Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring

Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize MentoringIn this episode 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.So, don’t forget to grab a pen and paper for another action-packed episode!Timestamps:0:35 - Understanding the concept of work scheduling2:03 - Why leading is important2:16 - How capacity levels can affect productivity2:41 - How to deal with clients’ work3:45 - The importance of sending out letters4:01 - The 80-20 rule in work scheduling6:07 - How to schedule workflow7:43 - Why you should educate clients8:06 - The importance of managing work schedules based on capacity8:52 - How helpful are the workflow scheduling tools10:06 - Why bookkeeping is more self-driven with deadlines11:42 - How to handle budget and forecast strategies with clients13:04 - Building Capacity vs Advertising15:43 - How to balance on and off marketing18:33 - Tips for encouraging clients to come in20:01 - What you measure is what you can manage20:28 - How to plan out your capacity22:47 - Key takeawaysQuotations:“The 80-20 rule, as long as you get 80% of people following it, then you can manage the last 20%.” - Ed Chan“You should have time… If you turn the engine on and don't let the wind blow the sails.” - Ed Chan“The more metrics you can use to manage your business are good, but you don't want paralysis by analysis. So you need to sort of keep it as simple as possible, but you may focus that around the ideal team.” - Jamie JohnsGET IN TOUCH!Website: www.wizementoring.comFacebook: https://www.facebook.com/wizementoring/Twitter: https://twitter.com/wizementoringLinkedin: https://www.linkedin.com/company/wizementoring/Instagram: https://www.instagram.com/wize.guys/?hl=enEmail: [email protected] the full transcript here.________________  PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:   1. Download our famous Wize Freedom Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here