The Wize Way

In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm.  Learn more on this episode to get you equipped in onboarding new recruits for your firm!  ________________   PS: Whenever you’re...

In this week's episode of The Wize Guys Podcast, join Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook as they explore the crucial skills necessary for being a successful client manager.  From mastering interpersonal communication to effectively managing expectations and delegating tasks, our experts discuss the importance of emotional intelligence (EQ) and leadership in handling bo...

In this episode of The Wize Guys Podcast, hosts Kristy Fairbairn and Thomas S. Phabmixay discuss the strategic advantages of building an offshore team, addressing key areas such as: How to get started with offshoring   Building an offshore team- step to growing your business   Reasons why offshoring is a win-win for all   This episode is a must-listen for business owners looking to expand intellig...

In this week's episode of "The Wize Way," Brenton Ward and expert Jamie Johns delve into the mental shifts essential for modern entrepreneurial success.  Jamie shares his experiences from a recent mastermind session, revealing how traditional business challenges are often rooted in outdated thinking patterns. By focusing on the internal journey—what Jamie refers to as "travelin...

Delegate like a demon! In this episode of The Wize Guys Podcast , we chat with Jake Douglas, founder of Church Finance Pros, as he takes us through his journey from an accidental start in bookkeeping to building a thriving, niche-focused business serving churches. Jake opens up about the challenges he faced scaling his original firm, the burnout that came with it, and the pivotal decision to speci...

In this week's episode of The Wize Guys Podcast , hosts Brenton Ward, Jamie Johns, and Ed Chan dive into the importance of proactive workflow scheduling for accounting firms.  They explore why it’s essential to start planning your workflow for the coming months, focusing on how this strategy can prevent last-minute chaos, reduce staff stress, and improve client satisfaction. By understanding...

In this today's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn discuss the 3 barriers to growth and share their experiences and challenges in overcoming these.    Leadership- The Wize Blueprint  Logistics and Systems – The right people on the right seats of the bus  Marketing- Pricing and Packaging your services  ________________   PS: Whenever you’re...

In today's episode of The Wize Guys Podcast, Thomas Spabmixay and Jamie Johns dive into the nitty-gritty of building a successful accounting or bookkeeping business with Wize Mentoring. Jamie Johns takes us through the seven divisions that form the foundation of a thriving firm.   As the business grows, the challenge lies in transitioning from wearing all the hats to delegating effectively an...

In this episode, Brenton Ward and Jamie Johns tackle the crucial topic of change management for firm owners. Jamie highlights the power of trust in driving fast and effective change. They discuss a real-world scenario where a firm faced resistance when introducing team budgets for the first time. Jamie explains how fear and lack of trust often underlie resistance to change and offers practical tip...

In this episode of The Wize Factor Chat , Jaycen Wilson and Brett Angus, co-founders of Element Accounting & Advisors discuss their journey of transforming their accounting firm with the help of Wize Mentoring. Jaycen and Brett share how they started their firm in 2014, initially working within a flat structure that left them overwhelmed and stuck in day-to-day operations. They recount the ear...

In this episode of The Wize Guys Podcast , Kristy Fairbairn and Thomas Sphabmixay explore the daily habits of high-performing leaders in accounting and bookkeeping firms. They discuss the importance of dedicating one hour each day to personal development, focusing on areas like leadership, marketing, and technology.  Thomas emphasises the value of staying sharp and continuously learning to lead ef...

The 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/ ________________________ “Businesses don’t plan to fail, they fail to plan.” - Ed Chan   In today's episode of The Wize Guys Podcast, Ed Chan and Thomas Sphabmixay deep dive i...

In this special episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns tackle one of the most pressing debates facing accounting and bookkeeping firms today: the future of work. As demographic shifts, remote work, and offshoring reshape the landscape, traditional hiring methods are falling short. Jamie highlights the growing labor shortage and why firms must adapt or risk being left behind...

What if you could transform your accounting practice to achieve work-life balance and business efficiency? In this episode of The Wize Guys Podcast features WizeFactor Chat, we dive into the journey of Johanna Eddy, the founder of Margin Keepers. Starting her firm in 2017 to balance her career and family life, Johanna shares her experience transitioning from an auditor at a big firm to running her...

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, Brenton Ward sits down with Ed Chan and Jamie J...

In this episode of The Wize Guys Podcast, Thomas Sphabmixay and Jamie Johns delve into essential hiring strategies to build a team that propels your accounting or bookkeeping practice into sustained growth.  Thomas emphasises the importance of hiring not just to maintain the status quo, but to foster real business expansion. Jamie outlines two critical questions every firm owner must answer: knowi...

As the client base of practice grows and you begin to expand/add teams to the practice, it's important to develop client portfolios for each client manager.   In today’s episode of The Wize Guys Podcast, Ed Chan and Tim Causbrook discuss the context of building client portfolios, their importance, and some of the challenges that practice owners face when developing them.  Find out more about...

In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns will deep dive into the difference between bottom-up and top-down management. The discussion moves to practical steps for implementing bottom-up management, such as creating a balanced team structure with an appropriate ratio of minders to grinders. Jamie shares his personal experience of transitioning...

This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Byron McBroom, the CPA and Founder of Measured Results. Byron shares his journey from starting his first firm in 1985 to founding Measured Results in 2002. He discusses the strategic growth of his business, driven by effective marketing, partnerships, and the invaluable guidance of Wize Mento...

In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns delve into the common challenges faced by accountants and bookkeeping practice owners in managing their time effectively.  Ed shares his personal journey, explaining how his early career experiences in the production division shaped his time management mentality. He discusses the pivotal moment when he...

Do you want to become a good leader for your team? In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns will discuss the critical policies that will help you set up your business for growth.  Remember that if you don't show leadership, then everything falls apart. You want your business to run from the bottom up instead of the top down, and to make t...

Feeling overwhelmed by the constant grind and lacking time for meaningful team interactions? Imagine if making time for regular staff reviews could transform your practice from hectic chaos into a well-oiled machine.  On this episode of The Wize Guys Podcast, we unpack the insights from Dr. Stephen Covey's game-changing principles to highlight how prioritising what's important over what&...

What if you could manage a thriving firm without being tied to it 24/7? This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Kristy Fairbairn one of the Wize Mentors and the CEO/ Founder of The Business Oasis. In 2017, Kristy bought an accounting firm and initially faced the daunting task of managing it alone. Her search for specialized support...

As the client base of practice grows and you begin to expand/add teams to the practice, it's important to develop client portfolios for each client manager. In this episode of The Wize Guys Podcast, Ed Chan and Tim Causbrook discuss the context of building client portfolios, their importance, and some of the challenges that practice owners face when developing them.  Ed reveals the critical s...

When hiring new staff for your Practice, do you hire based on Education? Work experience? Set of skills? Or whether a candidate will bring a good balance to your resource mix?  In this week's episode of The Wize Guys Podcast,  Thomas Sphabmixay together with Jamie Johns and Kristy Fairbairn discusses how using the capacity planner helps firm owners with finding the right team mix.  Unlock the...