The Wize Guys : Recent Episodes

Wize Mentoring for Accountants and Bookkeepers

The Wize Guys podcast by Wize Mentoring is a show dedicated to Accounting & Bookkeeping Practice owners all around the world and their stories, challenges, and insights of building a business that runs without them.

Every hire that goes wrong can usually be traced back to one step someone decided to skip. Not because they were careless, but because they were busy and it seemed like the step that mattered least.

In this episode of The Wize Way Podcast, Dani breaks down how to run a proper recruitment process without a recruitment team: working out who you actually need, getting the job ad written in minutes, screening properly, and testing before you commit.

You'll learn:
✅ How to decide whether your next hire should be an admin or an accountant
✅ The four transferable skills that matter more than qualifications
✅ Why hiring admins from outside the accounting industry often works better
✅ How to use AI to create job ads, interview guides, and job offers in minutes
✅ The job sites worth posting on for local and offshore roles
✅ How LinkedIn headhunting builds your talent pipeline before you need one
✅ Why pre-screening, reference checks, and testing are the steps you never skip

Hiring on your own takes more time, but done right, it does not have to mean settling for less.

________________

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

There is a version of your pipeline where every lead has a clear next step and someone responsible for it. Getting there takes 30 minutes a week.

In this episode of The Wize Way Podcast, Thomas walks through the sales meeting rhythm Wize teaches firm owners to run with their client managers, and why it works better than any CRM or automation your firm could buy.

✅ Why the purpose of a sales pipeline is focus rather than reporting
✅ The difference between a lead and a prospect and why the distinction changes how you follow up
✅ Why chasing a clear no is worth as much to your firm as chasing a yes
✅ The six questions that turn a short sales meeting into the most useful half hour of your week
✅ Why client managers stop selling to existing clients and what that costs you
✅ How a thin top of funnel is what makes your team sound desperate on discovery calls
✅ Why a no-blame culture is the thing that finally gets your team comfortable with sales

If leads keep going quiet and nobody can tell you why, this is the rhythm to build your pipeline around.

________________

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

Somewhere in your firm, there's a desk where every problem ends up. Maybe it's yours. Maybe it's your senior manager's. Either way, the work slows down every time a question lands on it.

In this episode of The Wize Way Podcast, Kristy breaks down the PUB Meeting, the Daily Productivity Unblocker. One structured hour a day where blockages get cleared, questions get answered, and your team learns to solve problems instead of passing them up the chain.

You'll learn:

✅ What the PUB Meeting is and how it picks up where your daily huddle leaves off
✅ How to run it at two levels: one for your senior managers, one for your production team
✅ How to turn every blockage into micro-training that lifts your whole team
✅ Why recording these sessions gives you a training library for every future hire
✅ How to tell whether a struggling team member has a confidence gap or a competency gap
✅ The simple checklist that stops your team coming to you without doing the thinking first
✅ How to withdraw from the day-to-day without your senior manager inheriting the bottleneck

If your firm feels out of control, there's a meeting missing from your day. The PUB is probably it.

________________

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

Hiring in a panic is one of the most expensive things an accounting firm can do. And most firms do not even realise they are doing it until the damage is already done.

In this episode of The Wize Way Podcast, Dani walks through the hiring mistakes that hurt firms the most, why they keep happening, and the practical prevention strategies that change how you approach every hire from here on.

You'll learn:
✅ Why small firms feel bad hires harder than larger ones
✅ The three hiring scenarios that cost firms the most time and money
✅ Why a culture mismatch can be more damaging than a skills gap
✅ How to run interviews that feel like conversations and still get the information you need
✅ What real reference checks actually sound like
✅ Why your probation period is only useful if you are willing to act on it
✅ How to define your non-negotiables before you start looking so you stop compromising under pressure

If you have ever found yourself hiring someone just to fill a gap and paying for it months later, this episode gives you the framework to make sure it does not happen again.

________________

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

The noise around AI is getting louder, and most firm owners are not sure what to believe. In this episode of The Wize Way Podcast, Ed Chan draws on 40 years in the industry to cut through the noise and tell you exactly what AI means for your firm, your team, and your client relationships.

You'll learn:
✅ How every major technology shift has played out in accounting and what it means for AI
✅ Why the relationship with your client is still your most valuable and most overlooked asset
✅ How to lead a team that is anxious about being replaced
✅ Why communication is now the most important skill you can develop in your firm
✅ The difference between visible and invisible money and how to invest in both
✅ How to protect the trust you have spent years building as automation increases

If you have been feeling uncertain about where AI fits in your firm, this episode will settle a lot of that noise.

________________

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

How much time would you get back if your meetings actually worked?

In this episode, Kristy walks through the daily huddle, the simple meeting Wize teaches firm owners to run with their team every day, so you can build a quick daily touchpoint that keeps your team aligned and nothing slips through the cracks between conversations.

You'll learn:
✅ Why the daily huddle is one of the simplest habits that changes how a firm runs
✅ The difference between something you unblock right in the huddle and something that needs its own follow-up: the PUB meeting (production unblocking meeting)
✅ How to know when it's time to hand the huddle off to your production manager
✅ Why rotating who hosts the huddle keeps the team engaged and brings fresh energy to the room
✅ How daily huddles build real connection across remote and hybrid teams
✅ What changes in your firm's production line once the daily huddle becomes a habit

This is a real look at how one accounting firm built a daily rhythm that keeps the whole team aligned, told by a mentor who has been running daily huddles for years.

If you've ever wanted your team to walk into each day already knowing exactly what to work on and where things stand, this episode will change the way you think about your team's daily rhythm and what happens once that habit takes hold.

________________

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

What does it actually look like to run a meeting system that keeps your firm moving without everything falling through the cracks after every conversation?

In this episode, Thomas walks through the full meeting framework Wize teaches firm owners, from the daily huddle to the annual planning meeting, so you can build a clear cadence that keeps your team aligned and your action items from disappearing into thin air.

You'll learn:
✅ Why the daily huddle is one of the most powerful change management tools in your firm
✅ The difference between a daily huddle and a productivity unblocker, and why both matter
✅ How to know when an agenda item has outgrown your weekly tactical
✅ Why the monthly board meeting is the backbone of your operational rhythm
✅ How one well-run annual planning meeting can reduce chaos for the rest of the year
✅ Where to store and track action items so nothing gets lost between meetings

If you've ever walked out of a team meeting with a full list of action items and watched half of them quietly disappear by the following week, this episode will change the way you think about your meeting structure and what happens after each one wraps up.

________________

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

What does it actually look like to run a job interview that tells you whether someone is the right fit for your firm — before you make a decision you can't easily undo?

In this episode, Dani and Kristy break down the questions that go beyond the resume and what the answers actually reveal about a candidate, so you can walk into every interview with a clear process and walk out with the information you need to hire with confidence.

You'll learn:
✅ Why a 5-minute pre-screen call can save you hours in your hiring process
✅ The questions to ask at every stage — and what to listen for in the answers
✅ How to handle the salary conversation without derailing the process
✅ What a candidate's answer about leaving their last role actually tells you
✅ Why each role requires a different type of person — and how your questions should reflect that
✅ How to involve your team lead in the interview without overcomplicating it
✅ The remote work questions most firm owners skip — and why they matter

If you've ever walked out of an interview feeling confident about a candidate and then regretted the hire weeks later, this episode will change the way you approach your hiring process — and the questions you ask in it.

________________

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

You have tried the ads. You have posted on social media. You have handed it to an agency. And yet here you are, still wondering why the leads aren't coming.

In this session, the Wize team breaks down exactly what it takes to build a marketing plan for your accounting firm that doesn't just look good on paper but actually gets executed week after week.

✅ Why 5% of your revenue should be dedicated to marketing and what that looks like at every firm size

✅ How to identify who you are actually attracting before you spend a single dollar reaching them

✅ Why consistency beats strategy every time and how to pick the marketing channel you will actually stick to

✅ The SEO approach that generated 58,000 monthly website views and still holds without being touched for two years

✅ Why outsourcing your marketing without a strategy first is one of the most common and costly mistakes firm owners make

✅ How to study your own client base to build a data-driven marketing plan that actually converts

If you have been spending money on marketing and wondering why it isn't moving the needle, this session is your reminder that the right plan, the right channel, and the discipline to execute consistently can change the trajectory of your firm faster than you think.

________________

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

When Melanie and her dad started One Stop, everything looked good on paper. But somewhere between the vision and the reality, things started to crack. What came next was a decision that changed everything, and a lesson most firm owners only learn the hard way.

✅ Why the external partnership model was costing them clients and what they did about it

✅ What it looks like to have a coach who has already walked the same path

✅ How stopping trying to figure it out alone and just working a proven plan changed the game

✅ Why losing control of the client experience was the wake-up call that changed everything

✅ Why bringing in an external third party changed the way the whole family business operated

✅ What freedom actually looks like when you build the firm around your life and not the other way around

If you have been holding everything together and wondering when you get to step back, this episode is your reminder that the right system and the right support can fix what feels broken faster than you think.

________________

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

Somewhere between setting the goal and achieving it, something breaks down. And it's almost never what you think it is.

In this conversation, Jamie sits down with Bren Ward for an honest look at what it actually takes to close the gap between where you are and where you want to be, and why the answer is simpler than most people think.

✅ Why the knowledge gap is the real reason people stay stuck, and where to go find it
✅ How surrounding yourself with the right people shortcuts years of costly trial and error
✅ Why motivation is overrated and what replaces it when you get this right
✅ The three-step framework behind every person who has ever made lasting change
✅ How to stop managing your goals and start becoming the person who already has them
✅ Why your calendar is the truest reflection of what you actually want from your life

If you have been working hard and still wondering why things aren't moving, this episode is your reminder that the right knowledge, the right people, and the right identity can change the trajectory of your life faster than you think.

________________

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

What does it actually look like to build a hiring process for your accounting firm that finds the right person every time, without expensive software, without guesswork, and without starting from scratch every time a role opens up?

In this session, Dani and Kristy from the Wize team break down exactly how to take the chaos out of hiring, whether you are doing it yourself or working with a talent team, and why a clear process will always beat an expensive platform.

✅ Why AI screening tools can quietly eliminate your best candidates before you ever see them

✅ How a simple scorecard takes the emotion out of comparing candidates and why that changes everything

✅ The hiring mistake Kristy made that cost her a client manager in two days, and what she does differently now

✅ Why software experience should almost never be the reason you say no to a great candidate

✅ How your capacity planner tells you exactly who to hire before you even start looking

✅ The reference check tool worth paying for, and why it catches what interviews almost always miss

If you have been bringing people on and hoping for the best, wondering why it keeps going wrong, this episode is your reminder that the right process and the right support can change the way you hire faster than you think.

________________

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

From 3 people to 18. From one city to 10 states. From doing all the work to building a team that runs without you. Jeremy Eckert from Trail CPA has done what most firm owners are still trying to figure out, and in this episode, he breaks down exactly how it happened.

In this conversation, Jeremy sits down with us for an honest reflection on what it really takes to grow a remote accounting firm at speed, make the right hires at the right time, and gradually step back from the day-to-day without the wheels falling off.

✅ Why building remote from day one gave Trail CPA an edge most firms are still chasing

✅ What nearly doubling in size two years in a row actually feels like from the inside

✅ The hiring decision that changed everything and why they almost didn't make it

✅ Why getting both partners aligned was the real turning point in their growth journey

✅ How following a proven framework saved them from years of costly trial and error

✅ What work-life balance actually looks like when you stop being the one holding everything together

If you have been grinding through tax season after tax season, wondering when things will get easier, this episode is your reminder that the right system and the right support can change the trajectory of your firm faster than you think.

________________

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

200 episodes. 21,950 downloads, over 40 countries. And it all started with a simple idea to help accounting firm owners build better businesses and better lives.

To mark this milestone, Bren Ward sits down with Jamie Johns for a candid reflection on the lessons that have shaped the Wize Way, the ones that matter most right now, and the mindset that separates firm owners who break free from those who stay stuck.

✅ What a 40km hike through the Grampians has to do with building a better business

✅ The one lesson that keeps showing up after 10 years and thousands of coaching calls

✅ Why the loudest voices in business right now might be leading you the wrong way

✅ The talent conversation most firm owners are still getting wrong

✅ The simplest thing you can do today to start getting your time back

✅ Where freedom actually comes from, and it is not where most people think

If you have been waiting for the right moment to stop, take a breath, and look at where you are standing, this is that episode. Tune in to hear Jamie and Bren reflect on what has changed, what has stayed the same, and why the next summit you climb might be closer than you think.

________________

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

Avoid the mistake of thinking that working harder is the path to freedom, or you will keep trading your time for money while the business stays completely dependent on you.

In this episode of The Wize Way Podcast, Ed Chan sits down with Bren Ward to unpack the real reason most accounting firm owners never buy back their time. It is not a systems problem or a staffing problem. It is a thinking problem. Ed shares the exact withdrawal journey he used to remove himself from every division of his firm, the mindset shifts that made it possible, and why delegation without training is just abdication in disguise.

You'll learn:

✅ Why working harder is the trap and what balance sheet thinking looks like instead.

✅ The step-by-step withdrawal journey from admin all the way to the board.

✅ Why perfectionism is the silent killer of delegation and how to get past it.

✅ How to see your next hire as an investment, not an overhead.

✅ The difference between delegation and abdication, and why it determines whether you scale.

✅ What AI actually means for your time and the future of your firm.

If you have ever told yourself it is just faster if you do it, this episode will change the way you think about your role in the firm.

________________

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

Avoid the mistake of collecting timesheet data and doing nothing with it, or you will keep running a firm that feels busy but cannot tell you whether it is actually profitable.

In this episode of The Wize Way Podcast, Thomas breaks down the metrics that sit beneath your Fab Five and shows you how to use them to diagnose exactly where your firm is leaking money.

✅ What recoverable rate actually means, and why it is becoming the most important KPI in your firm

✅ The difference between tracking write-ons and write-offs and truly understanding what they are telling you

✅ Why your WIP balance is one of the clearest signals your capacity is under pressure

✅ How to use your capacity planner to pinpoint whether your problem is team structure, charge-out rates, or cost of goods sold

✅ Why offshoring is no longer optional if you want to hit 40% cost of goods sold

✅ Current onshore and offshore salary benchmarks for senior accountants, and how the market has shifted in the last 12 months

If you have the data but are not sure what to do with it, this episode gives you the framework to turn your timesheet numbers into real decisions that protect your margins and drive your firm forward.

________________

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

Avoid the mistake of posting a job ad before you know what you are actually looking for, or you will either attract the wrong people entirely or watch great candidates talk themselves out of applying before they even reach out.

In this episode of The Wize Way Podcast, Danny Bray breaks down exactly what makes a job ad work, and what quietly kills your chances of finding the right person before the process even begins.

✅ Why too much information in your job ad is driving the right candidates away before they apply

✅ The unrealistic expectations hiding in most accounting firm job ads, and how to set requirements that attract quality over volume

✅ Why prioritising software experience over core skills is one of the most common and costly mistakes firm owners make

✅ How a clear, specific job title changes who sees your ad and who applies

✅ The six elements every strong job ad needs to stand out in a crowded market

✅ Why an advert video is no longer optional, and how to create one that works across multiple roles over time

✅ How transparency around salary, flexibility and working arrangements saves you from wasting time on the wrong conversations

If you are tired of posting ads and getting either nobody or the wrong people, this episode gives you a practical framework to write job ads that attract the right candidates from the very first line.

________________

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

Avoid the mistake of blaming the market every time a hire does not work out, or you will keep repeating the same costly cycle without ever fixing the real problem underneath it.

In this episode of The Wize Way Podcast, Ed Chan sits down with Bren Ward to cut through the noise on what is actually driving the people challenge in accounting firms right now.

✅ Why AI will not make accountants redundant, and the historical proof that efficiency gains have always created opportunity rather than unemployment

✅ The real reason you cannot find good people, and why its less related to labor shortage than you think.

✅ Why flat team structures are the root cause of most hiring failures, and what a deep and narrow team blueprint looks like instead

✅ How hybrid and remote work can maintain or even lift productivity when you stop managing by feeling and start managing by numbers

✅ The BPO versus direct hire debate, and why Ed is a firm believer in the direct offshore model

✅ Why chasing unicorn candidates is costing you more than you think, and what a championship team structure delivers instead

✅ How to tailor your recruitment and testing process to the specific role you are hiring for

Tune in to hear where Ed stands on AI's real impact on the profession, how recruitment has shifted from the traditional model to where it needs to be today, and why getting your team structure right is the foundation everything else is built on.

________________

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

Avoid the mistake of rushing into a hire without a clear process — or you'll end up paying the price with bad hires, wasted time, and the whole exhausting cycle starting over again.

In this episode of The Wize Way Podcast, the Dani Bray breaks down their proven step-by-step hiring blueprint so you can find the right person every time.

✅ The capacity planner that tells you exactly what role to hire for before you post a single ad

✅ Why a candidate scorecard removes emotion from the process and leads to smarter decisions

✅ The red flags hiding in resumes, career history forms, and reference checks that most owners miss

✅ How integrity analysis and personality testing take the guesswork out of hiring

✅ The onboarding process that sets your new hire and your firm up for long term success

If you're tired of hiring on gut feel and hoping for the best, this episode is your playbook for building a team that actually works.

________________

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

Scaling your firm requires more than just generating leads, the services you offer determine whether growth is actually possible. If your model is built around high-end advisory work that only you can deliver, there's a hard ceiling on how far you can go.

In this episode of The Wize Way Podcast, Wize Growth mentor Jamie Johns breaks down how to build a service model designed for scale:

✅ Why advisory-heavy firms plateau and what to pivot to instead

✅ The #1 most scalable service in accounting (hint: it's not what most owners expect)

✅ How to use the Wize Monetisation Sheet to audit your service lines and identify growth bottlenecks

✅ The "ideal client" reframe that makes hiring, marketing, and scaling dramatically easier

✅ Real examples from niched firms already cracking the code on scalable, recurring revenue

If you're ready to stop building a business that depends entirely on you and start building one that can grow beyond you, this episode is essential listening.

________________

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

Building a thriving accounting firm is impossible without the right systems - but most firm owners are still creating SOPs from scratch, one painful document at a time.

In this episode of The Wize Way Podcast, Kristy and the Wize Team break down the real secret to scaling your firm without chaos and it all comes down to building a centralised policy factory.

✅ Why having an SOP for your SOPs is the most important system you'll ever create

✅ The simple impact vs. ease framework for knowing which SOPs to tackle first

✅ How to delegate SOP creation so it's never all on the firm owner

✅ The tools top firms are using to build, store and share SOPs (Loom, Scribe, ClickUp and more)

✅ How to onboard new team members so they're productive from day one

If you're a firm owner tired of things falling through the cracks, frustrated by inconsistent team performance, and ready to finally step back from the day-to-day, this conversation is a must-listen.

________________

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

Remote work sounds like the dream but without the right communication rhythms and cadences, even the best accounting teams fall apart.

In this episode of The Wize Way Podcast, Dani and the Wize Team break down the real secret to making remote and hybrid work actually work and it all comes down to communication rhythms and cadences.

✅ Why senior staff thrive remotely but juniors struggle (and what to do about it)

✅ The simple meeting cadences that keep remote teams connected and accountable

✅ How to onboard remote staff without losing culture or productivity

✅ The open Zoom room strategy that replaces the office "water cooler" instantly

✅ How to handle data security, trust, and time zones without the overwhelm

If you're a firm owner trying to attract top talent, reduce staff turnover, and build a team that works seamlessly from anywhere in the world, this conversation is a must-listen.

________________

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

You're doing everyone else's job but your own. Client requests pile up, tasks that should belong to your team keep landing on your desk, and no matter how hard you work, the list never gets shorter.

In this episode of The Wize Way Podcast, we break down a powerful delegation framework that helps firm owners finally get the right work to the right hands:

✅ Why 80% of what you do daily probably isn't your job as CEO

✅ The "task bucket" exercise that reveals where your firm's work really belongs

✅ The difference between delegating and deleting — and why both matter ✅ How to stop micromanaging and start setting outcomes that empower your team

✅ Why simplicity is the most underrated efficiency gain in your firm

If you're ready to stop being the bottleneck in your own business and start building a firm that runs without you, this one's for you.

________________

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

Is your team “busy” but still out of sync, because nobody has a simple daily rhythm to align priorities and surface issues early?

Most firm owners try to fix productivity with bigger meetings, more tools, or more chasing. The result is the same: scattered communication, silent bottlenecks, and leaders carrying the mental load of the whole firm. A Daily Huddle solves that by creating a short, repeatable moment where the team reconnects every morning.

In this episode of The Wize Way Podcast, the Wize coaching team breaks down how 15 minutes a day can reset alignment, improve follow-through, and build a calmer operating rhythm, sharing practical insights on:

✅ Why the huddle must stay short and structured.

✅ The three questions that keep everyone aligned: what’s on today, what roadblocks are you facing, and who can help
✅ How daily huddles reinforce your team structure by keeping work and communication in the right lanes
✅ Why owners must show up early to cement the habit, before handing it off with confidence
✅ A simple add-on that stops “quick questions” from derailing the day

If you want a team that feels aligned, accountable, and clear every day, and a firm that runs smoother without you needing to be everywhere at once, this conversation is essential listening.

________________

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

Is your firm suffering unnecessary churn because you’ve lost real connection with your staff?

Most firm owners try to grow their teams without ever building the connection rhythms that actually keep people engaged. The result? Surprise resignations, scattered communication, and leaders stretched thin trying to hold everything together.

In this episode of The Wize Way Podcast, the Wize coaching team breaks down how just 30 minutes a week can transform retention, performance, and clarity across your firm, sharing practical insights on:

✅ Why weekly one-on-ones (through your leadership chain, not all on you) are critical to retention
✅ How to structure simple, repeatable one-on-ones around wins, goals, productivity, and development
✅ The meeting rhythm that creates calm: daily huddles, weekly manager touchpoints, and monthly all-hands
✅ How to build real connection so issues surface early, not through surprise resignations
✅ Practical ways to scale communication as your team grows, without burning yourself out

If you want a team that feels supported, aligned, and accountable, and a business that doesn’t depend on you being everywhere at once, this conversation is essential listening.

________________

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

Are you tracking dozens of numbers but still unsure how your firm is really performing? More data does not equal more clarity. What matters is knowing which five metrics actually drive decisions.

In this episode of The Wize Way Podcast, Wize Mentor Thomas breaks down the Fab 5, the five high-level KPIs every firm owner should be watching if they want clarity, control, and sustainable growth:

✅ Why revenue and profitability only matter when viewed through the right lens
✅ How fees won and lost reveal your future hiring needs months in advance
✅ The hidden story behind WIP, lockup, and cash flow
✅ Why client and team NPS quietly drive referrals, retention, and performance
✅ How to use benchmarks to spot problems early without getting buried in numbers

If you want to stop tracking everything and start focusing on what actually moves your firm forward, this conversation will give you a practical framework to lead with confidence.

________________

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

Are you keeping track of the metrics that actually drive profit and control…
or getting sidelined by vanity metrics that make you feel busy?

In this episode of The Wize Way Podcast, Thomas breaks down the Fab 5 KPIs and why they’ve been refined over the last 10–15 years into a simple scoreboard that gives firm owners a full-spectrum view of how the business is really performing.

You’ll learn:

✅ Why output metrics matter more than input metrics (and how to spot the difference)
✅ The Fab 5: Revenue, Profitability, Lockup, Sales, and NPS, and what each one reveals
✅ Why write-ons / write-offs is often the hardest KPI to track, but the most powerful for protecting margin
✅ How KPI patterns tell a story and help you diagnose what’s actually happening inside the firm
✅ The monthly manager meeting rhythm that turns KPIs into ownership, accountability, and calm leadership

If you want to stop tracking numbers for the sake of it, and start using a KPI dashboard that makes decisions obvious, this episode is a must-listen.

________________

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

Most firm owners don’t hit a growth ceiling because they lack talent in their team.

