In this episode, Raul takes us inside the Wize Hub for a full walkthrough of the tools built to stop that from happening. From the team NPS to the career and energy audits, he shows how firm owners can get a true 360 view of how their people are really feeling, long before a resignation letter lands on the desk.

You'll learn:
✅ How to track your team NPS monthly and what the score is actually telling you
✅ How the career audit uses AI to identify whether someone is a Grinder, Minder or Finder, and whether they're in the right seat
✅ Why the energy audit and life wheel help employees feel valued, especially in remote teams
✅ How the different access levels keep sensitive information private until an employee chooses to share it
✅ How to build a complete staff profile covering strengths, weaknesses, revenue capacity, and your ideal charge rate

Raul shares a real client story about a firm owner who kept training great people only to watch them leave, and how one small change turned that pattern around.

If you've ever assumed your team was fine because nobody said otherwise, this episode is your reminder that the problems you can't see are the ones that cost you the most.

This is a visual walkthrough, so if you want to see inside the Wize Hub as Raul clicks through each section, tune in to the episode on YouTube.

________________  

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

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

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

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

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

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

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

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

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

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

✅ 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

________________  

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

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

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

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

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

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

________________  

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

________________  

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

________________  

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

________________  

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

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

________________  

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

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 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 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 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 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 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 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.

________________  

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

________________  

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

________________  

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

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.

________________  

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

✅ 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.

________________  

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

________________  

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

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.

________________  

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

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.

________________  

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

________________  

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

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.

________________  

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

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.

________________  

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

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. 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

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. 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

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. 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

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. 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

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!

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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 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

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. 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

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. 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

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

________________  

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

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

________________  

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

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

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. 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

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. 

________________  

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

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 

________________  

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

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.

________________  

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

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. 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

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.

________________  

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

________________  

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

________________  

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

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!

________________  

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

________________  

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

________________  

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 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!

________________  

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

________________  

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

________________  

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

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!

________________  

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

________________  

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

________________  

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

________________  

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 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!

________________  

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

________________  

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

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!

________________  

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

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.

________________  

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

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

________________  

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

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.  

________________  

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

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.

________________  

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

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.

________________  

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

________________  

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

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 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

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 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

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 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

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 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 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 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

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 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

________________  

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

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!

________________  

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

________________  

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

________________  

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

________________  

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

________________  

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

________________  

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

________________  

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

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.

________________  

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

________________  

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

________________  

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

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 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

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.

________________  

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

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 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

________________  

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

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!

________________  

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