Previous Post
Fostering a Culture of Growth: The Power of a No-Blame Environment
Next Post
Transforming Your Senior Production Manager into a Top-notch Leader

Building a Winning Team: The Blueprint for Success

Starting and running a successful business is no easy feat, and one of the key factors that can make or break your venture is having the right people in the right roles. Think of it like constructing a building – you wouldn’t start without a blueprint, right? 

At Wize, we’ve developed the perfect team structure for accounting businesses, akin to an architect’s plan. Let’s break it down into three essential roles that form the backbone of a thriving accounting practice: the Senior Client Manager (SCM), the Senior Production Manager (SPM), and the Grinders. 

Senior Client Manager (SCM): The People Person 

The SCM is the face of the business, responsible for acquiring new clients and maintaining relationships with existing ones. They’re strategic thinkers, focusing on high-level communications, offering valuable advice, and enhancing customer satisfaction. Their role is all about selling the sizzle, leaving the nitty-gritty details to others. 

Senior Production Manager (SPM): The Efficient Organizer 

The SPM ensures the smooth running of all processes to deliver top-notch services on time. Delegation and mentorship are their strong suits, ensuring that the team works like a well-oiled machine. With a keen eye for training, they guarantee that everyone is equipped to excel in their tasks. 

Grinders: The Task Masters 

The Grinders handle the day-to-day tasks – think accounting, bookkeeping, and paperwork. They’re the backbone of operations, keeping everything in order. Their efficiency ensures that the team can focus on strategic tasks, knowing that the daily grind is well taken care of. 

When hiring for these roles, it’s crucial to refer to WizeVault’s job descriptions. These documents provide a clear picture of the skills needed for each role, helping you find the perfect fit who can contribute effectively from day one. 

By establishing this ideal team structure before making hires, you set your accounting team up for success. It’s like having a game plan before hitting the field – everyone knows their position, plays to their strengths, and contributes to the overall success of the team. In business, success means satisfied and productive employees, happy clients, and ultimately, a flourishing venture. So, get that blueprint in place and build your accounting dream team! 


PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:  

1.  Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world’s best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here