All Episodes
The Wize Way — 215 episodes
Episode 215: The 90/10 Shift That Made Ed Chan's Firm Run Without Him
Episode 214: Inside the WizeHub: How to Spot an Unhappy Employee Before They Quit
Episode 213: How to Recruit When You Don't Have a Recruitment Team
Episode 212: The Simple Weekly Rhythm That Keeps Your Sales Pipeline Moving
Episode 211: Meet the PUB: The Productivity Meeting Your Firm Is Missing
Episode 210: Stop Hiring to Fill a Gap and Start Hiring to Build a Firm
Episode 209: The Noise Around AI and What Firm Owners Actually Need to Know
Episode 208: The Power Of The Daily Huddle For Firm Owners
Episode 207: The Meeting Framework Behind a Self-Running Firm
Episode 206: What to Ask in Every Job Interview (And What the Answers Tell You)
Episode 205: The Only Marketing Plan Your Accounting Firm Actually Needs
Episode 204: Wize Factor Chat: How to Fix a Firm Without Starting Over with Melanie Sikma (One Stop Tax Strategist)
Episode 203: Find the Right People, Learn the Right Things, Become the Right Person
Episode 202: The Truth About HR Software for Accounting Firms.
Episode 201: The Power of Proven Systems and Accountability with Jeremy Eckert from Trail CPA.
Episode 200: Reflections and Lessons of the Wize Way with Jamie Johns and Bren Ward
Episode 199: The Mindset Shift That Buys Back Your Time
Episode 198: Is Your Firm Leaking Money Without Knowing It?
Episode 197: Your Job Ad Is Costing You Great Candidates (Here's How to Fix It)
Episode 196: People, Structure and AI vs Recruitment: Straight Talk with Ed Chan
Episode 195: The WizeTalent Blueprint: Finding the Right Person Every Time
Episode 194: Busy But Not Scaling? How to Map the Revenue and Services that Drive Growth
Episode 193: Turn SOPs into a Growth Engine: Build a Policy Factory that Runs on Autopilot
Episode 192: Meetings, Rhythms & Remote Teams
Episode 191: The Art of Letting the Right Work Find the Right Hands
Episode 190: Why Your Team Is Out of Sync and How Daily Huddles Fix It in 15 Minutes a Day
Episode 189: Building a Strong Team Connection in 30 Minutes a Week
Episode 188: How to Run Your Firm in 5 Metrics
Episode 187: Vanity Metrics vs Real KPIs: Which Are You Tracking?
Episode 186: The KPI Meeting Rhythm that Scales Your Firm
Episode 185: Authority Flows Where Accountability Lives
Episode 184: The Real Legacy of Leadership with Jane Pollard
Episode 183: The Four Step Pricing Playbook for Accounting Firms
Episode 182: If You Want Better SOPs, Listen to Your Team's Questions
Episode 181: The Scalable Firm Blueprint: Structure, SOPs, Teams, and the Fab 5
Episode 180: The Most Dangerous Myth Accountants Believe About AI
Episode 179: “It’s Faster If I Do It” Solves a Moment and Sets Up a Mess
Episode 178: Your Time Costs More Than Any Client Will Ever Pay
Episode 177: The Bad Habit Every Firm Owner Must Break to Scale
Episode 176: The Hire That Changed Everything
Episode 175: Why Most Accountants Never Reach Their Genius Zone (and How You Can) with Gay Hendricks
Episode 174: Policies and SOPs That Power Firm Growth
Episode 173 - Onboarding Secrets for Retention
Episode 172: Why Most Accountants Struggle With Marketing (And How to Fix It)
Episode 171: Turn Your Board Meetings Into a Growth Engine
Episode 170: How to Keep Top Talent Engaged
Episode 169: M&A 101: Must-Knows Before Buying a Firm
Episode 168: Clients Only Want to Deal with You? That’s a Problem
Episode 167: Monetise Before You Market: The Growth Stategy Most Firm Owners Miss
Episode 166: Are You Getting the Right Numbers in Your Business?
