The Wize Way (Wize Mentoring for Accountants and Bookkeepers)

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	Date	Titre	Durée
	10 Feb 2022	Episode 13: Accounting Best Practices to Adopt in 2022 ┃ Wize Mentoring Business Tips	00:10:53
Episode 13: Accounting Best Practices to Adopt in 2022 ┃ Wize Mentoring Business Tips In this episode of The Wize Guys, Ed, Tim, and Thomas share their 2021 reflections and insights. Find out the best practices for your accounting business that you can start to apply within your firm. Also, these guys will share tips on how can practice owners spend less time at work. So, don’t forget to grab a pen and paper for another action-packed episode! Timestamps: 0:36 Understanding the design pillar of a business 1:20 The current trends in the industry 3:11 Why people are considered to be the greatest asset of practice owners 3:35 The importance of having a structure in place 4:32 How to find the right people 5:21 How to deal with HR or structural issues 6:59 The benefits of having monthly board meetings 7:38 The idea of documenting internal processes 8:27 Why you should include The Wize Fab 5 Key Performance Indicators in your project lists this 2022 Quotations: “..people are our greatest challenge, but they're also our greatest asset.” - Ed Chan “You've got to build structures for staff to work within, and then you got to place them in the right role so that they're working in their flow. If they're working in their flow, then they're really happy and productive.” - Ed Chan “Everyone wants different things out of it, so it's really important to step back. This is probably a good time of the year to do it to step back on another year down, down the drain, and just think about if this getting me closer to my goal. Or what is my goal?” -Tim Causbook “..what I found this year with firms where it's like what Ed said, it's about the people, a lot of recruiting, a lot of team designing, restructuring, evaluating people, whether they belong in the right role or not so that they can start honing themselves around targets.” -Thomas S. Phabmixay GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	24 Feb 2022	Episode 14: How to develop Standard Operating Procedures (SOPs) for Your Accounting Practice	00:55:14
Episode 14: How to develop Standard Operating Procedures (SOPs) for Your Accounting Practice In this episode of The Wize Guys, Brenton Ward and Jamie Johns talk about the importance of having Standard Operating Procedures (SOPs) in every Accounting Practice. Find out how to ensure an efficient, smooth workflow and systems that will work best. Also, learn the step-by-step guide in creating and starting to implement SOPs yet commonly overlooked processes for practice owners. Timestamps: 0:57 Understanding Standard Operating Procedures (SOPs) 2:59 The importance of getting the scalability and leverage of SOPs 3:11 How accounting SOPs have evolved throughout the years 4:15 How SOPs differ from each business model and client 9:59 The freedom in creating policies through digital technology 11:33 Different online video tools for recording SOPs 16:10 Why you should find the balance between your checklist and working papers 17:31 Learning the various umbrellas of SOPs 20:13 Tips for determining the SOPs that will work best for your accounting practice 24:54 The importance of your own ‘How-to’ section 26:31 The beauty and benefits of using Loom videos 33:07 Steps in creating instructional videos 34:24 Why traditional written instructional videos are already a NO-go 36:06 The impact of having 80% ROI with a robust and reliable SOPs 39:28 Defining that ‘quad to activity’ 40:44 Why documenting is an act of leadership 43:46 How Microsoft Teams can help in recording instructional videos 44:12 The idea of focusing on progress and NOT on perfectionism 48:25 Some of the practical accounting solutions to-do 52:16 Jamie’s key takeaways for your accounting practice Quotations: “It's not about perfectionism, it's about progress.” - Jamie Johns “Step closer to freedom. Like it's every standard operating procedure is one step closer to being free.” - Brenton Ward GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	10 Mar 2022	Episode 15: Learn how to become a BETTER LEADER┃Three Keys to Leadership for your Accounting Practice	00:08:43
Episode 15: Learn how to become a BETTER LEADER┃Three Keys to Leadership for your Accounting Practice In this episode of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan discuss the three key areas of leadership that accounting business owners should focus on. Because as the leader of your firm, your priorities should be leading yourself, leading the business, and leading others. Find out how you can be a better leader for your team and achieve better results. Timestamps: 0:36 The overarching areas of leadership 1:08 Why a firm is a reflection of the owner 2:01 Why you should be good at leading others 2:05 How being friendly and inspirational helps 2:32 How to achieve better results with leadership 3:06 The ideal successful firm setup 4:14 Understanding that ‘bypass policy’ 6:16 Simple steps to becoming a better leader 6:57 The importance of solutions and outcomes in decision making Quotations: "..it's often said over the years that a firm is a reflection of the owner..” - Jamie Johns “There any obvious gaps in what you would implement it or the leadership skills that you kind of identified within the business that you had and you've since worked on bridging..” - Brenton Ward “We're talking about leadership as a whole, and now talking about leadership in three different areas, the whole conversation becoming a better leader can be somewhat overwhelming.” - Brenton Ward “One said that don't try and change others to try and change yourself first. That's easier said than done a natural and natural state is that it's everybody else's fault, not mine. And you crack this, everybody else's fault, then you can't change things unless you change yourself first. “- Ed Chan “So if you focus your attention on the solution, you find solutions, but if you look for problems, then you find those as well. And if your excuse, you find those as well.“ - Ed Chan GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementorin ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	24 Mar 2022	Episode 16: The Best Plan in Running a Discovery Session for Your Accounting Firms ┃Wize Mentoring Business Tips	00:30:12
Episode 16: The Best Plan in Running a Discovery Session for Your Accounting Firms ┃Wize Mentoring Business Tips “I know of no more encouraging fact than the unquestionable ability of man to elevate his life by conscious endeavor.” - Henry David Thoreau In this episode of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice. As Ed has been through many, if not all, of the challenges you have faced in growing your Accounting business. Typically we get into business to earn more money and have more time and freedom only to find our reality is the exact opposite. We work more hours than we ever have and spend more time away from our family and if we were to divide the money we earn by the time we spend earning it, it's very little and not a good return on investment. To find out how to ensure that you are not a prisoner in your own business, Ed and Jamie will give a thorough outline of how you can start to design or redesign your business to achieve the ROI of your end goals. Timestamps: 1:06 What are discovery sessions? 2:41 How to determine the pains and challenges in your practice 4:02 The power of retirement investments 5:55 Why you should start to invest in businesses 6:10 Why is it that Warren Buffett invests in a direct business and what his 4 criteria are for investing? 8:37 Comparing the ROI of your business vs the share market vs property investment 12:12 How to identify your capital value, passive income, and ROI 14:44 Why you should start to build something 15:29 The importance of having the right mindset 18:09 The journey from self-employed > business > investment 18:58 What are the questions to ask in a discovery call 22:27 Which is a better business model: partnership vs corporation 24:06 Key takeaways on why you should start your own discovery calls GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript h ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	05 May 2022	Episode 19: How Accounting Firms Can Track their Performance┃Best Approach to Measure KPIs	00:13:32
Episode 19: How Accounting Firms Can Track their Performance┃Best Approach to Measure KPIs In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan discuss how they track their own firms' KPIs over the years and why it's important for Accounting Practice Owners to track their numbers. So, make sure to grab a pen and paper for another action-packed episode. Timestamps: 0:34 - How to monitor your team’s KPIs 1:23 - How to start your own accounting firm 1:50 - The importance of stepping back 2:31 - ‘Why running companies is like raising kids’ 3:02 - The analogy of driving a car 3:24 - The Wize Fab 5 Key Performace Indicators 3:56 - How to be in control without controlling 4:20 - That concept of being a ‘winner’ 5:06 - How culture can affect your business 5:49 - Why Fab 5 is the best dashboard for every accounting practice 6:11 - Understanding the difference between running it as a practice and from business 7:01 - Why top-down management can’t scale a business 8:46 - Why bottom-up kind of management is better 9:33 - How to create a business that runs without you 10:39 - Timesheets: YES or NO? 11:17 - Extraordinary systems vs Extraordinary people Quotations: “I think the problem is that there is confusion between running it as a practice versus running it as a business. And if you run it as a practice, that means you're managing it from the top down… But the problem with that kind of management system from top-down is that you can't scale that business and you become a prison in that business because if I take you out of there, that's the end of the business... But if you want to grow and scale it, you need it to be managed from the bottom up, not from the top down.” - Ed Chan USEFUL LINKS: Download FREE eBook: The Accountants Recruitment Secrets Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	19 May 2022	Episode 20: Micro-training your team - how to teach them about the deep and narrow team structure	00:33:05
Episode 20: Micro-training your team - how to teach them about the deep and narrow team structure In this episode of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan share the principles of a deep and narrow team structure for every accounting practice. Find out how to lead your team in transitioning, implementing, and embracing a whole new concept and process. The Wize Mentors discuss the most common challenges that practice owners face when training their client managers and production team. Also, hear some ideas on how to overcome if you have a staff who pushes back on this objective. Timestamps: 0:35 - The concept of deep and narrow teams 1:44 - Best ways to address and transition to a new structure 3:35 - How to manage traffic: communication and production areas 4:23 - That ‘football analogy’ of a team structure 5:29 - Most common challenges and pushbacks to face in transitioning 7:13 - Idea #1: Don't be discouraged. 7:42 - Idea #2: It takes time to change habits. 8:26 - The importance of having your team understand the objectives 9:29 - Idea #3: Encourage to lead. 10:56 - Idea #4: Manage resources properly. 11:55 - The analogy of a production triangle 14:05 - Different forms of pushback 15:03 - Idea #5: Choose the senior people. 15:55 - Idea #6: Conduct 1-on-1 discussion. 16:49 - Idea #7: Educate the team. 17:08 - Why complexity kills businesses 17:46 - Idea #8: Be persistent and consistent. 18:35 - Which is more effective: 1-on-1 discussion vs group meeting 20:33 - Idea #9: Do it efficiently, but manage effectively. 22:12 - Idea #10: Do it slowly. 25:10 - How to handle losing people along the process 26:04 - The importance of ‘No Bypass Policy’ 27:12 - Idea #11: The body-system reporting. 28:07 - How structure is related to your internal processes 28:41 - Idea #12: Stop undermining and delegate. 30:14 - Idea #13: Follow the hierarchical system. 31:14 - Idea #14: Empower the team. GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	07 Apr 2022	Episode 17: Managing the Production and Communication Traffic in your Accounting Firm \| Wize Mentoring	00:07:50
Episode 17: Managing the Production and Communication Traffic in your Accounting Firm \| Wize Mentoring In this episode of The Wize Guys, Brenton Ward with Ed Chan discusses how you can overcome the biggest challenges of managing your firm’s traffic flow by looking at how traffic flows in an organization, how it should be moving, and dissecting the types of traffic that go into your firm. Find out more about communication traffic management and some useful tips in responding to emails that you can best apply in your accounting practice or business process. Timestamps: 0:51 - How to dissect traffic flow 0:59 - 2 Different types of traffic 1:10 - What is the communication traffic? 2:11 - How sales process is related to your traffic flow 2:14 - Tips for responding to clients’ emails 4:11 - The importance of taking ownership and leadership in communication 5:19 - How people’s personalities can affect workflow and productivity 6:19 - Figuring out the right people for a position Quotations: “You've got to take leadership because if you don't take leadership of that conversation, the client will just think that you're happy to just give the time away for free.” - Ed Chan “..you've got to work it so that everybody's in their flow. And the deep and narrow structure is the best way to manage the traffic flow. Because you've got people who are really good at talking to people, managing client's expectations. They're people-people. They're good at communicating with people like them. So they're in their flow. If they're a senior client manager, and then you've got people who are really good production people and, and keep them in their float. And if you, if you have this narrow deep structure, you find that people are a lot more productive. They are a lot happier.” - Ed Chan USEFUL LINKS: Download FREE ebook: The Accountants Systems Playbook to streamline your practice workflow system GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	21 Apr 2022	Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring	00:23:36
Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring In this episode of The Wize Guys, Brenton Ward with Jamie Johns and Ed Chan discuss workflow scheduling and how to plot work for the next few months. If you just wait for work to come in, you'll tend to become overwhelmed, stress your staff out and frustrate your clients. You have a choice to just sit there and wait for the work to come in or take control of the situation and lead. If you want to become a good leader, it's important to plan out the next 12 months based on the capacity planner of your firm. So, don’t forget to grab a pen and paper for another action-packed episode! Timestamps: 0:35 - Understanding the concept of work scheduling 2:03 - Why leading is important 2:16 - How capacity levels can affect productivity 2:41 - How to deal with clients’ work 3:45 - The importance of sending out letters 4:01 - The 80-20 rule in work scheduling 6:07 - How to schedule workflow 7:43 - Why you should educate clients 8:06 - The importance of managing work schedules based on capacity 8:52 - How helpful are the workflow scheduling tools 10:06 - Why bookkeeping is more self-driven with deadlines 11:42 - How to handle budget and forecast strategies with clients 13:04 - Building Capacity vs Advertising 15:43 - How to balance on and off marketing 18:33 - Tips for encouraging clients to come in 20:01 - What you measure is what you can manage 20:28 - How to plan out your capacity 22:47 - Key takeaways Quotations: “The 80-20 rule, as long as you get 80% of people following it, then you can manage the last 20%.” - Ed Chan “You should have time… If you turn the engine on and don't let the wind blow the sails.” - Ed Chan “The more metrics you can use to manage your business are good, but you don't want paralysis by analysis. So you need to sort of keep it as simple as possible, but you may focus that around the ideal team.” - Jamie Johns GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the ful ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	09 Jun 2022	Episode 21: How To Improve Your Accounting Firm’s Sales Process ┃ Wize Mentoring Business Tips	00:12:13
Episode 21: How To Improve Your Accounting Firm’s Sales Process ┃ Wize Mentoring Business Tips “According to statistics, 80% of sales are made on the fifth to the 12th point of contact.” In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about Jamie’s journey running his firm, Sky Accountants. As Jamie was able to develop a successful selling system and an effective sales process that helped them achieve significant growth, find out how you can add divisions in your organization that you should focus on and the selling system that you should start implementing in your own firm. Timestamps: 0:35 - Jamie’s successful journey with Sky Accountants 2:27 - Why client communication is important 2:59 - Understanding the LAPS system 3:15 - The importance of calling your leads 3:35 - Why speed is critical to sales 3:51 - How to keep your leads alive 5:48 - Why leadership is important 6:56 - Ways to use the calendar with your leads’ follow-up 8:25 - How to make your team involved in the sales process Quotations: “..one of the most important aspects is replying.” - Jamie Johns “If you don't follow up the lead, you just won't have the organic growth that you otherwise may have had.” - Jamie Johns “..people get busy, we all get busy. My mentality was, and I always kept staying at Sky is it's no until it's a no.” - Jamie Johns “one of the reasons why the deep and narrow team structure is so important is because we need the senior client managers to have that capacity, whether they're off the tools to have the ability to manage the lead inflow and actually nurture leads and engage in the sales process.” - Brenton Ward USEFUL LINKS: Learn more about the LAPS System GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	23 Jun 2022	Episode 22: Let's talk about REFERRALS! How to build a solid referral program and system in place	00:45:43
