Wize Mentoring for Accountants and Bookkeepers
The Wize Way
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...
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Wize Mentoring for Accountants and Bookkeepers
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9 iul. 2026
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Episoade
Episode 9: Understanding The Job Description And KPIs Of A Senior Production Manager 11.11.2021 19:42
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 04.11.2021 5:08
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 28.10.2021 15:22
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 21.10.2021 12:13
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 14.10.2021 7:10
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 23.07.2021 56:33
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 18.06.2021 46:20
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...
Episode 2: Are you on the right track to building a business that runs without you? 02.06.2021 41:00
Download a FREE copy of our book - The Accountants 20-Hour Workweek In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners 👉 https://wizementoring.mykajabi.com/20hourworkweek Episode 2: Are you on the right track to building a business that runs without you? “You've gotta find the right people, you put the right...
Episode 1: The Ideal Team Structure 04.05.2021 32:28
Episode 1: The Ideal Team Structure “The first thing you've gotta master is you've gotta master leading yourself. So that's about self-discipline, that's about the experience, that's about controlling your feelings, and so you've gotta lead yourself and then to lead others, that's another level again.” Welcome to The Wize Guys podcast! In this, our very first epi...
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