Episode 165: Top 4 Marketing Strategies for Accounting Firms
Episode 164: Should You Sell to Private Equity? What Firm Owners Must Know
Episode 163: How to Keep Your Team Aligned and Productive
Episode 162: The Habits of a High-Performing Senior Client Manager
Episode 161: Maximising Productivity: The Delegation Strategies You Need to Know
Episode 160: 3 Golden Tips for Becoming a Better Client Manager
Episode 159: Implementing the 4 Quads in Your Firm
Episode 158: How to Convert Leads Every Time: Your Lead Allocation System
Episode 157: Retention Secrets Every Accounting Firm Needs to Know
Episode 156: How to Set Up Your Accounting Firm's Meeting Rhythm
Episode 155: The Wize 7-Divisions: Your Blueprint to Building a Business That Runs Without You
Episode 154: Wize Factor Chat: Daniel Vasin - Vasin Holdings Pty Ltd
Episode 153: Why Hiring an Admin is Key to Scaling Beyond $1M
Episode 152: How to Create a No Blame Culture in Your Firm
Episode 151: The Art of Delegation and Building a Business That Works for You
Episode 150: Wize Factor Chat: Gary Doran - Crescendo Accounting & Consulting CPA
Episode 149: Timesheets are dead says the gurus - The 5 firm-saving reasons why you need to keep and be religious about timesheets if you want to scale
Episode 148: How to Run A Discovery Call For Your Accounting Practice┃Questions to Ask
Episode 147: Top 5 Hiring Mistakes That Cost Firm Owners Thousands
Episode 146: Personal Exertion vs. Passive Income: What’s Your Firm Worth?
Episode 145: Firm transformation starts with the owner: becoming a better leader
Episode 144: What is the Concept of Having a Deep and Narrow Team Structure?
Episode 143: Leadership Lessons for Firm Owners: The Three C's Framework To Become a Better Leader
Episode 142: Wize Factor Chat: Jamie Johns - Sky Accountants
Episode 141: Mastering Capacity Planning for Your Business
Episode 140: The importance of time management for every business owner
Episode 139: How to Design Your Life and Business to Success
Episode 138: Reflections of 2024 and setting your goals for the new year
Episode 137: The benefits of having a deep and narrow team structure
Episode 136: How to Effectively Manage Offshore Teams
Episode 135: Leading by Example: The Role of Mentorship in Accounting and Bookkeeping Success
Episode 134: How to Onboard and Train New Staff
Episode 133: What are the essential skills of a client manager?
Episode 132: Building a team in another country - How to dramatically change the future of your firm using our Wize offshoring strategy?
Episode 131: Mindset Shift: How to Cultivate a Growth Mindset in Running a Business
Episode 130: Wize Factor Chat: Jake Douglas - Church Finance Pros
Episode 129: Why You Should Start Scheduling your Workflow for your Accounting Firm
Episode 128: The 3 Barriers to Growth- Leadership, Logistics and Marketing
Episode 127: How to Build a Sustainable Business with The Wize 7 Division Organisational Chart
Episode 126: Mastering Change Management: How Trust Transforms Your Firm
Episode 125: Wize Factor Chat: Brett Angus & Jaycen Wilson - Element Accountant & Advisors
Episode 124: What High-Performing Leaders Do Everyday In Their Firm
Episode 123: The Power of Capacity Planning for Accounting and Bookkeeping Firms
Episode 122: The Labor Shortage Tsunami - Are You Prepared?
