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

In 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 scheduling
2:03 - Why leading is important
2:16 - How capacity levels can affect productivity
2:41 - How to deal with clients’ work
3:45 - The importance of sending out letters
4:01 - The 80-20 rule in work scheduling
6:07 - How to schedule workflow
7:43 - Why you should educate clients
8:06 - The importance of managing work schedules based on capacity
8:52 - How helpful are the workflow scheduling tools
10:06 - Why bookkeeping is more self-driven with deadlines
11:42 - How to handle budget and forecast strategies with clients
13:04 - Building Capacity vs Advertising
15:43 - How to balance on and off marketing
18:33 - Tips for encouraging clients to come in
20:01 - What you measure is what you can manage
20:28 - How to plan out your capacity
22:47 - Key takeaways

Quotations:

“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 Johns

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Download the full transcript here.

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