Wize Mentoring for Accountants and Bookkeepers
The Wize Way
Feeling stuck in your firm or on the edge of rapid growth but don't know how to build the business so that it’s not reliant on you? Join the Wize team as they share the insights, stories, strategies and tools that have helped transform the businesses and lives of our Wize Guys and hundreds of Accounting, CPA and bookkeeping firm owners around the world. In each episode, we dive into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out. Subscribe to transform your challenges into opportunities and build a business that can run withou...
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Autor
Wize Mentoring for Accountants and Bookkeepers
Kategoria
Strona podcastu
Ostatni odcinek
11 lis 2026
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Odcinki
Episode 102: The Single Best Way to Find and Recruit Qualified Staff for your Practice 18.04.2024 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...
Episode 101: How to educate clients with your firm's accounting services 11.04.2024 9:29
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-V...
Episode 100: Be a Next Level Client Manager 04.04.2024 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 dis...
Episode 99: Wize Factor Chat: David Burnes - Asset Accounting 28.03.2024 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...
Episode 98: Understanding the 3 phase process of discovery, proposal, and production 21.03.2024 6:13
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...
Episode 97: Tracking the right metrics- your Fab 5 Dashboard 14.03.2024 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...
Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms) 07.03.2024 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,...
Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA 29.02.2024 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 juggernau...
Episode 94: How to Deal with Pushbacks In Your Firm? 22.02.2024 6:13
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 significa...
Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring 15.02.2024 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, Krist...
Episode 92: How to Achieve Your Business Ideal Income 08.02.2024 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 ou...
Episode 91: The Secrets to Making of a High-Performing Team 01.02.2024 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 epis...
Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates 25.01.2024 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 mem...
Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024 18.01.2024 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...
Episode 88: The Different Concepts of Quad Activities for Every Firm 11.01.2024 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...
Episode 87: New Year's Resolutions & Finding and Keeping Great Talent 04.01.2024 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 rea...
Episode 86: Ready for 2024! Setting your goals for the new year 28.12.2023 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 mi...
Episode 85: The 12 Wize Tips of Christmas (2023 Edition) 21.12.2023 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 (Ho...
Episode 84: WizeHub: The Next Level Business Intelligence 14.12.2023 5:20
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://w...
Episode 83: “Systems Dependent” and not “People Dependent” 07.12.2023 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...
Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors 30.11.2023 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 t...
Episode 81: The Role, Responsibilities & KPIs of a Senior Production Manager 23.11.2023 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: Whenev...
Episode 80: What is the Concept of Having a Deep and Narrow Team Structure? 16.11.2023 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...
Episode 79: Managing a High-Performing Offshore Team 09.11.2023 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 Brento...
Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for your Accounting Firm 02.11.2023 7:21
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...
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