from this audio:

  • Understanding the concept of work scheduling

  •  Why leading is important

  •  How capacity levels can affect productivity

  •  How to deal with clients’ work

  •  The importance of sending out letters

  • The 80-20 rule in work scheduling

  •  How to schedule workflow

  •  Why you should educate clients

  •  The importance of managing work schedules based on capacity

  •  How helpful are the workflow scheduling tools

  •  Why bookkeeping is more self-driven with deadlines

  •  How to handle budget and forecast strategies with clients

  •  Building Capacity vs Advertising

  •  How to balance on and off marketing

  •  Tips for encouraging clients to come in

  •  What you measure is what you can manage

  •  How to plan out your capacity


Download the full transcript here.


50% Complete

All you need to do is fill in your details below and we'll send your eBook over to your inbox in a couple of minutes.