The Wize Way

Episode 34: The 12 Wize Tips of Christmas In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan get together to give The 12 Wize Tips of Christmas. These 12 Wize tips revolve around the Wize DRS Model. Find out how you can start to implement these tips to scale your business.  Timestamps: 2:30 - The Wize DRS Model 4:44 - TIP 1: Develop Your Growth Blueprint 11:06 - TIP 2...

FREE DOWNLOAD!! Accountants! Scale your business today 🚀 Accountants Highway to the Danger Zone Playbook is a guide for accountants and bookkeepers looking to overcome the barriers that are holding them back from growing their firms. Our playbook shows you exactly what tactics we used when growing our firm so you can replicate it in your business today! Click here to download the Accountants High...

Episode 32: The First 90 Days of onboarding a new recruit RECRUIT - team structure, recruitment, management, leadership In this episode of The Wize Guys, 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...

Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan discuss the pre-employment tests to conduct with candidates and give tips on how to find the right people with the right attitude for your Accounting Practice. Learn the difference between the grinder and minder roles that will b...

Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively DESIGN - business planning, systems, processes, production, tech In this episode of The Wize Guys Podcast, Ed Chan and Jami Johns with the Wize Mentors, Timothy Causbrook and Thomas Sphabmixay tackled client portfolios and how to allocate clients to teams effectively. This is important because it helps keep your staff bala...

Episode 29: How to Transition from Top-down to Bottom-Up Management In this episode of The Wize Guys Podcast, Brenton Ward, Ed Chan, and Jamie Johns talk about the difference between Top-Down Management versus Bottom-Up Management is similar to Command and Control versus Leadership by Empowerment. Top-Down Management is about getting Control (Command & Control) whereas  Bottom-Up management is...

Episode 28: Selling the sizzle not the sausage - Get paid for your advice with our 3-phase discovery, proposal, and production system “Selling the sizzle and not the sausage is a philosophy that we have in Wize. What we mean by this is that the client manager is not necessarily the most technical person on the team.” In this episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Th...

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...