The Wize Way

In this episode of The Wize Way Podcast for Accountants and Bookkeepers , Kristy Fairbairn and Tim Causbrook dive into the power of the Quad Activities framework — a simple yet transformative tool that helps firm owners break free from the trap of busy work.  Learn how spending time in Quadrant 2 (important but not urgent) is the key to scaling your business, empowering your team, and reducing own...

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook with Jamie Johns and Ed Chan dive into the critical importance of having a Lead Allocation System in place.  They discuss their strategy for consistently converting leads and the significance of building meaningful relationships with potential clients from all industries. With competition increasing, it&...

Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the system we built to help growing accounting and bookkeeping firms find qualified candidates!  https://thewizeway.com/wizetalent-cta-thank-you Why do great staff leave — and how do you get them to stay? In this episode, Wize Talent Coach Dani sits down with Tim Causbrook to uncover the real...

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other?   In today's episode of The Wize Way for Accountants & Bookkeepers, Brenton Ward and Jamie Johns break down why daily huddles are the secret weapon of high-performing accounting and bookkeeping firms.  Jamie shares how a simple 15-minute meeting can unblock bottlenecks, kee...

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns and Thomas Sphabmixay deep dive into the nitty-gritty of building a successful accounting or bookkeeping firm with Wize 7-Division model — the core structure behind every thriving, scalable business. As your firm grows, the real challenge isn't doing more — it's evolving from wearing every hat to...

In this week’s episode of The WizeFactor Chat, we sit down with Daniel Vasin, Director of Vasin Holdings Pty Ltd—an accounting firm based in Australia. Daniel shares his journey from joining the family business in 2007 to taking full ownership in 2015—and the tough years that followed. Growth had stalled. Key clients were leaving. And the fire that once drove him? Gone. That all changed when he di...

Are you stuck doing low-level admin tasks in your firm—wondering why growth feels impossible? In this episode, we unpack the hidden trap many firm owners fall into: thinking they’re “working on the business” while drowning in emails, client follow-ups, and team support. We reveal why hiring another accountant won’t solve the problem—and how the right admin support can unlock your time and allow yo...

In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, discover what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer.  Want to scale your firm with better leadership? Listen now! ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:    ...

In this episode of The Wize Way Podcast for Accountants and Bookkeepers , Tim Causbrook and Ed Chan tackle one of the biggest challenges for firm owners: letting go of the work.   Ed explains why true growth comes from shifting from doing to managing —and how learning to delegate effectively can transform your firm. ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can h...

In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, we have a The WizeFactor Chat with Gary Doran, founder of Crescendo CPA Gary shares his journey from a solo practice to leading a thriving 11-person firm — without being stuck in the day-to-day operations. Also, he reveals the key turning points that helped him step back from client work, the systems that allowed...

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Jamie Johns tackle the often-debated necessity of timesheets in the accounting sector.  Despite modern trends towards fixed pricing, Jamie makes a compelling argument for why timesheets are far from obsolete and are essential for anyone aiming to build a business that can operate independently of its...

In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice.  Find out how to run a discovery session, how having the right mindset is important in doing so, and the list of best questions to use for every call you will have that will best work f...

Hiring the right team members can make or break your accounting or bookkeeping firm. But let’s be real — hiring isn’t an exact science.   Many firm owners rush the process, skip critical steps, or make costly mistakes that impact their team and bottom line. In this episode of The Wize Way Podcast , WizeTalent Coach Dani and Kristy Fairbairn dive deep into the 5 biggest hiring mistakes that could b...

"If you don't find a way to make money while you sleep, you will work until you die" - Warren Buffett  In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Jamie walks through the transition of operating a personal exertion income firm as opposed to transitioning to a passive income firm.  Most Accountants are trapped in their business and are stuck in the mode...

In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, Jamie Johns and Kristy Fairbairn discussed how to free up your time while maintaining complete control of your firm.  They shared the top 3 ways to build a culture of high productivity and how to create and communicate a vision for your firm that is big enough for your staff to feel like they can achieve their o...

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan share the concepts of a deep and narrow team structure for every accounting business.  Find out why leading is important, the ideal process for a new team structure, how managing people could help, and the analogies behind having a successful team.  ________________   PS: Whenever you’re read...

“The best leaders talk about the elephant in the room and have the courage to face problems head-on.” - Jamie Johns In this episode of The Wize Way Podcast for Accountants & Bookkeepers , Brenton Ward and Jamie Johns dive into the Three C’s of Leadership: Courage, Candor, and Communication.  Discover practical strategies to lead with authenticity, build trust, and inspire growth in your team....

Jamie Johns offers a FREE 30min 1:1 power session to work on any growth challenges you have right now. Book it here In this special edition of The WizeFactor Chat, join Jamie Johns, owner of a $7M firm, who shares his journey from a one-client home office to building a thriving business that runs without him.  Jamie reveals what a typical morning looks like for him, the game-changing moment when h...

Are you struggling with capacity planning in your firm? In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan discuss how having a capacity plan in place is one of the fundamental tools they recommend for scaling a practice. They provide some insight into capacity planning and why it's so important to the growth of the business...

In today’s episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Ed Chan discuss the importance of time and focus for every accounting firm.  Ed explains that growing the right way is about transitioning your workload from working IN the business as the technician to working ON the business as a business owner. As we often hear the Working ON vs Working IN argument but...

Are you an accountant or bookkeeper feeling trapped in your business? 1:1 Wize Discovery Session – Spend 30mins 1:1 with our Wize CEO Jamie Johns and get his blueprint to build a $5mill+ firm that can run without you – Click Here In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward together with Ed Chan and Jamie Johns deep dive into the transformative proc...

In this episode of The Wize Way Podcast for Accountants and Bookkeepers,  Thomas Sphabmixay with Ed Chan and Jamie Johns dive into the critical topic of goal setting and planning for the new year.  Recorded as the financial year approaches its end for many firms, this episode provides valuable insights on how to review past performance, set effective goals, and ensure your team is aligned and prep...

In this week’s edition of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns with Kristy Fairbairn delves into the transformative power of a deep and narrow team structure for scaling your accounting firm.  Discover essential Wize strategies that emphasize the critical importance of implementing an effective team structure to achieve business growth.  Tune in to learn how you can st...

In this engaging episode of The Wize Way Podcast , Brenton Ward is joined by Ed Chan and Jamie Johns to unpack the essentials of managing offshore teams for accounting and bookkeeping practices. The conversation kicks off with a discussion on the ideal financial margins when setting up offshore teams. They delve into the significance of achieving and sustaining profitability through strategic pric...

In this week's episode of The Wize Way Podcast, Brenton Ward and Jamie Johns delve into the transformative power of mentorship within the accounting and bookkeeping industry.  Jamie discusses the impactful session he led with WizeElite clients, focusing on identifying the most influential people in their careers. This reflection sparked a deeper conversation about the role of training and dev...