Episode 22: Let's talk about REFERRALS! How to build a solid referral program and system in place In this episode of The Wize Guys, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss how having a referral program in place increases the chances of getting quality referrals and keeping the business of these clients. They also shared insight on understanding Quad activities and how tracking client NPS as part of the Fab5 KPIs can also lead to a much more streamlined referral system. Find out how a solid referral program and the system can help your accounting practice to scale up. Timestamps: 0:55 - How to implement a referral process 1:35 - Why referrals are the most efficient way to leverage 2:18 - The importance of client service and communication 3:29 - What is the ideal time to respond to clients 4:10 - Understanding the service industry 4:23 - How to create a communication client policies 5:49 - Why client approval meeting is essential 7:33 - Tips for giving value to clients 11:45 - The positive impact of having your clients involved 12:36 - Understanding the emotional bank account 13:43 - How to build a solid referral system 15:03 - The biggest challenge with referrals 16:43 - How habits can affect leading 17:19 - The importance of being patient 19:21 - Why you should know your team member’s full potential 22:59 - How to build a referral strategy 23:32 - Understanding the different concepts of quad activities 28:49 - Why the first year is all about investment 30:51 - The importance of having the right mindset 33:01 - Best strategies and attitude to make your team ready 35:45 - How client tracking can boost referrals 40:50 - Why it is more expensive to win a new client than your existing client 42:34 - How to take action Quotations: “..if you don't focus on the client, you're not going to get referrals from them… The senior client manager's role is to talk to the clients and to have a bridge between the production team and the clients. So they're communicating at the client's level.” - Ed Chan GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	07 Jul 2022	Episode 23: How to Set Up Your Accounting Firm's Meeting Rhythm	00:11:46
Episode 23: How to Set Up Your Accounting Firm's Meeting Rhythm TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other? In this episode of The Wize Guys, Brenton Ward, and Jamie Johns talk about the importance of setting up meeting structures in your firm to help your teams improve productivity, save time, reduce hassle, and attain goals. So, make sure to grab a pen and paper for another action-packed episode. Timestamps: 0:52 - The importance of having team meetings 2:35 - Management vs Leadership 3:50 - Why you should create an extraordinary system 4:09 - The concept of daily huddles 5:36 - Best practices for a meeting 7:19 - 3-question guide to achieving a seamless flow 9:14 - The argument of losing time Quotations: “There are so many benefits to having the right meetings and also running the meetings right. And I think it was Peter Drucker who said, management is doing the right things, but leadership management is doing things right.” - Jamie Johns “...one of the main principles from the aim of Michael Gerber's book in the south often prefer to, but it's all about systematization. And if we create a system in each of these meeting structures, we increase the chances of them being implemented into the fabric of the business and into the culture.” - Brenton Ward “...there's always, that allows for that priority to the filters at the top. And everyone else on that team instantly knows that that becomes a priority. This is the power of the daily huddle.” - Jamie Johns “I think it's not about perfection, it's about improving…like Ed, said, it's not an exact science, but providing you're doing it and you've got 80% of it, right? And it works and achieves the goals, which are filtering the priorities to the top and ultimately services servicing your clients.” - Jamie Johns GET IN TOUCH! Linkedin: https://www.linkedin.com/company/wizementoring/ Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	21 Jul 2022	Episode 24: Step-by-step Guide for every Accounting Practice’s Withdrawal Journey	00:52:36
Episode 24: Step-by-step Guide for every Accounting Practice’s Withdrawal Journey What has changed in the accounting system? What are the latest trends and things to adopt for your accounting business? In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about Your Withdrawal Journey – building a practice that runs without you. If you are frustrated in your current situation and don’t feel like you are withdrawing from certain functions quickly enough, our mentors have some advice for you plus the use of WizeHub. Learn more on this episode. Timestamps: 1:19 - How life-changing is the current system for accounting firms 3:17 - Why people are the greatest challenge and asset 4:28 - TIP #1: Train your people to do the job. 6:59 - The importance of stepping back 7:39 - TIP #2: Document everything ~ every process you have. 8:16 - TIP #3: Hone every structure for better leadership, flow, and productivity 11:39 - TIP #4: Encourage bottom-top and not top-bottom hierarchy. 12:39 - TIP #5: Be in control, and not be controlling. 13:25 - What are the danger zones and roadblocks in the withdrawal journey? 13:40 - How money should work for you and your business 15:26 - How to run and manage an accounting business 17:23 - Working IN the business vs Working ON the business 22:23 - How to make the resource mix right 27:08 - Reasons why you should take responsibility 28:21 - How to start building a business that can run without you 34:36 - How to hire strategically 36:02 - Understanding the concept of ‘I don’t have time.’ 39:54 - Short-term vs. Long-term/ Urgent vs. Not Urgent/ Important vs. Not Important 42:50 - Top tips for success Quotations: “..people are our greatest challenge, but they're also our greatest asset.” - Ed Chan “Being busy is not the same as being productive.” - Ed Chan “..the only difference between successful people and unsuccessful people is just simply the way they think.” - Brenton Ward GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.c ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	11 Aug 2022	Episode 25: How to identify the best candidate for your practice	00:07:52
Episode 25: How to identify the best candidate for your practice In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about why attitude is the most essential factor to consider when identifying the best candidate in the recruitment process. Find out more about hiring people onshore and offshore for your accounting practice. Timestamps: 0:35 - Hiring Onshore vs Offshore employees 1:19 - How outsourcing can help you save more resources 3:57 - The importance of attitude 5:05 - How to utilize technology in the recruitment process Quotations: “Absolutely the whole idea of running your business efficiently and to be able to make some profit and about pay your staff a decent wage, and to remain competitive with your competitors in terms of your fees. Everybody's got to win. Your clients are got to get the best price for your services. Your staff has to get paid really well. And you've got to make a profit.” - Ed Chan “I always think every interaction you have with a candidate reflects their attitude is the most important thing because you cannot train, you cannot generally change someone's attitude.” - Jamie Johns USEFUL LINKS: FREE eBook: The Biggest Secrets to Recruiting Qualified Accountants Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	25 Aug 2022	Episode 26: How to Get Your Capacity Plan Humming	00:35:11
Episode 26: How to Get Your Capacity Plan Humming “As Jamie uses that analogy with the glass of water you want to, if you want to grow, you've got to have that cup, not at the full at the ring...” In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about Capacity Plan – The most critical tool for a high-performing and profitable production and discuss how having a capacity plan in place is one of the fundamental tools they recommend for scaling a practice. They provide some insight into capacity planning and why it's so important to the growth of the business. They also discuss what are the most common reasons for overcapacity. What are the negative outcomes because of this and what are suggested approaches to correcting this? Learn more on this episode to get you started to work on your capacity plan in place! Timestamps: 1:11 - Understanding the context of a capacity plan 2:25 - The importance of having a capacity planner 5:04 - How to science right with your people 8:54 - The rule of thumb 10:20 - Tips for capacity planning 13:12 - Most common reasons for overcapacity 17:38 - Key points to work in capacity planning 23:29 - Reasons why you need spare capacity 28:02 - How to allocate productivity with training 30:12 - Is it ok to disclose staff salaries to the team? 32:04 - How to determine charge-out rates Quotations: “In our industry, productivity really gets the clarity because between charging right and productivity and the number of hours a person works, this is what your capacity is per person and wallet. It’s not an exact science. It's a really good guide, particularly if you're trying to grow your firm.” - Jamie Johns “So just getting the balance rights important between servicing and growth. If you want to grow, you've got to spend more time in front of your clients.” - Ed Chan USEFUL LINKS: FREE eBook: The Biggest Secrets to Recruiting Qualified Accountants GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wiz ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	22 Sep 2022	Episode 28: Selling the sizzle not the sausage - Get paid for your advice with our 3-phase discovery, proposal, and production system	00:36:29
Episode 28: Selling the sizzle not the sausage - Get paid for your advice with our 3-phase discovery, proposal, and production system “Selling the sizzle and not the sausage is a philosophy that we have in Wize. What we mean by this is that the client manager is not necessarily the most technical person on the team.” In this episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Thomas Sphabmixay, and Kristy Fairbairn discuss how the three phases of the process ~ discovery, proposal, and production give every accounting practice the opportunity to scale their marketing, sales, service, revenue growth and M&A’s. Timestamps: 0:35 - Reasons why sales are essential for your accounting firm 1:48 - The 3-phase framework system of discovery, proposal, and production 6:26 - Issue #1: Not charging for every service you do 7:19 - Issue #2: Dealing with ad hoc services 8:42 - Issue #3: No menu of services to offer 10:28 - Issue #4: No ideal leadership structure 11:16 - The importance of having a menu of services 12:51 - Issue #5: Budget constraints 16:07 - Issue #6: Needing more work 17:39 - Issue #7: Upselling client services 19:51 - Issue #8: Marketing the practice 25:53 - The best time to give a client proposal 26:45 - Issue #9: The irony of having low service rates 27:17 - Tips for training client managers 31:56 - The philosophy of selling the sizzle not the sausage 33:50 - Basic work vs ad hoc pricing Quotations: “When clients are coming to us, like we as advisers, whether you're a bookkeeper, your accountant, or your lawyer, it doesn't matter. We should take a step back to actually see how can we learn more about their problem.” - Thomas Sphabmixay USEFUL LINKS: Wize Vault Video 15.8 Developing Your Menu of Services GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	08 Sep 2022	Episode 27: Why firms need scalable technology	00:05:41
Episode 27: Why firms need scalable technology In this episode of The Wize Guys Podcast, Jamie Johns delved into the use of technology in scalability. With scalability, it’s important to roll out your tools and systems to really anywhere in the world, at any time and any place. In line with this, he introduced SharePoint, a handy software from Microsoft that allows users to easily access and navigate through all of the tools and programs they use in their firm. Watch the video to learn more about SharePoint and how it can help scale your firm, particularly in the technology area. Timestamps: 0:35 - Reasons why technology is the 2nd barrier to scaling your practice 1:14 - Key Point #1: Sharepoint and CloudStack 3:52 - Key Point #2: Technology order 4:22 - Key Point #3: Security Quotations: “The second barrier to growth that it and all are talking about in step eight is the use of technology and scalability. So with scalability, it's really important that you can roll out your equipment or tools or systems to really anywhere in the world at any time at any place.” - Jamie Johns “Do a technology audit you feel like, and use the technology audit to determine what systems are still server dependent versus what is cloud-dependent or cloud-based.” - Jamie Johns USEFUL LINKS: Download FREE eBook: Accountants Highway to the Danger Zone Playbook Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	20 Oct 2022	Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively	00:52:53
Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively DESIGN - business planning, systems, processes, production, tech In this episode of The Wize Guys Podcast, Ed Chan and Jami Johns with the Wize Mentors, Timothy Causbrook and Thomas Sphabmixay tackled client portfolios and how to allocate clients to teams effectively. This is important because it helps keep your staff balanced so they know what needs to be done day-to-day! Discover how you can allocate clients among teams effectively in order not to overwhelm any given person or group with too many tasks at once. Timestamps: 1:28 - The importance of building client portfolios 3:10 - Hiring tips: junior client manager vs senior client manager 4:52 - The roles of client managers within the traffic flows 12:14 - How to match accounting managers to clients 13:31 - The rule of thumb when it comes to identifying fees 15:28 - Why communication skills are critical in recruitment 17:11 - Who is more busy: accountants or bookkeepers 20:58 - The common challenges in structuring the client portfolios 26:37 - When is the ideal time to hire a senior production manager 31:49 - Tips and tools for managing client portfolios 38:23 - Defining what client-facing is 41:24 - Why capacity planning is essential to allocate time for A-D clients 44:53 - Key takeaways Quotations: “...owners tend to be client managers by nature.” - Tim Causbrook “It's very important that whoever you choose as the client manager is a people person and can relate to different people.” - Jamie Johns USEFUL LINKS: Get to know more about the No Bypass Policy Video 5.3 - How to Implement an Assistant Client Manager GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	03 Nov 2022	Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role	00:17:58
Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan discuss the pre-employment tests to conduct with candidates and give tips on how to find the right people with the right attitude for your Accounting Practice. Learn the difference between the grinder and minder roles that will best suit the accounting posts within your firm. Timestamps: 0:35 - The importance of having the right attitude 1:42 - Tips for hiring people for your accounting practice 2:45 - Why context in the test is essential in filtering applicants 3:22 - FREE Tool!! Accounting Tests for Wize Members 4:43 - 'I know how to do it’ vs 'Doing the actual task' 6:10 - Why speed is everything to accounting firms 7:49 - What does it take to be in the Minders Role 10:36 - Which personality test to use for green and blue persons 15:01 - Key takeaways for Grinders and Minders Role Testing Quotations: “Attitude is everything.” - Ed Chan “Some accountants are not suited to our industry, so not all accountants are suited to our industry, and often they should go off and work in a commercial firm where speed isn't an issue, but for us, speed is everything.” - Ed Chan “A blue person's more focused on numbers, while a green person's more people orientated.” - Ed Chan “... the personality test testing works better with a minder finder than it does with a grinder.” - Ed Chan USEFUL LINKS: FREE Tool!! Accounting Tests for Wize Members Download FREE eBook: The Biggest Secrets to Recruiting Qualified Accountants Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	06 Oct 2022	Episode 29: How to Transition from Top-down to Bottom-Up Management	00:18:20
Episode 29: How to Transition from Top-down to Bottom-Up Management In this episode of The Wize Guys Podcast, Brenton Ward, Ed Chan, and Jamie Johns talk about the difference between Top-Down Management versus Bottom-Up Management is similar to Command and Control versus Leadership by Empowerment. Top-Down Management is about getting Control (Command & Control) whereas Bottom-Up management is about Giving up Control (Leadership by Empowerment). Find out how you can start implementing Bottom-Up management in your Accounting practice so your team can run the business for you and prevent you from becoming a prisoner in your business. Timestamps: 0:35 - The importance of delegation 2:14 - Communication traffic vs production traffic 3:07 - How to allocate time with your people and clients 4:09 - Tips for handling A, B, C, and D types of clients 7:14 - How to manage difficult clients 10:15 - Ways to design bottom-up management 15:34 - What are the quad A & B activities Quotations: “The problem with delegation is that if you don't hire the right person and give them the right training and they'll make a mistake. You'll get discouraged by it and you'll feel like, ‘Oh, if you wanna do it right, you just gotta do it yourself.’” - Ed Chan “We have an internal policy and procedure that any sensitive matters are not to be communicated with the clients via email.” - Jamie Johns “It's really hard to differentiate between a client that's simply recalcitrant and a client that just needs more education and more training and changing their habits.” - Ed Chan USEFUL LINKS: FREE DOWNLOAD playbook to streamline your practice workflow system: The Accountants Systems Playbook Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	17 Nov 2022	Episode 32: The First 90 Days of onboarding a new recruit	00:56:08