They hit it because they haven’t built ownership in their team yet.

The result? Managers who stay dependent. Performance conversations that feel emotional. And a firm that can’t scale because everything still rolls back up to the owner.

In this Wize Coaching Call, Tim breaks down the simplest (and most powerful) lever to create alignment and accountability in your firm: a monthly strategic meeting built on objective KPIs — plus the “no bypass” rule that stops you from accidentally sabotaging your leaders as they grow.

Inside the session, you’ll learn:

✅ Why most firms hit a real ceiling around $500k–$1M revenue (and what actually breaks through it)
✅ The monthly KPI rhythm that builds ownership mindset in client managers
✅ How to coach performance through the “story behind the numbers” (without personal conflict)
✅ Why “no bypass” is the hidden skill behind scalable leadership and real delegation

✅ The metrics that reveal whether your firm is truly healthy: revenue, productivity, write-offs, lockup, growth, and NPS

If you want a firm that grows beyond your personal capacity — and a team that performs without constant rescue — this is a must-listen.

________________

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

Most firm owners try to scale by tracking more numbers yet still feel stuck in the weeds. The result? KPI overload, inconsistent results, and a business that still depends too heavily on the owner.

In this episode of The Wize Way Podcast, we unpack how SOPs are the missing link between KPIs and real performance. Not as paperwork, but as the operational muscle that turns targets into daily behaviour. Drawing from a live Wize coaching session, this conversation explores:

✅ Why KPIs fail when systems don’t support them
✅ How SOP ownership drives accountability for results
✅ The link between micro-training and consistent KPI outcomes
✅ How to get buy-in so teams act on the numbers, not just report them

If your KPIs look good on paper but don’t change how work gets done, this is a must-listen.

________________

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

Most firm owners think leadership is about driving harder, fixing problems faster, and holding everything together themselves.

But real freedom doesn’t come from doing more, it comes from lifting others to lead.

In this episode of The Wize Way Podcast, Jane Pollard shares an honest reflection on leadership, legacy, and what changes when a firm owner stops centering the business around themselves and starts building people instead.

You’ll hear Jane unpack:

Why leadership is about impact, not control
The mindset shift from serving clients to developing leaders
What it means to paint a future your team can’t yet see
How building yourself first creates a better life for everyone around you
Why it’s never “too late” to lead differently - or more meaningfully

If you’re building a firm and wondering what your work is really for, this conversation will challenge how you think about leadership, success, and the legacy you’re creating through your team.

This is one for firm owners who want their business to mean something, not just run.

________________

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

Most firm owners think pricing is a “numbers problem”… so they copy what the last accountant charged, slap on a fixed fee, and hope it works out.

The result? Scope creep, shrinking margins, and a team that’s flat-out busy while the profit quietly disappears.

In this episode of The Wize Way Podcast, Bren Ward sits down with Jamie Johns to break down the Wize approach to pricing, including:

✅ Why COGS % is the KPI that decides whether you live or die
✅ The real truth about value pricing vs fixed fees vs time billing (all can work, if you do it right)
✅ The 4-step pricing playbook to price jobs with confidence
✅ Why timesheets aren’t “dead” - they’re your efficiency and accountability dashboard
✅ How to increase fees without shocking clients (and why annual rises matter)

If you want pricing that protects profit, sets expectations, and scales with your team, this conversation is a must-listen.

________________

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

Most firm owners try to improve performance by pushing harder, hiring more, or firefighting their way through the week. But the real bottleneck isn’t effort - it’s the lack of structure. Without clear systems and consistent meetings, your team is left guessing, and you end up carrying the weight alone.

In this episode of The Wize Way Podcast, we break down how effective meetings become the backbone of your SOPs and your leadership.

You’ll learn:

✅ Why meetings are the fastest way to uncover missing SOPs
✅ How 1:1s help new hires settle in and reveal process gaps
✅ The role meetings play in accountability, delegation, and culture
✅ How structured rhythms give you visibility across every part of the firm

If you’re ready to stop running your business in the dark and start leading with clarity and confidence, this episode is a must-listen.

________________

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

Most firm owners try to “scale the business” by working harder or hiring faster - but never fix the structural ceiling that keeps them stuck.
The result? Constant firefighting, team bottlenecks, unpredictable results, and a firm that can’t run without them.

In this episode of The Wize Way Podcast, we break down the real blueprint behind building a scalable, self-running firm - the same principles used inside $7M practices. You’ll learn:

✅ Why growth stalls when there’s no deep-and-narrow team structure
✅ How weak SOPs and unclear roles quietly destroy capacity
✅ The two divisions that determine whether you scale or spin your wheels
✅ Why the Fab 5 is the only KPI system that shows whether your firm is truly healthy
✅ The mindset shift every owner must make to step out of the day-to-day

If you’re ready to stop doing more and finally build a business that grows without you, this episode is a must-listen.

________________

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

Most firm owners hear the noise about AI and panic. They’re told their jobs are disappearing and the industry is on borrowed time. But the reality is simpler: AI isn’t replacing accountants, it’s reshaping how firms think, make decisions, and deliver value.

In this episode, Brenton Ward and Thomas Phabmixay break down what AI actually does in a firm, why it’s more “translation engine” than threat, and how it can scale judgement, not just automate tasks. Thomas shares how he uses AI inside his own practice to analyse work, improve communication, and speed up decision-making and why the biggest wins come when AI is woven into workflows so the team barely notices it’s there.

You’ll learn:
✅ Why “AI will replace accountants” is a myth that’s been repeated for decades
✅ How AI turns financial and client data into instant insight
✅ Where AI creates real leverage in a firm’s workflow
✅ Practical ways firms can use AI today without building custom tools
✅ Why critical thinking matters more than ever in an AI-enabled world

If you’ve been overwhelmed by the hype or unsure where to start, this conversation gives you a grounded view of how AI can strengthen your firm, not threaten it.

________________

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

Firm owners don’t realise they’re building a business that depends on them because they never truly delegate. They hand off tasks thinking they’re freeing themselves but without training, clarity, and follow-up, the work boomerangs right back, and the cycle of overwhelm continues.

In this episode, Ed Chan breaks down the difference between delegation and abdication. He explains why doing 100 percent of a task or giving it away with no guidance keeps owners stuck, stressed, and unable to scale. And he shares the 20% Rule he used to reduce his workload, build a high-performing team, and grow a firm that runs without him.

You’ll learn:
✅ Why doing work from start to finish destroys productivity and growth
✅ How abdicating (instead of delegating) creates inconsistency and rework
✅ Why investing time in training is the only path to real freedom
✅ How to balance P&L thinking with “balance sheet thinking” that builds capability
✅ The right way to decide whether to hire an admin, a senior accountant, or a junior

If you’ve ever felt like training takes too long, or worried that delegating will slow things down, this episode will change the way you think about leadership — and the role you’re meant to play in your firm.

________________

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

Most firm owners don’t realise they’re the most expensive employee in their own business.
They jump into client work thinking they’re helping — but every time they do, the firm’s most valuable time is spent on the least leveraged task.

In this episode, Ed Chan breaks down why firm owners should never be billable. He explains how doing client work turns your time into the most expensive cost in the business — and why your real value lies in coaching the team, not doing the work.

You’ll learn:
✅ Why the owner’s time is the most expensive line item in the firm
✅ How doing billable work kills profit and scalability
✅ What a “deep and narrow” team structure looks like (and why it works)
✅ How to shift from doing to directing — like a coach, not a player

If you’ve ever felt trapped in client work or wondered how to step back without losing control, this episode will change the way you think about your time — and your role.

________________

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

Most firm owners don’t realize they’ve built habits that keep them trapped inside their own business.
They’re working harder, staying later, and solving every problem themselves - but every time they step in, they take the job back.

In this episode of The Wize Way Podcast, Ed Chan breaks down the #1 habit that’s holding firm owners back - bypassing their team. He explains why every time you answer a client directly or fix an issue for your staff, you’re actually stopping your business from working without you.

You’ll learn:
✅ Why the “No Bypass Policy” is the hardest rule to follow but the one that sets you free
✅ How to stop being the bottleneck in your own firm
✅ The mindset shift that turns chaos into calm
✅ Practical ways to retrain yourself (and your team) to lead, not do

If you’re serious about scaling a business that runs without you, this conversation will hit home.

________________

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

Most firm owners try to “fix the business” by working harder, staying later, and holding everything together with sheer willpower.

But if you’re the bottleneck… no amount of effort will set you free.

In this episode of The Wize Way Podcast, we are joined by Megan Sexton, owner of MJO Bookkeeping, and she shares a raw and powerful journey from burnout to freedom through hiring and building a trusted offshore team.

✅ The wake-up call that made her rethink everything
✅ The messy middle of failed hires, doubt, and holding on too tight
✅ How one great hire became the cornerstone of her transformation
✅ The life-changing impact of getting out of the bottleneck and reclaiming time with her family

If your business currently depends on you to function, this conversation is a must-listen.

🎧 Listen to Megan’s story and see what’s possible when you finally let go.

________________

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

Most firm owners try to “fix the business” without ever fixing the real ceiling that’s holding them back. The result? Burnout, endless busyness, and a business that feels more like a cage than freedom.

In this episode of The Wize Way Podcast, Gay Hendricks, best-selling author of The Big Leap, shares powerful insights on:

✅ The Upper Limit Problem that keeps even successful people stuck
✅ How stored emotions and limiting beliefs sabotage growth
✅ What life looks like inside your Genius Zone (and why most never get there)
✅ The simple daily commitment that can unlock extraordinary results

If you’re ready to stop hitting invisible ceilings and start operating in your zone of genius, this conversation is a must-listen.

________________

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

Most firm owners think SOPs are about writing endless manuals. The result? Overwhelm, wasted effort, and documents no one reads.

In this episode of The Wize Way Podcast, Thomas unpacks:

✅ Why SOPs should solve problems, not just document processes
✅ The large/medium/small framework that keeps your team out of “SOP hell”
✅ How policies like “No Triangles” and “No Bypass” protect culture and accountability
✅ The daily huddle rhythm that keeps communication sharp and projects on track

If you’re ready to stop drowning in checklists and start building SOPs that actually scale your firm, this episode is for you.

________________

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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Onboarding That Boosts Retention

Most firm owners treat onboarding as a checklist. The result? Confused hires, wasted training, and early staff turnover.

In this episode of The Wize Way Podcast, Dani Bray unpacks:

✅ Why onboarding starts before day one (and how pre-boarding builds trust)
✅ The 30/60/90-day structure that sets hires up for success
✅ How daily huddles and end-of-week check-ins accelerate confidence
✅ The role of culture, career paths, and training in long-term retention

If you’re ready to stop “winging it” with new hires and start building a team that sticks, this episode is for you.

________________

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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Marketing That Actually Works for Accountants

Most firm owners treat marketing like an expense, not an investment. The result? Stop-start campaigns, wasted dollars, and no real flow of quality leads.

In this episode of The Wize Way Podcast, Jamie Johns breaks down how to:

✅ Keep your marketing consistent so momentum builds
✅ Use niche positioning to attract clients who value expertise
✅ Define what a “quality lead” really is
✅ Measure ROI with simple metrics that guide smart decisions

If you’re ready to stop gambling on marketing and start turning it into a predictable growth engine, this one’s for you.

________________

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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Stop Talking Tactics. Start Leading Strategy.

Most firm owners turn board meetings into long tactical checklists. The result? Burnout, disengaged leaders, and no real progress toward growth.

In this episode of The Wize Way Podcast, Thomas breaks down how to:

✅ Keep board meetings purely strategic (not firefighting)
✅ Use a 90-day plan to drive clarity and action
✅ Track the Fab 5 KPIs that give you peace of mind

If you’re ready to stop micromanaging and start leading with vision, this one’s for you.

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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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Struggling to keep your best people?

In this episode of The Wize Way Podcast, Dani and Kristy reveal how to:
✅ Build career pathways that retain A-players
✅ Spot the red flags driving staff away
✅ Create a culture where top talent thrives

If you want to protect your investment in people and keep them engaged long term, don’t miss this one.

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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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Thinking about acquiring another firm?

In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition and the red flags that should make you walk away.

Joined by Tim and Kristy & Dani, Jamie shares:

✅ The four ways to grow your firm (and why M&A is the fastest one)
✅ The biggest mistakes first-time acquirers make
✅ Why cultural fit matters more than price
✅ How to structure a retention deal that protects your downside

If you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.

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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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Is your firm stuck because every client wants to talk to you?

That’s not loyalty, that's a business bottleneck.

In this episode of The Wize Way Podcast, Ed Chan unpacks:

✅ Why owners become the bottleneck in client relationships
✅ The hidden cost of flat teams (where one person does everything)
✅ How to build a Client Minding Team that frees you to scale
✅ Transitioning client trust without damaging relationships

If you’re tired of being “the only one clients will deal with,” this episode will show you how to get your time back, without losing client trust.

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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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Most firms think growth means chasing new clients. But your next big revenue leap is already sitting in your existing client base.

In this episode of The Wize Way Podcast, Ed Chan unpacks how to:

✅ Monetise existing clients without feeling “salesy”
✅ Use a Monetisation Sheet to uncover hidden revenue
✅ Build a referral system that brings in A-class clients
✅ Avoid scaling chaos by fixing your foundation first

If you’re spending on ads while ignoring your current clients, this episode will shift your mindset and show you a smarter way to grow.

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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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

The problem with most firm owners is that they work harder than their business.

If your profit margins aren’t hitting 25%, there’s a reason — and it starts with your team structure and capacity planning.

In this episode of The Wize Way Podcast, Brenton Ward, Ed Chan, and Jamie Johns reveal:
✅ How to separate your effort from the business’s performance
✅ The ideal team productivity % by role (Finders, Minders, Grinders)
✅ How to build in spare capacity so you can scale without burning out
✅ Why tracking the right KPIs changes everything

Whether you're stuck in the grind or scaling fast - these numbers are non-negotiable.

TheWizeWay #AccountingPodcast #BookkeepingBusiness #CapacityPlanning #WizeMentoring #ProfitFirst #AccountingFirmOwner #TeamStructure

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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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Most firm owners think growth means more ads, more hires, or more hustle. But what if you could grow without any of that?

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Ed Chan breaks down the 4 smartest (and often overlooked) levers you can pull to grow your firm, starting with what you already have. From turning happy clients into referral machines, to selling more services to your current base, to marketing that actually works, and the real ROI behind acquisitions... Ed lays out a clear path for firm owners who want growth without chaos.

If you want a business that attracts clients like a garden attracts butterflies, this is your blueprint.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Jamie Johns unpack the rising trend of private equity firms targeting accounting practices.

Discover the five key factors every firm owner should consider before selling. Also, explore the mindset shifts required to lead through growth and why the ability to pause before reacting is a game-changer.

So, if you're thinking about selling or want to know what makes your firm attractive to buyers, this one’s essential listening.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast, Brenton Ward is joined by Jamie Johns and Ed Chan unpack how top firms use workflow scheduling and capacity planning to stay efficient and scale.

From recurring bookkeeping tasks to locking in advisory work and filling calendars with purpose, this episode shows how smart planning drives real growth.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward sits down with Jamie Johns to unpack one of the most pivotal roles in any accounting or bookkeeping firm: the Senior Client Manager (SCM).

Jamie reveals why the SCM is often the hardest role to hire—and the most powerful when done right. They explore how the right SCM can free up the owner’s time, create team leverage, and drive firm growth. From defining the difference between an entrepreneur and an intrapreneur to outlining leadership responsibilities, recruitment tips, and daily habits, this episode is packed with real-world advice for firm owners ready to scale.

Whether you're acting as the SCM, looking to hire one, or struggling to let go—this episode will show you how to build a stronger, more productive firm by finding the right person for this key role.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn sits down with Jamie Johns to unpack the real secret behind his 7-hour workweek: delegation done right.

Jamie shares how true delegation goes beyond assigning tasks — it's about micro-training, documenting, and playing your team to their strengths. He explains why systems, checklists, and policies aren’t just operational tools but foundational elements for empowering your team and delivering consistent results.

Whether you're struggling to let go or want your business to thrive without you, this episode offers a blueprint for building a truly self-sufficient team.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

"You don’t create success. You attract success by the person you become." – Jamie Johns

In this episode of The Wize Way Podcast, Brenton Ward sits down with Jamie Johns—CEO of Sky Accountants and Co-Founder of Wize Mentoring—to unpack the three golden traits every successful client manager must have.

Jamie shares:
✅ Why these soft skills matter more than technical expertise
✅ How to train and double-back meetings with aspiring client managers
✅ Why great leadership starts with self-awareness
✅ The practical tools and mindsets you need to scale your firm

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn and Tim Causbrook dive into the power of the Quad Activities framework — a simple yet transformative tool that helps firm owners break free from the trap of busy work.

Learn how spending time in Quadrant 2 (important but not urgent) is the key to scaling your business, empowering your team, and reducing owner dependency. Learn how top-performing firms shift their focus to strategy, training, and systems — and why doing so leads to calm, scalable growth.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook with Jamie Johns and Ed Chan dive into the critical importance of having a Lead Allocation System in place.

They discuss their strategy for consistently converting leads and the significance of building meaningful relationships with potential clients from all industries. With competition increasing, it's more vital than ever for bookkeeping and accounting practice owners to engage with prospects early and often, ensuring they stand out and are ready to serve when the time comes.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the system we built to help growing accounting and bookkeeping firms find qualified candidates! https://thewizeway.com/wizetalent-cta-thank-you

Why do great staff leave — and how do you get them to stay?

In this episode, Wize Talent Coach Dani sits down with Tim Causbrook to uncover the real reasons employees quit (spoiler: it’s rarely about money) and what firm owners can do to build a loyal, high-performing team.

You’ll discover:

✅ The 4 core reasons staff leave—and which ones you can control
✅ Why strong leadership is the #1 retention tool
✅ How to manage and motivate remote teams effectively
✅ The role of recognition, structure, and career growth in retention
✅ Practical strategies top-performing firms use to keep their best people

Whether you’re running a small team or scaling past $1M in revenue, this episode will show you how to lead better, retain top talent, and build a business that runs without you.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other?

In today's episode of The Wize Way for Accountants & Bookkeepers, Brenton Ward and Jamie Johns break down why daily huddles are the secret weapon of high-performing accounting and bookkeeping firms.

Jamie shares how a simple 15-minute meeting can unblock bottlenecks, keep teams aligned, and improve client satisfaction — without wasting time. He also explains why the real cost isn’t in running a huddle — it’s in skipping it.

If your firm struggles with inefficiencies, missed priorities, or slow turnaround times, this episode is a must-listen.

Tune in to learn:
✅ The key elements of an effective daily huddle
✅ Common mistakes firms make—and how to fix them
✅ How this simple habit can transform your business

Listen now and start building the habits that drive success!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns and Thomas Sphabmixay deep dive into the nitty-gritty of building a successful accounting or bookkeeping firm with Wize 7-Division model — the core structure behind every thriving, scalable business.

As your firm grows, the real challenge isn't doing more — it's evolving from wearing every hat to delegating, leading, and building a team that can thrive without you.

Jamie shares hard-won insights on leadership, investing in people, and why showing results is key to growing an independent business.

Join us to learn how mastering these divisions can help you build a business that runs — and grows — without you at the centre.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week’s episode of The WizeFactor Chat, we sit down with Daniel Vasin, Director of Vasin Holdings Pty Ltd—an accounting firm based in Australia.

Daniel shares his journey from joining the family business in 2007 to taking full ownership in 2015—and the tough years that followed. Growth had stalled. Key clients were leaving. And the fire that once drove him? Gone.

That all changed when he discovered Wize Mentoring. Daniel unpacks how the Wize blueprint gave him the clarity, structure, and confidence to stop doing all the work — and start building a business that can run without him.

If you’re feeling stuck in your firm, this is the story you need to hear.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Are you stuck doing low-level admin tasks in your firm—wondering why growth feels impossible? In this episode, we unpack the hidden trap many firm owners fall into: thinking they’re “working on the business” while drowning in emails, client follow-ups, and team support.

We reveal why hiring another accountant won’t solve the problem—and how the right admin support can unlock your time and allow you to lead strategically. You’ll learn how to calculate your effective hourly rate, why delegation fails without systems, and how to train admin support to help you scale with confidence.

This is about more than just hiring—it’s about freeing yourself from the day-to-day so you can build a scalable, systemized firm that runs without you.

Here are the key Takeaways:

Why doing $20 tasks is costing your firm thousands
The first hire you should make—and how to onboard them the right way
How to delegate without losing control or compromising quality
What it really takes to build a firm that thrives independently of the owner

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, discover what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer.

Want to scale your firm with better leadership? Listen now!

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan tackle one of the biggest challenges for firm owners: letting go of the work.

Ed explains why true growth comes from shifting from doing to managing—and how learning to delegate effectively can transform your firm.

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, we have a The WizeFactor Chat with Gary Doran, founder of Crescendo CPA

Gary shares his journey from a solo practice to leading a thriving 11-person firm — without being stuck in the day-to-day operations.

Also, he reveals the key turning points that helped him step back from client work, the systems that allowed his team to run the business smoothly, and the mindset shifts that made it all possible. He also shares the biggest lesson he’d tell his younger self and why embracing leadership is the key to scaling sustainably.

If you’ve ever wondered how to build a firm that grows beyond you, this episode is a must-listen!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Jamie Johns tackle the often-debated necessity of timesheets in the accounting sector.

Despite modern trends towards fixed pricing, Jamie makes a compelling argument for why timesheets are far from obsolete and are essential for anyone aiming to build a business that can operate independently of its owner.

The reasons why we need to keep timesheets and why timesheets are not dead and, in fact, are critical if you want to build a business that runs without you.
How to get buy-in from your entire team and build a culture of high performance using timesheets.
How to handle the nay-sayers of using timesheets.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice.

Find out how to run a discovery session, how having the right mindset is important in doing so, and the list of best questions to use for every call you will have that will best work for your business

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Hiring the right team members can make or break your accounting or bookkeeping firm. But let’s be real — hiring isn’t an exact science.

Many firm owners rush the process, skip critical steps, or make costly mistakes that impact their team and bottom line.

In this episode of The Wize Way Podcast, WizeTalent Coach Dani and Kristy Fairbairn dive deep into the 5 biggest hiring mistakes that could be costing your firm thousands (or more).

Discover 1 bonus mistake that many firms still make. They discuss why hiring offshore can be a game-changer and how WizeTalent’s 44-step hiring process ensures firms find and retain top talent.

If you’re struggling with hiring or want to build a team that truly supports your firm’s growth, this episode is packed with actionable insights to help you hire smarter and avoid costly missteps.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

"If you don't find a way to make money while you sleep, you will work until you die" - Warren Buffett

In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Jamie walks through the transition of operating a personal exertion income firm as opposed to transitioning to a passive income firm.

Most Accountants are trapped in their business and are stuck in the model of exerting their own time and energy to earn a good portion of the fees the firm generates. This model doesn't allow the owner to ever work ON the business, take time away from the business, or really scale the business in any significant way.

So, the goal of this video is to get you in the mindset of starting to ask the questions you need to ask in relation to beginning the "withdrawal" process in your business. What do you need to do to start withdrawing from each role you currently fulfill in the business?

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, Jamie Johns and Kristy Fairbairn discussed how to free up your time while maintaining complete control of your firm.

They shared the top 3 ways to build a culture of high productivity and how to create and communicate a vision for your firm that is big enough for your staff to feel like they can achieve their own goals within.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan share the concepts of a deep and narrow team structure for every accounting business.

Find out why leading is important, the ideal process for a new team structure, how managing people could help, and the analogies behind having a successful team.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

“The best leaders talk about the elephant in the room and have the courage to face problems head-on.” - Jamie Johns

In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Brenton Ward and Jamie Johns dive into the Three C’s of Leadership: Courage, Candor, and Communication.

