tax coach Archives - Get Off The Wheel

There Are Two Types of Clients

June 4, 2019

Every business has two types of clients: Internal and external. External clients are the ones who purchase our products and services. As business owners, we place a huge emphasis on providing excellent customer service to keep those clients happy and to keep them coming back. We can’t forget, though, the importance of providing excellent service to our internal clients as well. Who are our internal clients? These are the individuals who play an important role in keeping your business running smoothly. If you are an accountant, your internal clients are those who you need to do your job. Consider the
Read More

Self-Managers Wanted: Here’s What to Look For

April 16, 2019

Self-Managers Wanted: Here’s What to Look For The “perfect” employee isn’t one who does whatever you say, but someone who knows what to do without having to be told. It’s someone who performs the job without constant prodding, someone who can manage himself or herself with a minimum of interference from you. Here’s what to look for in a self-managing employee: Goals. Look for people who set their own objectives and push themselves to achieve them. Instead of accomplishing the bare minimum, they stretch to do a little bit more, or a little bit better, without anyone else telling them
Read More

Hire Team Members Who Are Committed to Out-Of-This-World Customer Service

August 13, 2018

Recruit Team Members Who Deliver Exceptional Service! Attitudes are contagious and bad ones are like the flu bug: You don’t want it going around the office! One of the great things about Out-Of-This-World Customer Service is that it creates happy attitudes. When you set clear expectations and give team members the power to make clients happy, they will love their job. Team members with great attitudes can make filling a position easy. Why is that? They will tell like-minded friends and acquaintances when you are adding a team member. They won’t refer people with bad attitudes who won’t be committed
Read More

Want a Successful Business? Delegate

May 1, 2018

Delegating is Key to Running a Successful Business It’s easy to get in the mindset that if you want things done the right way you have to do them yourself. But that isn’t always the best approach at work, even if you firmly believe you’re the best person for the job. There simply isn’t enough time in the day, especially if you have a business to run. Like it or not, you must learn how to delegate work to your employees. Here are some helpful hints: Develop a game plan. Start by deciding which tasks to delegate and which employees
Read More

Build a Strong Business by Retaining Clients

April 24, 2018

Customer Service is #1 One very important aspect to the success of any business is building strong customer service relationships. It does not matter how great a product is, if customer service is poor it can affect your business in a negative way. Building a strong relationship with your clients is more than just being courteous. You have to keep them coming back. Why is this so important? Keep the Competition in Mind Your clients will not hesitate to visit another establishment if they feel they were treated unfairly. A business has to work hard enough as it is to
Read More

Customer Service: Using Hospitality

April 10, 2018

In Any Business, Customer Service is Key Customer service is extremely important, no matter the niche. It’s what helps you to gain and retain clients; after all, no one is going to want to encourage people to go to a place with poor service. However, it isn’t just customer service that is important; hospitality plays a key role as well. Some people might argue that both are the same, but in truth, they differ greatly. Customer Service Customer service is defined as the “assistance and other resources that a company provides to the people who buy or use its products or
Read More

Keep Your Focus on What You Do Best

April 3, 2018

Focus on Your Strengths! Practice management is one of the hardest parts of running a small business. All of the infrastructural elements that large corporations have to manage, such as data security, finance, customer service, and legal documentation, are still on your to-do list. But managing all of those elements without the large employment force that big businesses can bring to the table is a challenge that seems unending. If you started an accounting practice because you wanted to focus on certain types of accounting services, you can still do precisely that. Here’s how: Make a list of what requires
Read More

Set Goals and Revisit Them Often (Part I)

February 6, 2018

Set Goals for Increased Profitability and Productivity Business owners who set goals and visit them often usually see: Higher productivity overall. Lower unnecessary costs Shorter timeframes between starts and finishes. Greater profitability. A Potential Problem Setting goals is one thing, knowing how to revisit them is another. Goal-setting and performance monitoring should be everyone’s responsibility. If goal-setting stays with the business owner, revisiting them often stays with the business owner too. By encouraging everyone to take ownership of goals success becomes more certain because everyone can revisit their own goals. The Solution Use two simple and effective ideas that have
Read More

7 Productivity Tips

January 9, 2018

Increase Your Productivity With These Tips! Know your priorities Have a vision Do you have a 5 year vision? Do you keep a vision board? If yes, how often do you look at it? What you focus on expands – Google images, words such as health, fun, travel, etc. – a visual of what you want Goals are essential Divide them into 90 day chunks Write them down – be accountable If you aren’t achieving your goals, then check your vision & get clear direction Planning beats willpower Willpower will fail you – don’t rely on it Rely on planning
Read More

Systems: The Key to Having a Successful and Profitable Business

January 2, 2018

Putting Systems In Place to Grow Your Business Most accountants don’t have a systemized way of running their business. They wing it and do things off the cuff. They are constantly in reactive mode (putting out fires) instead of being proactive (growing their business). Being reactive is very costly due to repeated mistakes, lost sales and clients, and minimal profits. Implementing effective systems can change that. Systems are the key to getting more done. They are the solution to getting the results you want. It takes intensive work and focus to build effective systems in your business, but investments of
Read More