EPISODE · Aug 20, 2026 · 27 MIN
Episode 215: The 90/10 Shift That Made Ed Chan's Firm Run Without Him
from The Wize Way · host Wize Mentoring for Accountants and Bookkeepers
Someone once told Ed Chan he should write a checklist. He was working 100 hours a week, so his answer was the obvious one. Where was he supposed to find the time?Everything that eventually got him out looked like that. The checklist. Training the hire. Writing the policy. All of it sat in the pile he would get to once things calmed down, and things never calmed down. Ed explains what changed his thinking, and how far it took him.✅ Why the work that never feels urgent is the only work that changes anything✅ The question that decides whether your next hire should be a junior or a senior✅ Why the money objection to hiring comes down to how you read your own numbers✅ What happens to write-offs and turnover when people sit in the wrong seats✅ The deep and narrow team structure, and why adding more people rarely fixes a workload✅ How to hand work over when you are certain nobody will do it to your standard✅ The exercise Ed used to sort every single thing he did into one of four placesEd does not work in the firm anymore, and it still runs. This is how that happened.________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Map for FREE - Find out the 101 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here
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Someone once told Ed Chan he should write a checklist. He was working 100 hours a week, so his answer was the obvious one. Where was he supposed to find the time? Everything that eventually got him out looked like that. The checklist. Training the hire. Writing the policy. All of it sat in the pile he would get to once things calmed down, and things never calmed down. Ed explains what changed his thinking, and how far it took him. ✅ Why the work that never feels urgent is the only work that c...
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Episode 215: The 90/10 Shift That Made Ed Chan's Firm Run Without Him
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