Discover practical strategies to lead with authenticity, build trust, and inspire growth in your team. Whether you're scaling your firm or improving your leadership style, this episode is packed with actionable insights to help you create a thriving business.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Jamie Johns offers a FREE 30min 1:1 power session to work on any growth challenges you have right now. Book it hereIn this special edition of The WizeFactor Chat, join Jamie Johns, owner of a $7M firm, who shares his journey from a one-client home office to building a thriving business that runs without him.

Jamie reveals what a typical morning looks like for him, the game-changing moment when he met his mentor, Ed Chan, and why working smart beats working hard. He also reflects on the biggest lesson he’d tell his younger self and the power of taking full responsibility in business and life.

If you’ve ever wondered what’s possible when you build a firm that doesn’t rely on you, this episode is a must-listen!

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Are you struggling with capacity planning in your firm?

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan discuss how having a capacity plan in place is one of the fundamental tools they recommend for scaling a practice. They provide some insight into capacity planning and why it's so important to the growth of the business. Find out more about matching the fees with productivity and workload!

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In today’s episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Ed Chan discuss the importance of time and focus for every accounting firm.

Ed explains that growing the right way is about transitioning your workload from working IN the business as the technician to working ON the business as a business owner. As we often hear the Working ON vs Working IN argument but many coaches and colleagues, find out how this journey plays out and how a firm owner can free up 8+ hours of a week working on their business.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Are you an accountant or bookkeeper feeling trapped in your business?
1:1 Wize Discovery Session – Spend 30mins 1:1 with our Wize CEO Jamie Johns and get his blueprint to build a $5mill+ firm that can run without you – Click Here

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward together with Ed Chan and Jamie Johns deep dive into the transformative process of discovery sessions for accounting business owners.

Many enter the business world seeking higher earnings, more freedom, and additional time, yet often find themselves working longer hours, earning less per hour, and spending precious little time with family. Ed describes this common plight as being a "prisoner in your own business."

From Ed and Jamie's extensive experience in building Chan & Naylor and Sky Accountants respectively, they emphasise the importance of beginning with the end in mind. They explore the necessity of designing—or often redesigning—your business to align with your ultimate goals, focusing keenly on the return on investment (ROI) your firm delivers.

Highlights from this episode:

Why is it that Warren Buffett invests in direct business and what his criteria is for investing?
Comparing the ROI of your business vs the share market vs property investment
The problems with a partnership model
How to build a garden to attract butterflies
The journey from self-employed > business > investment
What would you like your life to look like when you are 65/70?
Engineering your business to achieve your ideal income figure

Join them as they share invaluable insights and practical advice on reshaping your accounting practice into a business that not only runs efficiently but enriches your life and secures your future!

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy 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

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Thomas Sphabmixay with Ed Chan and Jamie Johns dive into the critical topic of goal setting and planning for the new year.

Recorded as the financial year approaches its end for many firms, this episode provides valuable insights on how to review past performance, set effective goals, and ensure your team is aligned and prepared for the upcoming year!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week’s edition of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns with Kristy Fairbairn delves into the transformative power of a deep and narrow team structure for scaling your accounting firm.

Discover essential Wize strategies that emphasize the critical importance of implementing an effective team structure to achieve business growth.

Tune in to learn how you can start applying these practices in your firm today!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this engaging episode of The Wize Way Podcast, Brenton Ward is joined by Ed Chan and Jamie Johns to unpack the essentials of managing offshore teams for accounting and bookkeeping practices. The conversation kicks off with a discussion on the ideal financial margins when setting up offshore teams. They delve into the significance of achieving and sustaining profitability through strategic pricing and resource management.

They also covers the pivotal role of technology and security in ensuring a successful offshore operation. They provide actionable advice on the right tools and protocols needed to maintain data integrity and protect against cyber threats.

Listeners will gain valuable insights into practical staffing strategies that enhance productivity and foster a seamless partnership between onshore and offshore teams. Whether you're initiating an offshore team or refining your existing processes, this episode offers crucial guidance tailored to help your practice thrive.

Tune in to glean wisdom from seasoned experts and elevate your offshore team management game. Your next step in optimizing your practice starts here!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Way Podcast, Brenton Ward and Jamie Johns delve into the transformative power of mentorship within the accounting and bookkeeping industry.

Jamie discusses the impactful session he led with WizeElite clients, focusing on identifying the most influential people in their careers. This reflection sparked a deeper conversation about the role of training and development, both structured and unstructured, in fostering growth and self-awareness among firm owners.

Jamie challenges business owners to consider not only who has profoundly influenced them but also how they can be that pivotal figure for others in their teams. The episode is rich with strategies for personal and professional development, emphasizing the importance of leadership and the profound impact of mentorship on both individual and firm success.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm.

Learn more on this episode to get you equipped in onboarding new recruits for your firm!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Guys Podcast, join Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook as they explore the crucial skills necessary for being a successful client manager.

From mastering interpersonal communication to effectively managing expectations and delegating tasks, our experts discuss the importance of emotional intelligence (EQ) and leadership in handling both client portfolios and team dynamics.

Tune in to gain valuable strategies that will empower client managers to lead with confidence and drive their teams toward success.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Guys Podcast, hosts Kristy Fairbairn and Thomas S. Phabmixay discuss the strategic advantages of building an offshore team, addressing key areas such as:

How to get started with offshoring
Building an offshore team- step to growing your business
Reasons why offshoring is a win-win for all

This episode is a must-listen for business owners looking to expand intelligently and sustainably through offshoring!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of "The Wize Way," Brenton Ward and expert Jamie Johns delve into the mental shifts essential for modern entrepreneurial success.

Jamie shares his experiences from a recent mastermind session, revealing how traditional business challenges are often rooted in outdated thinking patterns. By focusing on the internal journey—what Jamie refers to as "traveling within"—he underscores the need for personal evolution alongside business development.

This episode offers actionable insights into adopting a new mindset that embraces change, fosters innovation, and drives scalable growth. Join us to transform your approach and lead your business to new heights!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Delegate like a demon!
In this episode of The Wize Guys Podcast, we chat with Jake Douglas, founder of Church Finance Pros, as he takes us through his journey from an accidental start in bookkeeping to building a thriving, niche-focused business serving churches. Jake opens up about the challenges he faced scaling his original firm, the burnout that came with it, and the pivotal decision to specialize in church clients.

He shares how joining Wize Mentoring was a game-changer, helping him build a more efficient team structure, delegate tasks effectively, and streamline operations to scale. From growing his team from 2 to 9 members to implementing key strategies that allow him to step back from day-to-day operations, Jake talks about the power of creating a business that runs without him—giving him the freedom to focus on what matters most, both in his business and personal life.

This episode is packed with practical tips and inspiration for anyone looking to scale their firm and achieve work-life balance. Don’t miss it!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Guys Podcast, hosts Brenton Ward, Jamie Johns, and Ed Chan dive into the importance of proactive workflow scheduling for accounting firms.

They explore why it’s essential to start planning your workflow for the coming months, focusing on how this strategy can prevent last-minute chaos, reduce staff stress, and improve client satisfaction. By understanding your team’s capacity and aligning it with client expectations, you can avoid the overwhelming rush that often comes with unplanned workloads.

They also discuss the impact of efficient scheduling on work productivity and how balancing client demands with your firm’s capacity can streamline operations. By strategically managing when clients submit their work and planning based on your team's availability, you’ll create smoother processes, better time management, and an overall more efficient practice. This episode provides practical insights into building a firm that runs like clockwork, helping you focus on long-term growth and sustainability.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this today's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn discuss the 3 barriers to growth and share their experiences and challenges in overcoming these.

Leadership- The Wize Blueprint
Logistics and Systems – The right people on the right seats of the bus
Marketing- Pricing and Packaging your services

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In today's episode of The Wize Guys Podcast, Thomas Spabmixay and Jamie Johns dive into the nitty-gritty of building a successful accounting or bookkeeping business with Wize Mentoring. Jamie Johns takes us through the seven divisions that form the foundation of a thriving firm.

As the business grows, the challenge lies in transitioning from wearing all the hats to delegating effectively and becoming a leader. Jamie shares valuable insights on leadership, investing in people, and the importance of showing results. The seven divisions discussed include the board of directors, marketing, sales, production, quality, office admin, and financials.

Join us to learn how these divisions contribute to building a business that can run without you.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:

1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here

Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode, Brenton Ward and Jamie Johns tackle the crucial topic of change management for firm owners. Jamie highlights the power of trust in driving fast and effective change.

They discuss a real-world scenario where a firm faced resistance when introducing team budgets for the first time. Jamie explains how fear and lack of trust often underlie resistance to change and offers practical tips: listen more, create a no-blame culture, and hold regular one-on-one meetings to build trust.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this episode of The Wize Factor Chat, Jaycen Wilson and Brett Angus, co-founders of Element Accounting & Advisors discuss their journey of transforming their accounting firm with the help of Wize Mentoring.

Jaycen and Brett share how they started their firm in 2014, initially working within a flat structure that left them overwhelmed and stuck in day-to-day operations. They recount the early challenges of modernising their firm—bringing everything into the 21st century—and how Wize Mentoring’s 'deep and narrow' model helped them systematise their business, reduce workload, and grow smarter.

Key insights include their shift from trying to find "superstar" employees to focusing on extraordinary systems that allow ordinary people to excel, as well as the importance of buying into the Wize Mentoring process fully to achieve success.

If you're looking for inspiration on how to build a business that runs without you and want to hear how Jaycen and Brett are implementing Wize Mentoring’s strategies to achieve long-term growth and freedom, this is the episode for you.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this episode of The Wize Guys Podcast, Kristy Fairbairn and Thomas Sphabmixay explore the daily habits of high-performing leaders in accounting and bookkeeping firms. They discuss the importance of dedicating one hour each day to personal development, focusing on areas like leadership, marketing, and technology.

Thomas emphasises the value of staying sharp and continuously learning to lead effectively. Kristy highlights the significance of maintaining clarity and alignment with long-term goals through daily non-negotiables like reviewing KPIs and energizing the body. Listeners are encouraged to structure their days intentionally, balancing work and personal growth for sustained success.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

The WizeHub now houses the best staff capacity planner in the world for Accountants & Bookkeepers.

Want a free capacity planning session for your firm?
Book a demo here: https://www.wizementoring.com/wizehub-offer/

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“Businesses don’t plan to fail, they fail to plan.” - Ed Chan

In today's episode of The Wize Guys Podcast, Ed Chan and Thomas Sphabmixay deep dive into capacity planning. for accounting and bookkeeping firms. A capacity planner plays a critical role in managing resources, optimizing workflows, and ensuring that the firm can meet client demands efficiently while maintaining high standards of service. It requires a strong understanding of accounting and bookkeeping processes, project management skills, and the ability to adapt to changing client needs and industry trends.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this special episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns tackle one of the most pressing debates facing accounting and bookkeeping firms today: the future of work.

As demographic shifts, remote work, and offshoring reshape the landscape, traditional hiring methods are falling short. Jamie highlights the growing labor shortage and why firms must adapt or risk being left behind.

They discuss how offering flexible work arrangements and embracing technology can give firms a competitive edge. With real-world examples and practical advice, this episode is a must-listen for anyone looking to future-proof their business.

Don’t miss out on these insights to help your firm thrive in a rapidly changing world!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

What if you could transform your accounting practice to achieve work-life balance and business efficiency?
In this episode of The Wize Guys Podcast features WizeFactor Chat, we dive into the journey of Johanna Eddy, the founder of Margin Keepers. Starting her firm in 2017 to balance her career and family life, Johanna shares her experience transitioning from an auditor at a big firm to running her own successful business.

Join Wize Claudia as she sits down with Johanna to discuss the evolution of Margin Keepers, the challenges of growing a practice, and the crucial role Wize Mentoring played in her development. From struggling with capacity planning to mastering key financial metrics, Johanna opens up about the transformative impact of joining the Wize Elite program.

Discover how Johanna learned to measure capacity scientifically, monitor essential KPIs, and set up her business for long-term success and potential exit strategy. Her story highlights the importance of early investment in coaching and proactive management.

Whether you're an accounting practice owner looking to optimize your business or simply interested in the insights and experiences of fellow professionals, this episode offers valuable lessons and inspiration.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Are you trying to hire for your firm?

We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/

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In this week's episode of The Wize Guys Podcast, Brenton Ward sits down with Ed Chan and Jamie Johns to explore the transformative impact of offshoring on accounting and bookkeeping practices.

Ed shares his perspective on offshoring as a win-win strategy, emphasizing its role in keeping client fees competitive, providing pay raises for local staff, and aiding countries in need. Jamie highlights how offshoring has boosted capacity and strengthened team relationships at Sky, sharing a success story where an offshore team member was recognized in a client's annual report for their significant contribution.

Tune in to learn more!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this episode of The Wize Guys Podcast, Thomas Sphabmixay and Jamie Johns delve into essential hiring strategies to build a team that propels your accounting or bookkeeping practice into sustained growth.

Thomas emphasises the importance of hiring not just to maintain the status quo, but to foster real business expansion. Jamie outlines two critical questions every firm owner must answer: knowing when to hire and determining who to hire. He introduces the capacity planner as a fundamental tool for timing new hires and discusses the importance of identifying the right resource mix—whether you need a finder, minder, or grinder.

The discussion covers practical tips on creating a structured hiring process to avoid mishires, emphasizing the high costs associated with bad hires. Jamie and Thomas stress the value of promoting from within and aligning individual career goals with the firm’s direction. Thomas also addresses a common concern about quickly assessing new hires, highlighting the importance of identifying unsuitable candidates early to avoid prolonged issues and the sunk cost fallacy. Jamie suggests that while a three to six-month probation period is typical, firms should strive to recognize fit within a shorter timeframe.

The episode wraps up with actionable advice on attracting talent in a competitive market, effective advertising, and the significance of integrity, energy, and responsiveness in potential hires. The team discusses the benefits of utilizing an applicant tracking system and structured interview guides to streamline the hiring process.

Tune in for a comprehensive guide on mastering the art of hiring to ensure your firm is staffed with the right people, fostering a business that can eventually run without you!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

As the client base of practice grows and you begin to expand/add teams to the practice, it's important to develop client portfolios for each client manager.

In today’s episode of The Wize Guys Podcast, Ed Chan and Tim Causbrook discuss the context of building client portfolios, their importance, and some of the challenges that practice owners face when developing them.

Find out more about the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable accounting business!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns will deep dive into the difference between bottom-up and top-down management.

The discussion moves to practical steps for implementing bottom-up management, such as creating a balanced team structure with an appropriate ratio of minders to grinders. Jamie shares his personal experience of transitioning to this management style, highlighting its positive impact on workload and efficiency. Both Ed and Jamie discuss the importance of client managers in maintaining smooth operations and strong client relationships. They also address staff recruitment and retention challenges, providing insights into how a well-structured team can alleviate these issues.

Which is better and how do you implement it in your firm? Remember, your management style can dictate the process and growth of your business. Tune in to find out which management style better fit for your accounting or bookkeeping firm!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Byron McBroom, the CPA and Founder of Measured Results.

Byron shares his journey from starting his first firm in 1985 to founding Measured Results in 2002. He discusses the strategic growth of his business, driven by effective marketing, partnerships, and the invaluable guidance of Wize Mentoring.

Byron reveals how the Wize Mentoring system transformed his firm, enabling him to reduce his work hours to just 10 per week while achieving significant business growth. He also recounts a life-changing accident in August 2022, where he sustained multiple severe injuries. Thanks to the robust systems in place from Wize Mentoring, his firm continued to operate smoothly and efficiently during his six-month recovery, ensuring all clients were serviced without interruption.

Tune in to hear Byron's inspiring story of resilience and learn how Wize Mentoring's strategies can help create a sustainable, self-sufficient business!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns delve into the common challenges faced by accountants and bookkeeping practice owners in managing their time effectively.

Ed shares his personal journey, explaining how his early career experiences in the production division shaped his time management mentality. He discusses the pivotal moment when he discovered Dr. Stephen Covey's principles, which helped him transform his approach to running a business. At the same time, Jamie reflects on how Covey's teachings influenced his own practice.

Together, they explore practical strategies for applying time management theories to create a more efficient and sustainable accounting practice. Tune in for valuable insights and tips on transitioning from a time-poor practice to a business that runs without you!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Do you want to become a good leader for your team?

In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns will discuss the critical policies that will help you set up your business for growth.

Remember that if you don't show leadership, then everything falls apart. You want your business to run from the bottom up instead of the top down, and to make that happen, every team member should be the leader and show leadership in their respective areas. But how do you become a good leader? And how do you teach leadership to your staff? Tune in to today's episode to learn how and more!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Feeling overwhelmed by the constant grind and lacking time for meaningful team interactions? Imagine if making time for regular staff reviews could transform your practice from hectic chaos into a well-oiled machine.

On this episode of The Wize Guys Podcast, we unpack the insights from Dr. Stephen Covey's game-changing principles to highlight how prioritising what's important over what's merely urgent can revolutionize your accounting or bookkeeping firm.

Discover some actionable strategies for evolving from the traditional, ineffective annual review to a dynamic system of monthly or quarterly one-on-ones using innovative tools.

Also, we explore how these regular check-ins, grounded in goal review and KPI feedback, ensure that your team stays aligned and your business remains on course. Learn how to implement a cascading structure where the CEO engages with senior client managers, who in turn lead their own teams, creating a consistent and cohesive workflow.

Don't miss this episode if you're eager to break free from the busyness trap and foster a more self-sustaining, effective practice. We'd love to hear your thoughts—head to the chat feature and share how frequently you conduct staff reviews in your own firm!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

What if you could manage a thriving firm without being tied to it 24/7?
This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Kristy Fairbairn one of the Wize Mentors and the CEO/ Founder of The Business Oasis.

In 2017, Kristy bought an accounting firm and initially faced the daunting task of managing it alone. Her search for specialized support led her to Wize Mentoring, where she found the guidance and accountability she needed to balance her family life while growing her business. Learn how Kristy's experience with Wize transformed her approach to business management.

Hear Kristy's inspiring transition from mentee to mentor and how business coaching can be a game-changer for accountants and bookkeepers. Discover her insights on the importance of mentorship in achieving professional dreams without succumbing to burnout. We explore how strategic planning and team empowerment can free business owners from constant involvement, allowing them to pursue personal goals and enjoy greater fulfillment. Kristy shares practical advice on overcoming the fear of relinquishing control and the benefits of a well-structured business plan.

Finally, we discuss the power of connecting with a global community of like-minded business owners. Kristy highlights the value of master classes, webinars, and Super 8 pods in fostering a supportive environment where firm owners can share insights and hold each other accountable. This collective wisdom not only accelerates business growth but also enhances work-life balance. Learn how adopting effective systems can improve service delivery and client satisfaction in bookkeeping businesses. Don't miss Kristy's valuable tips and strategies for building a self-sustaining business.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

As the client base of practice grows and you begin to expand/add teams to the practice, it's important to develop client portfolios for each client manager. In this episode of The Wize Guys Podcast, Ed Chan and Tim Causbrook discuss the context of building client portfolios, their importance, and some of the challenges that practice owners face when developing them.

Ed reveals the critical strategies for building an effective client portfolio team. You'll learn the importance of strategic team composition and why hiring experienced senior staff early on is a game-changer. Discover how to streamline client communication and train junior team members, setting the foundation for a robust and efficient team. Ed also shares insights on managing production and communication traffic flows, offering expert advice on the specific skills required for each.

Find out more about the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable accounting business! Plus, get the lowdown on why proper hiring and training are essential for creating a successful practice. Don't miss these essential tips for turning your accounting or bookkeeping practice into a profitable and smoothly-running business!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

When hiring new staff for your Practice, do you hire based on Education? Work experience? Set of skills? Or whether a candidate will bring a good balance to your resource mix?

In this week's episode of The Wize Guys Podcast, Thomas Sphabmixay together with Jamie Johns and Kristy Fairbairn discusses how using the capacity planner helps firm owners with finding the right team mix.

Unlock the secrets to effective hiring in accounting with Jamie from Sky Accountants. Discover how Jamie revolutionized his approach from informal methods to structured processes, ensuring the right fit and boosting firm success. Learn why transparency and integrity are crucial in hiring and understand the devastating impacts of a bad hire. Jamie also sheds light on the importance of mastering a hiring formula and maintaining team compatibility, with a striking 80% of success attributed to the ability to get along with others.

Take a deep dive into capacity planning and the qualities of successful client managers. Understand how leveraging a capacity planner can optimize your team's efficiency and productivity, maintaining a balanced workload and fostering steady growth. Jamie shares invaluable tips on evaluating candidates' financial concept understanding, ensuring they can communicate complex terms with clarity and confidence to clients. Join us for this episode brimming with actionable insights and strategies to transform your accounting practice into a seamless, thriving business.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan dive deep into the transformative journey of turning an accounting practice into a self-sustaining business.

Jamie shares his personal experience of working with Ed and the mindset shift that revolutionized his approach to business. They discuss the common misconception that an accounting firm must be built to sell, and how Ed's philosophy challenges this by emphasizing the potential for greater returns through strategic investment in the business itself.

Ed elaborates on the importance of designing a business that runs without the owner's constant involvement. He highlights the benefits of viewing the business as an asset, focusing on the long-term return on investment rather than short-term profits. The conversation touches on critical concepts such as creating robust systems, restructuring leadership roles, and setting up processes that allow for scalability without the typical growing pains.

Whether you're just starting out or looking to scale your existing practice, this episode provides actionable tips and inspiration to help you achieve a business that not only grows but also gives you the freedom to step back and enjoy the fruits of your labor.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Michael Hanrahan, the Founder of Hanrahan & Associates.

Hanrahan & Associates has been operating for 30 years in the accounting industry, so
witness the metamorphosis of a traditional partnership into a single-handed powerhouse, driven by the game-changing Wize Mentoring program. We unravel Michael's 'deep and narrow' strategy and how it blasted past the challenges of scaling and injected a robust business mindset into the heart of his practice.

Learn about the pivotal mindset shifts that propelled both leadership and staff to new heights, as Michael dissects the cultural evolution that was key to embracing this novel structure.

Discover the secret sauce to Michael's success—the early adoption of a production manager role that catalyzed efficiency and paved the way for personal freedom. The episode highlights the art of delegation, mentorship, and strategic team dynamics that not only skyrocket business growth but also carve out space for life's treasures—family time and personal passions. Tune in and let this episode be your guide to achieving the ultimate synergy between professional success and a fulfilling personal life!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Get a FREE templates and resources when you join our private 4000+ community, The Wize Accountant’s Mastermind. Learn from the Wize mentors and practice owners from 30+ countries: https://www.facebook.com/groups/wizemastermind

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In this week's episode of the Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns deep dive into the topic of upfront pricing and how you communicate your pricing to your client.

In the spirit of addressing the problem and not the symptom, learn about the potential problems that you can experience when setting up your pricing and the proper way to present your costings to your clients.

Unlock the secrets to a winning pricing strategy in accounting and bookkeeping, and be inspired to implement these strategies, ensuring your firm not only survives but thrives in the modern financial landscape. Tune in now!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Never too late to scale your business and achieve freedom!

Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM

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Ever felt chained to your desk, drowning in paperwork while the clock laughs at your overtime?
In this week's episode of The Wize Guys Podcast, Brenton Ward, Ed Chan, and Jamie Johns discuss the importance of time management and how you can master it to be an effective leader.

Find out some effective time management strategies using Dr. Stephen Covey's time management quadrant that works for Chan & Naylor and Sky Accountants.

This episode isn't just theory; it's a road map from someone who's navigated the rough terrain of business ownership and come out on the other side. We'll explore the common pitfalls that trap accountants in a cycle of endless production, and how our guest broke free, reshaping his approach to work. It's a conversation packed with actionable insights and a testament to the fact that with the right strategies, even the busiest accountants can find an equilibrium between their spreadsheets and their sanity. Join us for stories that will inspire you and advice that could redefine your workdays!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Never too late to scale your business and achieve freedom!

Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM

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Have you ever dreamt of a business that thrives without your constant oversight?