Episode 32: The First 90 Days of onboarding a new recruit RECRUIT - team structure, recruitment, management, leadership In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm. Learn more on this episode to get you equipped in onboarding new recruits for your accounting firms! Timestamps: 0:35 - Understanding the context of investing in a balance sheet 3:45 - The importance of attitude for client-facing post 4:42 - Difference between client fanatical from team fanatical 5:56 - Working IN vs Working ON 7:29 - Tips for onboarding a finder, minder, and grinder 15:43 - Hiring an experienced VS fresh graduate 20:13 - How to communicate with clients 21:34 - Best training for senior client manager and senior production manager 23:04 - Assessing the improvement through review points 24:51 - How to build the framework for the first 90 days 35:46 - Why you should involve managers in the recruitment process 36:36 - Key steps in getting offshore team members set up and trained 46:46 - The risk for the 6-month probationary period 48:41 - Why 90 days is critical 51:09 - How much training do you do in the onboarding process? 51:41 - The importance of the ‘how-to’ videos 53:21 - Is it worthwhile to hire part-time staff? 55:22 - How to measure productivity with outputs Quotations: “I often talk about how your staff is your greatest asset, but it's also your greatest challenge.” - Ed Chan “Don't fix their mistakes, let them fix their own mistakes.” - Jamie Johns USEFUL LINKS: Employee Handbook Template GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	01 Dec 2022	Episode 33: Planning your 2023 business growth strategy	00:10:34
FREE DOWNLOAD!! Accountants! Scale your business today 🚀 Accountants Highway to the Danger Zone Playbook is a guide for accountants and bookkeepers looking to overcome the barriers that are holding them back from growing their firms. Our playbook shows you exactly what tactics we used when growing our firm so you can replicate it in your business today! Click here to download the Accountants Highway To The Danger Zone Playbook 👉 https://wizementoring.mykajabi.com/accountants-highway-to-the-danger-zone Episode 33: Planning your 2023 business growth strategy In this episode of The Wize Guys Podcast, Jamie Johns touched on how to determine your ideal turnover to reach your ideal income. This is part of the barriers to growth that will allow you to develop an effective business plan and growth strategy. Find out the best tips in accounting business’ planning for 2023! Timestamps: 0:43 - The concept of business plan and growth strategy 1:12 - How to figure out your ideal income 2:18 - Grab your FREE business plan template 3:28 - Step-by-step guide to creating your growth plan Quotations: “...part of overcoming the barriers to growth is to try and reach what your ideal turnover or fees are in order to reach your ideal income.” - Jamie Johns USEFUL LINKS: Business Plan Template Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	15 Dec 2022	Episode 34: The 12 Wize Tips of Christmas	00:59:41
Episode 34: The 12 Wize Tips of Christmas In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan get together to give The 12 Wize Tips of Christmas. These 12 Wize tips revolve around the Wize DRS Model. Find out how you can start to implement these tips to scale your business. Timestamps: 2:30 - The Wize DRS Model 4:44 - TIP 1: Develop Your Growth Blueprint 11:06 - TIP 2: Turn On Performance Dashboards 20:44 - TIP 3: Install an Extraordinary Operations System 24:28 - TIP 4: Keep it Simple & Intuitive 25:41 - TIP 5: Create Deep and Narrow Teams 31:10 - TIP 6: Hire A-players 35:44 - TIP 7: Micro Training vs Micro Managing 40:47 - TIP 8: T.E.A.M - Together Everyone Achieves More 45:02 - TIP 9: Attract Ideal Clients 50:46 - TIP 10: Monetize your IP 54:28 - TIP 11: Master Tuck-ins 58:24 - TIP 12. Invest in freeing up time for yourself so you can focus on your business' growth Quotations: “So a business that runs without you is the goal, but the ultimate goal is to give the business owners, the firm owners, and the teams the freedom to be able to live the life they wanna live and have more choices and just basically not have a business that's completely reliant on you.” - Brenton Ward “You're better off over-communicate than under-communicate. And if you over-communicate, just gets everyone on the same page, and everyone heading in the same direction.” - Jamie Johns “There's a whole saying, ‘to be able to manage it, you've gotta measure it.’ If you don't measure things, you won't be able to manage them.” - Ed Chan “So a business needs to be growing. If you're not growing, you're dying.” - Ed Chan USEFUL LINKS: Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	29 Dec 2022	Episode 35: How to lead ourselves and our teams better ~ discussing big challenges and big opportunities of 2023	00:26:48
Episode 35: How to lead ourselves and our teams better ~ discussing big challenges and big opportunities of 2023 SCALE - marketing, sales, services, revenue growth, M&A's As everyone gears up for a new year, in this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan talked about how to become better in 2023, what's the right mindset to have when it comes to new year's resolution, and how to properly set up your goals for the new year. Find out how you can gear up and grab the opportunities ahead! Timestamps: 0:35 - New Year, New You 1:34 - The importance of consistency 6:06 - Getting the balance right in the P&L activities 9:57 - How critical is decision-making 11:41 - How to conduct performance reviews with staff 14:59 - Tips for analyzing the net promoting scores (NPS) 16:20 - Factors to becoming a better leader 20:02 - Why you should start to trust the process Quotations: “So changing things and chasing the next shiny thing is the most disruptive activity that you can do for the team.” - Ed Chan “It's the decisions that you make right now that determine your success and the direction that you take.” - Jamie Johns “...there's a saying that you should work harder on yourself than on the other person.” - Ed Chan “Trust the process.” - Jamie Johns “...focus on improvement. Improvement, not perfection.” - Jamie Johns USEFUL LINKS: TINYpulse Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	12 Jan 2023	Episode 37: Becoming the plumber in your practice - How to remove blockages in your practice traffic flow	00:31:33
Episode 37: Becoming the plumber in your practice - How to remove blockages in your practice traffic flow In this episode of The Wize Guys Podcast, Jamie Johns together with one of the Wize Mentors, Thomas Sphabmixay deep dived into one of the biggest challenges that firm owners face as they grow ~ managing the traffic flow. Jamie walks us through using the Wize Traffic Quadrant and gives us ways to remove the blockages and tips on managing the traffic flow as he has implemented at Sky Accountants. He shares the changes or steps in ensuring that it runs smoothly and minimizing or avoiding such blockages in your firm today. Find out the importance of team structure and some of the suggested systems, technology, or processes that practice owners can use to become more effective in their traffic workflow when you listen to today’s podcast. Timestamps: 0:35 - How firm owners struggle in managing traffic flow 2:57 - The correlation between pain and growth 4:26 - The Wize Traffic Quadrant 5:37 - Communication traffic VS Production traffic 8:24 - How to implement a smooth flow of traffic 14:48 - The importance of conducting meetings 16:14 - How team structure helps to manage the traffic flow 21:22 - Best systems, technology, and processes for improving the traffic flow in your firm 28:08 - Key point: Internalize the concepts of communication and production traffic. Quotations: “I always come back to progress as more important than perfection. You just have to keep trying to move in the right direction. But if you're gonna focus on perfection, you'll never, you'll never do anything.” - Jamie Johns USEFUL LINKS: Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	26 Jan 2023	Episode 39: Your fab5 dashboard crash course - the KPIs that build the business to run without you	00:23:57
Episode 39: Your fab5 dashboard crash course - the KPIs that build the business to run without you In this episode of The Wize Guys Podcast, Jamie Johns together with Wize Mentors, Tim Causbrook and Michael Ferris share valuable about key performance indicators or KPIs. “What you can measure, you can manage,” as Ed Chan always mentions. One of the most important aspects of running a business without you is having KPIs in place which is discussed during weekly and monthly meetings. At Wize, Jamie has been able to derive the KPIs in the Fab5 dashboard. This helps manage and track the firm’s KPIs. Also, Jamie Fab5 fine-tuning in Sky Accountants for seven years. Today, he’ll share how you can start to implement this dashboard in your firm today! Timestamps: 0:35 - The Wize DRS Model: Design 1:26 - The concept of “What you can measure, you can manage” 2:36 - How Jamie derived the KPIs included in the Wize Fab5 4:29 - Why Fab5 is critical when growing your firm 10:22 - Tips for implementing buy-in 11:59 - What is lockup? 15:03 - The importance of having timesheets 17:20 - How to measure revenue 20:16 - Leadership is by the influence Quotations: “I think healthy competition is a good thing in general and everyone wants to be a winner. It’s quite common. I've actually seen this inspire people to be better.” - Jamie Johns “It's not what we do, it's how we do it to get the success or the outcomes we need. It's always in the how. The answer's in the how.” - Jamie Johns “You wanna treat the problem, not the symptom.” - Tim Causbrook USEFUL LINKS: Download a copy of the Accountants Write-offs Secrets GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	05 Jan 2023	Episode 36: Wize Mentoring for Accountants and Bookkeepers	00:01:43
Episode 36: Wize Mentoring for Accountants and Bookkeepers Wize Mentoring provides mentoring and tools to Accounting and Bookkeeping practice owners who are looking to scale their business whilst working less hours, earning more money, and having more choices in life. Our global community of like-minded Accounting and Bookkeeping firm owners, our arsenal of proprietary tools, and our extensive track record of building successful Accounting firms are the cornerstones of our program's success USEFUL LINKS: FREE DOWNLOAD playbook to streamline your practice workflow system! The Accountants Systems Playbook has been written by accountants for accountants with one goal in mind: To give you everything you need to finally take control of the traffic flow running through your practice. FREE DOWNLOAD!! The Biggest Secrets to Recruiting Qualified Accountants. Do you find yourself struggling to recruit qualified staff in your Accounting Practice? The Accountants Recruitment Secrets Playbook is a guide for accountants who want to attract, hire and retain the best talent. It includes recruitment strategies, tips on how to attract talent, and advice on what to do when you’ve found them. FREE DOWNLOAD!! Accountants! Scale your business today 🚀Accountants Highway to the Danger Zone Playbook is a guide for accountants and bookkeepers looking to overcome the barriers that are holding them back from growing their firms. Our playbook shows you exactly what tactics we used when growing our firm so you can replicate it in your business today! GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	19 Jan 2023	Episode 38: The Wize Fab 5 Key Performance Indicators	00:13:31
Episode 38: The Wize Fab 5 Key Performance Indicators In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan discussed the fab 5 KPIs for running your business. These KPIs will help you track the performance of your practice and scale your business. Unfortunately, most firms do not track their numbers, productivity, and more which makes it hard for them to manage from the bottom up. Find out how Ed and Jamie shared their views on the importance of setting up a system that will allow you to monitor your firm’s productivity and performance. Timestamps: 0:35- The importance of measuring KPIs 3:41 - Why profitability has the biggest area in terms of impact 4:23 - How to be in control 6:31- How to manage expectations 7:41 - The concept of lockup 8:41 - Ways to track productivity and performance 11:01 - The importance of capacity planning 11:35 - How to match your senior client managers to clients Quotations: “All the reason why the cost of goods sold is such an important area is that the cost of goods sold is our labor and other businesses might be other things.” - Ed Chan USEFUL LINKS: Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	01 Feb 2023	Episode 40: Wize Mentoring: Build a business that runs without you	00:04:52
Episode 40: Wize Mentoring: Build a business that runs without you “A few years ago, I started my own firm and ended up becoming a slave to my business, and it ultimately put me in the hospital. I was doing crazy hours. I wasn't looking after my health and wasn't seeing my family. So over time, I reached out to different coaches and mentors and ultimately found a mentor called Ed Chan. And Ed Chan gave me a blueprint to scale my firm to get my life back so that my firm could run without me and give me a passive income.” In this episode of The Wize Guys Podcast, Jamie Johns shared how he began his journey in building freedom to his ideal income and lifestyle through the Wize Mentoring program. Wize Mentoring provides mentoring and tools to Accounting and Bookkeeping practice owners who are looking to scale their business whilst working less hours, earning more money, and having more choices in life. Our global community of like-minded Accounting and Bookkeeping firm owners, our arsenal of proprietary tools, and our extensive track record of building successful Accounting firms are the cornerstones of our program's success Timestamps: 0:35 - Jamie's experience having Ed Chan as a mentor 1:36 - Step #1: Begin with the end in mind 2:28 - Step #2: Break down the organizational chart into 7 divisions 4:11 - How can Wize Mentoring help you today #wizementoring #accountingtips #freedom Quotations: “It's very important to get this organizational chart in place with the right people in the right divisions so that you can scale your firm.” - Jamie Johns “So part of the Wize Mentoring course is to drill down and set up these ideal teams in a very methodical way so that you've got the right people in the right seat as JIM Collins says.” - Jamie Johns GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	08 Feb 2023	Episode 41: How to start your next deep and narrow production team	00:28:00
Episode 41: How to start your next deep and narrow production team “All around the world, obviously, there are businesses ~ accounting firms and bookkeeping firms that are no different in adding people.. ‘Hey look, you start next week, you can report to me.’ What happens is, you'll win a few more fees, you'll win a few more clients, and then you'll think, ‘Oh yeah, well I'll just, I'll hire someone else. They can start in a couple of weeks and then you'll say to that person, you can just report to me.’ And so that goes on and on. This was my experience before I knew it. “ In this episode of The Wize Guys Podcast, Jamie Johns together with Wize Mentors, Kristy Fairbairn, and Michael Ferris shared how a deep and narrow team can scale your accounting business. Find out some of the Wize strategies with great emphasis and weight placed on having a team structure in place today! Timestamps: 0:35 - The importance of having a deep and narrow team to scale your business 1:11 - What are the different roles that make up the deep and narrow team structure? 2:41 - The impact of traffic flow on production and communication in your firm 4:48 - Finders, minders, and grinders 5:55 - WizeTalent: how to hire your next team member 6:50 - When to restructure your firm (change management tips) 10:17 - Wize’s No-bypass Policy 15:26 - Don’t micromanage, microtrain your people! 15:44 - How to deal with early adopters, middle adopters, and late adopters type of clients 19:25 - How Mick started implementing the deep and narrow team structure to his staff 20:41 - Top 3 characteristics to consider when looking for candidates 22:15 - How a great team structure will benefit your firm’s production and outputs 25:15 - How you can take action today #wizementoring #team #people Quotations: “I always say teamwork makes the dream work.” - Jamie Johns “You cannot grow without spare capacity.” - Jamie Johns GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full tr ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	16 Feb 2023	Episode 42: How to Structure your Accounting Practice's Org Chart	00:07:05
Episode 42: How to Structure your Accounting Practice's Org Chart In this episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Brenton Ward shared the value of having an organizational chart in any accounting practice business. Jamie himself has implemented an org chart in his practice, Sky Accountants and it helped him focus on working on the flow and managing people more effectively and efficiently. Discover how an organization chart can provide clarity and direction to your firm and how it can give you the ability to scale your business today! Timestamps: 0:35 - The importance of managing people to succeed 1:54 - Top-down management is a better form of leadership 3:37 - How to invest with people 4:28 - Is an organizational chart essential to every accounting firm? #wizementoring #people #orgchart Quotations: “There's an African proverb that says, if you wanna go fast, you go by yourself, but if you wanna go far, you've gotta bring your team with you.” - Ed Chan “...success in your business is how you manage people, how you manage your client's expectations, and how you manage your teams.” - Ed Chan “The only reason why I have the lifestyle I have today is because of that investment in my people…” - Ed Chan USEFUL LINKS: Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	22 Feb 2023	Episode 43: How to do competency tests and assess candidates in your recruitment process	00:30:16
