Free for accounting & bookkeeping firm owners
The Client Ranking
System for
Accounting Firms
Your team's time is the most valuable thing your firm has. Rank up to 10 clients in under 5 minutes and see whether it's going to the clients who will grow your firm.
Takes under 5 minutes. Results on the next screen.
Why rank your clients
Every client gets your team's time. Only some of them should get the most of it.
In most firms, the clients who call the most and question every invoice end up with more attention than anyone else, while the clients worth growing with go months without hearing from you. Nobody decides it should work that way. It happens because nothing tells the team which clients matter most.
Ranking your clients changes that. Once you know who your best clients are, you can give them the attention they deserve, hand the rest to the right people in your team, and know exactly what kind of client you want more of.
What you'll see
A clear picture of your client base
Every client ranked
An A, B, C or D grade for each client you score.
Where time is going
The clients pulling the most attention from your team.
Who to grow with
The clients with the most room for more work.
Where your line sits
The clients your firm may need to rethink keeping.
Who this is for
The ranking is for you if…
A handful of clients take up most of your team's day
Your best clients rarely hear from your firm
Your team says yes to every client, whatever they're worth to the firm
You're deciding which clients to take into next year
A note from Jamie
Every firm has clients it would miss tomorrow, and clients it wouldn't.
I'm Jamie Johns, co-founder and CEO of Wize Mentoring and owner of Sky Accountants. Knowing which clients deserve our time has shaped how we've grown at Sky, and it's one of the first things I'd want any firm owner to see clearly. We built this ranking so you can see that picture for your own firm in a few minutes.
Get the ranking
Who's ranking their clients?
Pop in your name and email, and the ranking opens on the very next screen.