In this week's episode of The Wize Guys Podcast, Kristy Fairbairn deep dives into Jamie Johns' journey on his 7-hour work week - how to decrease your workload, establish systems, and grow your business in a way that doesn't depend on you.

From his early days of entrepreneurial overwhelm, Jamie unveils the pivotal lessons learned under the guidance of mentor Ed Chan. It's a saga of self-discipline, where the simple act of dedicating just one hour each day to strategy, systems, and growth can shift a business from demanding to independent. His insights on coaching for performance, akin to a sports team, will inspire you to take your own steps towards a life that affords leisurely walks on the beach and serene moments at your beach house.

Join us for an enlightening conversation that intertwines the significance of robust systems, empowered teams, and the delivery of unfaltering client service.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Never too late to scale your business and achieve freedom!

Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM

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Ever feel like the clock is your nemesis, snatching away precious time for those staff meetings you know are important but never urgent? You're not alone.
In this week's episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns discuss the importance of conducting staff review meetings to discuss your team member's performance and development and agree on future targets and objectives.

What is"being too busy?" Learn how practice owners should take this essential journey from a time-starved business to an enterprise humming along on autopilot. Listen in as we swap stories, dispense lessons, and offer handy tips to ensure you're getting the best from your team, with insights that might just revolutionise your firm's management style!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Every family business has its own saga, and today we're peeling back the curtain on one such tale with Thomas!

This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Thomas Sphabmixay, one of the Wize Mentors and the General Manager of TMS Financials.

As a child who grew up amidst the hustle of his parents' accounting firm, Thomas transformed from a playful kid under the desks to a crucial cog within the gears of the company. His story is a vibrant tapestry woven with the threads of mentorship, business automation, and personal growth. Thomas's narrative will not only tug at your heartstrings but also arm you with insights into how mentorship can propel you from entrepreneurial struggles to achievements.

Embark on a revealing journey with us as we discuss the nuances of fostering a business that thrives on autonomy, allowing for the elusive work-life balance many entrepreneurs crave. Thomas, on the brink of fatherhood, candidly shares how his personal principles seamlessly blend with his professional ethos, providing a blueprint for success that respects both boardroom ambitions and the bassinet. His experiences underscore the transformative power of guidance in business, the importance of leadership, and the intricate dance of maintaining humility amidst success. Prepare to be inspired and educated in equal measure as we unravel the wisdom behind Wize Mentoring and the life of a man living the very lessons he teaches.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Looking to hire a new Accountant, Bookkeeper, or Administrator?

Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates!

https://www.wizementoring.com/wizetalent-offer/

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Ever get the feeling you're trying to put together a dream team, only to wind up with a crew that's more ragtag than Avengers-worthy?

In this edition of The Wize Guys Podcast, Brenton Ward, Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook dive into the topic of finding and recruiting top-notch staff.

Join us as we delve into the secrets of crafting an unbeatable accounting team. It's not just about filling spots; it's about carefully planning each role, from your number-crunching analysts to your client-facing charmers, to ensure everyone is playing to their strengths.

Wize Talent is here to simplify the hiring process, guiding you through analysis, attraction, assessment, and acceptance of qualified candidates for your practice. Tune in now and discover the revolutionary four-step hiring approach!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Never too late to scale your business and achieve freedom!

Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM

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In this week's episode of The Wize Guys Podcast, Timothy Causbrook, Thomas Sphabmixay, and Kristy Fairbairn provided their insights about educating clients with your accounting practice services.

Find out how to upsell more services to clients, opportunities for marketing your practice to existing clients, and use feedback scores for client engagement. Tune in to today's episode to learn more!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Are you trying to hire for your firm?

We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/

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In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Thomas Sphabmixay discussed the role of the Client Manager and what are the tasks they are mainly responsible for. They also talked about the essential skills that will help client managers be effective in their role such as managing expectations, same-day turnaround, handing over tasks to ACM, and no bypass policy.

So, let's explore the essential role of client managers in professional firms as industry experts discuss the blend of technical prowess, communication skills, and leadership required for success. Gain insights into effective delegation, team dynamics, and nurturing emotional intelligence to enhance client satisfaction and internal productivity. Tune in to today's episode!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Ever wondered how an accounting practice can evolve from a tiny spare-room startup to a thriving, self-sustaining business?

This week's episode of The Wize Guys Podcast presents an enlightening WizeFactor Chat with David Burnes, the ingenious mind behind Asset Accounting in Australia.

Join us as David takes us through his extraordinary journey, beginning with the modest inception of his firm in the comfort of his own home, to the pivotal challenges and triumphs that shaped his path. He delves into the critical turning points and the strategic decisions that propelled his business forward, providing invaluable insights for aspiring and established entrepreneurs alike.

Don't miss this opportunity to uncover the secrets behind David's success and the lessons learned along the way. Tune in to this inspiring episode and discover how strategic innovation and resilience can transform a small practice into a powerhouse of efficiency and growth.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

As many firms give a lot of their knowledge, they’re giving IP away for free to their clients. In the spirit of addressing the problem and not the symptoms, find out how the core reasons for this happening in firms can turn conversations into an opportunity to better serve clients and generate more revenue.

In this week's episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Thomas Sphabmixay discuss how the three phases of the process ~ discovery, proposal, and production give every accounting practice the opportunity to scale their marketing, sales, service, revenue growth, and M&A’s.

Find out the advantages and opportunities that you can get from having a practical system to follow!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Get EXCLUSIVE ACCESS to the Wize Fab 5 Key Performance Indicators when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/
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Join us on The Wize Guys podcast as we unlock the full potential of your accounting or bookkeeping practice. Discover how the Fab5 KPI dashboard can revolutionize your firm's health, guiding you toward enhanced team performance, revenue growth, and operational efficiency. Dive into the art of leadership and strategy with actionable insights, empowering you to become the informed leader your firm needs.

Whether you're leading a budding firm or a seasoned practice, learn how KPIs like lockup figures can serve as the blueprint for scaling up. With monthly KPI presentations, we're igniting a passion for excellence and continuous improvement while addressing the unique challenges smaller firms face. Tune in and elevate your practice to new levels of success!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The WizeGuys Podcast, we explore how the current system can transform firms. But amidst the promise of innovation and growth, there's a lurking challenge: what happens when these firms, initially enthusiastic about embracing change, find themselves entangled once again in the web of old, inefficient practices?

Join our insightful hosts, Brenton Ward and Ed Chan, as they are joined by Wize Mentors, Tim Causbrooks and Thomas Sphabmixay, to navigate this precarious terrain. Together, they delve into the vital importance of reconnecting with the core principles that underpin success in the accounting industry. It's all about withdrawing oneself from the gravitational pull of outdated methodologies and rediscovering the essence of what drives progress.

Throughout the episode, they share invaluable insights gleaned from their own experiences, offering a roadmap for firms looking to chart a course toward sustainable growth and prosperity.

From the initial spark of inspiration to the nitty-gritty details of implementation, every aspect of the journey is explored with depth and clarity. Whether you're a seasoned veteran or a newcomer to the world of accounting, there's something here for everyone.

So, if you're ready to break free from the shackles of the past and embrace a future defined by innovation and possibility, join us on this illuminating episode of The Wize Guys Podcast. Your firm's success story starts here!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.

Apply here: https://wizementoring.mykajabi.com/assessments/16155
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Imagine transforming your practice from a time-consuming juggernaut into a flourishing enterprise that scales new heights while granting you the freedom to pursue your passions.

In this episode of The WizeFactor Chat of The Wize Guys Podcast, we had a conversation with Shayan Rashid, a Partner - Chartered Professional Accountant at SRJ Chartered Accountants Professional.

Shayan shares the astonishing evolution of their business through mindset shifts and culture that enabled him to not only welcome over a million in new work but also embrace the art of saying 'no' to potential clients who weren't the right fit. It's a narrative that celebrates the small, yet significant strategies that collectively catalyzed her practice's success, and it's brimming with insights that every practice owner can apply to catalyze their growth.

In parallel, he lifts the veil on his own experience of stepping back from the nitty-gritty of everyday operations to focus on strategic growth and partnerships. By assembling a stellar team and crafting effective systems, I've liberated myself to engage more deeply in basketball, coaching, and travel, all while mentoring the next wave of entrepreneurial talent. Our conversation is not just a reflection on our personal journeys; it's a blueprint for aggressive business expansion and a testimonial to the liberating power of a well-structured business. For those hungry to reshape their business and life, our episode provides the motivation and the methodologies to make it happen!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, Tim Causbrook with Jamie Johns and Ed Chan identify the different forms of pushback when it comes to implementing a deep and narrow team design for every accounting practice.

It is a treasure trove for practice owners, brimming with actionable advice and lessons learned from the front lines of business evolution. Jamie delves into the significance of unwavering leadership and the dangers of slipping back into old habits. Understand the impact of team complexity on business growth and why the 'no bypass policy' is a cornerstone in maintaining a streamlined focus.

Tune in to this week's episode to learn some tips on why educating, people and the team must work hand-in-hand to achieve a well-balanced structure. Also, find out which is more effective in conducting a 1-on-1 discussion or meeting as a group!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Looking to hire a new Accountant, Bookkeeper, or Administrator?

Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates!

https://www.wizementoring.com/wizetalent-offer/

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In this week's episode of The Wize Guys Podcast, Jamie Johns, together with esteemed guests Thomas Sphabmixay, Kristy Fairbairn, and Tim Causbrook, delve deep into the art and science of recruiting top-notch accounting and bookkeeping talent.

The conversation kicks off with Jamie highlighting the critical importance of not just finding skilled individuals but aligning new hires with the firm's culture and long-term vision. Thomas, known for his innovative approach to recruitment, shares his insights on leveraging technology and social media to scout for potential candidates. Kristy, with her background in human resources, emphasizes the significance of a structured interview process and the role of behavioral assessments in predicting candidate success. Tim, bringing a wealth of experience from his own thriving accounting firm, discusses the strategies he employs to retain high-caliber staff, including professional development opportunities and a rewarding firm culture.

Tune in and learn the practical tips and strategies that you can immediately implement to enhance your recruitment processes and build a team poised for success!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan offer their insights on the importance of conducting a discovery session for every accounting practice.

Ed, having experienced numerous challenges while growing his accounting business, understands the struggles many of us face. Often, we enter the world of entrepreneurship with the hopes of increasing our income and gaining more time and freedom, only to discover that our reality is quite the opposite. We end up working longer hours than ever before and sacrificing precious time with our families. When we assess the money we earn relative to the time we invest, the returns are minimal, and the investment seems unwise.

To break free from this cycle and ensure that your business doesn't imprison you, Ed and Jamie will provide a comprehensive roadmap for either designing a new business or redefining your existing one. They will show you how to align your business goals with your desired return on investment, giving you a clearer path toward success.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Looking to hire a new Accountant, Bookkeeper, or Administrator?

Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates!

https://www.wizementoring.com/wizetalent-offer/

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Ever wondered how to assemble an accounting or bookkeeping dream team that thrives on every ledger line?

In this episode of The Wize Guys Podcast, Jamie Johns with Kristy Fairbairn and Tim Cuasbrook explore the secrets to a high-performance team structure. They tap into the synergy of matching personality types and drawing inspiration from Jim Collins, they delve into the journey of placing the right people on the bus, steering towards career growth and potential. It's about fitting into the team as seamlessly as a star player takes their position on the field, and we're here to coach you through it.

Tune in to this insightful conversation for valuable insights and strategies for creating a powerhouse team that not only meets but exceeds expectations!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.

Apply here: https://wizementoring.mykajabi.com/assessments/16155
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To kick off 2024, we invited our very own Mentor and WizeTribe member, Tim Causbrook of Causbrook and Associates to share his journey pre-Wize and how his firm evolved through the help of Ed Chan.

Step into the shoes of Tim, whose voyage through the intricate dance of mentoring and leadership has forever changed the trajectory of Causebrook and Associates.

Tim's narrative isn't just about profit margins and spreadsheets; it's a heartfelt chronicle about embracing change, the dynamism of self-leadership, and the profound influence that a mentor can have on both a personal and professional level. Discover the inner workings of transitioning a family-run practice into a thriving enterprise, and how operational management can become a passion that drives success, even for those with roots planted far from the world of accounting.

As we traverse the mentoring landscape with Tim, we touch upon the serendipity and rewards that unfold when one takes on the roles of both student and teacher. His dual journey reveals the delicate art of balancing the scales between nurturing a flourishing business and cherishing personal time. From the cultivation of an autonomous firm to the personal pursuits that color our lives—running, reading, and the eclectic allure of vintage synthesizers—this episode offers a tapestry of insights for anyone navigating the complex pathways of business leadership.

Tune in for a revealing look at how a mentor can ignite a transformative spark, guiding us to achieve work-life harmony while fulfilling our most ambitious business dreams!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Get EXCLUSIVE ACCESS to the Wize Fab 5 Key Performance Indicators when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/

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In this week's episode of The Wize Guys Podcast, Brenton Ward, Ed, Chan, Tim Causbrook and Thomas Sphabmixay share their reflections and insights for 2024.

Find out the best practices for your accounting business that you can start to apply within your firm. Also, these guys will share tips on how can practice owners spend less time at work.

Tune in to ignite a transformation that goes beyond the balance sheets, reaching into the very heart of work-life harmony!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Want to know the things you should and should not be doing as the sole business owner of your accounting or bookkeeping firm?

Get EXCLUSIVE ACCESS to the list of Quad Activities when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/

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In this week's episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss their understanding of Quad activities which can help in making a robust effective system and strategy for getting referrals for your accounting practice.

Discover the transformative power of self-leadership in elevating your accounting and bookkeeping practice, as we unpack the wisdom shared by our guest, Ed, on this enlightening journey. From mastering the art of self-discipline to the nuances of managing emotions, this episode is an essential guide to leading not just your business, but yourself to unparalleled success. We also delve into the dynamic impact of Wize Mentoring's Quad activities framework, offering you strategies to enhance both business operations and personal efficiency, while steering clear of the dreaded burnout.

Don't miss out on this opportunity to learn more about boosting your referral marketing!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Ready to crush your goals this 2024?
We're here to help you scale and grow your business, to find out how - book a call with us today:
https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM

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In this week's episode of The Wize Guy's Podcast, embark on a transformative journey as we navigate the realms of self-leadership and meticulous business planning to set the stage for the New Year with Brenton Ward and Ed Chan.

Discover why New Year's resolutions may fall short of being the silver bullet for success and explore how a robust business plan can serve as your guiding light. Also, delve into the intricacies of staffing in accountancy, from leveraging diverse skill sets within a team to strategically assigning clients to staff, fostering client satisfaction, and boosting team morale.

Don't miss the actionable insights on why investing time in staff training is beneficial and essential for your accounting and bookkeeping firm. Let's guide you through the strategies and practices that have the potential to elevate your accountancy business to new heights this 2024!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we gear up for 2024 with a special episode on goal-setting and mindset shifts!

Join Jamie Johns as he delves into the crucial aspects of setting goals with your team for the upcoming year with Kristy Fairbairn. Discover the key traits leaders can cultivate within themselves in 2023 to make a positive impact on their teams. From shedding old mindsets to embracing new perspectives, this episode provides essential guidance on navigating the challenges of the new year.

Tune in to gain valuable insights that will empower you to lead with purpose and influence your team positively in the year ahead!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, Brenton Ward, James Johns, and Ed Chan are in the festive spirit as they unwrap The 12 Wize Tips of Christmas.

In Part 1, they explore the intricacies of PROCESS (How to design your firm) from the Wize DRS Model, providing invaluable insights into optimizing business structures and processes.

Part 2 delves into the critical realm of PEOPLE (How to recruit the right people), offering secrets to assembling the perfect team.

Finally, in Part 3, the spotlight is on PERFORMANCE (How to scale your accounting business), with strategies to effectively grow your accounting business. Don't miss this opportunity to implement actionable tips and elevate your business in time for the holidays.

Tune in now to scale your business with The 12 Wize Tips of Christmas!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

WizeHub is a business intelligence application designed to monitor the performance of your company in real-time, with a focus on aligning technology and people to achieve optimal results.

Complete our 60-second questionnaire to see if you qualify and we’ll personally give you a 1:1 walk-through on how I’m using the WizeHub to build Sky Accountants and 100+ other firms around the world.

https://www.wizementoring.com/wizehub-demo/

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In today's episode of The Wize Guys Podcast, Jamie Johns and Wize Mentor Tim Causbrook delve into the features and benefits of WizeHub, a cloud-based solution for managing accounting and bookkeeping firms.

Jamie recounts the genesis of the idea for WizeHub, sharing his passion for technology and how his struggles with dyslexia inspired him to create a tool that could facilitate effective learning and organization. Tune in to discover why WizeHub is an essential tool for scaling and growing your practice, empowering firms to operate independently of the business owner.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn explore the concept of having a system-dependent firm and not a people-dependent business.

Let's deep dive into the secret sauce of scaling your business - systems. Discover the journey of transforming businesses from people-dependent to system-dependent by creating procedures that can be replicated, ensuring efficiency and stability. Imagine a structure where a single experienced leader guides a team of junior accountants, combined with a seven-division system, the workload eases on the owner making way for scalability and growth.

Tune in now to find out more about Wize's principles!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

What if you could transform your small practice into a successful, autonomous business with a dedicated team?

In this episode of The WizeFactor Chat of The Wize Guys Podcast, we had a conversation with Anthony, a thriving owner of an accounting and bookkeeping practice, iCompass Professional Advisors in Australia.

Anthony's journey began in 2005 and, like many entrepreneurs, he started by taking on any client to generate income. His turning point came when he shifted focus to cater exclusively to businesses. Reflecting upon his evolution, Anthony credits his substantial growth to joining the Wize Mentoring Group, which provided him with accountability and a structure that has led his firm to become a well-oiled machine operating without his constant involvement.

The idea of letting go can be daunting, but as Anthony explains, it's an integral part of growth. He opens up about his personal journey through the art of delegation, a skill that has been pivotal to his firm's success. He admits it wasn't easy giving up tasks he'd traditionally handled himself, but the rewards were worth the leap of faith. Hear Anthony's insights on how finding the right person for each job and outsourcing tasks to his team has freed up his time. This allowed him to see the bigger picture, focus on what truly matters, and drive his business forward. Anthony's story reminds us that progress is a continuous journey - one where postponing is not an option.

So, if you're looking to transition from a time-pull practice to a business that can run without you, then this enlightening conversation with Anthony is a must-listen!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns discuss the roles, responsibilities, and KPI's of a Senior Production Manager. Based on the ideal team structure, learn how traffic flow should work for your senior production manager, what to look for when hiring a senior production manager, and their job description to determine their KPIs.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Find out how you can manage your team with the WizeHub!

WizeHub now houses the best staff capacity planner in the world for Accountants & Bookkeepers.

Want a free capacity planning session for your firm? Book a demo here: https://www.wizementoring.com/wizehub-offer/
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In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Tim Causbrook share the concepts of a deep and narrow team structure for every accounting practice.

Find out why leading is important, the ideal process for a new team structure, how managing people could help, and the analogies behind having a successful team.
Watch as the right business structure paves the way for career progression, competitive client rates, and beneficial returns on investments. So, are you ready for a business revolution? Let's get started!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Looking to hire a new Accountant, Bookkeeper, or Administrator?

Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates!

Book a FREE discovery call here: https://www.wizementoring.com/wizetalent-offer/

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In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Brenton Ward explore offshoring team members as one of the growth strategies for your accounting or bookkeeping business.

Outsourcing isn't just about cost-effectiveness, it's a strategy that requires thoughtful execution. We walk you through how to manage your offshore teams effectively, looking closely at roles, communication, and traffic flow. Listen to how Ed and Jamie implemented this in their firms through a checklist-driven approach to streamline production processes.

Discover how managers and firm owners can effectively manage offshore staff and how to keep them productive even if you don't get to see them every day. Also, we jump into why it would be a great strategy to implement offshore staffing and the type of positions that you can delegate to your offshore staff. When it comes to offshore recruitment, the key is an extraordinary system that will allow you to hire the right people. Tune in to this episode to learn more!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Get your hands on the world’s number one tool to scale an accounting firm
We are currently looking for ten practice owners who want to build a successful, systemized firm to test out our propriety practice intelligence tool for free – Take a look
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In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan discusses the difference between building capacity and advertising and the importance of having the right people.

Find out how capacity matters for your accounting or bookkeeping business.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we have Lacey Harnar of Pathway CPA Group, LLC as we chat with her about her Wize journey and experience.

Lacey, founder of her own accounting firm, shares her compelling journey with us. She paints a vivid picture of the challenges she encountered, the transformation she underwent through Wise Mentoring, and how she successfully built a team that fueled her dream. Lacey’s tale of overcoming struggles and her newfound appreciation for the extraordinary system that supports ordinary people will surely spark some business ideas in you.

The conversation takes a delightful turn as Lacey opens up about the significant changes in her personal life after implementing Wize's strategies. She talks about her newfound freedom, the joy of ample free time, and the luxury of traveling with her family, goals she once considered far-fetched. Not stopping there, Lacey opens up about the future of her business, her vision, and how her experiences at Wize lays the foundation for the company she always aspired to have. So buckle up, as Lacey’s story of transformation, liberation, and growth promises to ignite the entrepreneur in you!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

What if you could make your team's efficiency skyrocket just by incorporating one simple practice daily?

In this week's episode of The Wize Guys Podcast, be ready to accelerate your understanding and application of self-leadership, video creation, and documentation. This power-packed episode is jam-packed with insights and practical demonstrations. Our journey begins with an exploration of self-leadership, focusing on its critical components: self-discipline, experience, and emotional control. We then venture into the world of video creation, as I walk you through creating a standard operating procedure (SOP) video using Loom and Camtasia, right from screen recording all the way to adding it to your intranet.

Have you ever wondered about the secret to improving efficiency in your team? Hint: it lies in SOPs. To help you grasp this concept, I share the process of recording an SOP with Loom and discuss the benefits it brings. I emphasize how documenting just one procedure per day can lead to significant progress in your team's efficiency. We talk about the importance of recording videos for every team member and using these videos as part of the induction process for new hires. I also discuss how handy tools like iPhones can be used to record procedures for clients who require hard copies.

As we near the end of our conversation, we delve into how technology has simplified the process of recording and documenting SOPs. I discuss the various options available to capture these procedures, from using phones to screen recording. We stress again the importance of documentation for efficiency. So whether you're a budding entrepreneur or an established business person, this episode will provide you with invaluable insights on mastering self-leadership and understanding the vital role of video in business operations. Tune in, learn, and let's make your business more efficient together.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, prepare to swap your practitioner hat for a business owner's crown as our esteemed guest, Ed, shares his enlightening journey and helps us navigate this challenging yet rewarding transition. We pick Ed's brain on the critical aspects involved in transforming your practice into an independent business: redefining your mindset, mastering the art of cost reduction, and becoming a pro at managing your team. His valuable insights on stepping back from being a player to being a coach will set you on the path to a thriving business.

Delegation is a powerful tool in business, but recognizing when and how to delegate can be a game-changer. In this episode, we take a deep dive into the world of delegation - examining the benefits it can bring to your business and presenting you with effective strategies to delegate tasks and manage work in your organization successfully. We also inspire you to motivate your team, enhance your leadership skills, and keep the business engine humming. So, sit back and join us on this captivating journey, exploring how to build a business that runs without you and enables you to regain control of your time. With Ed's guidance and our enriched discussion, you'll be well-equipped to take your practice to stellar business heights.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, imagine transforming your accounting or bookkeeping practice into a well-oiled machine that runs smoothly even in your absence. Sounds too good to be true? Well, in this episode, we promise to share with you the secret sauce – Standard Operating Procedures (SOPs). We dive into the importance of having scalable, leveraged systems in place and discuss how to transition your business to operate without your constant involvement. We also explore the process of getting all that accounting knowledge out of your head and into a format that your team can leverage for success.