Episode 43: How to do competency tests and assess candidates in your recruitment process In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns with Wize Mentor, Tim Causbrook shared the top recruitment practices of Wize Mentoring, specifically with Wize Talent. WizeTalent is an end-to-end recruitment consultation service for practice owners looking for their next ideal team member. WizeTalent is THE most comprehensive and detailed solution when it comes to helping you analyze, attract, assess, and accept a qualified team member for your business. Find out how you can find the right candidate to hire today! Timestamps: 0:35 - Then and now: How hiring people has changed 3:24 - Understanding your team blueprint 5:19 - Why recruitment is critical for every firm 6:18 - The importance of having your team structure in place 8:59 - WizeTalent 12-month journey to success 10:36 - How to hire your next team member with WizeTalent 14:59 - Where do practice owners struggle in testing the competency of potential staff members 22:16 - Red flags & tips in recruitment 25:28 - How to manage people in terms of productivity and communication 29:13 - How to take action today #wizementoring #recruitment #hiringtips Quotations: “I always use this analogy that recruiting people is a bit like reacting to the workload as opposed to planning for the workload.” - Ed Chan “...one big thing you taught me is hiring can be really emotional. I guess, endeavor. It's super important to make sure you process. You always go back to the process. If you find yourself drifting through the process. The process gives you the results, not your gut feeling necessarily.” - Tim Causbrook “Just follow the process. Follow the process and let the outcome speak for itself.” - Jamie Johns GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	02 Mar 2023	Episode 44: The Rule of 33% by Jamie Johns	00:03:39
Episode 44: The Rule of 33% by Jamie Johns In this episode of The Wize Guys Podcast, Jamie Johns discusses the concept of the rule of 33%. The rule of 33% states that your time should equally be spent on the following: 1. with mentors (people that challenge you); 2. with your peers (those on the same level as you); and 3. with people who you can mentor and guide. #wizementoring #theruleof33% #accountingtips Timestamps: 0:00 - Intro 0:35 – Jamie Johns, CEO of Sky Accountants and Co-Founder of Wize Mentoring 0:43 – The Concept of the Rule of 33% 0:53 – Spend 1/3 of your time with a mentor 1:28 – Spend 1/3 of your time with colleagues 2:03 – Spend 1/3 of your time helping and giving back to others 2:21 – What do psychologists say about coaching, mentoring, and teaching? 2:34 – How to take action Quotations: “Don't forget, spend a third of your time with someone, 10 x your most important rule so that you can feel outside your comfort zone and challenged, and they will make you a better person. The second rule of 33 is to spend the time with your peers and colleagues, people at your same level, and last but not least, spend a third of your time giving back and helping other people because in the process you'll actually get more out of it yourself and consolidate your own thinking and clarity and get laser thoughts.” - Jamie Johns USEFUL LINKS: Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	09 Mar 2023	Episode 45: Your practice sales playbook - the best way to convert new clients every time	00:20:58
Episode 45: Your practice sales playbook - the best way to convert new clients every time "It’s 20 times harder to find a new client than to keep existing ones.”- Jamie Johns In this episode of The Wize Guys Podcast, Ed Chan, and Jamie Johns, with Wize Mentor, Kristy Fairbairn discussed that leads take a long time to convert, and once they do make sure you have a good policy in place. They also talked about how important it is that you are at the “top of your client's mind” and the speed at which you get back to the client. #wizementoring #leadgeneration #salesprocess Timestamps: 0:00 – Intro 0:35 – Reasons why its 20 times harder to find a new client than to keep existing ones 1:48 – Understanding the concept of LAPS steps 2:43 – The importance of documenting the sales process 3:05 – The impact of Wize’s philosophy in running an accounting or bookkeeping firm 4:12 – Ed Chan on “You cannot make a client change Accountant, but you can be top of mind when they eventually decide to change.” -- How important is being at the “top of their minds” and the speed at which you get back to the client? 5:03 – Marketing VS Sales 7:53 – How to build a prospect/lead database 9:16 – Best practices for lead conversion 10:17 – How to utilize technology in sending business proposals 10:57 – TIP: Do your presentation face-to-face with you clients 11:38 – The NEW trend of having face-to-face meetings with clients 13:07 – How to identify your firm’s Unique Selling Proposition (USP) 14:31 – How to take action 18:10 – CRM suggestions to start implementing in your firm Quotations: “If you follow the process, you'll get the best results. ” - Jamie Johns GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	16 Mar 2023	Episode 46: Referrals: Do’s and Don'ts	00:10:39
Episode 46: Referrals: Do’s and Don'ts In this episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss how having a referral program in place increases the chances of getting quality referrals and keeping the business of these clients for your accounting firm. Find out how to start implementing this process so that there is a steady stream of referrals in the pipeline. Timestamps: 0:00 - Intro 0:35 - How to implement a referral process 1:14 - Why referrals are the most efficient way to leverage 1:50 - The importance of client service and communication 2:39 - What is the ideal time to respond to clients 4:43 - Why client approval meeting is essential 5:38 - Tips for giving value to clients 8:58 - The positive impact of having your clients involved 9:31 - Understanding the emotional bank account #wizementoring #referrals #referralmarketing Quotations: “At Chan and Naylor, we have the same-day response. So, if you can't respond the same day because you're in a meeting, then at the latest the next morning. If you can't respond the next morning, you have got to get someone to ring the client up and let them know you won't be able to get back to them for a couple of days. If you're connecting with the client, that's the first thing you need to do. And everybody needs to be on the same page with that.”- Ed Chan USEFUL LINKS: Download FREE eBook: The Accountant's 20-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	23 Mar 2023	Episode 47: Sales Tips for Senior Client Managers	00:20:08
Episode 47: Sales Tips for Senior Client Managers In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johsn with Wize Mentor, Thomas Sphabmixay discussed how Senior Client Managers can be successful in their sales jobs. They discussed some of the different strategies that have helped their SCMs succeed, as well as pitfalls that should be avoided. Tune in for this exciting session! Timestamps: 0:00 - Intro 0:35 – Develop a healthy sales culture with your senior client managers to grow the practice 3:03 – Pareto’s 80-20 principle 4:08 - The importance of getting the team structure and capacity plan right to increase sales 5:05 – The analogy of a sporting team (getting the resource mix right) 6:55 - “You should slow down sales, but rather ramp up production.” 9:22 – Some of the challenges you’ve faced in developing SCMs’ sales skills 13:28 – How to handle your existing clients VS new clients 15:47 – Jamie Johns’ 6-month Sales Academy: Training Program for your Senior Client Managers 18:19 - What are the KPIs senior client managers should be held accountable to when it comes to sales? #wizementoring #sales #accoountingtips Quotations: “Getting more word-of-mouth referrals is important because not only does it endorse what you're doing if people are happy with you, getting more clients for no cost basically, but just for doing a good job.” - Ed Chan “... it's most important that the senior client managers, and even if you're SCM yourself, have enough time to talk to the clients. So, rule number one, is you've gotta have enough time to talk to the clients and that's all about sorting out your capacity.” - Jamie Johns GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring LinkedIn: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	29 Mar 2023	Episode 48: The concept of implementing a no-blame culture	00:08:05
Episode 48: The concept of implementing a no-blame culture So, focus on the problem, focus on fixing the problem. Focus on finding solutions to the problem, irrespective of how the problem was created, or who created the problem. In this episode of The Wize Guys Podcast, Brenton Ward and Ed Chan discussed what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer. Timestamps: 0:00 - Intro 0:35 - What is the 'No Blame' Culture? 2:05 - Reasons why you should create a friendly environment 2:56 - The importance of focusing on the problem 4:02 - How managing people affects work productivity 5:29 - The concept of maturity continuum from Dr. Stephen Covey's book Seven Habits of Highly Effective People 5:59 - Leadership = Interdependence 7:22 - How to become a better leader #wizementoring #noblame #culture Quotations: “I often see accounting firms blaming people for problems and then often they don't know they're doing it, it's just through frustration. So, it's either in their face or their body language or when there's a mistake made.” - Ed Chan “One of the biggest mistakes that managers make is blaming people for mistakes. It's really difficult because of the mistakes made by it. There's a domino effect all the way down the line. It's extremely frustrating. However, your role as a manager is to get the best out of your people.” - Ed Chan “If you can create an environment where it's open and solution focus and people are looking for solutions rather than looking for problems, then you're going to have an abundant environment rather than a scarcity environment.” - Ed Chan GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring LinkedIn: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	06 Apr 2023	Episode 49: Drowning in emails? How to manage traffic flow so you can be productive with your time and be profitable at the same time	00:21:35
Episode 49: Drowning in emails? How to manage traffic flow so you can be productive with your time and be profitable at the same time If you can manage a client's expectations, you'll never really lose a client. In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns, together with our Wize Mentor, Tim Causbrook explore the challenges of dealing with overwhelming traffic and share actionable tips on how your manage your traffic flow effectively for increased productivity and profitability. So, if you want to know the Wize Philosophy on managing the traffic flow in your accounting or bookkeeping practice business, then listen to today’s episode! Timestamps: 0:00 - Intro 0:34 - Wize Philosophy on managing traffic flow 1:29 - The importance of communicating and building relationships with your clients 3:24 - How does traffic flow’s efficiency benefits the accounting or bookkeeping firm 8:49 - The 7 steps to managing traffic flow 9:50 - Accountants Highway to the Danger Zone Playbook 16:07 - Quad activities: What’s urgent & important VS What’s not urgent & important 16:35 - Is 20% chaos manageable? 18:31 - How to take action Quotations: “Just to pick up what Ed said, you could always address the symptoms and not the problem. So you've really gotta address the problem. I think the first point to recognize is it doesn't matter where you are in. Everyone's got eight hours a day. It doesn't matter where you are...You've got eight hours a day. So the problem is just time. Every firm owner I speak to just lacks time. That's really your first limitation. So you've gotta re you've gotta recognize your limitations…” - Jamie Johns USEFUL LINKS: FREE DOWNLOAD!! Accountants! Scale your business today 🚀Accountants Highway to the Danger Zone Playbook: https://wizementoring.mykajabi.com/accountants-highway-to-the-danger-zone GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	13 Apr 2023	Episode 50: Introducing the NEW WizeHub	00:05:20
Episode 50: Introducing the NEW WizeHub WizeHub is a proprietary business intelligence application that allows you to track the heartbeat and results of your firm in real-time. (It’s not just about technology but also aligning people to use it correctly for results!) In this episode of The Wize Guys Podcast, Jamie Johns and one of the Wize Mentors, Tim Causbrook discuss WizeHub, a cloud-based tool for managing accounting and bookkeeping firms. Jamie shares the history of how he came up with the concept for the WizeHub, starting with his love for computers and technology from a young age. He talks about how he struggled with dyslexia and the need for the organization to learn effectively. So, if you want to know the reasons why WizeHub is a powerful tool for scaling and growing your practice, allowing firms to operate without relying on you, as the business owner then this episode is for you! Timestamps: 0:00 - Intro 0:35 - Jamie Johns’s story from frantic to freedom 2:18 - How WizeHub started 3:21 - What is the WizeHub tool? USEFUL LINKS: Get exclusive and early bird access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/ Book a WizeHub demo: https://www.wizementoring.com/wizehub-offer/ GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	20 Apr 2023	Episode 51: Are you working IN your business? or ON your business? - overcoming the barriers to growth and implementing the Wize 7-Division Org Chart	00:20:26
Episode 51: Are you working IN your business? or ON your business? - overcoming the barriers to growth and implementing the Wize 7-Division Org Chart The only difference between some people’s journey is that some people are able to transition from changing the way they think. In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns, together with one of the Wize Mentors, Thomas Sphabmixay discuss the importance of working ON your business rather than IN your business. At Wize, they use the 7-divisional organizational chart, which helps practice wonders to identify which roles or activities should be delegated to specific divisions. Also, the org chart helps you as the firm owner to plan your withdrawal journey from the business. So, if you want to find out what’s the biggest barrier to growth and how you can start implementing the Wize 7-division org chart in your accounting or bookkeeping firm, then head over to this week’s episode! Timestamps: 0:00 - Intro 0:35 - Are you working IN your business or ON your business? 1:32 - What are the barriers to growth and how to overcome them? 4:21 - The importance of leadership 7:42 - Wize 7-Division Org Chart 17:30 - How to take action Quotations: “It’s important to take a look at our 7-divisional organizational chart because it also helps you plan your withdrawal journey out of it.” - Thomas Sphabmixay “If you can change the way you think, you can change your life because the way you think leads to the decisions you make, and the decisions you make leads the outcomes.” - Ed Chan USEFUL LINKS: Get exclusive and early bird access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/ Book a WizeHub demo: https://www.wizementoring.com/wizehub-offer/ GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	27 Apr 2023	Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore	00:16:47
Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore “Time is so precious… Our time is something that nobody can change. Everybody gets the same amount of time, but it's what we choose to do with that every day.” In this episode of The Wize Guys Podcast pilots its WizeFactorChat with one of the WizeTribe members, Jennifer Hickey is a successful accountant and the owner of an accounting and bookkeeping firm business, the TaxStore Mackay in Queensland, Australia. Today, Jennifer talks about her experience with Wize Mentoring programs and how investing in herself personally was a turning point in her life and business. She highlights some of the Wize Philosophies: no-blame culture, deep and narrow teams, tech stack, and leadership training that helped her achieve success and continue to improve her business. Tune in to this inspiring episode to learn more about Jennifer’s success story, Wize’s impact on her life, and everything she has gone through to have her business run without her! Timestamps: 0:00 - Intro 0:35 - Jennifer’s Wize journey 11:50 - How Wize Philosophies has helped Jennifer 15:39 - Listen to Jennifer’s Wize words USEFUL LINKS: Get exclusive and early bird access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/ Join the WizeTribe community: https://www.facebook.com/groups/wizemastermind GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	03 May 2023	Episode 53: Why use NPS for staff and clients	00:19:01
Episode 53: Why use NPS for staff and clients What you want is a healthy business. You want the staff to be happy. You want the clients to be happy. And you want all your numbers, your sales profits, and new clients coming through trending upwards. In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns together with one of the Wize Mentors, Tim Causbrook discusses why it is important to use NPS for staff and clients and how this affects the clients and how will this help with customer satisfaction and service improvement. Timestamps: 0:00 - Intro 0:35 - Understanding the concept of having the Net Promoter Score (NPS) in your firm 2:06 - What is an ethical letter? 2:31 - The importance of using NPS for your staff and clients 8:54 - How does NPS affect you and the clients 10:28 - What to do if your clients are not happy? 12:21 - Tips for managing client expectations 13:51 - Some NPS software applications to use 14:32 - What is the ideal time to send NPS 16:58 - How to take action Quotations: “We should be embracing continuous improvement because you won’t know what you need to improve unless you ask and get some feedback.” - Ed Chan “Problems in any business happen, it doesn’t matter what business you are, and research has found it’s how you respond to the problem.” - Jamie Johns “You talk to the client and you get a 10, you don't talk to the client, you get a 4. I mean that's really all it is.” - Tim Causbrook USEFUL LINKS: Download FREE eBook: The Accountant's 7-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	11 May 2023	Episode 54: Understanding the Context of ‘No Bypass Policy’ for Your Accounting Team Structure	00:05:42
Episode 54: Understanding the Context of ‘No Bypass Policy’ for Your Accounting Team Structure In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice. To find out how to ensure that you are not a prisoner in your own business, Ed and Jamie will give a thorough outline of how you can start to design or redesign your business to achieve the ROI of your end goals. Timestamps: 0:00 - Intro 0:52 - Understanding the ‘No Bypass Policy’ 1:24 - How body-system reporting works 2:03 - Why structure is related to your internal processes 2:24 - The importance of delegation and a hierarchical system. 4:29 - How to empower your team Quotations: “One of the most important things in a deeper narrow team structure, particularly with practice firm owners looking to implement it is the No-bypass policy because the deeper narrow team structure doesn't really work without the No-bypass policy.” - Jamie Johns "If you want them to take more responsibility, stop undermining them." - Ed Chan USEFUL LINKS: Download FREE eBook: The Accountant's 7-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	18 May 2023	Episode 55: How to up skill grad accountants and bookkeepers to intermediate/ senior level in 12 weeks flat	00:27:59
Episode 55: How to up skill grad accountants and bookkeepers to intermediate/ senior level in 12 weeks flat In this episode of The Wize Guys Podcast, Ed Chan together with Kristy Fairbairn, one of the Wize Mentors is joined by TMS Eng Sivieng, our resource speaker for this session. Eng shares her framework for developing staff and discusses her focus on training, as well as the challenges she has faced. The group also explores the advantages of choosing fresh graduates over junior, intermediate, and senior accountants. Tune in for valuable insights on staff development in accounting practices! Timestamps: 0:00 - Intro 0:59 - Eng Sivieng from TMS Financial Services 2:49 - WizeMarket: Practical Training Programs for Junior & Senior Accountants 7:30 - Understanding the framework and 4Ps 13:51 - How do find time in building a training framework 16:46 - Tips for training your people 21:59 - Why do you prefer fresh graduates over junior, intermediate, and senior accountants? 24:06 - How to be a successful practitioner? Quotations: "The process doesn't take long, but the preparation station normally takes longer." - Eng Sivieng "You really have to [empower them] because they're very smart already. You have to be able to empower them to be able to bring out their goodness and talent." - Eng Sivieng "It's okay to not know some things. If you'd open up and you speak up, you ask, learn more, you can gain more." - Eng Sivieng "The more confidence they build, the more competence they have." - Eng Sivieng USEFUL LINKS: WizeMarket: Take your firm to the next level! https://www.wizementoring.com/wize-market/ Download FREE eBook: The Accountant's 7-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	25 May 2023	Episode 56: Wize Factor Chat: Terry Chung - Factor 1	00:30:22
Episode 56: Wize Factor Chat: Terry Chung - Factor 1 “The key thing for us is that the Wize programs enabled us to be in control but not controlling.” In this episode of The Wize Guys Podcast: WizeFactorChat with one of the WizeTribe members, Terry Chung, the Founder, and Director of Factor 1 Accountants & Advisers Terry is one of the first members of the Wize community. Today, he shares why David, his business partner, and him continue their journey with Wize. Then, he highlights how Wize differs from other so-called mentors in the marketplace and the value of the program as their staff joins the Wize sessions. Factor1 has grown over the years, from just 2 staff members to now having a team of 48 in different regions of Australia. Terry credits the help and guidance they received through the Wize Philosophies for this growth. Terry also shares how transitioning roles from the firm has impacted his life ~ as a business owner, partner, husband, and parent. By having that little bit more free time, he’s now able to do other things and make his work more purposeful and meaningful. Tune in to another inspiring episode to learn more about Terry’s success story, the importance of finding a mentorship program that truly works, and the value of investing in yourself and your team! Timestamps: 0:00 - Intro 0:48 - Terry’s Wize journey 8:30 - How Wize Philosophies has helped Terry in growing their firm 15:51 - The importance of having more free time 20:48 - Listen to Terry’s Wize words USEFUL LINKS: Get exclusive and early bird access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/ Join the WizeTribe community: https://www.facebook.com/groups/wizemastermind GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	01 Jun 2023	Episode 57: Let's Deep Dive into the Wize Capacity Planner	00:24:50
Episode 57: Let's Deep Dive into the Wize Capacity Planner “Businesses don’t plan to fail, they fail to plan.” - Ed Chan In this episode of The Wize Guys Podcast, Ed Chan, Tim Causbrook, and Thomas Sphabmixay we take a comprehensive look at the Wize Capacity Planner, featuring a detailed demonstration by Wize Mentor Tim Causbrook. Tim provides valuable insights on utilizing the capacity planner to its full potential and shares key considerations for determining the optimal time to begin using it. Timestamps: 0:00 - Intro 0:31 -The concept of having a capacity planner 1:30 - How to start using the capacity planner 5:15 - The importance of a capacity planner for production and recruitment 13:27 - Understanding the capacity planner 21:13 - How to take action Quotations: "If you don't get it right, then you're gonna find it really difficult to scale." - Ed Chan "When you run flat teams, you won't be able to scale that because you're looking for this one person that can do all three things and they're very hard to find." - Ed Chan “In using this capacity planner, there are so many hidden variables behind it as well. It goes beyond just making sure that we put in the numbers and put in the weeks that they're gonna work. There are so many elements behind the resource mix and the assumption that they are an inquiring person, to begin with.” - Thomas Sphabmixay USEFUL LINKS: Message us to get a copy of Capacity Planner: https://m.me/claudiawize/ Download FREE eBook: The Accountant's 7-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	08 Jun 2023	Episode 58: How To Build an Extraordinary Marketing System for your Accounting Practice	00:10:30
Episode 58: How To Build an Extraordinary Marketing System for your Accounting Practice “The more marketing you do, the less you need to sell.” - Ed Chan While most of your business revenue depends directly on the strategic ideas you implement in providing your services, it also depends on your popularity as a company. By the company's popularity, we are not referring to just being known among your circle and acquaintances. Basically, your accounting firm needs more visibility and awareness about the services you provide. In this episode of The Wize Guys Podcast, Ed Chan, Tim Causbrook, and Thomas Sphabmixay discussed how Accounting business owners can build an extraordinary Marketing system to reach more leads without leaving them as a prisoner of their practice. Timestamps: 0:00 - Intro 0:34 - The difference between marketing and sales 1:47 - Good marketing leads to great sales 4:17 - The importance of consistency and persistency 6:51 - Is partnership a good idea? Quotations: "Marketing is about building awareness. Building awareness of your brand and building awareness of the products that you sell." - Ed Chan "It's not just about someone buying something from you today, but it's about building up that prospective database that potentially can buy from you in the future." - Ed Chan "The biggest thing is consistency with marketing. They are the absolute key because if you stop the marketing, it's so much harder to get it going." - Jamie Johns USEFUL LINKS: Message us to get a copy of the Sales VS Marketing Guide: https://m.me/claudiawize/ Download FREE eBook: The Accountant's 7-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	15 Jun 2023	Episode 59: Where to invest your marketing budget to find new quality clients consistently	00:25:19
Episode 59: Where to invest your marketing budget to find new quality clients consistently “The aim of marketing is to reduce the need for selling.” - Prof Philip Kotler. In this episode of The Wize Guys Podcast, Ed Chan Jamie Johns, and Thomas Sphabmixay discuss where the marketing budget should be spent to find new quality clients consistently. The mentors discussed the analogy of "building a garden that attracts butterflies and not be dependent on a butterfly catcher" and how important is to get the marketing in place to ensure a steady flow of quality clients. Timestamps: 0:00 - Intro 0:34 - How to scale your accounting or bookkeeping practice with marketing 2:54 - The concept of “building a garden that attracts butterflies and not be dependent on a butterfly catcher” 4:56 - The importance of getting in place to ensure a steady flow of quality clients 12:01 - Practical insights on how to implement a consistent marketing strategy 14:24 - What is the resource mix in marketing when it comes to strategy, management, and production & tips for allocating the marketing budget to attract new clients? 18:31 - How to improve and invest in the marketing activities Quotations: "You should be spending around investing around 5% of your turnover in marketing activities and you've gotta see it as an investment." - Ed Chan “The biggest thing is once you start to do marketing, don't stop it.” - Jamie Johns "Being persistent and consistent is the key. The firm has to have a good foundation so that when you go about your marketing, you're not going to be held back by your production." - Thomas Sphabmixay USEFUL LINKS: Message us to get a copy of the Ultimate Guide on Measuring your Marketing ROI: https://m.me/claudiawize/ Download FREE eBook: The Accountant's 7-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	22 Jun 2023	Episode 60: How to Achieve the Successful Accounting Owners’ Mindset	00:06:53
Episode 60: How to Achieve the Successful Accounting Owners’ Mindset "The only difference between successful people and unsuccessful people is just simply the way they think.” - Ed Chan In this episode of The Wize Guys Podcast, Brenton Ward and Ed Chan with Wize Mentor, Michael Ferris share the best tips on how the structure and system should work for you and not you working for your accounting firm. Also, find out more about mindset shift and mentality. Timestamps: 0:00 - Intro 0:34 - Tip #1: Ask yourself the question “Why should I be doing this?” 0:55 - Stephen Covey’s principle: ‘But if the principles work, the principles work’ 1:28 - Tip #2: Look at the big picture to identify what's more important. 3:03 - Tip #3: Utilize technology through recording video training or instructions. 4:21 - Tip #4: Think the right way. Quotations: "Invest in your balance sheet because when you retire, you want your money to be working for you." - Ed Chan "Where you end up in life is a consequence of the thousands and millions of decisions you make every day." - Ed Chan USEFUL LINKS: Message us to learn more about how you can have a mindset shift to scale your accounting or bookkeeping business: https://m.me/claudiawize/ Download FREE eBook: The Accountant's 7-Hour Workweek Playbook GET IN TOUCH! Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript here. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	29 Jun 2023	Episode 61: Wize Factor Chat: Leah Hall - Player Hall	00:14:07
Episode 61: Wize Factor Chat: Leah Hall “If I hadn't started with Wize, I wouldn't be happy exactly where I'm at right now.” In this episode of The Wize Guys Podcast: WizeFactorChat with one of the WizeTribe members, Leah Hall, the Founder of Player Hall. Leah shares that she started her business in October 2005 after quitting her job and acquiring a few clients. She talks about merging with a business partner and how their different views eventually led to them going their separate ways. Leah explains that before joining Wize, she faced challenges in her business, working long hours and handling everything herself. She desired a change and, luckily, learned about Wize through a local accountant colleague. Joining Wize allowed Leah to make progress and envision a different future for her business. Also, Leah emphasizes the importance of learning to delegate and empowering her staff to communicate with clients. She acknowledges that although she hasn't fully withdrawn from her business yet, she is excited about the prospect of stepping back and regaining more control over her time. Tune in to another inspiring episode to learn more about Leah’s success story, the importance of delegating and managing her team, and the value of support and inspiration she receives from the Wize community. Timestamps: 0:00 - Intro 0:34 - Leah’s Wize journey 2:54 - How Wize Philosophies has helped Leah in growing their firm 7:24 - The importance of having more free time 11:08 - Listen to Leah’s Wize words USEFUL LINKS: Get exclusive access to WizeHub! The ultimate business intelligence software for growing accounting firms of any size: https://www.wizementoring.com/wizehub-offer/ Join the WizeTribe community: https://www.facebook.com/groups/wizemastermind GET IN TOUCH: Website: www.wizementoring.com Facebook: https://www.facebook.com/wizementoring/ Twitter: https://twitter.com/wizementoring Linkedin: https://www.linkedin.com/company/wizementoring/ Instagram: https://www.instagram.com/wize.guys/?hl=en Email: support@wizementoring.com Download the full transcript ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	06 Jul 2023	Episode 62: Enhancing Productivity and Strategic Focus through Quad Activities Implementation	00:21:02
Ever wondered how to transition from a hands-on business owner to a passive shareholder? Master the essential steps with the Quad Activities system! In this episode of The Wize Guys Podcast, Join Tim Cuasbrook and Kristy Fairbairn as they share their experiences and insights on this transformative process, and learn how to create opportunities for your staff while increasing productivity and growth. We're excited to be joined by Kristy Fairbairn, who has successfully implemented the Quad Activities within her firm. She shares the importance of focusing on strategic tasks in Quad 2 and reveals how delegation can free up your time for the activities that truly matter. Don't miss out on this valuable conversation on mastering the Quad Activities and revolutionizing your business through delegation! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	14 Jul 2023	Episode 63: Working Less Hours in your Accounting or Bookkeeping Firm	00:05:28
Are you struggling to break through the barrier of time constraints in your business? Discover the importance of self-discipline, experience, and emotional control in mastering self-leadership for personal and professional growth in our engaging conversation with Brenton Ward and Jamie Johns. We discuss how to effectively transition from working on urgent tasks to focusing on important but non-urgent ones, ultimately helping you grow your business. Jamie shares his personal journey, revealing how listing and delegating tasks, regular meetings, and planning have significantly impacted the outcomes of his goals. Learn how daily hurdle meetings, weekly meetings, and keeping a pulse on your business's progress can cultivate a winning culture and guide you toward achieving your objectives. Don't miss this insightful episode filled with practical tips on building a business that runs without you! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	20 Jul 2023	Episode 64: Choosing the work you want to do and not wearing all the hats in your practice	00:24:48
Ever wondered how stepping back from your business could be the key to its growth? Join us on an eye-opening journey with Tim Causbrook, Kristy Fairbairn, and Ed Chan, as we discuss leadership, the withdrawal process, and the importance of focusing on the work you enjoy. Our insightful conversation explores the benefits of building a business that is managed from the bottom up, creating a culture where everyone rows in the same direction. Building the right small business team is crucial to achieving success and scalability. In our chat, we emphasize the importance of finding employees who complement your skills and passions, creating a one plus one equals five effects. We also examine the concept of 'deep and narrow teams' vs 'running flat teams' and what it means for employee retention. Strategic planning for business success is crucial, and we delve into the delicate balance between security and achieving goals. We discuss the need to delegate and outsource tasks to free up time for more critical endeavors and examine the impact of artificial intelligence on the industry. Stay tuned as we share valuable insights on how to maintain a positive attitude and stay competitive in the face of challenges! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	27 Jul 2023	Episode 65: Wize Factor Chat: Bryant Zwart - Calyx CPA	00:18:31
