The Wize Way

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 navig...

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 c...

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 em...

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 situat...

  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 atta...

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 activit...

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 sa...

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 th...

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: 0:3...

Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentorin g 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...

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...

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 ever...

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 ou...

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 star...

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 p...

Hot Seat: Thomas Sphabmixay ┃How to Establish An Ideal Organizational Structure and Culture for Your Accounting Practice In this episode of The Wize Guys, Brenton Ward had a 1:1 interview with Thomas Sphabmixay from TMS Tax Accounting & Financial Services who was first introduced to the Wize Mentoring program when they approached Ed Chan for Mentoring. Through Wize, they were able to turn thei...

Episode 11: Hire Slow, Act Fast: Understanding the Concept and Importance of Hiring the Right People In this episode of The Wize Guys, Brenton Ward with Jamie Johns, and Ed Chan discuss an in-depth explanation of the ‘hire slow & act fast’ concept. Good candidates won't wait for you. On the other hand, remove the rose-tinted glasses before you rush into a new hire. Lots to consider in thi...

Episode 10: What is the Role of a Senior Production Manager in Managing your Traffic Flow? In this episode of The Wize Guys, Brenton Ward and Jamie Johns talk about the effects that hiring a Senior Production Manager can have not only on your workload as the owner of the accounting firm but on the growth of the business and satisfaction of customers. Also, find out the role of the senior productio...

Episode 9: Understanding The Job Description And KPIs Of A Senior Production Manager “Most people leave their jobs because they're disengaged and they don't like their manager. The second reason they leave their job is that they're not in their flow.”  In this episode of The Wize Guys, Brenton Ward, and Jamie Johns answer some listener questions and talk about what a Senior Product...

Episode 8: The First Steps of Onboarding New Recruits for your Practice So, once you've acted fast and hired slowly, and found the right team member for your firm, what's next? How do you introduce that person to the culture and workflow of your firm?  In this episode of The Wize Guys, Brenton Ward, and Jamie Johns talk through a few onboarding approaches to effectively integrate with yo...

Episode 7: Testing Potential Hires - For Grinders & Minders Role How do find the right people for the right role? In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about narrowing down candidates for your next hire can be a daunting process.  Let us give discuss different types of testing options out there, to help you find the ideal team member for your firm. Wheth...

Episode 6: How to Onboard Your Team Members - Finders, Minders & Grinders “You got to micro train upfront so that you don't have to micromanage them later on because really good output people don't like to be micromanaged.” In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about tips for onboarding new members of your team.  Define the roles of Finders, Mi...

Episode 5: Identifying the best candidates 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: 0:46 - Hiring Onshore vs Offshore employ...

Episode 4: How to make your clients deal with your client managers and not you In this episode of The Wize Guys, Brenton Ward and Ed Chan in the participation of Wize Tribe members tackle about the things to know in transitioning clients to deal with client managers in every accounting and bookkeeping firm. You might be seeing a pattern now - creating efficient operations for your firm. You’ll hea...

Episode 3: How to stop drowning in all the communication traffic flowing through your firm right now “You've gotta take ownership, you've gotta take leadership. ‘Cause if you don't take leadership of that conversation, the client will just think that you are happy to just giving your time away for free.”  In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk...