The Wize Way

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 t...

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 exploratio...

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, masteri...

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 d...

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 ins...

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 di...

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 experien...

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...

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...

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...

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 b...

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 mi...

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 ro...

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...

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-ur...

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 grow...

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 me...

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 account...

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...

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 amo...

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 pla...

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 D...

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...

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...

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...