Ever wondered how three friends from different backgrounds could come together and create a thriving accounting firm that runs without them? Join us as we chat with Bryant Zwart who shares their inspiring story of building Calyx CPA and working towards a self-sustaining business. Discover how their unique skill sets and diverse perspectives, along with their strong friendship, played a crucial role in the formation and success of their accounting firm. In this engaging episode, we delve into the steps they took to implement the Wize Method, from understanding the team concept and communication flow to setting up client and employee feedback systems. Get invaluable insights on the evolving mindset of leadership, the importance of having a clear vision, and their experiences in hiring and letting go of team members. Plus, learn how their fun-loving attitude and personal hobbies, such as outdoor activities, watch restoration, and spiritual exercises, contribute to their overall success and work-life balance. Don't miss this opportunity to be inspired by Bryant's journey and possibly spark your own entrepreneurial adventure! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	03 Aug 2023	Episode 66: How to Implement a Client Manager in your Firm	00:37:45
In this episode, we shed light on the intricacies of this transition, with a focus on freeing yourself from client management and production traffic. You'll learn why it's crucial not to wear all the hats and instead, empower your business to effectively serve clients without your constant involvement. But it's not just about your business; it's also about fostering a growth mindset in your team. We explore the significance of interpersonal skills and how they play a pivotal role in your business's success. Beware of self-sabotage, and discover the importance of hiring team members not only for their skills but also for integrity, intelligence, and energy. Creating a clear career path for your team members is essential, and we'll show you how to recognize and support the client manager as a crucial cog in your business machine. Now, let's get practical. We discuss the significance of implementing a no-bypass policy and leveraging the 80-20 Pareto Principle to maximize efficiency. After each client interaction, debriefing becomes an invaluable practice to improve your service continually. And as you embark on this transition, we'll provide you with practical steps for successful change management during the first six months. Simplifying complex concepts is key, so we'll guide you through the process to make it smoother. Get ready to transform your business and achieve newfound independence and success. Tune in now and start your journey to greatness! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	17 Aug 2023	Episode 67: What is The "No Triangles" Policy and Why Should you Start Implementing in Your Firm?	00:09:19
In this week's episode of The Wize Guys Podcast, we're delving deep into the transformative power of our 'No Triangles' policy—a groundbreaking approach that reshapes workplace dynamics, fostering personal integrity within your team and igniting leadership from every desk. Join us as we uncover the secrets of this conversation starter that promotes transparency and eliminates backbiting, creating a culture of openness and trust. Learn how this policy can be a game-changer, driving your team towards greater collaboration and productivity. Tune in now to embark on this transformative journey of leadership and team empowerment. Don't miss it! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	31 Aug 2023	Episode 69: Wize Factor Chat: Luke Gheen - Gheen & Co.	00:17:48
In this week's episode of The Wize Guys Podcast, we have the privilege of sitting down with business owner, Luke Gheen of Gheen & Co. who has been on a remarkable journey since 2010. Get ready to hear about the ups and downs, the challenges, and the triumphs as he shares his rollercoaster ride to success. Join us as we explore the struggles he faced with high staff turnover and a lack of structure, leading to countless sleepless nights and endless work hours. But fear not! This story takes a turn when he discovered the transformative power of the Wize Mentoring program. Learn how this program shifted his mindset and provided effective solutions to these once seemingly insurmountable woes. Tune in now to gain valuable insights from a seasoned entrepreneur who has walked the path of challenges and emerged stronger, wiser, and more successful than ever. Let's dive in! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	24 Aug 2023	Episode 68: Why WizeTalent is the #1 solution in finding the right talent	00:44:47
In this week's episode of The Wize Guys Podcast, we'll delve deep into the secrets of building a dream team. It's not just about recruitment; it's about mastering self-leadership, harnessing self-discipline, and controlling your emotions to create a team that will drive your practice to new heights. We'll share insights from the WizeTalent recruitment method, renowned for its detail-oriented approach. This method has the potential to be a game-changer, helping you find the right people to join your teams. Are you ready to rethink your hiring strategies, redefine team building, and revitalize your accounting practice? If so, then this episode is a must-listen. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	07 Sep 2023	Episode 70: Best Practices for Lead Conversion	00:06:19
In this week's episode of The Wize Guys Podcast, get ready for an enlightening journey as we navigate the sea of lead conversion with Jamie, a knowledgeable representative from inside Sky. We delve into the essence of face-to-face communication and trust-building, even in our digitally driven era, besides unpacking the significant role these elements play in converting leads. Jamie shares his extensive experience, and results from different communication methods, and emphasizes the advantages of platforms like Zoom for initial meet-ups. Ever wondered how to turn technology into your most trusted ally instead of seeing it as a daunting barrier? This episode further explores how tools like Practice Ignition, GoProposal, and Proposify can help streamline your proposals while also maintaining their personalized touch. Jamie also throws light on why pitching yourself is as crucial as pitching your product, considering you're handling an essential part of your client's lives. Gear up for some game-changing insights that could revolutionize your lead conversion process. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	14 Sep 2023	Episode 71: M&A Crash Course: How to Successfully Buy Another Practice	00:42:13
FREE Book Preview Download of Wize M&A Mastery System: https://www.wizementoring.com/ma-mastery-system/ In this week's episode of The Wize Guys Podcast, we'll explore how to successfully navigate business mergers and acquisitions. Join Ed and Jamie, as we take a deep dive into the intricacies of this growth strategy. We'll be sharing pearls of wisdom from our wealth of experience - discussing the advantages, pitfalls, and the critical importance of striking the right loan value ratio. And here's a pro tip right upfront - keep that ratio below 50%. Purchasing a business isn't just about numbers and legalities - there's a significant emotional aspect too. We'll help you understand the motivations of the vendor, the value of patience and empathy, and how to spot warning signs. Jamie's got a compelling narrative of tireless pursuit, spanning over half a decade, that culminated in triumph - you really don't want to miss it. As we wrap up, we'll delve into the practicalities of a business acquisition. Enlighten yourself on the pros and cons of transitioning an acquisition over different periods, the keys to successful joint branding, and the measures to ensure a smooth and seamless transition for the clients. Plus, Jamie delivers some essential tips - from ensuring the cultural fit with the vendor to carrying out due diligence and risk assessment. So plug in, and get ready for a riveting conversation filled with insider knowledge on successfully navigating practice acquisitions! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	21 Sep 2023	Episode 72: Tips for Implementing a Sales Process in Your Firm	00:09:42
In this week's episode of The Wize Guys Podcast, discover the secret to nurturing long-lasting client relationships. Join Jamie, Kristy, and Ed, as we unearth the treasures of self-leadership and the art of building client relations. We shed light on the power of referrals, emphasizing that it's surprisingly 20 times harder to lure in new clients than to retain the existing ones. We dive deep into the realm of emotional bank accounts, explaining why positive interactions are vital for your client relations. Ed offers invaluable insights on being the first choice when your clients are on the brink of changing accountants. We also discuss the nuances of sales and marketing and how they can impact your client relationships. Ever wondered about the long-term value of your clients? We take you on a journey that explores the strategic considerations when investing in client relationships. The discussion emphasizes that the lifetime worth of a client goes beyond a single transaction, and how today's investment in efficient systems can be a game-changer for future success. We contemplate the balance sheet implications and the goodwill factor when deciding to invest in marketing or not. So, gear up and join us to find out how to elevate your client relationships and position yourself for long-term success. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	28 Sep 2023	Episode 73: Wize Factor Chat: Stephanie Anderson - Tax Prose Inc.	00:17:15
In this week's episode of The Wize Guys Podcast, we have Stephanie Anderson of Tax Prose Inc. as we chat with her about her Wize journey and experience. Discover her path to making your business run on autopilot. So if you've ever dreamed of stepping back while your business continues to thrive, you're not alone. Stephanie was once in your shoes, and she's here to share her inspiring journey and the challenges she overcame along the way. We begin with the early years, when Stephanie, like many of us, was tethered to her computer, struggling to find competent tax professionals. Then came the breakthrough with Wize that revolutionized her firm's management. Stephanie will reveal how she overcame the daunting task of implementing new habits and how the concept of having an absentee-run business both excited and terrified her. Stephanie will also shed light on her struggle to achieve work-life balance while building a team that mastered the nuances of the US tax code. She'll share her experience of managing an offshore team, her secret to making them feel connected, and the life lessons she's garnered from the entire process. Tune in to find out more of her story! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	05 Oct 2023	Episode 74: Understanding Standard Operating Procedures Definition, Importance and Tools	00:16:19
In this week's episode of The Wize Guys Podcast, imagine transforming your accounting or bookkeeping practice into a well-oiled machine that runs smoothly even in your absence. Sounds too good to be true? Well, in this episode, we promise to share with you the secret sauce – Standard Operating Procedures (SOPs). We dive into the importance of having scalable, leveraged systems in place and discuss how to transition your business to operate without your constant involvement. We also explore the process of getting all that accounting knowledge out of your head and into a format that your team can leverage for success. Did you know that the internet can be your best friend when it comes to organizing your SOPs? That's right! In the latter part of our discussion, we shed light on creating a systemised business model and discuss the seven steps of Sky's guarantee. We highlight how platforms like WizeHub can help streamline your operations, and why the internet should be your go-to place for storing policies and procedures. Finally, we talk about the importance of leadership in ensuring every task—big or small—is documented. So, gear up for an insightful episode packed with business-building tips, SOP development strategies, and the significance of having the right team in place for success. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	12 Oct 2023	Episode 75: Buying back your time - how to stop working IN your practice	00:23:10
In this week's episode of The Wize Guys Podcast, prepare to swap your practitioner hat for a business owner's crown as our esteemed guest, Ed, shares his enlightening journey and helps us navigate this challenging yet rewarding transition. We pick Ed's brain on the critical aspects involved in transforming your practice into an independent business: redefining your mindset, mastering the art of cost reduction, and becoming a pro at managing your team. His valuable insights on stepping back from being a player to being a coach will set you on the path to a thriving business. Delegation is a powerful tool in business, but recognizing when and how to delegate can be a game-changer. In this episode, we take a deep dive into the world of delegation - examining the benefits it can bring to your business and presenting you with effective strategies to delegate tasks and manage work in your organization successfully. We also inspire you to motivate your team, enhance your leadership skills, and keep the business engine humming. So, sit back and join us on this captivating journey, exploring how to build a business that runs without you and enables you to regain control of your time. With Ed's guidance and our enriched discussion, you'll be well-equipped to take your practice to stellar business heights. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	19 Oct 2023	Episode 76: How to Make Instructional Videos for your Business	00:20:49
What if you could make your team's efficiency skyrocket just by incorporating one simple practice daily? In this week's episode of The Wize Guys Podcast, be ready to accelerate your understanding and application of self-leadership, video creation, and documentation. This power-packed episode is jam-packed with insights and practical demonstrations. Our journey begins with an exploration of self-leadership, focusing on its critical components: self-discipline, experience, and emotional control. We then venture into the world of video creation, as I walk you through creating a standard operating procedure (SOP) video using Loom and Camtasia, right from screen recording all the way to adding it to your intranet. Have you ever wondered about the secret to improving efficiency in your team? Hint: it lies in SOPs. To help you grasp this concept, I share the process of recording an SOP with Loom and discuss the benefits it brings. I emphasize how documenting just one procedure per day can lead to significant progress in your team's efficiency. We talk about the importance of recording videos for every team member and using these videos as part of the induction process for new hires. I also discuss how handy tools like iPhones can be used to record procedures for clients who require hard copies. As we near the end of our conversation, we delve into how technology has simplified the process of recording and documenting SOPs. I discuss the various options available to capture these procedures, from using phones to screen recording. We stress again the importance of documentation for efficiency. So whether you're a budding entrepreneur or an established business person, this episode will provide you with invaluable insights on mastering self-leadership and understanding the vital role of video in business operations. Tune in, learn, and let's make your business more efficient together. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	26 Oct 2023	Episode 77: Wize Factor Chat: Lacey Harnar - Pathway CPA Group, LLC	00:13:07
In this week's episode of The Wize Guys Podcast, we have Lacey Harnar of Pathway CPA Group, LLC as we chat with her about her Wize journey and experience. Lacey, founder of her own accounting firm, shares her compelling journey with us. She paints a vivid picture of the challenges she encountered, the transformation she underwent through Wise Mentoring, and how she successfully built a team that fueled her dream. Lacey’s tale of overcoming struggles and her newfound appreciation for the extraordinary system that supports ordinary people will surely spark some business ideas in you. The conversation takes a delightful turn as Lacey opens up about the significant changes in her personal life after implementing Wize's strategies. She talks about her newfound freedom, the joy of ample free time, and the luxury of traveling with her family, goals she once considered far-fetched. Not stopping there, Lacey opens up about the future of her business, her vision, and how her experiences at Wize lays the foundation for the company she always aspired to have. So buckle up, as Lacey’s story of transformation, liberation, and growth promises to ignite the entrepreneur in you! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	02 Nov 2023	Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for your Accounting Firm	00:07:21
Get your hands on the world’s number one tool to scale an accounting firm We are currently looking for ten practice owners who want to build a successful, systemized firm to test out our propriety practice intelligence tool for free – Take a look ________________ In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan discusses the difference between building capacity and advertising and the importance of having the right people. Find out how capacity matters for your accounting or bookkeeping business. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	09 Nov 2023	Episode 79: Managing a High-Performing Offshore Team	00:45:24
Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates! Book a FREE discovery call here: https://www.wizementoring.com/wizetalent-offer/ __________________ In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Brenton Ward explore offshoring team members as one of the growth strategies for your accounting or bookkeeping business. Outsourcing isn't just about cost-effectiveness, it's a strategy that requires thoughtful execution. We walk you through how to manage your offshore teams effectively, looking closely at roles, communication, and traffic flow. Listen to how Ed and Jamie implemented this in their firms through a checklist-driven approach to streamline production processes. Discover how managers and firm owners can effectively manage offshore staff and how to keep them productive even if you don't get to see them every day. Also, we jump into why it would be a great strategy to implement offshore staffing and the type of positions that you can delegate to your offshore staff. When it comes to offshore recruitment, the key is an extraordinary system that will allow you to hire the right people. Tune in to this episode to learn more! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	16 Nov 2023	Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?	00:12:14
Find out how you can manage your team with the WizeHub! WizeHub now houses the best staff capacity planner in the world for Accountants & Bookkeepers. Want a free capacity planning session for your firm? Book a demo here: https://www.wizementoring.com/wizehub-offer/ ______________________ In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Tim Causbrook share the concepts of a deep and narrow team structure for every accounting practice. Find out why leading is important, the ideal process for a new team structure, how managing people could help, and the analogies behind having a successful team. Watch as the right business structure paves the way for career progression, competitive client rates, and beneficial returns on investments. So, are you ready for a business revolution? Let's get started! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	23 Nov 2023	Episode 81: The Role, Responsibilities & KPIs of a Senior Production Manager	00:46:08
In this episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns discuss the roles, responsibilities, and KPI's of a Senior Production Manager. Based on the ideal team structure, learn how traffic flow should work for your senior production manager, what to look for when hiring a senior production manager, and their job description to determine their KPIs. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	30 Nov 2023	Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors	00:25:24
What if you could transform your small practice into a successful, autonomous business with a dedicated team? In this episode of The WizeFactor Chat of The Wize Guys Podcast, we had a conversation with Anthony, a thriving owner of an accounting and bookkeeping practice, iCompass Professional Advisors in Australia. Anthony's journey began in 2005 and, like many entrepreneurs, he started by taking on any client to generate income. His turning point came when he shifted focus to cater exclusively to businesses. Reflecting upon his evolution, Anthony credits his substantial growth to joining the Wize Mentoring Group, which provided him with accountability and a structure that has led his firm to become a well-oiled machine operating without his constant involvement. The idea of letting go can be daunting, but as Anthony explains, it's an integral part of growth. He opens up about his personal journey through the art of delegation, a skill that has been pivotal to his firm's success. He admits it wasn't easy giving up tasks he'd traditionally handled himself, but the rewards were worth the leap of faith. Hear Anthony's insights on how finding the right person for each job and outsourcing tasks to his team has freed up his time. This allowed him to see the bigger picture, focus on what truly matters, and drive his business forward. Anthony's story reminds us that progress is a continuous journey - one where postponing is not an option. So, if you're looking to transition from a time-pull practice to a business that can run without you, then this enlightening conversation with Anthony is a must-listen! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	07 Dec 2023	Episode 83: “Systems Dependent” and not “People Dependent”	00:27:51
In this week's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn explore the concept of having a system-dependent firm and not a people-dependent business. Let's deep dive into the secret sauce of scaling your business - systems. Discover the journey of transforming businesses from people-dependent to system-dependent by creating procedures that can be replicated, ensuring efficiency and stability. Imagine a structure where a single experienced leader guides a team of junior accountants, combined with a seven-division system, the workload eases on the owner making way for scalability and growth. Tune in now to find out more about Wize's principles! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	14 Dec 2023	Episode 84: WizeHub: The Next Level Business Intelligence	00:05:20
WizeHub is a business intelligence application designed to monitor the performance of your company in real-time, with a focus on aligning technology and people to achieve optimal results. Complete our 60-second questionnaire to see if you qualify and we’ll personally give you a 1:1 walk-through on how I’m using the WizeHub to build Sky Accountants and 100+ other firms around the world. https://www.wizementoring.com/wizehub-demo/ ______________ In today's episode of The Wize Guys Podcast, Jamie Johns and Wize Mentor Tim Causbrook delve into the features and benefits of WizeHub, a cloud-based solution for managing accounting and bookkeeping firms. Jamie recounts the genesis of the idea for WizeHub, sharing his passion for technology and how his struggles with dyslexia inspired him to create a tool that could facilitate effective learning and organization. Tune in to discover why WizeHub is an essential tool for scaling and growing your practice, empowering firms to operate independently of the business owner. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	28 Dec 2023	Episode 86: Ready for 2024! Setting your goals for the new year	00:29:08
In this week's episode of The Wize Guys Podcast, we gear up for 2024 with a special episode on goal-setting and mindset shifts! Join Jamie Johns as he delves into the crucial aspects of setting goals with your team for the upcoming year with Kristy Fairbairn. Discover the key traits leaders can cultivate within themselves in 2023 to make a positive impact on their teams. From shedding old mindsets to embracing new perspectives, this episode provides essential guidance on navigating the challenges of the new year. Tune in to gain valuable insights that will empower you to lead with purpose and influence your team positively in the year ahead! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	21 Dec 2023	Episode 85: The 12 Wize Tips of Christmas (2023 Edition)	00:45:03
In this week's episode of The Wize Guys Podcast, Brenton Ward, James Johns, and Ed Chan are in the festive spirit as they unwrap The 12 Wize Tips of Christmas. In Part 1, they explore the intricacies of PROCESS (How to design your firm) from the Wize DRS Model, providing invaluable insights into optimizing business structures and processes. Part 2 delves into the critical realm of PEOPLE (How to recruit the right people), offering secrets to assembling the perfect team. Finally, in Part 3, the spotlight is on PERFORMANCE (How to scale your accounting business), with strategies to effectively grow your accounting business. Don't miss this opportunity to implement actionable tips and elevate your business in time for the holidays. Tune in now to scale your business with The 12 Wize Tips of Christmas! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	04 Jan 2024	Episode 87: New Year's Resolutions & Finding and Keeping Great Talent	00:36:24
Ready to crush your goals this 2024? We're here to help you scale and grow your business, to find out how - book a call with us today: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM _________________ In this week's episode of The Wize Guy's Podcast, embark on a transformative journey as we navigate the realms of self-leadership and meticulous business planning to set the stage for the New Year with Brenton Ward and Ed Chan. Discover why New Year's resolutions may fall short of being the silver bullet for success and explore how a robust business plan can serve as your guiding light. Also, delve into the intricacies of staffing in accountancy, from leveraging diverse skill sets within a team to strategically assigning clients to staff, fostering client satisfaction, and boosting team morale. Don't miss the actionable insights on why investing time in staff training is beneficial and essential for your accounting and bookkeeping firm. Let's guide you through the strategies and practices that have the potential to elevate your accountancy business to new heights this 2024! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	11 Jan 2024	Episode 88: The Different Concepts of Quad Activities for Every Firm	00:15:05
Want to know the things you should and should not be doing as the sole business owner of your accounting or bookkeeping firm? Get EXCLUSIVE ACCESS to the list of Quad Activities when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/ ________________ In this week's episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss their understanding of Quad activities which can help in making a robust effective system and strategy for getting referrals for your accounting practice. Discover the transformative power of self-leadership in elevating your accounting and bookkeeping practice, as we unpack the wisdom shared by our guest, Ed, on this enlightening journey. From mastering the art of self-discipline to the nuances of managing emotions, this episode is an essential guide to leading not just your business, but yourself to unparalleled success. We also delve into the dynamic impact of Wize Mentoring's Quad activities framework, offering you strategies to enhance both business operations and personal efficiency, while steering clear of the dreaded burnout. Don't miss out on this opportunity to learn more about boosting your referral marketing! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	18 Jan 2024	Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024	00:10:53
Get EXCLUSIVE ACCESS to the Wize Fab 5 Key Performance Indicators when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/ ___________________ In this week's episode of The Wize Guys Podcast, Brenton Ward, Ed, Chan, Tim Causbrook and Thomas Sphabmixay share their reflections and insights for 2024. Find out the best practices for your accounting business that you can start to apply within your firm. Also, these guys will share tips on how can practice owners spend less time at work. Tune in to ignite a transformation that goes beyond the balance sheets, reaching into the very heart of work-life harmony! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	25 Jan 2024	Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates	00:15:03
We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement. Apply here: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM ___________ To kick off 2024, we invited our very own Mentor and WizeTribe member, Tim Causbrook of Causbrook and Associates to share his journey pre-Wize and how his firm evolved through the help of Ed Chan. Step into the shoes of Tim, whose voyage through the intricate dance of mentoring and leadership has forever changed the trajectory of Causebrook and Associates. Tim's narrative isn't just about profit margins and spreadsheets; it's a heartfelt chronicle about embracing change, the dynamism of self-leadership, and the profound influence that a mentor can have on both a personal and professional level. Discover the inner workings of transitioning a family-run practice into a thriving enterprise, and how operational management can become a passion that drives success, even for those with roots planted far from the world of accounting. As we traverse the mentoring landscape with Tim, we touch upon the serendipity and rewards that unfold when one takes on the roles of both student and teacher. His dual journey reveals the delicate art of balancing the scales between nurturing a flourishing business and cherishing personal time. From the cultivation of an autonomous firm to the personal pursuits that color our lives—running, reading, and the eclectic allure of vintage synthesizers—this episode offers a tapestry of insights for anyone navigating the complex pathways of business leadership. Tune in for a revealing look at how a mentor can ignite a transformative spark, guiding us to achieve work-life harmony while fulfilling our most ambitious business dreams! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	01 Feb 2024	Episode 91: The Secrets to Making of a High-Performing Team	00:26:11
Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates! https://www.wizementoring.com/wizetalent-offer/ ___________________ Ever wondered how to assemble an accounting or bookkeeping dream team that thrives on every ledger line? In this episode of The Wize Guys Podcast, Jamie Johns with Kristy Fairbairn and Tim Cuasbrook explore the secrets to a high-performance team structure. They tap into the synergy of matching personality types and drawing inspiration from Jim Collins, they delve into the journey of placing the right people on the bus, steering towards career growth and potential. It's about fitting into the team as seamlessly as a star player takes their position on the field, and we're here to coach you through it. Tune in to this insightful conversation for valuable insights and strategies for creating a powerhouse team that not only meets but exceeds expectations! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	08 Feb 2024	Episode 92: How to Achieve Your Business Ideal Income	00:14:07
In this week's episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan offer their insights on the importance of conducting a discovery session for every accounting practice. Ed, having experienced numerous challenges while growing his accounting business, understands the struggles many of us face. Often, we enter the world of entrepreneurship with the hopes of increasing our income and gaining more time and freedom, only to discover that our reality is quite the opposite. We end up working longer hours than ever before and sacrificing precious time with our families. When we assess the money we earn relative to the time we invest, the returns are minimal, and the investment seems unwise. To break free from this cycle and ensure that your business doesn't imprison you, Ed and Jamie will provide a comprehensive roadmap for either designing a new business or redefining your existing one. They will show you how to align your business goals with your desired return on investment, giving you a clearer path toward success. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	15 Feb 2024	Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring	00:28:35
Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates! https://www.wizementoring.com/wizetalent-offer/ ________________ In this week's episode of The Wize Guys Podcast, Jamie Johns, together with esteemed guests Thomas Sphabmixay, Kristy Fairbairn, and Tim Causbrook, delve deep into the art and science of recruiting top-notch accounting and bookkeeping talent. The conversation kicks off with Jamie highlighting the critical importance of not just finding skilled individuals but aligning new hires with the firm's culture and long-term vision. Thomas, known for his innovative approach to recruitment, shares his insights on leveraging technology and social media to scout for potential candidates. Kristy, with her background in human resources, emphasizes the significance of a structured interview process and the role of behavioral assessments in predicting candidate success. Tim, bringing a wealth of experience from his own thriving accounting firm, discusses the strategies he employs to retain high-caliber staff, including professional development opportunities and a rewarding firm culture. Tune in and learn the practical tips and strategies that you can immediately implement to enhance your recruitment processes and build a team poised for success! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	22 Feb 2024	Episode 94: How to Deal with Pushbacks In Your Firm?	00:06:13
In this week's episode of The Wize Guys Podcast, Tim Causbrook with Jamie Johns and Ed Chan identify the different forms of pushback when it comes to implementing a deep and narrow team design for every accounting practice. It is a treasure trove for practice owners, brimming with actionable advice and lessons learned from the front lines of business evolution. Jamie delves into the significance of unwavering leadership and the dangers of slipping back into old habits. Understand the impact of team complexity on business growth and why the 'no bypass policy' is a cornerstone in maintaining a streamlined focus. Tune in to this week's episode to learn some tips on why educating, people and the team must work hand-in-hand to achieve a well-balanced structure. Also, find out which is more effective in conducting a 1-on-1 discussion or meeting as a group! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	29 Feb 2024	Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA	00:13:00
We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement. Apply here: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM ___________ Imagine transforming your practice from a time-consuming juggernaut into a flourishing enterprise that scales new heights while granting you the freedom to pursue your passions. In this episode of The WizeFactor Chat of The Wize Guys Podcast, we had a conversation with Shayan Rashid, a Partner - Chartered Professional Accountant at SRJ Chartered Accountants Professional. Shayan shares the astonishing evolution of their business through mindset shifts and culture that enabled him to not only welcome over a million in new work but also embrace the art of saying 'no' to potential clients who weren't the right fit. It's a narrative that celebrates the small, yet significant strategies that collectively catalyzed her practice's success, and it's brimming with insights that every practice owner can apply to catalyze their growth. In parallel, he lifts the veil on his own experience of stepping back from the nitty-gritty of everyday operations to focus on strategic growth and partnerships. By assembling a stellar team and crafting effective systems, I've liberated myself to engage more deeply in basketball, coaching, and travel, all while mentoring the next wave of entrepreneurial talent. Our conversation is not just a reflection on our personal journeys; it's a blueprint for aggressive business expansion and a testimonial to the liberating power of a well-structured business. For those hungry to reshape their business and life, our episode provides the motivation and the methodologies to make it happen! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	07 Mar 2024	Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)	00:10:36
