Managing your firm’s traffic flow successfully amidst the Pandemic

With any Accountancy Practice, the hardest thing to deal with is managing the traffic that comes from your clients. Traffic is made up of “Communication traffic” and “Production traffic.” If…

To help you identify your customer’s sentiments, and understand what impact their loyalty or lack thereof can have on your business, it’s crucial to know the three different types of…

Here are some of the top principles that we teach at WIZE and implement them in our own firms to get the best out of the production team. When building…

Do you find yourself feeling overwhelmed with the number of emails that you have to answer every day? The answer is all about managing traffic flow and using the 80/20 rule.…

One of the biggest fears that firm owners have is handing over client relationships to a senior client manager only for them to leave and “run off” with the client.…

As a leader of your team, you have to have the ability to “confront” situations and have those difficult conversations and not shy away from them otherwise problems fester and…

In the spirit of helping you deal with people issues in your team, we’d like to share with you this excerpt from Dr Steven Covey’s 7 Habits of Highly Effective People book:…

The ideal team structure for your practice depends on the fee volume you manage. If you’re looking at $1m in fees, this is the ideal team structure that should work…

In the past few days, we’ve been receiving a lot of questions about the process of hiring offshore staff. This is something new for a lot of business owners and…

Inbox Zero, a technique developed by writer and podcaster Merlin Man, is essentially a structured thought process for triaging and clearing your email inbox every day. The goal is to…