Episode 121: Wize Factor Chat: Johanna Eddy - MarginKeepers
Episode 120: Offshore Teams: Your Path to Business Growth
Episode 119: Hiring Tips to create a team that can excel your business into growth
Episode 118: How to build client portfolios for your firm
Episode 117: Bottom-up VS Top-down Management
Episode 116: Wize Factor Chat: Byron McBroom - Measured Results
Episode 115: Time Management for Accounting Practice Owners
Episode 114: Critical Policies For Instilling Better Leadership in your Firm
Episode 113: The Importance of Staff Review Meetings
Episode 112: Wize Factor Chat: Kristy Fairbairn - The Business Oasis
Episode 111: How to build client portfolios for your accounting & bookkeeping firm
Episode 110: Keeping your team healthy - More Givers and Less Takers!
Episode 109: The Accountant's & Bookkeeper's Guide to Designing a Lifestyle-Driven Business
Episode 108: Wize Factor Chat: Michael Hanrahan - Hanrahan & Associates
Episode 107: UPFRONT PRICING: Crafting Winning Pricing Strategies in Accounting & Bookkeeping
Episode 106: Time Management for Accounting & Bookkeeping Practice Owners
Episode 105: The path to a 7-hour work week - How to build a scalable business that can run without you
Episode 104: The Importance of Staff Review Meetings
Episode 103: Wize Factor Chat: Thomas Sphabmixay - TMS Financials
Episode 102: The Single Best Way to Find and Recruit Qualified Staff for your Practice
Episode 101: How to educate clients with your firm's accounting services
Episode 100: Be a Next Level Client Manager
Episode 99: Wize Factor Chat: David Burnes - Asset Accounting
Episode 98: Understanding the 3 phase process of discovery, proposal, and production
Episode 97: Tracking the right metrics- your Fab 5 Dashboard
Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)
Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA
Episode 94: How to Deal with Pushbacks In Your Firm?
Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring
Episode 92: How to Achieve Your Business Ideal Income
Episode 91: The Secrets to Making of a High-Performing Team
Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates
Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024
Episode 88: The Different Concepts of Quad Activities for Every Firm
Episode 87: New Year's Resolutions & Finding and Keeping Great Talent
Episode 86: Ready for 2024! Setting your goals for the new year
Episode 85: The 12 Wize Tips of Christmas (2023 Edition)
Episode 84: WizeHub: The Next Level Business Intelligence
Episode 83: “Systems Dependent” and not “People Dependent”
Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors
Episode 81: The Role, Responsibilities & KPIs of a Senior Production Manager
Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?
Episode 79: Managing a High-Performing Offshore Team
Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for your Accounting Firm
Episode 77: Wize Factor Chat: Lacey Harnar - Pathway CPA Group, LLC
Episode 76: How to Make Instructional Videos for your Business
Episode 75: Buying back your time - how to stop working IN your practice
Episode 74: Understanding Standard Operating Procedures Definition, Importance and Tools
Episode 73: Wize Factor Chat: Stephanie Anderson - Tax Prose Inc.
Episode 72: Tips for Implementing a Sales Process in Your Firm
Episode 71: M&A Crash Course: How to Successfully Buy Another Practice
Episode 70: Best Practices for Lead Conversion
Episode 69: Wize Factor Chat: Luke Gheen - Gheen & Co.
Episode 68: Why WizeTalent is the #1 solution in finding the right talent
Episode 67: What is The "No Triangles" Policy and Why Should you Start Implementing in Your Firm?