In this week's episode of The WizeGuys Podcast, we explore how the current system can transform firms. But amidst the promise of innovation and growth, there's a lurking challenge: what happens when these firms, initially enthusiastic about embracing change, find themselves entangled once again in the web of old, inefficient practices? Join our insightful hosts, Brenton Ward and Ed Chan, as they are joined by Wize Mentors, Tim Causbrooks and Thomas Sphabmixay, to navigate this precarious terrain. Together, they delve into the vital importance of reconnecting with the core principles that underpin success in the accounting industry. It's all about withdrawing oneself from the gravitational pull of outdated methodologies and rediscovering the essence of what drives progress. Throughout the episode, they share invaluable insights gleaned from their own experiences, offering a roadmap for firms looking to chart a course toward sustainable growth and prosperity. From the initial spark of inspiration to the nitty-gritty details of implementation, every aspect of the journey is explored with depth and clarity. Whether you're a seasoned veteran or a newcomer to the world of accounting, there's something here for everyone. So, if you're ready to break free from the shackles of the past and embrace a future defined by innovation and possibility, join us on this illuminating episode of The Wize Guys Podcast. Your firm's success story starts here! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	14 Mar 2024	Episode 97: Tracking the right metrics- your Fab 5 Dashboard	00:23:20
Get EXCLUSIVE ACCESS to the Wize Fab 5 Key Performance Indicators when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/ _______________ Join us on The Wize Guys podcast as we unlock the full potential of your accounting or bookkeeping practice. Discover how the Fab5 KPI dashboard can revolutionize your firm's health, guiding you toward enhanced team performance, revenue growth, and operational efficiency. Dive into the art of leadership and strategy with actionable insights, empowering you to become the informed leader your firm needs. Whether you're leading a budding firm or a seasoned practice, learn how KPIs like lockup figures can serve as the blueprint for scaling up. With monthly KPI presentations, we're igniting a passion for excellence and continuous improvement while addressing the unique challenges smaller firms face. Tune in and elevate your practice to new levels of success! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	21 Mar 2024	Episode 98: Understanding the 3 phase process of discovery, proposal, and production	00:06:13
As many firms give a lot of their knowledge, they’re giving IP away for free to their clients. In the spirit of addressing the problem and not the symptoms, find out how the core reasons for this happening in firms can turn conversations into an opportunity to better serve clients and generate more revenue. In this week's episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Thomas Sphabmixay discuss how the three phases of the process ~ discovery, proposal, and production give every accounting practice the opportunity to scale their marketing, sales, service, revenue growth, and M&A’s. Find out the advantages and opportunities that you can get from having a practical system to follow! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	28 Mar 2024	Episode 99: Wize Factor Chat: David Burnes - Asset Accounting	00:16:45
Ever wondered how an accounting practice can evolve from a tiny spare-room startup to a thriving, self-sustaining business? This week's episode of The Wize Guys Podcast presents an enlightening WizeFactor Chat with David Burnes, the ingenious mind behind Asset Accounting in Australia. Join us as David takes us through his extraordinary journey, beginning with the modest inception of his firm in the comfort of his own home, to the pivotal challenges and triumphs that shaped his path. He delves into the critical turning points and the strategic decisions that propelled his business forward, providing invaluable insights for aspiring and established entrepreneurs alike. Don't miss this opportunity to uncover the secrets behind David's success and the lessons learned along the way. Tune in to this inspiring episode and discover how strategic innovation and resilience can transform a small practice into a powerhouse of efficiency and growth. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	04 Apr 2024	Episode 100: Be a Next Level Client Manager	00:33:52
Are you trying to hire for your firm? We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/ ________________ In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Thomas Sphabmixay discussed the role of the Client Manager and what are the tasks they are mainly responsible for. They also talked about the essential skills that will help client managers be effective in their role such as managing expectations, same-day turnaround, handing over tasks to ACM, and no bypass policy. So, let's explore the essential role of client managers in professional firms as industry experts discuss the blend of technical prowess, communication skills, and leadership required for success. Gain insights into effective delegation, team dynamics, and nurturing emotional intelligence to enhance client satisfaction and internal productivity. Tune in to today's episode! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	11 Apr 2024	Episode 101: How to educate clients with your firm's accounting services	00:09:29
Never too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM ___________ In this week's episode of The Wize Guys Podcast, Timothy Causbrook, Thomas Sphabmixay, and Kristy Fairbairn provided their insights about educating clients with your accounting practice services. Find out how to upsell more services to clients, opportunities for marketing your practice to existing clients, and use feedback scores for client engagement. Tune in to today's episode to learn more! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	18 Apr 2024	Episode 102: The Single Best Way to Find and Recruit Qualified Staff for your Practice	00:39:31
Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates! https://www.wizementoring.com/wizetalent-offer/ ________________ 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. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	25 Apr 2024	Episode 103: Wize Factor Chat: Thomas Sphabmixay - TMS Financials	00:25:02
Every family business has its own saga, and today we're peeling back the curtain on one such tale with Thomas! This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Thomas Sphabmixay, one of the Wize Mentors and the General Manager of TMS Financials. As a child who grew up amidst the hustle of his parents' accounting firm, Thomas transformed from a playful kid under the desks to a crucial cog within the gears of the company. His story is a vibrant tapestry woven with the threads of mentorship, business automation, and personal growth. Thomas's narrative will not only tug at your heartstrings but also arm you with insights into how mentorship can propel you from entrepreneurial struggles to achievements. Embark on a revealing journey with us as we discuss the nuances of fostering a business that thrives on autonomy, allowing for the elusive work-life balance many entrepreneurs crave. Thomas, on the brink of fatherhood, candidly shares how his personal principles seamlessly blend with his professional ethos, providing a blueprint for success that respects both boardroom ambitions and the bassinet. His experiences underscore the transformative power of guidance in business, the importance of leadership, and the intricate dance of maintaining humility amidst success. Prepare to be inspired and educated in equal measure as we unravel the wisdom behind Wize Mentoring and the life of a man living the very lessons he teaches. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	02 May 2024	Episode 104: The Importance of Staff Review Meetings	00:06:07
Never too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM _________________________ 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! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	09 May 2024	Episode 105: The path to a 7-hour work week - How to build a scalable business that can run without you	00:20:40
Never too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM _________________________ 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. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	16 May 2024	Episode 106: Time Management for Accounting & Bookkeeping Practice Owners	00:06:19
Never too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM _________________________ 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! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	23 May 2024	Episode 107: UPFRONT PRICING: Crafting Winning Pricing Strategies in Accounting & Bookkeeping	01:00:58
Get a FREE templates and resources when you join our private 4000+ community, The Wize Accountant’s Mastermind. Learn from the Wize mentors and practice owners from 30+ countries: https://www.facebook.com/groups/wizemastermind ________________ In this week's episode of the Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns deep dive into the topic of upfront pricing and how you communicate your pricing to your client. In the spirit of addressing the problem and not the symptom, learn about the potential problems that you can experience when setting up your pricing and the proper way to present your costings to your clients. Unlock the secrets to a winning pricing strategy in accounting and bookkeeping, and be inspired to implement these strategies, ensuring your firm not only survives but thrives in the modern financial landscape. Tune in now! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	30 May 2024	Episode 108: Wize Factor Chat: Michael Hanrahan - Hanrahan & Associates	00:16:30
This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Michael Hanrahan, the Founder of Hanrahan & Associates. Hanrahan & Associates has been operating for 30 years in the accounting industry, so witness the metamorphosis of a traditional partnership into a single-handed powerhouse, driven by the game-changing Wize Mentoring program. We unravel Michael's 'deep and narrow' strategy and how it blasted past the challenges of scaling and injected a robust business mindset into the heart of his practice. Learn about the pivotal mindset shifts that propelled both leadership and staff to new heights, as Michael dissects the cultural evolution that was key to embracing this novel structure. Discover the secret sauce to Michael's success—the early adoption of a production manager role that catalyzed efficiency and paved the way for personal freedom. The episode highlights the art of delegation, mentorship, and strategic team dynamics that not only skyrocket business growth but also carve out space for life's treasures—family time and personal passions. Tune in and let this episode be your guide to achieving the ultimate synergy between professional success and a fulfilling personal life! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	06 Jun 2024	Episode 109: The Accountant's & Bookkeeper's Guide to Designing a Lifestyle-Driven Business	00:12:53
In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan dive deep into the transformative journey of turning an accounting practice into a self-sustaining business. Jamie shares his personal experience of working with Ed and the mindset shift that revolutionized his approach to business. They discuss the common misconception that an accounting firm must be built to sell, and how Ed's philosophy challenges this by emphasizing the potential for greater returns through strategic investment in the business itself. Ed elaborates on the importance of designing a business that runs without the owner's constant involvement. He highlights the benefits of viewing the business as an asset, focusing on the long-term return on investment rather than short-term profits. The conversation touches on critical concepts such as creating robust systems, restructuring leadership roles, and setting up processes that allow for scalability without the typical growing pains. Whether you're just starting out or looking to scale your existing practice, this episode provides actionable tips and inspiration to help you achieve a business that not only grows but also gives you the freedom to step back and enjoy the fruits of your labor. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	13 Jun 2024	Episode 110: Keeping your team healthy - More Givers and Less Takers!	00:27:28
When hiring new staff for your Practice, do you hire based on Education? Work experience? Set of skills? Or whether a candidate will bring a good balance to your resource mix? In this week's episode of The Wize Guys Podcast, Thomas Sphabmixay together with Jamie Johns and Kristy Fairbairn discusses how using the capacity planner helps firm owners with finding the right team mix. Unlock the secrets to effective hiring in accounting with Jamie from Sky Accountants. Discover how Jamie revolutionized his approach from informal methods to structured processes, ensuring the right fit and boosting firm success. Learn why transparency and integrity are crucial in hiring and understand the devastating impacts of a bad hire. Jamie also sheds light on the importance of mastering a hiring formula and maintaining team compatibility, with a striking 80% of success attributed to the ability to get along with others. Take a deep dive into capacity planning and the qualities of successful client managers. Understand how leveraging a capacity planner can optimize your team's efficiency and productivity, maintaining a balanced workload and fostering steady growth. Jamie shares invaluable tips on evaluating candidates' financial concept understanding, ensuring they can communicate complex terms with clarity and confidence to clients. Join us for this episode brimming with actionable insights and strategies to transform your accounting practice into a seamless, thriving business. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	20 Jun 2024	Episode 111: How to build client portfolios for your accounting & bookkeeping firm	00:12:14
As the client base of practice grows and you begin to expand/add teams to the practice, it's important to develop client portfolios for each client manager. In this episode of The Wize Guys Podcast, Ed Chan and Tim Causbrook discuss the context of building client portfolios, their importance, and some of the challenges that practice owners face when developing them. Ed reveals the critical strategies for building an effective client portfolio team. You'll learn the importance of strategic team composition and why hiring experienced senior staff early on is a game-changer. Discover how to streamline client communication and train junior team members, setting the foundation for a robust and efficient team. Ed also shares insights on managing production and communication traffic flows, offering expert advice on the specific skills required for each. Find out more about the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable accounting business! Plus, get the lowdown on why proper hiring and training are essential for creating a successful practice. Don't miss these essential tips for turning your accounting or bookkeeping practice into a profitable and smoothly-running business! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
	27 Jun 2024	Episode 112: Wize Factor Chat: Kristy Fairbairn - The Business Oasis	00:26:20
What if you could manage a thriving firm without being tied to it 24/7? This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Kristy Fairbairn one of the Wize Mentors and the CEO/ Founder of The Business Oasis. In 2017, Kristy bought an accounting firm and initially faced the daunting task of managing it alone. Her search for specialized support led her to Wize Mentoring, where she found the guidance and accountability she needed to balance her family life while growing her business. Learn how Kristy's experience with Wize transformed her approach to business management. Hear Kristy's inspiring transition from mentee to mentor and how business coaching can be a game-changer for accountants and bookkeepers. Discover her insights on the importance of mentorship in achieving professional dreams without succumbing to burnout. We explore how strategic planning and team empowerment can free business owners from constant involvement, allowing them to pursue personal goals and enjoy greater fulfillment. Kristy shares practical advice on overcoming the fear of relinquishing control and the benefits of a well-structured business plan. Finally, we discuss the power of connecting with a global community of like-minded business owners. Kristy highlights the value of master classes, webinars, and Super 8 pods in fostering a supportive environment where firm owners can share insights and hold each other accountable. This collective wisdom not only accelerates business growth but also enhances work-life balance. Learn how adopting effective systems can improve service delivery and client satisfaction in bookkeeping businesses. Don't miss Kristy's valuable tips and strategies for building a self-sustaining business. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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