Did you know that the internet can be your best friend when it comes to organizing your SOPs? That's right! In the latter part of our discussion, we shed light on creating a systemised business model and discuss the seven steps of Sky's guarantee. We highlight how platforms like WizeHub can help streamline your operations, and why the internet should be your go-to place for storing policies and procedures. Finally, we talk about the importance of leadership in ensuring every task—big or small—is documented. So, gear up for an insightful episode packed with business-building tips, SOP development strategies, and the significance of having the right team in place for success.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we have Stephanie Anderson of Tax Prose Inc. as we chat with her about her Wize journey and experience.

Discover her path to making your business run on autopilot. So if you've ever dreamed of stepping back while your business continues to thrive, you're not alone. Stephanie was once in your shoes, and she's here to share her inspiring journey and the challenges she overcame along the way.

We begin with the early years, when Stephanie, like many of us, was tethered to her computer, struggling to find competent tax professionals. Then came the breakthrough with Wize that revolutionized her firm's management. Stephanie will reveal how she overcame the daunting task of implementing new habits and how the concept of having an absentee-run business both excited and terrified her. Stephanie will also shed light on her struggle to achieve work-life balance while building a team that mastered the nuances of the US tax code. She'll share her experience of managing an offshore team, her secret to making them feel connected, and the life lessons she's garnered from the entire process.

Tune in to find out more of her story!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, discover the secret to nurturing long-lasting client relationships. Join Jamie, Kristy, and Ed, as we unearth the treasures of self-leadership and the art of building client relations. We shed light on the power of referrals, emphasizing that it's surprisingly 20 times harder to lure in new clients than to retain the existing ones. We dive deep into the realm of emotional bank accounts, explaining why positive interactions are vital for your client relations. Ed offers invaluable insights on being the first choice when your clients are on the brink of changing accountants. We also discuss the nuances of sales and marketing and how they can impact your client relationships.

Ever wondered about the long-term value of your clients? We take you on a journey that explores the strategic considerations when investing in client relationships. The discussion emphasizes that the lifetime worth of a client goes beyond a single transaction, and how today's investment in efficient systems can be a game-changer for future success. We contemplate the balance sheet implications and the goodwill factor when deciding to invest in marketing or not. So, gear up and join us to find out how to elevate your client relationships and position yourself for long-term success.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

FREE Book Preview Download of Wize M&A Mastery System: https://www.wizementoring.com/ma-mastery-system/

In this week's episode of The Wize Guys Podcast, we'll explore how to successfully navigate business mergers and acquisitions. Join Ed and Jamie, as we take a deep dive into the intricacies of this growth strategy. We'll be sharing pearls of wisdom from our wealth of experience - discussing the advantages, pitfalls, and the critical importance of striking the right loan value ratio. And here's a pro tip right upfront - keep that ratio below 50%.

Purchasing a business isn't just about numbers and legalities - there's a significant emotional aspect too. We'll help you understand the motivations of the vendor, the value of patience and empathy, and how to spot warning signs. Jamie's got a compelling narrative of tireless pursuit, spanning over half a decade, that culminated in triumph - you really don't want to miss it.

As we wrap up, we'll delve into the practicalities of a business acquisition. Enlighten yourself on the pros and cons of transitioning an acquisition over different periods, the keys to successful joint branding, and the measures to ensure a smooth and seamless transition for the clients. Plus, Jamie delivers some essential tips - from ensuring the cultural fit with the vendor to carrying out due diligence and risk assessment. So plug in, and get ready for a riveting conversation filled with insider knowledge on successfully navigating practice acquisitions!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, get ready for an enlightening journey as we navigate the sea of lead conversion with Jamie, a knowledgeable representative from inside Sky. We delve into the essence of face-to-face communication and trust-building, even in our digitally driven era, besides unpacking the significant role these elements play in converting leads. Jamie shares his extensive experience, and results from different communication methods, and emphasizes the advantages of platforms like Zoom for initial meet-ups.

Ever wondered how to turn technology into your most trusted ally instead of seeing it as a daunting barrier? This episode further explores how tools like Practice Ignition, GoProposal, and Proposify can help streamline your proposals while also maintaining their personalized touch. Jamie also throws light on why pitching yourself is as crucial as pitching your product, considering you're handling an essential part of your client's lives. Gear up for some game-changing insights that could revolutionize your lead conversion process.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we have the privilege of sitting down with business owner, Luke Gheen of Gheen & Co. who has been on a remarkable journey since 2010. Get ready to hear about the ups and downs, the challenges, and the triumphs as he shares his rollercoaster ride to success.

Join us as we explore the struggles he faced with high staff turnover and a lack of structure, leading to countless sleepless nights and endless work hours. But fear not! This story takes a turn when he discovered the transformative power of the Wize Mentoring program. Learn how this program shifted his mindset and provided effective solutions to these once seemingly insurmountable woes.

Tune in now to gain valuable insights from a seasoned entrepreneur who has walked the path of challenges and emerged stronger, wiser, and more successful than ever. Let's dive in!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we'll delve deep into the secrets of building a dream team. It's not just about recruitment; it's about mastering self-leadership, harnessing self-discipline, and controlling your emotions to create a team that will drive your practice to new heights.

We'll share insights from the WizeTalent recruitment method, renowned for its detail-oriented approach. This method has the potential to be a game-changer, helping you find the right people to join your teams.

Are you ready to rethink your hiring strategies, redefine team building, and revitalize your accounting practice? If so, then this episode is a must-listen.

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we're delving deep into the transformative power of our 'No Triangles' policy—a groundbreaking approach that reshapes workplace dynamics, fostering personal integrity within your team and igniting leadership from every desk.

Join us as we uncover the secrets of this conversation starter that promotes transparency and eliminates backbiting, creating a culture of openness and trust. Learn how this policy can be a game-changer, driving your team towards greater collaboration and productivity.

Tune in now to embark on this transformative journey of leadership and team empowerment. Don't miss it!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this episode, we shed light on the intricacies of this transition, with a focus on freeing yourself from client management and production traffic. You'll learn why it's crucial not to wear all the hats and instead, empower your business to effectively serve clients without your constant involvement.

But it's not just about your business; it's also about fostering a growth mindset in your team. We explore the significance of interpersonal skills and how they play a pivotal role in your business's success. Beware of self-sabotage, and discover the importance of hiring team members not only for their skills but also for integrity, intelligence, and energy. Creating a clear career path for your team members is essential, and we'll show you how to recognize and support the client manager as a crucial cog in your business machine.

Now, let's get practical. We discuss the significance of implementing a no-bypass policy and leveraging the 80-20 Pareto Principle to maximize efficiency. After each client interaction, debriefing becomes an invaluable practice to improve your service continually.

And as you embark on this transition, we'll provide you with practical steps for successful change management during the first six months. Simplifying complex concepts is key, so we'll guide you through the process to make it smoother.

Get ready to transform your business and achieve newfound independence and success. Tune in now and start your journey to greatness!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Ever wondered how three friends from different backgrounds could come together and create a thriving accounting firm that runs without them?

Join us as we chat with Bryant Zwart who shares their inspiring story of building Calyx CPA and working towards a self-sustaining business. Discover how their unique skill sets and diverse perspectives, along with their strong friendship, played a crucial role in the formation and success of their accounting firm.

In this engaging episode, we delve into the steps they took to implement the Wize Method, from understanding the team concept and communication flow to setting up client and employee feedback systems. Get invaluable insights on the evolving mindset of leadership, the importance of having a clear vision, and their experiences in hiring and letting go of team members. Plus, learn how their fun-loving attitude and personal hobbies, such as outdoor activities, watch restoration, and spiritual exercises, contribute to their overall success and work-life balance.

Don't miss this opportunity to be inspired by Bryant's journey and possibly spark your own entrepreneurial adventure!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Ever wondered how stepping back from your business could be the key to its growth?

Join us on an eye-opening journey with Tim Causbrook, Kristy Fairbairn, and Ed Chan, as we discuss leadership, the withdrawal process, and the importance of focusing on the work you enjoy. Our insightful conversation explores the benefits of building a business that is managed from the bottom up, creating a culture where everyone rows in the same direction.

Building the right small business team is crucial to achieving success and scalability. In our chat, we emphasize the importance of finding employees who complement your skills and passions, creating a one plus one equals five effects. We also examine the concept of 'deep and narrow teams' vs 'running flat teams' and what it means for employee retention.

Strategic planning for business success is crucial, and we delve into the delicate balance between security and achieving goals. We discuss the need to delegate and outsource tasks to free up time for more critical endeavors and examine the impact of artificial intelligence on the industry. Stay tuned as we share valuable insights on how to maintain a positive attitude and stay competitive in the face of challenges!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Are you struggling to break through the barrier of time constraints in your business?

Discover the importance of self-discipline, experience, and emotional control in mastering self-leadership for personal and professional growth in our engaging conversation with Brenton Ward and Jamie Johns. We discuss how to effectively transition from working on urgent tasks to focusing on important but non-urgent ones, ultimately helping you grow your business.

Jamie shares his personal journey, revealing how listing and delegating tasks, regular meetings, and planning have significantly impacted the outcomes of his goals. Learn how daily hurdle meetings, weekly meetings, and keeping a pulse on your business's progress can cultivate a winning culture and guide you toward achieving your objectives. Don't miss this insightful episode filled with practical tips on building a business that runs without you!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Ever wondered how to transition from a hands-on business owner to a passive shareholder? Master the essential steps with the Quad Activities system!

In this episode of The Wize Guys Podcast, Join Tim Cuasbrook and Kristy Fairbairn as they share their experiences and insights on this transformative process, and learn how to create opportunities for your staff while increasing productivity and growth.

We're excited to be joined by Kristy Fairbairn, who has successfully implemented the Quad Activities within her firm. She shares the importance of focusing on strategic tasks in Quad 2 and reveals how delegation can free up your time for the activities that truly matter.

Don't miss out on this valuable conversation on mastering the Quad Activities and revolutionizing your business through delegation!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 61: Wize Factor Chat: Leah Hall

“If I hadn't started with Wize, I wouldn't be happy exactly where I'm at right now.”

In this episode of The Wize Guys Podcast: WizeFactorChat with one of the WizeTribe members, Leah Hall, the Founder of Player Hall.

Leah shares that she started her business in October 2005 after quitting her job and acquiring a few clients. She talks about merging with a business partner and how their different views eventually led to them going their separate ways.

Leah explains that before joining Wize, she faced challenges in her business, working long hours and handling everything herself. She desired a change and, luckily, learned about Wize through a local accountant colleague. Joining Wize allowed Leah to make progress and envision a different future for her business.

Also, Leah emphasizes the importance of learning to delegate and empowering her staff to communicate with clients. She acknowledges that although she hasn't fully withdrawn from her business yet, she is excited about the prospect of stepping back and regaining more control over her time.

Tune in to another inspiring episode to learn more about Leah’s success story, the importance of delegating and managing her team, and the value of support and inspiration she receives from the Wize community.

Timestamps:

0:00 - Intro

0:34 - Leah’s Wize journey

2:54 - How Wize Philosophies has helped Leah in growing their firm

7:24 - The importance of having more free time

11:08 - Listen to Leah’s Wize words

USEFUL LINKS:

Get exclusive access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/
Join the WizeTribe community: https://www.facebook.com/groups/wizemastermind

GET IN TOUCH:

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 60: How to Achieve the Successful Accounting Owners’ Mindset

"The only difference between successful people and unsuccessful people is just simply the way they think.” - Ed Chan

In this episode of The Wize Guys Podcast, Brenton Ward and Ed Chan with Wize Mentor, Michael Ferris share the best tips on how the structure and system should work for you and not you working for your accounting firm. Also, find out more about mindset shift and mentality.

Timestamps:

0:00 - Intro

0:34 - Tip #1: Ask yourself the question “Why should I be doing this?”

0:55 - Stephen Covey’s principle: ‘But if the principles work, the principles work’

1:28 - Tip #2: Look at the big picture to identify what's more important.

3:03 - Tip #3: Utilize technology through recording video training or instructions.

4:21 - Tip #4: Think the right way.

Quotations:

"Invest in your balance sheet because when you retire, you want your money to be working for you." - Ed Chan

"Where you end up in life is a consequence of the thousands and millions of decisions you make every day." - Ed Chan

USEFUL LINKS:

Message us to learn more about how you can have a mindset shift to scale your accounting or bookkeeping business: https://m.me/claudiawize/
Download FREE eBook: The Accountant's 7-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 59: Where to invest your marketing budget to find new quality clients consistently

“The aim of marketing is to reduce the need for selling.” - Prof Philip Kotler.

In this episode of The Wize Guys Podcast, Ed Chan Jamie Johns, and Thomas Sphabmixay discuss where the marketing budget should be spent to find new quality clients consistently. The mentors discussed the analogy of "building a garden that attracts butterflies and not be dependent on a butterfly catcher" and how important is to get the marketing in place to ensure a steady flow of quality clients.

Timestamps:

0:00 - Intro

0:34 - How to scale your accounting or bookkeeping practice with marketing

2:54 - The concept of “building a garden that attracts butterflies and not be dependent on a butterfly catcher”

4:56 - The importance of getting in place to ensure a steady flow of quality clients

12:01 - Practical insights on how to implement a consistent marketing strategy

14:24 - What is the resource mix in marketing when it comes to strategy, management, and production & tips for allocating the marketing budget to attract new clients?

18:31 - How to improve and invest in the marketing activities

Quotations:

"You should be spending around investing around 5% of your turnover in marketing activities and you've gotta see it as an investment." - Ed Chan

“The biggest thing is once you start to do marketing, don't stop it.” - Jamie Johns

"Being persistent and consistent is the key. The firm has to have a good foundation so that when you go about your marketing, you're not going to be held back by your production." - Thomas Sphabmixay

USEFUL LINKS:

Message us to get a copy of the Ultimate Guide on Measuring your Marketing ROI: https://m.me/claudiawize/
Download FREE eBook: The Accountant's 7-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 58: How To Build an Extraordinary Marketing System for your Accounting Practice

“The more marketing you do, the less you need to sell.” - Ed Chan

While most of your business revenue depends directly on the strategic ideas you implement in providing your services, it also depends on your popularity as a company.

By the company's popularity, we are not referring to just being known among your circle and acquaintances. Basically, your accounting firm needs more visibility and awareness about the services you provide.

In this episode of The Wize Guys Podcast, Ed Chan, Tim Causbrook, and Thomas Sphabmixay discussed how Accounting business owners can build an extraordinary Marketing system to reach more leads without leaving them as a prisoner of their practice.

Timestamps:

0:00 - Intro

0:34 - The difference between marketing and sales

1:47 - Good marketing leads to great sales

4:17 - The importance of consistency and persistency

6:51 - Is partnership a good idea?

Quotations:

"Marketing is about building awareness. Building awareness of your brand and building awareness of the products that you sell." - Ed Chan

"It's not just about someone buying something from you today, but it's about building up that prospective database that potentially can buy from you in the future." - Ed Chan

"The biggest thing is consistency with marketing. They are the absolute key because if you stop the marketing, it's so much harder to get it going." - Jamie Johns

USEFUL LINKS:

Message us to get a copy of the Sales VS Marketing Guide: https://m.me/claudiawize/
Download FREE eBook: The Accountant's 7-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 57: Let's Deep Dive into the Wize Capacity Planner

“Businesses don’t plan to fail, they fail to plan.” - Ed Chan

In this episode of The Wize Guys Podcast, Ed Chan, Tim Causbrook, and Thomas Sphabmixay we take a comprehensive look at the Wize Capacity Planner, featuring a detailed demonstration by Wize Mentor Tim Causbrook. Tim provides valuable insights on utilizing the capacity planner to its full potential and shares key considerations for determining the optimal time to begin using it.

Timestamps:

0:00 - Intro

0:31 -The concept of having a capacity planner

1:30 - How to start using the capacity planner

5:15 - The importance of a capacity planner for production and recruitment

13:27 - Understanding the capacity planner

21:13 - How to take action

Quotations:

"If you don't get it right, then you're gonna find it really difficult to scale." - Ed Chan

"When you run flat teams, you won't be able to scale that because you're looking for this one person that can do all three things and they're very hard to find." - Ed Chan

“In using this capacity planner, there are so many hidden variables behind it as well. It goes beyond just making sure that we put in the numbers and put in the weeks that they're gonna work. There are so many elements behind the resource mix and the assumption that they are an inquiring person, to begin with.” - Thomas Sphabmixay

USEFUL LINKS:

Message us to get a copy of Capacity Planner: https://m.me/claudiawize/
Download FREE eBook: The Accountant's 7-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 56: Wize Factor Chat: Terry Chung - Factor 1
“The key thing for us is that the Wize programs enabled us to be in control but not controlling.”In this episode of The Wize Guys Podcast: WizeFactorChat with one of the WizeTribe members, Terry Chung, the Founder, and Director of Factor 1 Accountants & Advisers

Terry is one of the first members of the Wize community. Today, he shares why David, his business partner, and him continue their journey with Wize. Then, he highlights how Wize differs from other so-called mentors in the marketplace and the value of the program as their staff joins the Wize sessions.

Factor1 has grown over the years, from just 2 staff members to now having a team of 48 in different regions of Australia. Terry credits the help and guidance they received through the Wize Philosophies for this growth.

Terry also shares how transitioning roles from the firm has impacted his life ~ as a business owner, partner, husband, and parent. By having that little bit more free time, he’s now able to do other things and make his work more purposeful and meaningful.

Tune in to another inspiring episode to learn more about Terry’s success story, the importance of finding a mentorship program that truly works, and the value of investing in yourself and your team!

Timestamps:

0:00 - Intro

0:48 - Terry’s Wize journey

8:30 - How Wize Philosophies has helped Terry in growing their firm

15:51 - The importance of having more free time

20:48 - Listen to Terry’s Wize words

USEFUL LINKS:

Get exclusive and early bird access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/
Join the WizeTribe community: https://www.facebook.com/groups/wizemastermind

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 55: How to up skill grad accountants and bookkeepers to intermediate/ senior level in 12 weeks flat

In this episode of The Wize Guys Podcast, Ed Chan together with Kristy Fairbairn, one of the Wize Mentors is joined by TMS Eng Sivieng, our resource speaker for this session.

Eng shares her framework for developing staff and discusses her focus on training, as well as the challenges she has faced. The group also explores the advantages of choosing fresh graduates over junior, intermediate, and senior accountants. Tune in for valuable insights on staff development in accounting practices!

Timestamps:

0:00 - Intro

0:59 - Eng Sivieng from TMS Financial Services

2:49 - WizeMarket: Practical Training Programs for Junior & Senior Accountants

7:30 - Understanding the framework and 4Ps

13:51 - How do find time in building a training framework

16:46 - Tips for training your people

21:59 - Why do you prefer fresh graduates over junior, intermediate, and senior accountants?

24:06 - How to be a successful practitioner?

Quotations:

"The process doesn't take long, but the preparation station normally takes longer." - Eng Sivieng

"You really have to [empower them] because they're very smart already. You have to be able to empower them to be able to bring out their goodness and talent." - Eng Sivieng

"It's okay to not know some things. If you'd open up and you speak up, you ask, learn more, you can gain more." - Eng Sivieng

"The more confidence they build, the more competence they have." - Eng Sivieng

USEFUL LINKS:

WizeMarket: Take your firm to the next level! https://www.wizementoring.com/wize-market/
Download FREE eBook: The Accountant's 7-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 54: Understanding the Context of ‘No Bypass Policy’ for Your Accounting Team Structure

In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice.

To find out how to ensure that you are not a prisoner in your own business, Ed and Jamie will give a thorough outline of how you can start to design or redesign your business to achieve the ROI of your end goals.

Timestamps:

0:00 - Intro

0:52 - Understanding the ‘No Bypass Policy’

1:24 - How body-system reporting works

2:03 - Why structure is related to your internal processes

2:24 - The importance of delegation and a hierarchical system.

4:29 - How to empower your team

Quotations:

“One of the most important things in a deeper narrow team structure, particularly with practice firm owners looking to implement it is the No-bypass policy because the deeper narrow team structure doesn't really work without the No-bypass policy.” - Jamie Johns

"If you want them to take more responsibility, stop undermining them." - Ed Chan

USEFUL LINKS:

Download FREE eBook: The Accountant's 7-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 53: Why use NPS for staff and clients

What you want is a healthy business. You want the staff to be happy. You want the clients to be happy. And you want all your numbers, your sales profits, and new clients coming through trending upwards.

In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns together with one of the Wize Mentors, Tim Causbrook discusses why it is important to use NPS for staff and clients and how this affects the clients and how will this help with customer satisfaction and service improvement.

Timestamps:

0:00 - Intro

0:35 - Understanding the concept of having the Net Promoter Score (NPS) in your firm

2:06 - What is an ethical letter?

2:31 - The importance of using NPS for your staff and clients

8:54 - How does NPS affect you and the clients

10:28 - What to do if your clients are not happy?

12:21 - Tips for managing client expectations

13:51 - Some NPS software applications to use

14:32 - What is the ideal time to send NPS

16:58 - How to take action

Quotations:

“We should be embracing continuous improvement because you won’t know what you need to improve unless you ask and get some feedback.” - Ed Chan

“Problems in any business happen, it doesn’t matter what business you are, and research has found it’s how you respond to the problem.” - Jamie Johns

“You talk to the client and you get a 10, you don't talk to the client, you get a 4. I mean that's really all it is.” - Tim Causbrook

USEFUL LINKS:

Download FREE eBook: The Accountant's 7-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore

“Time is so precious… Our time is something that nobody can change. Everybody gets the same amount of time, but it's what we choose to do with that every day.”

In this episode of The Wize Guys Podcast pilots its WizeFactorChat with one of the WizeTribe members, Jennifer Hickey is a successful accountant and the owner of an accounting and bookkeeping firm business, the TaxStore Mackay in Queensland, Australia.

Today, Jennifer talks about her experience with Wize Mentoring programs and how investing in herself personally was a turning point in her life and business. She highlights some of the Wize Philosophies: no-blame culture, deep and narrow teams, tech stack, and leadership training that helped her achieve success and continue to improve her business.

Tune in to this inspiring episode to learn more about Jennifer’s success story, Wize’s impact on her life, and everything she has gone through to have her business run without her!

Timestamps:

0:00 - Intro

0:35 - Jennifer’s Wize journey

11:50 - How Wize Philosophies has helped Jennifer

15:39 - Listen to Jennifer’s Wize words

USEFUL LINKS:

Get exclusive and early bird access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/
Join the WizeTribe community: https://www.facebook.com/groups/wizemastermind

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 51: Are you working IN your business? or ON your business? - overcoming the barriers to growth and implementing the Wize 7-Division Org Chart

The only difference between some people’s journey is that some people are able to transition from changing the way they think.

In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns, together with one of the Wize Mentors, Thomas Sphabmixay discuss the importance of working ON your business rather than IN your business.

At Wize, they use the 7-divisional organizational chart, which helps practice wonders to identify which roles or activities should be delegated to specific divisions. Also, the org chart helps you as the firm owner to plan your withdrawal journey from the business.

So, if you want to find out what’s the biggest barrier to growth and how you can start implementing the Wize 7-division org chart in your accounting or bookkeeping firm, then head over to this week’s episode!

Timestamps:

0:00 - Intro

0:35 - Are you working IN your business or ON your business?

1:32 - What are the barriers to growth and how to overcome them?

4:21 - The importance of leadership

7:42 - Wize 7-Division Org Chart

17:30 - How to take action

Quotations:

“It’s important to take a look at our 7-divisional organizational chart because it also helps you plan your withdrawal journey out of it.” - Thomas Sphabmixay

“If you can change the way you think, you can change your life because the way you think leads to the decisions you make, and the decisions you make leads the outcomes.” - Ed Chan

USEFUL LINKS:

Get exclusive and early bird access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/
Book a WizeHub demo: https://www.wizementoring.com/wizehub-offer/

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 50: Introducing the NEW WizeHub

WizeHub is a proprietary business intelligence application that allows you to track the heartbeat and results of your firm in real-time. (It’s not just about technology but also aligning people to use it correctly for results!)

In this episode of The Wize Guys Podcast, Jamie Johns and one of the Wize Mentors, Tim Causbrook discuss WizeHub, a cloud-based tool for managing accounting and bookkeeping firms.

Jamie shares the history of how he came up with the concept for the WizeHub, starting with his love for computers and technology from a young age. He talks about how he struggled with dyslexia and the need for the organization to learn effectively.

So, if you want to know the reasons why WizeHub is a powerful tool for scaling and growing your practice, allowing firms to operate without relying on you, as the business owner then this episode is for you!

Timestamps:

0:00 - Intro

0:35 - Jamie Johns’s story from frantic to freedom

2:18 - How WizeHub started

3:21 - What is the WizeHub tool?

USEFUL LINKS:

Get exclusive and early bird access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/
Book a WizeHub demo: https://www.wizementoring.com/wizehub-offer/

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 49: Drowning in emails? How to manage traffic flow so you can be productive with your time and be profitable at the same time

If you can manage a client's expectations, you'll never really lose a client.

In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns, together with our Wize Mentor, Tim Causbrook explore the challenges of dealing with overwhelming traffic and share actionable tips on how your manage your traffic flow effectively for increased productivity and profitability.

So, if you want to know the Wize Philosophy on managing the traffic flow in your accounting or bookkeeping practice business, then listen to today’s episode!

Timestamps:

0:00 - Intro

0:34 - Wize Philosophy on managing traffic flow

1:29 - The importance of communicating and building relationships with your clients

3:24 - How does traffic flow’s efficiency benefits the accounting or bookkeeping firm

8:49 - The 7 steps to managing traffic flow

9:50 - Accountants Highway to the Danger Zone Playbook

16:07 - Quad activities: What’s urgent & important VS What’s not urgent & important

16:35 - Is 20% chaos manageable?

18:31 - How to take action

Quotations:

“Just to pick up what Ed said, you could always address the symptoms and not the problem. So you've really gotta address the problem. I think the first point to recognize is it doesn't matter where you are in. Everyone's got eight hours a day. It doesn't matter where you are...You've got eight hours a day. So the problem is just time. Every firm owner I speak to just lacks time. That's really your first limitation. So you've gotta re you've gotta recognize your limitations…” - Jamie Johns

USEFUL LINKS:

FREE DOWNLOAD!! Accountants! Scale your business today 🚀Accountants Highway to the Danger Zone Playbook: https://wizementoring.mykajabi.com/accountants-highway-to-the-danger-zone

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 48: The concept of implementing a no-blame culture

So, focus on the problem, focus on fixing the problem. Focus on finding solutions to the problem, irrespective of how the problem was created, or who created the problem.

In this episode of The Wize Guys Podcast, Brenton Ward and Ed Chan discussed what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer.

Timestamps:

0:00 - Intro

0:35 - What is the 'No Blame' Culture?

2:05 - Reasons why you should create a friendly environment

2:56 - The importance of focusing on the problem

4:02 - How managing people affects work productivity

5:29 - The concept of maturity continuum from Dr. Stephen Covey's book Seven Habits of Highly Effective People

5:59 - Leadership = Interdependence

7:22 - How to become a better leader

wizementoring #noblame #culture

Quotations:

“I often see accounting firms blaming people for problems and then often they don't know they're doing it, it's just through frustration. So, it's either in their face or their body language or when there's a mistake made.” - Ed Chan

“One of the biggest mistakes that managers make is blaming people for mistakes. It's really difficult because of the mistakes made by it. There's a domino effect all the way down the line. It's extremely frustrating. However, your role as a manager is to get the best out of your people.” - Ed Chan

“If you can create an environment where it's open and solution focus and people are looking for solutions rather than looking for problems, then you're going to have an abundant environment rather than a scarcity environment.” - Ed Chan

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

LinkedIn: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 47: Sales Tips for Senior Client Managers

In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johsn with Wize Mentor, Thomas Sphabmixay discussed how Senior Client Managers can be successful in their sales jobs. They discussed some of the different strategies that have helped their SCMs succeed, as well as pitfalls that should be avoided.

Tune in for this exciting session!

Timestamps:

0:00 - Intro

0:35 – Develop a healthy sales culture with your senior client managers to grow the practice

3:03 – Pareto’s 80-20 principle

4:08 - The importance of getting the team structure and capacity plan right to increase sales

5:05 – The analogy of a sporting team (getting the resource mix right)

6:55 - “You should slow down sales, but rather ramp up production.”

9:22 – Some of the challenges you’ve faced in developing SCMs’ sales skills

13:28 – How to handle your existing clients VS new clients

15:47 – Jamie Johns’ 6-month Sales Academy: Training Program for your Senior Client Managers

18:19 - What are the KPIs senior client managers should be held accountable to when it comes to sales?

wizementoring #sales #accoountingtips

Quotations:

“Getting more word-of-mouth referrals is important because not only does it endorse what you're doing if people are happy with you, getting more clients for no cost basically, but just for doing a good job.” - Ed Chan

“... it's most important that the senior client managers, and even if you're SCM yourself, have enough time to talk to the clients. So, rule number one, is you've gotta have enough time to talk to the clients and that's all about sorting out your capacity.” - Jamie Johns

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

LinkedIn: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 46: Referrals: Do’s and Don'ts

In this episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss how having a referral program in place increases the chances of getting quality referrals and keeping the business of these clients for your accounting firm.

Find out how to start implementing this process so that there is a steady stream of referrals in the pipeline.

Timestamps:

0:00 - Intro

0:35 - How to implement a referral process

1:14 - Why referrals are the most efficient way to leverage

1:50 - The importance of client service and communication

2:39 - What is the ideal time to respond to clients

4:43 - Why client approval meeting is essential

5:38 - Tips for giving value to clients

8:58 - The positive impact of having your clients involved

9:31 - Understanding the emotional bank account

wizementoring #referrals #referralmarketing

Quotations:

“At Chan and Naylor, we have the same-day response. So, if you can't respond the same day because you're in a meeting, then at the latest the next morning. If you can't respond the next morning, you have got to get someone to ring the client up and let them know you won't be able to get back to them for a couple of days. If you're connecting with the client, that's the first thing you need to do. And everybody needs to be on the same page with that.”- Ed Chan

USEFUL LINKS:

Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 7-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 45: Your practice sales playbook - the best way to convert new clients every time

"It’s 20 times harder to find a new client than to keep existing ones.”- Jamie Johns

In this episode of The Wize Guys Podcast, Ed Chan, and Jamie Johns, with Wize Mentor, Kristy Fairbairn discussed that leads take a long time to convert, and once they do make sure you have a good policy in place. They also talked about how important it is that you are at the “top of your client's mind” and the speed at which you get back to the client.

wizementoring #leadgeneration #salesprocess

Timestamps:

0:00 – Intro

0:35 – Reasons why its 20 times harder to find a new client than to keep existing ones

1:48 – Understanding the concept of LAPS steps

2:43 – The importance of documenting the sales process

3:05 – The impact of Wize’s philosophy in running an accounting or bookkeeping firm

4:12 – Ed Chan on “You cannot make a client change Accountant, but you can be top of mind when they eventually decide to change.” -- How important is being at the “top of their minds” and the speed at which you get back to the client?

5:03 – Marketing VS Sales

7:53 – How to build a prospect/lead database

9:16 – Best practices for lead conversion

10:17 – How to utilize technology in sending business proposals

10:57 – TIP: Do your presentation face-to-face with you clients

11:38 – The NEW trend of having face-to-face meetings with clients

13:07 – How to identify your firm’s Unique Selling Proposition (USP)

14:31 – How to take action

18:10 – CRM suggestions to start implementing in your firm

Quotations:

“If you follow the process, you'll get the best results. ” - Jamie Johns

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 44: The Rule of 33% by Jamie Johns

In this episode of The Wize Guys Podcast, Jamie Johns discusses the concept of the rule of 33%. The rule of 33% states that your time should equally be spent on the following: 1. with mentors (people that challenge you); 2. with your peers (those on the same level as you); and 3. with people who you can mentor and guide.

wizementoring #theruleof33% #accountingtips

Timestamps:

0:00 - Intro

0:35 – Jamie Johns, CEO of Sky Accountants and Co-Founder of Wize Mentoring

0:43 – The Concept of the Rule of 33%

0:53 – Spend 1/3 of your time with a mentor

1:28 – Spend 1/3 of your time with colleagues

2:03 – Spend 1/3 of your time helping and giving back to others

2:21 – What do psychologists say about coaching, mentoring, and teaching?

2:34 – How to take action

Quotations:

“Don't forget, spend a third of your time with someone, 10 x your most important rule so that you can feel outside your comfort zone and challenged, and they will make you a better person. The second rule of 33 is to spend the time with your peers and colleagues, people at your same level, and last but not least, spend a third of your time giving back and helping other people because in the process you'll actually get more out of it yourself and consolidate your own thinking and clarity and get laser thoughts.” - Jamie Johns

USEFUL LINKS:

Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 43: How to do competency tests and assess candidates in your recruitment process

In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns with Wize Mentor, Tim Causbrook shared the top recruitment practices of Wize Mentoring, specifically with Wize Talent.

WizeTalent is an end-to-end recruitment consultation service for practice owners looking for their next ideal team member. WizeTalent is THE most comprehensive and detailed solution when it comes to helping you analyze, attract, assess, and accept a qualified team member for your business.

Find out how you can find the right candidate to hire today!

Timestamps:

0:35 - Then and now: How hiring people has changed

3:24 - Understanding your team blueprint

5:19 - Why recruitment is critical for every firm

6:18 - The importance of having your team structure in place

8:59 - WizeTalent 12-month journey to success

10:36 - How to hire your next team member with WizeTalent

14:59 - Where do practice owners struggle in testing the competency of potential staff members

22:16 - Red flags & tips in recruitment

25:28 - How to manage people in terms of productivity and communication

29:13 - How to take action today

wizementoring #recruitment #hiringtips

Quotations:

“I always use this analogy that recruiting people is a bit like reacting to the workload as opposed to planning for the workload.” - Ed Chan

“...one big thing you taught me is hiring can be really emotional. I guess, endeavor. It's super important to make sure you process. You always go back to the process. If you find yourself drifting through the process. The process gives you the results, not your gut feeling necessarily.” - Tim Causbrook

“Just follow the process. Follow the process and let the outcome speak for itself.” - Jamie Johns

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 42: How to Structure your Accounting Practice's Org Chart

In this episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Brenton Ward shared the value of having an organizational chart in any accounting practice business.

Jamie himself has implemented an org chart in his practice, Sky Accountants and it helped him focus on working on the flow and managing people more effectively and efficiently.

Discover how an organization chart can provide clarity and direction to your firm and how it can give you the ability to scale your business today!

Timestamps:

0:35 - The importance of managing people to succeed

1:54 - Top-down management is a better form of leadership

3:37 - How to invest with people

4:28 - Is an organizational chart essential to every accounting firm?

wizementoring #people #orgchart

Quotations:

“There's an African proverb that says, if you wanna go fast, you go by yourself, but if you wanna go far, you've gotta bring your team with you.” - Ed Chan

“...success in your business is how you manage people, how you manage your client's expectations, and how you manage your teams.” - Ed Chan

“The only reason why I have the lifestyle I have today is because of that investment in my people…” - Ed Chan

USEFUL LINKS:

Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 41: How to start your next deep and narrow production team

“All around the world, obviously, there are businesses ~ accounting firms and bookkeeping firms that are no different in adding people.. ‘Hey look, you start next week, you can report to me.’ What happens is, you'll win a few more fees, you'll win a few more clients, and then you'll think, ‘Oh yeah, well I'll just, I'll hire someone else. They can start in a couple of weeks and then you'll say to that person, you can just report to me.’ And so that goes on and on. This was my experience before I knew it. “

In this episode of The Wize Guys Podcast, Jamie Johns together with Wize Mentors, Kristy Fairbairn, and Michael Ferris shared how a deep and narrow team can scale your accounting business.

Find out some of the Wize strategies with great emphasis and weight placed on having a team structure in place today!

Timestamps:

0:35 - The importance of having a deep and narrow team to scale your business

1:11 - What are the different roles that make up the deep and narrow team structure?

2:41 - The impact of traffic flow on production and communication in your firm

4:48 - Finders, minders, and grinders

5:55 - WizeTalent: how to hire your next team member

6:50 - When to restructure your firm (change management tips)

10:17 - Wize’s No-bypass Policy

15:26 - Don’t micromanage, microtrain your people!

15:44 - How to deal with early adopters, middle adopters, and late adopters type of clients

19:25 - How Mick started implementing the deep and narrow team structure to his staff

20:41 - Top 3 characteristics to consider when looking for candidates

22:15 - How a great team structure will benefit your firm’s production and outputs

25:15 - How you can take action today

wizementoring #team #people

Quotations:

“I always say teamwork makes the dream work.” - Jamie Johns

“You cannot grow without spare capacity.” - Jamie Johns

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 40: Wize Mentoring: Build a business that runs without you

“A few years ago, I started my own firm and ended up becoming a slave to my business, and it ultimately put me in the hospital. I was doing crazy hours. I wasn't looking after my health and wasn't seeing my family. So over time, I reached out to different coaches and mentors and ultimately found a mentor called Ed Chan. And Ed Chan gave me a blueprint to scale my firm to get my life back so that my firm could run without me and give me a passive income.”

In this episode of The Wize Guys Podcast, Jamie Johns shared how he began his journey in building freedom to his ideal income and lifestyle through the Wize Mentoring program.

Wize Mentoring provides mentoring and tools to Accounting and Bookkeeping practice owners who are looking to scale their business whilst working less hours, earning more money, and having more choices in life.

Our global community of like-minded Accounting and Bookkeeping firm owners, our arsenal of proprietary tools, and our extensive track record of building successful Accounting firms are the cornerstones of our program's success

Timestamps:

0:35 - Jamie's experience having Ed Chan as a mentor

1:36 - Step #1: Begin with the end in mind

2:28 - Step #2: Break down the organizational chart into 7 divisions

4:11 - How can Wize Mentoring help you today

wizementoring #accountingtips #freedom

Quotations:

“It's very important to get this organizational chart in place with the right people in the right divisions so that you can scale your firm.” - Jamie Johns

“So part of the Wize Mentoring course is to drill down and set up these ideal teams in a very methodical way so that you've got the right people in the right seat as JIM Collins says.” - Jamie Johns

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 39: Your fab5 dashboard crash course - the KPIs that build the business to run without you

In this episode of The Wize Guys Podcast, Jamie Johns together with Wize Mentors, Tim Causbrook and Michael Ferris share valuable about key performance indicators or KPIs.

“What you can measure, you can manage,” as Ed Chan always mentions. One of the most important aspects of running a business without you is having KPIs in place which is discussed during weekly and monthly meetings.

At Wize, Jamie has been able to derive the KPIs in the Fab5 dashboard. This helps manage and track the firm’s KPIs. Also, Jamie Fab5 fine-tuning in Sky Accountants for seven years. Today, he’ll share how you can start to implement this dashboard in your firm today!

Timestamps:

0:35 - The Wize DRS Model: Design

1:26 - The concept of “What you can measure, you can manage”

2:36 - How Jamie derived the KPIs included in the Wize Fab5

4:29 - Why Fab5 is critical when growing your firm

10:22 - Tips for implementing buy-in

11:59 - What is lockup?

15:03 - The importance of having timesheets

17:20 - How to measure revenue

20:16 - Leadership is by the influence

Quotations:

“I think healthy competition is a good thing in general and everyone wants to be a winner. It’s quite common. I've actually seen this inspire people to be better.” - Jamie Johns

“It's not what we do, it's how we do it to get the success or the outcomes we need. It's always in the how. The answer's in the how.” - Jamie Johns

“You wanna treat the problem, not the symptom.” - Tim Causbrook

USEFUL LINKS:

Download a copy of the Accountants Write-offs Secrets

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 38: The Wize Fab 5 Key Performance Indicators

In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan discussed the fab 5 KPIs for running your business. These KPIs will help you track the performance of your practice and scale your business. Unfortunately, most firms do not track their numbers, productivity, and more which makes it hard for them to manage from the bottom up.

Find out how Ed and Jamie shared their views on the importance of setting up a system that will allow you to monitor your firm’s productivity and performance.

Timestamps:

0:35- The importance of measuring KPIs

3:41 - Why profitability has the biggest area in terms of impact

4:23 - How to be in control

6:31- How to manage expectations

7:41 - The concept of lockup

8:41 - Ways to track productivity and performance

11:01 - The importance of capacity planning

11:35 - How to match your senior client managers to clients

Quotations:

“All the reason why the cost of goods sold is such an important area is that the cost of goods sold is our labor and other businesses might be other things.” - Ed Chan

USEFUL LINKS:

Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 37: Becoming the plumber in your practice - How to remove blockages in your practice traffic flow

In this episode of The Wize Guys Podcast, Jamie Johns together with one of the Wize Mentors, Thomas Sphabmixay deep dived into one of the biggest challenges that firm owners face as they grow ~ managing the traffic flow.

Jamie walks us through using the Wize Traffic Quadrant and gives us ways to remove the blockages and tips on managing the traffic flow as he has implemented at Sky Accountants. He shares the changes or steps in ensuring that it runs smoothly and minimizing or avoiding such blockages in your firm today.

Find out the importance of team structure and some of the suggested systems, technology, or processes that practice owners can use to become more effective in their traffic workflow when you listen to today’s podcast.

Timestamps:

0:35 - How firm owners struggle in managing traffic flow

2:57 - The correlation between pain and growth

4:26 - The Wize Traffic Quadrant

5:37 - Communication traffic VS Production traffic

8:24 - How to implement a smooth flow of traffic

14:48 - The importance of conducting meetings

16:14 - How team structure helps to manage the traffic flow

21:22 - Best systems, technology, and processes for improving the traffic flow in your firm

28:08 - Key point: Internalize the concepts of communication and production traffic.

Quotations:

“I always come back to progress as more important than perfection. You just have to keep trying to move in the right direction. But if you're gonna focus on perfection, you'll never, you'll never do anything.” - Jamie Johns

USEFUL LINKS:

Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 36: Wize Mentoring for Accountants and Bookkeepers
Wize Mentoring provides mentoring and tools to Accounting and Bookkeeping practice owners who are looking to scale their business whilst working less hours, earning more money, and having more choices in life.

Our global community of like-minded Accounting and Bookkeeping firm owners, our arsenal of proprietary tools, and our extensive track record of building successful Accounting firms are the cornerstones of our program's success

USEFUL LINKS:

FREE DOWNLOAD playbook to streamline your practice workflow system! The Accountants Systems Playbook has been written by accountants for accountants with one goal in mind: To give you everything you need to finally take control of the traffic flow running through your practice.
FREE DOWNLOAD!! The Biggest Secrets to Recruiting Qualified Accountants. Do you find yourself struggling to recruit qualified staff in your Accounting Practice? The Accountants Recruitment Secrets Playbook is a guide for accountants who want to attract, hire and retain the best talent. It includes recruitment strategies, tips on how to attract talent, and advice on what to do when you’ve found them.
FREE DOWNLOAD!! Accountants! Scale your business today 🚀Accountants Highway to the Danger Zone Playbook is a guide for accountants and bookkeepers looking to overcome the barriers that are holding them back from growing their firms. Our playbook shows you exactly what tactics we used when growing our firm so you can replicate it in your business today!

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 35: How to lead ourselves and our teams better ~ discussing big challenges and big opportunities of 2023SCALE - marketing, sales, services, revenue growth, M&A's

As everyone gears up for a new year, in this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan talked about how to become better in 2023, what's the right mindset to have when it comes to new year's resolution, and how to properly set up your goals for the new year.

Find out how you can gear up and grab the opportunities ahead!

Timestamps:

0:35 - New Year, New You

1:34 - The importance of consistency

6:06 - Getting the balance right in the P&L activities

9:57 - How critical is decision-making

11:41 - How to conduct performance reviews with staff

14:59 - Tips for analyzing the net promoting scores (NPS)

16:20 - Factors to becoming a better leader

20:02 - Why you should start to trust the process

Quotations:

“So changing things and chasing the next shiny thing is the most disruptive activity that you can do for the team.” - Ed Chan

“It's the decisions that you make right now that determine your success and the direction that you take.” - Jamie Johns

“...there's a saying that you should work harder on yourself than on the other person.” - Ed Chan

“Trust the process.” - Jamie Johns

“...focus on improvement. Improvement, not perfection.” - Jamie Johns

USEFUL LINKS:

TINYpulse
Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

Episode 34: The 12 Wize Tips of ChristmasIn this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan get together to give The 12 Wize Tips of Christmas.

These 12 Wize tips revolve around the Wize DRS Model. Find out how you can start to implement these tips to scale your business.

Timestamps:

2:30 - The Wize DRS Model

4:44 - TIP 1: Develop Your Growth Blueprint

11:06 - TIP 2: Turn On Performance Dashboards

20:44 - TIP 3: Install an Extraordinary Operations System

24:28 - TIP 4: Keep it Simple & Intuitive

25:41 - TIP 5: Create Deep and Narrow Teams

31:10 - TIP 6: Hire A-players

35:44 - TIP 7: Micro Training vs Micro Managing

40:47 - TIP 8: T.E.A.M - Together Everyone Achieves More

45:02 - TIP 9: Attract Ideal Clients

50:46 - TIP 10: Monetize your IP

54:28 - TIP 11: Master Tuck-ins

58:24 - TIP 12. Invest in freeing up time for yourself so you can focus on your business' growth

Quotations:

“So a business that runs without you is the goal, but the ultimate goal is to give the business owners, the firm owners, and the teams the freedom to be able to live the life they wanna live and have more choices and just basically not have a business that's completely reliant on you.” - Brenton Ward

“You're better off over-communicate than under-communicate. And if you over-communicate, just gets everyone on the same page, and everyone heading in the same direction.” - Jamie Johns

“There's a whole saying, ‘to be able to manage it, you've gotta measure it.’ If you don't measure things, you won't be able to manage them.” - Ed Chan

“So a business needs to be growing. If you're not growing, you're dying.” - Ed Chan

USEFUL LINKS:

Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Get our practice transformation Friday tips to your inbox – Every week Ed Chan shares a tip on his experience of building a $20million firm that still runs without him – start getting your Friday Tip emails here

2. Download our famous eBook The Accountants 20-Hour Workweek Playbook – This book is for any accounting practice owner looking to buy back their time, make more money and have more freedom – Download here

Take a look at the app we use to run our own $4million firm in just 7-hours a week – Take a look here

FREE DOWNLOAD!! Accountants! Scale your business today 🚀
Accountants Highway to the Danger Zone Playbook is a guide for accountants and bookkeepers looking to overcome the barriers that are holding them back from growing their firms. Our playbook shows you exactly what tactics we used when growing our firm so you can replicate it in your business today!

Click here to download the Accountants Highway To The Danger Zone Playbook 👉 https://wizementoring.mykajabi.com/accountants-highway-to-the-danger-zone

Episode 33: Planning your 2023 business growth strategy
In this episode of The Wize Guys Podcast, Jamie Johns touched on how to determine your ideal turnover to reach your ideal income. This is part of the barriers to growth that will allow you to develop an effective business plan and growth strategy.

Find out the best tips in accounting business’ planning for 2023!

Timestamps:

0:43 - The concept of business plan and growth strategy

1:12 - How to figure out your ideal income

2:18 - Grab your FREE business plan template

3:28 - Step-by-step guide to creating your growth plan

Quotations:

“...part of overcoming the barriers to growth is to try and reach what your ideal turnover or fees are in order to reach your ideal income.” - Jamie Johns

USEFUL LINKS:

Business Plan Template
Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD!! The Biggest Secrets to Recruiting Qualified Accountants.

Do you find yourself struggling to recruit qualified staff in your Accounting Practice?

The Accountants Recruitment Secrets Playbook is a guide for accountants who want to attract, hire and retain the best talent. It includes recruitment strategies, tips on how to attract talent, and advice on what to do when you’ve found them.

Click here to get a free copy of the Accountants Recruitments Secrets Playbook 👉 https://www.wizementoring.com/book-recruit/

Episode 32: The First 90 Days of onboarding a new recruit

RECRUIT - team structure, recruitment, management, leadership

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm.

Learn more on this episode to get you equipped in onboarding new recruits for your accounting firms!

Timestamps:

0:35 - Understanding the context of investing in a balance sheet
3:45 - The importance of attitude for client-facing post
4:42 - Difference between client fanatical from team fanatical
5:56 - Working IN vs Working ON
7:29 - Tips for onboarding a finder, minder, and grinder
15:43 - Hiring an experienced VS fresh graduate
20:13 - How to communicate with clients
21:34 - Best training for senior client manager and senior production manager
23:04 - Assessing the improvement through review points
24:51 - How to build the framework for the first 90 days
35:46 - Why you should involve managers in the recruitment process
36:36 - Key steps in getting offshore team members set up and trained
46:46 - The risk for the 6-month probationary period
48:41 - Why 90 days is critical
51:09 - How much training do you do in the onboarding process?
51:41 - The importance of the ‘how-to’ videos
53:21 - Is it worthwhile to hire part-time staff?
55:22 - How to measure productivity with outputs

Quotations:

“I often talk about how your staff is your greatest asset, but it's also your greatest challenge.” - Ed Chan

“Don't fix their mistakes, let them fix their own mistakes.” - Jamie Johns

USEFUL LINKS:

Employee Handbook Template
FREE eBook: The Biggest Secrets to Recruiting Qualified Accountants
Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD!! The Biggest Secrets to Recruiting Qualified Accountants.

Do you find yourself struggling to recruit qualified staff in your Accounting Practice?

The Accountants Recruitment Secrets Playbook is a guide for accountants who want to attract, hire and retain the best talent. It includes recruitment strategies, tips on how to attract talent, and advice on what to do when you’ve found them.

Click here to get a free copy of the Accountants Recruitments Secrets Playbook 👉 https://www.wizementoring.com/book-recruit/

Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan discuss the pre-employment tests to conduct with candidates and give tips on how to find the right people with the right attitude for your Accounting Practice.

Learn the difference between the grinder and minder roles that will best suit the accounting posts within your firm.

Timestamps:

0:35 - The importance of having the right attitude
1:42 - Tips for hiring people for your accounting practice
2:45 - Why context in the test is essential in filtering applicants
3:22 - FREE Tool!! Accounting Tests for Wize Members
4:43 - 'I know how to do it’ vs 'Doing the actual task'
6:10 - Why speed is everything to accounting firms
7:49 - What does it take to be in the Minders Role
10:36 - Which personality test to use for green and blue persons
15:01 - Key takeaways for Grinders and Minders Role Testing

Quotations:

“Attitude is everything.” - Ed Chan

“Some accountants are not suited to our industry, so not all accountants are suited to our industry, and often they should go off and work in a commercial firm where speed isn't an issue, but for us, speed is everything.” - Ed Chan

“A blue person's more focused on numbers, while a green person's more people orientated.” - Ed Chan

“... the personality test testing works better with a minder finder than it does with a grinder.” - Ed Chan

USEFUL LINKS:

FREE Tool!! Accounting Tests for Wize Members
Download FREE eBook: The Biggest Secrets to Recruiting Qualified Accountants
Download FREE eBook: The Accountant's 20-Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD playbook to streamline your practice workflow system!
The Accountants Systems Playbook has been written by accountants for accountants with one goal in mind: To give you everything you need to finally take control of the traffic flow running through your practice.

Click here to download: https://www.wizementoring.com/accountants-systems-secrets

Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively
DESIGN - business planning, systems, processes, production, tech

In this episode of The Wize Guys Podcast, Ed Chan and Jami Johns with the Wize Mentors, Timothy Causbrook and Thomas Sphabmixay tackled client portfolios and how to allocate clients to teams effectively. This is important because it helps keep your staff balanced so they know what needs to be done day-to-day!

Discover how you can allocate clients among teams effectively in order not to overwhelm any given person or group with too many tasks at once.

Timestamps:

1:28 - The importance of building client portfolios
3:10 - Hiring tips: junior client manager vs senior client manager
4:52 - The roles of client managers within the traffic flows
12:14 - How to match accounting managers to clients
13:31 - The rule of thumb when it comes to identifying fees
15:28 - Why communication skills are critical in recruitment
17:11 - Who is more busy: accountants or bookkeepers
20:58 - The common challenges in structuring the client portfolios
26:37 - When is the ideal time to hire a senior production manager
31:49 - Tips and tools for managing client portfolios
38:23 - Defining what client facing is
41:24 - Why capacity planning is essential to allocate time for A-D clients
44:53 - Key takeaways

Quotations:

“You get the right people in the right seat, the right capacity, and also the right resource mix working with the senior client manager.” - Ed Chan

“...owners tend to be client managers by nature.” - Tim Causbrook

“It's very important that whoever you choose as the client manager is a people person and can relate to different people. I think it always says you can't change elected spots, you're either born the right way or not.” - Jamie Johns

USEFUL LINKS:

Get to know more about the No Bypass Policy
Video 5.3 - How to Implement an Assistant Client Manager
Download FREE eBook: Sales Playbook
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD playbook to streamline your practice workflow system!

The Accountants Systems Playbook has been written by accountants for accountants with one goal in mind: To give you everything you need to finally take control of the traffic flow running through your practice.

Click here to download: https://www.wizementoring.com/accountants-systems-secrets

How to Transition from Top-down to Bottom-Up Management

In this episode of The Wize Guys Podcast, Brenton Ward, Ed Chan, and Jamie Johns talk about the difference between Top-Down Management versus Bottom-Up Management is similar to Command and Control versus Leadership by Empowerment.

Top-Down Management is about getting Control (Command & Control) whereas Bottom-Up management is about Giving up Control (Leadership by Empowerment).

Find out how you can start implementing Bottom-Up management in your Accounting practice so your team can run the business for you and prevent you from becoming a prisoner in your business.

Timestamps:

0:35 - The importance of delegation
2:14 - Communication traffic vs production traffic
3:07 - How to allocate time with your people and clients
4:09 - Tips for handling A, B, C, and D types of clients
7:14 - How to manage difficult clients
10:15 - Ways to design bottom-up management
15:34 - What are the quad A & B activities

Quotations:

“The problem with delegation is that if you don't hire the right person and give them the right training and they'll make a mistake. You'll get discouraged by it and you'll feel like, ‘Oh, if you wanna do it right, you just gotta do it yourself.’” - Ed Chan

“We have an internal policy and procedure that any sensitive matters are not to be communicated with the clients via email.” - Jamie Johns

“It's really hard to differentiate between a client that's simply recalcitrant and a client that just needs more education and more training and changing their habits.” - Ed Chan

USEFUL LINKS:

FREE DOWNLOAD playbook to streamline your practice workflow system: The Accountants Systems Playbook
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD!! Accountants! Scale your business today 🚀

Click here to download the Accountants Highway To The Danger Zone Playbook: https://www.wizementoring.com/accountants-highway-to-the-danger-zone

Episode 28: Selling the sizzle not the sausage - Get paid for your advice with our 3-phase discovery, proposal, and production system

“Selling the sizzle and not the sausage is a philosophy that we have in Wize. What we mean by this is that the client manager is not necessarily the most technical person on the team.”

In this episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Thomas Sphabmixay and Kristy Fairbairn discuss how the three phases of the process ~ discovery, proposal, and production give every accounting practice the opportunity to scale their marketing, sales, service, revenue growth and M&A’s.

Timestamps:

0:35 - Reasons why sales is essential for your accounting firm
1:48 - The 3-phase framework system of discovery, proposal, and production
6:26 - Issue #1: Not charging for every service you do
7:19 - Issue #2: Dealing with ad hoc services
8:42 - Issue #3: No menu of services to offer
10:28 - Issue #4: No ideal leadership structure
11:16 - The importance of having a menu of services
12:51 - Issue #5: Budget constraints
16:07 - Issue #6: Needing more work
17:39 - Issue #7: Upselling client services
19:51 - Issue #8: Marketing the practice
25:53 - The best time to give a client proposal
26:45 - Issue #9: The irony of having low service rates
27:17 - Tips for training client managers
31:56 - The philosophy of selling the sizzle not the sausage
33:50 - Basic work vs ad hoc pricing

Quotations:

“When clients are coming to us, like we as advisers, whether you're a bookkeeper, your accountant, or your lawyer, it doesn't matter. We should take a step back to actually see how can we learn more about their problem.” - Thomas Sphabmixay

USEFUL LINKS:

WizePulse Live Clinic November 2021: How to Develop and Install Your Menu of Services
Wize Vault Video 15.8 Developing Your Menu of Services
WIZE Template of Products and Services Pricelist
Learn more about The Wize Fab 5 Key Performance Indicators
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD!! Accountants! Scale your business today 🚀

Accountants Highway to the Danger Zone Playbook is a guide for accountants and bookkeepers looking to overcome the barriers that are holding them back from growing their firms. Our playbook shows you exactly what tactics we used when growing our firm so you can replicate it in your business today!

Click here to download the Accountants Highway To The Danger Zone Playbook: https://www.wizementoring.com/accountants-highway-to-the-danger-zone

Episode 27: Why firms need scalable technology

In this episode of The Wize Guys Podcast, Jamie Johns delved into the use of technology in scalability. With scalability, it’s important to roll out your tools and systems to really anywhere in the world, at any time and any place.

In line with this, he introduced SharePoint, a handy software from Microsoft that allows users to easily access and navigate through all of the tools and programs you use in your firm. Watch the video to learn more about SharePoint and how it can help scale your firm, particularly in the technology area.

Timestamps:

0:35 - Reasons why technology is the 2nd barrier to scaling your practice
1:14 - Key Point #1: Sharepoint and CloudStack
3:52 - Key Point #2: Technology order
4:22 - Key Point #3: Security

Quotations:

“The second barrier to growth that it and all are talking about in step eight is the use of technology and scalability. So with scalability, it's really important that you can roll out your equipment or tools or systems to really anywhere in the world at any time at any place.” - Jamie Johns

“Do a technology audit you feel like, and use the technology audit to determine what systems are still server dependent versus what is cloud-dependent or cloud-based.” - Jamie Johns

USEFUL LINKS:

Learn more about The Wize Fab 5 Key Performance Indicators
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD!! The Biggest Secrets to Recruiting Qualified Accountants.

Do you find yourself struggling to recruit qualified staff in your Accounting Practice?

The Accountants Recruitment Secrets Playbook is a guide for accountants who want to attract, hire and retain the best talent. It includes recruitment strategies, tips on how to attract talent, and advice on what to do when you’ve found them.

Click here to get a free copy of the Accountants Recruitments Secrets Playbook 👉 https://www.wizementoring.com/accountants-recruitment-secrets

Episode 26: How to Get Your Capacity Plan Humming

“As Jamie uses that analogy with the glass of water you want to, if you want to grow, you've got to have that cup, not at the full at the ring...”

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about Capacity Plan – The most critical tool for a high-performing and profitable production, and discuss how having a capacity plan in place is one of the fundamental tools they recommend for scaling a practice. They provide some insight into capacity planning and why it's so important to the growth of the business.

They also discuss what are the most common reasons for overcapacity. What are the negative outcomes because of this and what are suggested approaches to correcting this? Learn more on this episode to get you starting to work on your capacity plan in place!

Timestamps:

1:11 - Understanding the context of a capacity plan

2:25 - The importance of having a capacity planner

5:04 - How to science right with your people

8:54 - The rule of thumb

10:20 - Tips for capacity planning

13:12 - Most common reasons for overcapacity

17:38 - Key points to work in capacity planning

23:29 - Reasons why you need spare capacity

28:02 - How to allocate productivity with training

30:12 - Is it ok to disclose staff salaries to the team?

32:04 - How to determine charge-out rates

Quotations:

“In our industry and what's productivity and really get clarity on productivity because between charging right and productivity and the number of hours a person works, this is what your capacity is per person and wallet. It’s not an exact science. It's a really good guide, particularly if you're trying to grow your firm.” - Jamie Johns

“So just getting the balance rights important between servicing and growth. If you want to grow, you've got to spend more time in front of your clients.” - Ed Chan

USEFUL LINKS:

FREE eBook: The Biggest Secrets to Recruiting Qualified Accountants
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD!! The Biggest Secrets to Recruiting Qualified Accountants.

Do you find yourself struggling to recruit qualified staff in your Accounting Practice?

The Accountants Recruitment Secrets Playbook is a guide for accountants who want to attract, hire and retain the best talent. It includes recruitment strategies, tips on how to attract talent, and advice on what to do when you’ve found them.

Click here to get a free copy of the Accountants Recruitments Secrets Playbook 👉 https://www.wizementoring.com/accountants-recruitment-secrets

Episode 25: How to identify the best candidate for your practice

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about why attitude is the most essential factor to consider when identifying the best candidate in the recruitment process.

Find out more about hiring people onshore and offshore for your accounting practice.

Timestamps:

0:35 - Hiring Onshore vs Offshore employees

1:19 - How outsourcing can help you save more resources

3:57 - The importance of attitude

5:05 - How to utilize technology in the recruitment process

Quotations:

“Absolutely the whole idea of running your business efficiently and to be able to make some profit and about pay your staff a decent wage, and to remain competitive with your competitors in terms of your fees. Everybody's got to win. Your clients are got to get the best price for your services. Your staff has to get paid really well. And you've got to make a profit.” - Ed Chan

“I always think every interaction you have with a candidate reflects their attitude is the most important thing because you cannot train, you cannot generally change someone's attitude.” - Jamie Johns

USEFUL LINKS:

FREE eBook: The Biggest Secrets to Recruiting Qualified Accountants
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD playbook to streamline your practice workflow system! The Accountants Systems Playbook has been written by accountants for accountants with one goal in mind: To give you everything you need to finally take control of the traffic flow running through your practice. Click here to download: https://www.wizementoring.com/accountants-systems-secrets

What has changed in the accounting system? What are the latest trends and things to adopt for your accounting business?

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about Your Withdrawal Journey – building a practice that runs without you.

If you are frustrated in your current situation and don’t feel like you are withdrawing from certain functions quickly enough, our mentors have some advice for you plus the use of WizeHub. Learn more on this episode.

Timestamps:

1:19 - How life-changing is the current system for accounting firms

3:17 - Why people are the greatest challenge and asset

4:28 - TIP #1: Train your people to do the job.

6:59 - The importance of stepping back

7:39 - TIP #2: Document everything ~ every process you have.

8:16 - TIP #3: Hone every structure for better leadership, flow, and productivity

11:39 - TIP #4: Encourage bottom-top and not top-bottom hierarchy.

12:39 - TIP #5: Be in control, and not be controlling.

13:25 - What are the danger zones and roadblocks in the withdrawal journey?

13:40 - How money should work for you and your business

15:26 - How to run and manage an accounting business

17:23 - Working IN the business vs Working ON the business

22:23 - How to make the resource mix right

27:08 - Reasons why you should take responsibility

28:21 - How to start building a business that can run without you

34:36 - How to hire strategically

36:02 - Understanding the concept of ‘I don’t have time.’

39:54 - Short-term vs. Long-term/ Urgent vs. Not Urgent/ Important vs. Not Important

42:50 - Top tips for success

Quotations:

“..people are our greatest challenge, but they're also our greatest asset… So yes, working with the firms it's around people, but people are around structure because when people work for you, they can do the work, but they need you to lead them.” - Ed Chan

“...just document everything you do. It's impossible to delegate and withdraw unless you document how to do things in the first place.” - Tim Causbrooks

“Being busy is not the same as being productive.” - Ed Chan

“..the only difference between successful people and unsuccessful people is just simply the way they think.” - Brenton Ward

USEFUL LINKS:

FREE eBook: Playbook to streamline your practice workflow system
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD playbook to streamline your practice workflow system! The Accountants Systems Playbook has been written by accountants for accountants with one goal in mind: To give you everything you need to finally take control of the traffic flow running through your practice. Click here to download: https://www.wizementoring.com/accountants-systems-secrets

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other?

In this episode of The Wize Guys, Brenton Ward and Jamie Johns talk about the importance of setting up meeting structures in your firm to help your teams improve productivity, save time, reduce hassle, and attain goals.

So, make sure to grab a pen and paper for another action-packed episode.

Timestamps:

0:52 - The importance of having team meetings

2:35 - Management vs Leadership

3:50 - Why you should create an extraordinary system

4:09 - The concept of daily huddles

5:36 - Best practices for a meeting

7:19 - 3-question guide to achieving a seamless flow

9:14 - The argument of losing time

Quotations:

“There are so many benefits to having the right meetings and also running the meetings right. And I think it was Peter Drucker who said, management is doing the right things, but leadership management is doing things right.” - Jamie Johns

“...one of the main principles from the aim of Michael Gerber's book in the south often prefer to, but it's all about systematization. And if we create a system in each of these meeting structures, we increase the chances of them being implemented into the fabric of the business and into the culture.” - Brenton Ward

“It also fits into the Ethos, Brenton, that it always says create extraordinary systems so that you don't need extraordinary people.” - Jamie Johns

“...there's always, that allows for that priority to the filters at the top. And everyone else in that team instantly knows that that becomes a priority. This is the power of the daily huddle.” - Jamie Johns

“I think it's not about perfection, it's about improving…like Ed, said, it's not an exact science, but providing you're doing it and you've got 80% of it, right. And it works and achieves the goals, which are filtering the priorities to the top and ultimately services servicing your clients.” - Jamie Johns

USEFUL LINKS:

FREE eBook: Playbook to streamline your practice workflow system
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Linkedin: https://www.linkedin.com/company/wizementoring/

Website: www.wizementoring.com

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Twitter: https://twitter.com/wizementoring

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

In this episode of The Wize Guys, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss how having a referral program in place increases the chances of getting quality referrals and keeping the business of these clients. They also shared insight on understanding Quad activities and how tracking client NPS as part of the Fab5 KPIs can also lead to a much more streamlined referral system.

Find out how a solid referral program and the system can help your accounting practice to scale up.

Timestamps:

0:55 - How to implement a referral process
1:35 - Why referrals are the most efficient way to leverage
2:18 - The importance of client service and communication
3:29 - What is the ideal time to respond to clients
4:10 - Understanding the service industry
4:23 - How to create a communication client policies
5:49 - Why client approval meeting is essential
7:33 - Tips for giving value to clients
11:45 - The positive impact of having your clients involved
12:36 - Understanding the emotional bank account
13:43 - How to build a solid referral system
15:03 - The biggest challenge with referrals
16:43 - How habits can affect leading
17:19 - The importance of being patient
19:21 - Why you should know your team member’s full potential
22:59 - How to build a referral strategy
23:32 - Understanding the different concepts of quad activities
28:49 - Why the first year is all about investment
30:51 - The importance of having the right mindset
33:01 - Best strategies and attitude to make your team ready
35:45 - How client tracking can boost referrals
40:50 - Why it is more expensive to win a new client than your existing client
42:34 - How to take action

Quotations:

“..if you don't focus on the client, you're not going to get referrals from them… The senior client manager's role is to talk to the clients and to have a bridge between the production team and the clients. So they're communicating at the client's level.” - Ed Chan

“..naturally you've got a newsletter going out to the clients. And the minimum is once a month because the research shows that if you're no longer in front of your clients after a month, it's whoever is around them they'll look at… About a month is the life the longest that you need to go without touching base with your clients… we need to keep in touch with the clients to make sure that we're at the forefront of your mind because your clients and my clients are being constantly being hunted by our competitors.” - Ed Chan

“It's about knowing your team and knowing the people in the team and their limitations and their ability.” -Tim Causbrook

“Not only to ensure that the work is done efficiently, but the price that the client is fair because you don't want a really high-cost person doing very low-level work and charging that to the client. You shouldn't pass on your own efficiencies to the client. You should be delivering. You should be managing your business very efficiently so that the client gets the best value, and your team gets the best value, and so forth. Everybody wins.” - Ed Chan

USEFUL LINKS:

Learn more about The Wize Fab 5 Key Performance Indicators
Learn more about Net Promoter System
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

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Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

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“According to statistics, 80% of sales are made on the fifth to the 12th point of contact.”

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about Jamie’s journey running his firm, Sky Accountants.

As Jamie was able to develop a successful selling system and an effective sales process that helped them achieve significant growth, find out how you can add divisions in your organization that you should focus on and the selling system that you should start implementing in your own firm.

Timestamps:

0:35 - Jamie’s successful journey with Sky Accountants
2:27 - Why client communication is important
2:59 - Understanding the LAPS system
3:15 - The importance of calling your leads
3:35 - Why speed is critical to sales
3:51 - How to keep your leads alive
5:48 - Why leadership is important
6:56 - Ways to use calendar with your leads’ follow-up
8:25 - How to make your team involved in the sales process

Quotations:

“..one of the most important aspects is replying.” - Jamie Johns

“If you don't follow up the lead, you just won't have the organic growth that you otherwise may have had.” - Jamie Johns

“..people get busy, we all get busy. My mentality was, and I always kept staying at Sky is it's no until it's a no.” - Jamie Johns

“one of the reasons why the deep and narrow team structure so important is because we need the senior client managers to have that capacity, whether they're off the tools to have the ability to manage the lead inflow and actually nurture leads and engage in the sales process.” - Brenton Ward

USEFUL LINKS:

Learn more about the LAPS System
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE DOWNLOAD!! The Biggest Secrets to Recruiting Qualified Accountants.

Do you find yourself struggling to recruit qualified staff in your Accounting Practice?
The Accountants Recruitment Secrets Playbook is a guide for accountants who want to attract, hire and retain the best talent. It includes recruitment strategies, tips on how to attract talent, and advice on what to do when you’ve found them.

Click here to get a free copy: https://www.wizementoring.com/accountants-recruitment-secrets

In this episode of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan share the principles of a deep and narrow team structure for every accounting practice.

Find out how to lead your team in transitioning, implementing, and embracing a whole new concept and process. The Wize Mentors discuss the most common challenges that practice owners face when training their client managers and production team. Also, hear some ideas on how to overcome if you have a staff who pushes back on this objective.

Timestamps:

0:35 - The concept of deep and narrow teams
1:44 - Best ways to address and transition to a new structure
3:35 - How to manage traffic: communication and production areas
4:23 - That ‘football analogy’ of a team structure
5:29 - Most common challenges and pushbacks to face in transitioning
7:13 - Idea #1: Don't be discouraged.
7:42 - Idea #2: It takes time to change habits.
8:26 - The importance of having your team understand the objectives
9:29 - Idea #3: Encourage to lead.
10:56 - Idea #4: Manage resources properly.
11:55 - The analogy of a production triangle
14:05 - Different forms of pushback
15:03 - Idea #5: Choose the senior people.
15:55 - Idea #6: Conduct 1-on-1 discussion.
16:49 - Idea #7: Educate the team.
17:08 - Why complexity kills businesses
17:46 - Idea #8: Be persistent and consistent.
18:35 - Which is more effective: 1-on-1 discussion vs group meeting
20:33 - Idea #9: Do it efficiently, but manage effectively.
22:12 - Idea #10: Do it slowly.
25:10 - How to handle losing people along the process
26:04 - The importance of ‘No Bypass Policy’27:12 - Idea #11: The body-system reporting.
28:07 - How structure is related to your internal processes
28:41 - Idea #12: Stop undermining and delegate.
30:14 - Idea #13: Follow the hierarchical system.
31:14 - Idea #14: Empower the team.

Quotations:

“We're looking at deep and narrow teams. And if you've been with us for a while now, this is probably something you've heard us bang on about a lot here. It's a simple concept, but there's so much you can get out of it.” - Tim Causbrook

“The idea is to manage a traffic flow, and you're going to manage it sensibly and efficiently, and effectively to make money and scale your business.” - Ed Chan

“So you've got to know your people and put them in the right position.” - Ed Chan

“People learn differently. Sometimes the light comes on at a particular time when they're ready. So often, you know, it's been said, the teacher appears when the student's ready.” - Ed Chan

“You want to choose the most influential, the most senior people in your team, or your team's first influence.” - Jamie Johns

“That increases the complexity is what kills businesses and it hampers growth.” - Jamie Johns

‘When you instigate a deep and narrow team design, you can often sell sabotage yourself. And I did occasionally when I first started this because old habits break hard.” - Jamie Johns

“being efficient as it's just about doing something quickly and efficientl

FREE DOWNLOAD!! The Biggest Secrets to Recruiting Qualified Accountants.Do you find yourself struggling to recruit qualified staff in your Accounting Practice?
The Accountants Recruitment Secrets Playbook is a guide for accountants who want to attract, hire and retain the best talent. It includes recruitment strategies, tips on how to attract talent, and advice on what to do when you’ve found them.

Click here to get a free copy: https://www.wizementoring.com/accountants-recruitment-secrets

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan discuss how they track their own firms' KPIs over the years and why it's important for Accounting Practice Owners to track their numbers.

So, make sure to grab a pen and paper for another action-packed episode.

Timestamps:

0:34 - How to monitor your team’s KPIs
1:23 - How to start your own accounting firm
1:50 - The importance of stepping back
2:31 - ‘Why running companies is like raising kids’3:02 - The analogy of driving a car
3:24 - The Wize Fab 5 Key Performace Indicators
3:56 - How to be in control without controlling
4:20 - That concept of being a ‘winner’5:06 - How culture can affect your business
5:49 - Why Fab 5 is the best dashboard for every accounting practice
6:11 - Understanding the difference between running it as a practice from business
7:01 - Why top-down management can’t scale a business
8:46 - Why bottom-up kind of management is better
9:33 - How to create a business that runs without you
10:39 - Timesheets: YES or NO?
11:17 - Extraordinary systems vs Extraordinary people

Quotations:

“I always come back to what Verne Harnish, the founder of EO & Gazelles, a known global coaching group, said running companies is like raising kids.” - Jamie Johns

“It's like driving a car, you've got a dashboard, and the fewer gauges we have to look at to know that we're going okay, the better.” - Jamie Johns

“I think the problem is that there is confusion between running it as a practice versus running it as a business. And if you run it as a practice, that means you're managing it from the top-down… But the problem with that kind of management system from top-down is that you can't scale that business and you become a prison in that business because if I take you out of there, that's the end of the business... But if you want to grow and scale it, you need it to be managed from the bottom up, not from the top-down.” - Ed Chan

“.. if you have an extraordinary system, you can hire ordinary people. If you have an ordinary system, you've got a high, extraordinary people.” - Ed Chan

USEFUL LINKS:

Learn more about The Wize Fab 5 Key Performance Indicators
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

FREE playbook to streamline your practice workflow system:
The Accountants Systems Playbook has been written by accountants for accountants with one goal in mind: To give you everything you need to finally take control of the traffic flow running through your practice. Click here to download: https://www.wizementoring.com/accountants-systems-secrets

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 whole system manages clients' expectations..” - Jamie Johns

“I mean, obviously bookkeeping is different. It's more self-driven in terms of deadlines.” - Brenton Ward

“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

“But often marketing is a hit-and-miss thing. And we move clients.” - Ed Chan

USEFUL LINKS:

Download FREE ebook: The Accountants Systems Playbook to streamline your practice workflow system
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript

FREE playbook to streamline your practice workflow system:The Accountants Systems Playbook has been written by accountants for accountants with one goal in mind: To give you everything you need to finally take control of the traffic flow running through your practice. Click here to download: https://www.wizementoring.com/accountants-systems-secrets

Managing the Production and Communication Traffic in your Accounting Firm | Wize Mentoring

In this episode of The Wize Guys, Brenton Ward with Ed Chan discusses how you can overcome the biggest challenges of managing your firm’s traffic flow by looking at how traffic flows in an organization, how it should be moving, and dissecting the types of traffic that go into your firm.

Find out more about communication traffic management and some useful tips in responding to emails that you can best apply in your accounting practice or business process.

Timestamps:0:51 - How to dissect traffic flow
0:59 - 2 Different types of traffic
1:10 - What is the communication traffic?
2:11 - How sales process is related to your traffic flow
2:14 - Tips for responding to clients’ emails
4:11 - The importance of taking ownership and leadership in communication
5:19 - How people’s personalities can affect workflow and productivity
6:19 - Figuring out the right people for a position

Quotations:

“Communication traffic is things like phone calls, emails, meetings, strategy, work, that kind of thing. It's also about getting an email that comes through to you...” - Ed Chan

“You've got to take leadership because if you don't take leadership of that conversation, the client will just think that you're happy to just give the time away for free.” - Ed Chan

“..you've got to work it so that everybody's in their flow. And the deep and narrow structure is the best way to manage the traffic flow. Because you've got people who are really good at talking to people, managing client's expectations. They're people-people. They're good at communicating with people like them. So they're in their flow. If they're a senior client manager, and then you've got people who are really good production people and, and keep them in their float. And if you, if you have this narrow deep structure, you find that people are a lot more productive. They are a lot happier.” - Ed Chan

USEFUL LINKS:

Download FREE ebook: The Accountants Systems Playbook to streamline your practice workflow system
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

Download a free copy of our book - The Accountants 20 Hour Workweek

In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

“I know of no more encouraging fact than the unquestionable ability of man to elevate his life by conscious endeavor.” - Henry David Thoreau

In this episode of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice.

As Ed has been through many, if not all, of the challenges you have faced in growing your Accounting business. Typically we get into business to earn more money, have more time and freedom only to find our reality is the exact opposite. We work more hours than we ever have, spend more time away from our family and if we were to divide the money we earn by the time we spend earning it, it's very little and not a good return on investment.

Find out how to ensure that you are not a prisoner in your own business, Ed and Jamie will give a thorough outline on how you can start to design or redesign your business to achieve the ROI of your end goals.

Timestamps:
1:06 What are discovery sessions?

2:41 How to determine the pains and challenges in your practice

4:02 The power of retirement investments

5:55 Why you should start to invest in businesses

6:10 Why is it that Warren Buffett invests in a direct business and what his 4 criteria are for investing?

8:37 Comparing the ROI of your business vs the sharemarket vs property investment

12:12 How to identify your capital value, passive income, and ROI

14:44 Why you should start to build something

15:29 The importance of having the right mindset

18:09 The journey from self-employed > business > investment

18:58 What are the questions to ask in a discovery call

22:27 Which is a better business model: partnership vs corporation

24:06 Key takeaways on why you should start your own discovery calls

Quotations:
"Instead of going to work to do a tax return, you are going to work to build a business and an investment" - Ed Chan

“..fair to say as part of this discovery session, it's really getting business owners to get into that frame of mind of considering that business and investment, rather than being in the thick of things and taking whatever comes out at the end of the day” - Brenton Ward

“First of all, it was the mindset that my business can be an investment.”- Jamie Johns

“The problem is that there have been some very good marketers out there who's sort of brainwashed us into thinking that compliance is dying.. but compliance is the only business that's growing..” - Ed Chan

“As long as there's a tax in the country, there's always going to be tax changes. When then whenever this tax changes, you always need an accountant.”.- Ed Chan

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* Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

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Download a free copy of our book - The Accountants 20 Hour Workweek

In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

In this episode of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan discuss the three key areas of leadership that accounting business owners should focus on.

Because as the leader of your firm, your priorities should be leading yourself, leading the business, and leading others. Find out how you can be a better leader for your team and achieve better results.

Timestamps:

0:36 The overarching areas of leadership

1:08 Why a firm is a reflection of the owner

2:01 Why you should be good at leading others

2:05 How being friendly and inspiration helps

2:32 How to achieve better results with leadership

3:06 The ideal successful firm setup

4:14 Understanding that ‘bypass policy’

6:16 Simple steps to becoming a better leader

6:57 The importance of solutions and outcomes in decision making

Quotations:

"..it's often said over the years that a firm is a reflection of the owner..” - Jamie Johns

“There any obvious gaps in what you would implement it or the leadership skills that you kind of identified within the business that you had and you've since worked on bridging..” - Brenton Ward

“And to be fair, what I think, whether we got a school or university where many of us are taught managerial skills. Are we taught leadership skills or not? I wasn't.” - Jamie Johns

“We're talking about leadership as a whole, and now talking about leadership in three different areas, the whole conversation becoming a better leader can be somewhat overwhelming.” - Brenton Ward

“One said that don't try and change others to try and change yourself first. That's easier said than done a natural and natural state is that it's everybody else's fault, not mine. And you crack this, everybody else's fault, then you can't change things unless you change yourself first. “- Ed Chan

“So if you focus your attention on the solution, you find solutions, but if you look for problems, then you find those as well. And if your excuse, you find those as well.“ - Ed Chan

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Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

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Email: support@wizementoring.com

Download the full transcript here.

Download a free copy of our book - The Accountants 20 Hour Workweek

In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

In this episode of The Wize Guys, Brenton Ward and Jamie Johns talk about the importance of having Standard Operating Procedures (SOPs) in every Accounting Practice.

Find out how to ensure an efficient, smooth workflow and systems that will work best. Also, learn the step-by-step guide in creating and starting to implement SOPs yet commonly overlooked processes for practice owners.

Timestamps:

0:57 Understanding Standard Operating Procedures (SOPs)

2:59 The importance of getting the scalability and leverage of SOPs

3:11 How accounting SOPs has evolved throughout the years

4:15 How SOPs differ from each business model and client

9:59 The freedom in creating policies through digital technology

11:33 Different online video tools in recording SOPs

16:10 Why you should find the balance between your checklist and working papers

17:31 Learning the various umbrellas of SOPs

20:13 Tips in determining the SOPs that will work best for your accounting practice

24:54 The importance of your own ‘How-to’ section

26:31 The beauty and benefits of using Loom videos

33:07 Steps in creating instructional videos

34:24 Why traditional written instructional videos are already a NO-go

36:06 The impact of having 80% ROI with a robust and reliable SOPs

39:28 Defining that ‘quad to activity’

40:44 Why documenting is an act of leadership

43:46 How Microsoft Teams can help in recording instructional videos

44:12 The idea of focusing on progress and NOT on perfectionism

48:25 Some of the practical accounting solutions to-do

52:16 Jamie’s key takeaways for your accounting practice

Quotations:

“..there's no task, big or small that doesn't evade sort of having being documented in the practice, which is great.” - - Brenton Ward

“The beauty of videos is you can, fast-forward them, you can rewind them, you can pause them and they are just gold.” - Jamie Johns

“You've got to find a balance with your checklist in your working papers because if you sort of go down the perfectionism track and have a thousand working papers and that sort of thing like that's where you're losing sight of efficiency and profitability, and all that sort of thing.” - Jamie Johns

“It's not about perfectionism, it's about progress.” - Jamie Johns

“Step closer to freedom. Like it's every standard operating procedure is one step closer to being free.” - Brenton Ward

“This whole process is really about building and having extraordinary systems so that you can have ordinary people.” - Jamie Johns

USEFUL LINKS:

Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

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Twitter: https://twitter.com/wizementoring

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Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download a free copy of our book - The Accountants 20 Hour Workweek

In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

In this episode of The Wize Guys, Ed, Tim, and Thomas share their 2021 reflections and insights. Find out the best practices for your accounting business that you can start to apply within your firm.

Also, these guys will share tips on how can practice owners spend less time at work. So, don’t forget to grab a pen and paper for another action-packed episode!

Timestamps:

0:36 Understanding the design pillar of a business

1:20 The current trends in the industry

3:11 Why people are considered to be the greatest asset of practice owners

3:35 The importance of having a structure in place

4:32 How to find the right people

5:21 How to deal with HR or structural issues

6:59 The benefits of having monthly board meetings

7:38 The idea of documenting internal processes

8:27 Why you should include The Wize Fab 5 Key Performance Indicators in your project lists this 2022

Quotations:

“..people are our greatest challenge, but they're also our greatest asset.” - Ed Chan

“You've got to build structures for staff to work within, and then you got to place them in the right role so that they're working in their flow. If they're working in their flow, then they're really happy and productive.” - Ed Chan

“Everyone wants different things out of it, so it's really important to step back. This is probably a good time of the year to do it to step back on another year down, down the drain, and just think about if this getting me closer to my goal? Or what is my goal?” -Tim Causbook

“..what I found this year with firms where it's like what Ed said, it's about the people, a lot of recruiting, a lot of team designing, restructuring, evaluating people, whether they belong in the right role or not so that they can start honing themselves around targets.” -Thomas S. Phabmixay

USEFUL LINKS:

Learn more about The Wize Fab 5 Key Performance Indicators
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

Download a free copy of our book - The Accountants 20 Hour Workweek

In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

In this episode of The Wize Guys, Brenton Ward had a 1:1 interview with Thomas Sphabmixay from TMS Tax Accounting & Financial Services who was first introduced to the Wize Mentoring program when they approached Ed Chan for Mentoring.

Through Wize, they were able to turn their team around and put their house in order. In just 6 months, they were able to develop an ideal organizational chart and set up an effective team structure that ultimately led to their firm’s growth!

Timestamps:
0:35 Early work challenges that Thomas had with TMS

4:15 That insight about ‘coaching’
5:45 The fundamental need of paying taxes religiously

6:09 Thomas ‘million things to change’
7:23 How to get the momentum

8:59 Understanding the foundation of an accounting business

11:11 How to focus on the core issue

13:21 Thomas’ defining moment or ‘click moment’
19:06 Tips in communicating right

23:42 How to develop structures and processes in place

26:08 Why culture is considered to be a massive part of an organization

27:24 The importance of having a culture

29:03 How to influence culture in creating the right environment

31:50 Why you should get people to involve and engage

Quotations:
“I think the root of that problem, right, is the fact that the system typically doesn't evolve with the level of work or at the same rate as the level of work comes in. Like, you can be quite good at bringing the work in the door, but if you're not as focused on the systems being developed in conjunction with the level of work coming through the door, then there's a complete mismatch. ” - Brenton Ward

“Too much work.. But it just felt like there were a million things to change.” - Thomas Sphabmixay

“I think over the last two years, it's like I've been taught the fundamentals of how exactly a professional services business should be set up or what the business model of a professional services business is.” - Thomas Sphabmixay

USEFUL LINKS:
* Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!
Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

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Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

Download a free copy of our book - The Accountants 20 Hour Workweek

In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

In this episode of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan discuss an in-depth explanation of the ‘hire slow & act fast’ concept.

Good candidates won't wait for you. On the other hand, remove the rose-tinted glasses before you rush into a new hire. Lots to consider in this short, punchy conversation to find out. So make sure to grab a pen and paper for another action-packed episode.

Timestamps:

0:34 - Understanding the concept of ‘hire slow & act fast’

1:33- How to ensure hiring the right people

2:16 - The importance of following a recruitment method

2:51 - The principle of getting the job done

3:03 - Why you should act fast with good candidates

4:14 - How does losing ‘good people’ can impact your accounting practice

5:42 - Why having the right process is essential

Quotations:

“Why don't you start the hiring process and you've got some good candidates, act fast. They won't last long. The good candidates go quickly..” - Jamie Johns

“You want to have a real methodical systems-driven way to hire people and that's the highest slow.” - Jamie Johns

“In terms of hiring slow. The emphasis there is follow on method, follow mythology that takes all the emotion out of it because you don't necessarily need to like the person. Sometimes we just meet people and we sort of instinctively like them. Sometimes we instinctively don't like them and sometimes we call it intuition. This is my intuition. This is my gut feel. And for more experience, that's all rubbish. That's all rubbish. What you want to do. You don't need to lock the person in terms of them getting a result of doing the job. They just need to get the job done and get a result. You don't need to lock them in a personality sense.’ - Jamie Johns

“I just echo what Jamie said that the really good staff go very quickly. If you're procrastinating and taking time to act, you're going to lose the good people that they're really good to. People just want certainty. They want a job. They want certainty. They want to work.” - Ed Chan

USEFUL LINKS:

Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementorin

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

Download a free copy of our book - The Accountants 20 Hour Workweek

In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

In this episode of The Wize Guys, Brenton Ward and Jamie Johns talk about the effects that hiring a Senior Production Manager can have not only on your workload as the owner of the accounting firm but on the growth of the business and satisfaction of customers.

Also, find out the role of the senior production manager in managing the traffic flow to scale your accounting business.

Timestamps:

0:35 - What are the issues and challenges when structure and processes are not in place?

1:44 - Understanding the traffic within your accounting firm

2:19 - Different types of clients traffic

2:49 - The importance of hiring right people and delegation

3:06 - How to structure a team

4:05 - How to deal with the chaos

4:43 - The roles of grinders, minders, and finders

5:09 - The concept of a quadrant traffic

6:02 - Ways to check traffic flows

6:33 - The importance of having the senior roles in place

8:12 - How to promote people matching their best skill

9:27 - How no bypass policy impacts the role of a senior production manager

Quotations:

“..the context of this whole discussion is around team design. When we all start as I did, we start by ourselves and we do everything. We do everything.” - Jamie Johns

“Now we'd look at the traffic flows is one of the biggest issues that firms face when they're growing.. we do that by starting to build out this ideal team structure, but the ideal team structure and getting the resource mix, right. It doesn't happen overnight.” - Brenton Ward

“..each one you go to depends on who you've got in the firm in terms of the resource mix... So don't promote them into a seat that doesn't suit them.” - Jamie Johns

“If you don't put these senior roles in place, you as the owner or the partner can start getting out of control, losing clients, getting chaos, and you stop growing.” - Jamie Johns

USEFUL LINKS:

No Bypass Policy
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

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Email: support@wizementoring.com

Download the full transcript here.

Download a FREE copy of our book - The Accountants 20 Hour Workweek
In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

“Most people leave their jobs because they're disengaged and they don't like their manager. The second reason they leave their job is that they're not in their flow.”

In this episode of The Wize Guys, Brenton Ward and Jamie Johns answer some listener questions and talk about what a Senior Product Manager and Senior Client Manager role entails, how to measure performance and how the two roles differ.

Timestamps:

0:35 - Is hiring an offshore senior production manager worthwhile?
1:53 - A step-by-step guide to training a newly hired senior production manager
3:34 - The importance of having team daily huddles
5:54:- The roles and responsibilities of a senior production manager
7:52 - Find out some FREE tools and resources for your accounting practice recruitment process
8:49 - Tips for promoting finders and grinders
9:59 - Why do people usually leave their jobs
10:21 - Why you should identify your people’s personality
10:33 - What is a promotion path?
11:27 - The importance of understanding the flow
12:54 - Understanding the KPIs of a senior production manager
13:21 - How to measure productivity
14:17 - How to use Xero Practice Manager (XPM)
16:29 - How to apply the net promoter score
17:42 - How to manage people

Quotations:

“..if you put, say a finder in a grinder or minder's role forever, and they really want to be a finder, that's when you have the risk of losing them.” - Jamie Johns

“Why do people leave their jobs?’ They tend to leave their jobs because of 2 reasons. Most people leave their jobs because they're disengaged and they don't like their manager. The second reason they leave their job is that they're not in their flow. And when you're not in your flow, you're just not happy. And if you're not happy, you'll tend to leave.” - Jamie Johns

“So if you incorrectly promote people, you just set them up for a fall… it's important that people understand what their flow is. It's important for you as the leader to understand what their best and highest is.” - Jamie Johns

USEFUL LINKS:

Learn more about Xero Practice Manager Software Application
Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

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Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

Download a FREE copy of our book - The Accountants 20 Hour Workweek

In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners - https://www.wizementoring.com/the-accountants-20hr-workweek-playbook-yt

So, once you've acted fast and hired slow, found the right team member for your firm, what's next? How do you introduce that person to the culture and workflow of your firm?

In this episode of The Wize Guys, Brenton Ward and Jamie Johns talk through a few onboarding approaches to effectively integrate with your new recruits for your accounting firm.

Timestamps:

0:35 - How to onboard new recruits
1:29 - Why introducing new members is the first thing to do
2:21 - The idea of giving a ‘Welcome Letter’3:20 - How to figure out your firm’s guarantee
3:53 - Why you should create an employee handbook

Quotations:

“..it's all about the people. So introduce them to the team. That'd be the first thing.” - Jamie Johns

“One that is really long, a lot to do and I've often shared with these, what I call the firm's guarantee. So what's your firm's guarantee? Another way to word it is what's your firm's unique selling proposition?” - Jamie Johns

USEFUL LINKS:

Download FREE eBook: The Accountant's 20 Hour Workweek Playbook

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

Download a free copy of our book - The Accountants 20 Hour Workweek - www.wizementoring.com/podcast

Narrowing down candidates for your next hire can be a daunting process. We talk about the different types of testing options out there, to help you find the ideal team member for your firm. Whether it's online timed work tests, sample tasks or personality tests, you'll hear what the best options are for you and your team.

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Website: www.wizementoring.com
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Linkedin: https://www.linkedin.com/company/wizementoring/
Instagram: https://www.instagram.com/wize.guys/?hl=en
Email: support@wizementoring.com

Download a free copy of our book - The Accountants 20 Hour Workweek - www.wizementoring.com/podcast

Defining the roles for new team members - Finders, Minders & Grinders. We talk about the types of training you'll need to provide these team members (depending on the size of your firm) and how to monitor their progress.

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Email: support@wizementoring.com

Download a free copy of our book - The Accountants 20 Hour Workweek - www.wizementoring.com/podcast

Running a profitable business means delegating high level work to the lowest cost person. In this short episode we discuss tips to finding the best candidates for your business including how to interview and what personality traits to look for.

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Email: support@wizementoring.com

Download a free copy of our book - The Accountants 20 Hour Workweek - www.wizementoring.com/podcast

Welcome back to another episode of The Wize Guys.

You might bee seeing a pattern now - creating efficient operation for your firm. You'll hear the lessons that Ed, Jamie and I have learned about managing teams and how to structure them to handle probably the most time-consuming part of running a firm - communication with clients.

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Email: support@wizementoring.com

Download a free copy of our book - The Accountants 20 Hour Workweek - www.wizementoring.com/podcast

Welcome back! We're getting into the juicy stuff now! It's just Ed and I today - Jamie's resting up after some eye surgery.

This episode follows nicely from last week - removing yourself from your firm's everyday operations and developing relationships with your team leaders. Communication traffic takes up a huge amount of time in a firm, whether that's talking to clients, or passing information around internally. With first hand experience building systems that reduce this, we hope to give you some useful information to put into practice at your own firm.

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Email: support@wizementoring.com

Download a free copy of our book - The Accountants 20 Hour Workweek - www.wizementoring.com/podcast

Welcome back to The Wize Guys podcast! Today I'm joined once again by Ed Chan and Jamie Johns. Ed and Jamie, along with me, your host, Brenton Ward, founded Wize Mentoring to help Accounting and Bookkeeping firm owners scale their businesses.

In this episode we talk about removing yourself from your firm's everyday operations and developing relationships with your team leaders. Another big topic we discuss is the importance of hiring the right people! Delegating is very important and we give practical advice about how to do that smoothly.

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Email: support@wizementoring.com

Welcome to The Wize Guys podcast! In this, our very first episode, I chat with Ed Chan, founder of Chan & Naylor, an accounting firm with offices in major cities around Australia that services thousands of clients. Jamie Johns also joins us. He is the founder of Sky Accountants, recognised as one of the top 57 accounting firms worldwide.

Ed and Jamie, along with me, your host, Brenton Ward, founded Wize Mentoring to help Accounting and Bookkeeping firm owners scale their businesses.

We talk about becoming a better leader, team structures, productivity and give useful tips on how accounting firms can foster healthy team structures.

Download a free copy of our book - The Accountants 20 Hour Workweek - www.wizementoring.com/podcast

GET IN TOUCH!

Website: www.wizementoring.com
Facebook: https://www.facebook.com/wizementoring/
Twitter: https://twitter.com/wizementoring
Linkedin: https://www.linkedin.com/company/wizementoring/
Instagram: https://www.instagram.com/wize.guys/?hl=en
Email: support@wizementoring.com