Episode 66: How to Implement a Client Manager in your Firm
Episode 65: Wize Factor Chat: Bryant Zwart - Calyx CPA
Episode 64: Choosing the work you want to do and not wearing all the hats in your practice
Episode 63: Working Less Hours in your Accounting or Bookkeeping Firm
Episode 62: Enhancing Productivity and Strategic Focus through Quad Activities Implementation
Episode 61: Wize Factor Chat: Leah Hall - Player Hall
Episode 60: How to Achieve the Successful Accounting Owners’ Mindset
Episode 59: Where to invest your marketing budget to find new quality clients consistently
Episode 58: How To Build an Extraordinary Marketing System for your Accounting Practice
Episode 57: Let's Deep Dive into the Wize Capacity Planner
Episode 56: Wize Factor Chat: Terry Chung - Factor 1
Episode 55: How to up skill grad accountants and bookkeepers to intermediate/ senior level in 12 weeks flat
Episode 54: Understanding the Context of ‘No Bypass Policy’ for Your Accounting Team Structure
Episode 53: Why use NPS for staff and clients
Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore
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
Episode 50: Introducing the NEW WizeHub
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
Episode 48: The concept of implementing a no-blame culture
Episode 47: Sales Tips for Senior Client Managers
Episode 46: Referrals: Do’s and Don'ts
Episode 45: Your practice sales playbook - the best way to convert new clients every time
Episode 44: The Rule of 33% by Jamie Johns
Episode 43: How to do competency tests and assess candidates in your recruitment process
Episode 42: How to Structure your Accounting Practice's Org Chart
Episode 41: How to start your next deep and narrow production team
Episode 40: Wize Mentoring: Build a business that runs without you
Episode 39: Your fab5 dashboard crash course - the KPIs that build the business to run without you
Episode 38: The Wize Fab 5 Key Performance Indicators
Episode 37: Becoming the plumber in your practice - How to remove blockages in your practice traffic flow
Episode 36: Wize Mentoring for Accountants and Bookkeepers
Episode 35: How to lead ourselves and our teams better ~ discussing big challenges and big opportunities of 2023
Episode 34: The 12 Wize Tips of Christmas
Episode 33: Planning your 2023 business growth strategy
Episode 32: The First 90 Days of onboarding a new recruit
Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role
Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively
Episode 29: How to Transition from Top-down to Bottom-Up Management
Episode 28: Selling the sizzle not the sausage - Get paid for your advice with our 3-phase discovery, proposal, and production system
Episode 27: Why firms need scalable technology
Episode 26: How to Get Your Capacity Plan Humming
Episode 25: How to identify the best candidate for your practice
Episode 24: Step-by-step Guide for every Accounting Practice’s Withdrawal Journey
Episode 23: How to Set Up Your Accounting Firm's Meeting Rhythm
Episode 22: Let's talk about REFERRALS! How to build a solid referral program and system in place
Episode 21: How To Improve Your Accounting Firm’s Sales Process ┃ Wize Mentoring Business Tips
Episode 20: Micro-training your team - how to teach them about the deep and narrow team structure
Episode 19: How Accounting Firms Can Track their Performance┃Best Approach to Measure KPIs
Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring
Episode 17: Managing the Production and Communication Traffic in your Accounting Firm | Wize Mentoring
Episode 16: The Best Plan in Running a Discovery Session for Your Accounting Firms ┃Wize Mentoring Business Tips
Episode 15: Learn how to become a BETTER LEADER┃Three Keys to Leadership for your Accounting Practice
Episode 14: How to develop Standard Operating Procedures (SOPs) for Your Accounting Practice
Episode 13: Accounting Best Practices to Adopt in 2022 ┃ Wize Mentoring Business Tips
Hot Seat: Thomas Sphabmixay ┃How to Establish An Ideal Organizational Structure and Culture for Your Accounting Practice
Episode 11: Hire Slow, Act Fast: Understanding the Concept and Importance of Hiring the Right People
Episode 10: What is the Role of a Senior Production Manager in Managing your Traffic Flow?
Episode 9: Understanding The Job Description And KPIs Of A Senior Production Manager
Episode 8: The First Steps of Onboarding New Recruits for your Practice
Episode 7: Testing Potential Hires - For Grinders & Minders Role
Episode 6: How to Onboard Your Team Members - Finders, Minders & Grinders
Episode 5: Identifying the best candidates for your practice
Episode 4: How to make your clients deal with your client managers and not you
Episode 3: How to stop drowning in all the communication traffic flowing through your firm right now
Episode 2: Are you on the right track to building a business that runs without you?
Episode 1: The Ideal Team Structure