Wize Mentoring for Accountants and Bookkeepers

The Wize Way

Business EN ↓ 209 episodes

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...

Author

Wize Mentoring for Accountants and Bookkeepers

Category

Business

Podcast website

www.wizementoring.com

Latest episode

Jul 9, 2026

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Episodes

Episode 109: The Accountant's & Bookkeeper's Guide to Designing a Lifestyle-Driven Business 06.06.2024

In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan dive deep into the transformative journey of turning an accounting practice into a self-sustaining business. Jamie shares his personal experience of working with Ed and the mindset shift that revolutionized his approach to business. They discuss the common misconception that an accounting firm must be built to sell, a...

Episode 108: Wize Factor Chat: Michael Hanrahan - Hanrahan & Associates 30.05.2024

This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Michael Hanrahan, the Founder of Hanrahan & Associates. Hanrahan & Associates has been operating for 30 years in the accounting industry, so witness the metamorphosis of a traditional partnership into a single-handed powerhouse, driven by the game-changing Wize Mentoring program. We u...

Episode 107: UPFRONT PRICING: Crafting Winning Pricing Strategies in Accounting & Bookkeeping 23.05.2024

Get a FREE templates and resources when you  join our private 4000+ community, The Wize Accountant’s Mastermind. Learn from the Wize mentors and practice owners from 30+ countries: https://www.facebook.com/groups/wizemastermind ________________ In this week's episode of the Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns deep dive into the topic of upfront pricing and how you com...

Episode 106: Time Management for Accounting & Bookkeeping Practice Owners 16.05.2024

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 105: The path to a 7-hour work week - How to build a scalable business that can run without you 09.05.2024

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 104: The Importance of Staff Review Meetings 02.05.2024

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 103: Wize Factor Chat: Thomas Sphabmixay - TMS Financials 25.04.2024

Every family business has its own saga, and today we're peeling back the curtain on one such tale with Thomas! This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Thomas Sphabmixay, one of the Wize Mentors and the General Manager of TMS Financials. As a child who grew up amidst the hustle of his parents' accounting firm, Thomas trans...

Episode 102: The Single Best Way to Find and Recruit Qualified Staff for your Practice 18.04.2024

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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...

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