The Wize Guys

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 owner dependency. Learn how top-performing firms shift their focus to strategy, training, and systems — and why doing so leads to calm, scalable growth.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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's more vital than ever for bookkeeping and accounting practice owners to engage with prospects early and often, ensuring they stand out and are ready to serve when the time comes.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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-youWhy 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 reasons employees quit (spoiler: it's rarely about money) and what firm owners can do to build a loyal, high-performing team.You'll discover:✅ The 4 core reasons staff leave—and which ones you can control ✅ Why strong leadership is the #1 retention tool ✅ How to manage and motivate remote teams effectively ✅ The role of recognition, structure, and career growth in retention ✅ Practical strategies top-performing firms use to keep their best peopleWhether you're running a small team or scaling past $1M in revenue, this episode will show you how to lead better, retain top talent, and build a business that runs without you.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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, keep teams aligned, and improve client satisfaction — without wasting time. He also explains why the real cost isn't in running a huddle — it's in skipping it. If your firm struggles with inefficiencies, missed priorities, or slow turnaround times, this episode is a must-listen.Tune in to learn: ✅ The key elements of an effective daily huddle ✅ Common mistakes firms make—and how to fix them ✅ How this simple habit can transform your businessListen now and start building the habits that drive success!________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 delegating, leading, and building a team that can thrive without you.Jamie shares hard-won insights on leadership, investing in people, and why showing results is key to growing an independent business.Join us to learn how mastering these divisions can help you build a business that runs — and grows — without you at the centre.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 discovered Wize Mentoring. Daniel unpacks how the Wize blueprint gave him the clarity, structure, and confidence to stop doing all the work — and start building a business that can run without him.If you're feeling stuck in your firm, this is the story you need to hear.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 you to lead strategically. You'll learn how to calculate your effective hourly rate, why delegation fails without systems, and how to train admin support to help you scale with confidence.This is about more than just hiring—it's about freeing yourself from the day-to-day so you can build a scalable, systemized firm that runs without you.Here are the key Takeaways:Why doing $20 tasks is costing your firm thousandsThe first hire you should make—and how to onboard them the right wayHow to delegate without losing control or compromising qualityWhat it really takes to build a firm that thrives independently of the owner________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 CPAGary 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 his team to run the business smoothly, and the mindset shifts that made it all possible. He also shares the biggest lesson he'd tell his younger self and why embracing leadership is the key to scaling sustainably.If you've ever wondered how to build a firm that grows beyond you, this episode is a must-listen!________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 owner.The reasons why we need to keep timesheets and why timesheets are not dead and, in fact, are critical if you want to build a business that runs without you.  How to get buy-in from your entire team and build a culture of high performance using timesheets.  How to handle the nay-sayers of using timesheets. ________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 for your business ________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 be costing your firm thousands (or more). Discover 1 bonus mistake that many firms still make. They discuss why hiring offshore can be a game-changer and how WizeTalent's 44-step hiring process ensures firms find and retain top talent.If you're struggling with hiring or want to build a team that truly supports your firm's growth, this episode is packed with actionable insights to help you hire smarter and avoid costly missteps.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

"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 model of exerting their own time and energy to earn a good portion of the fees the firm generates. This model doesn't allow the owner to ever work ON the business, take time away from the business, or really scale the business in any significant way.  So, the goal of this video is to get you in the mindset of starting to ask the questions you need to ask in relation to beginning the "withdrawal" process in your business. What do you need to do to start withdrawing from each role you currently fulfill in the business? ________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 own goals within.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

“The best leaders talk about the elephant in the room and have the courage to face problems head-on.” - Jamie JohnsIn 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. Whether you're scaling your firm or improving your leadership style, this episode is packed with actionable insights to help you create a thriving business.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Jamie Johns offers a FREE 30min 1:1 power session to work on any growth challenges you have right now. Book it hereIn 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 he met his mentor, Ed Chan, and why working smart beats working hard. He also reflects on the biggest lesson he'd tell his younger self and the power of taking full responsibility in business and life.If you've ever wondered what's possible when you build a firm that doesn't rely on you, this episode is a must-listen!________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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. Find out more about matching the fees with productivity and workload! ________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 many coaches and colleagues, find out how this journey plays out and how a firm owner can free up 8+ hours of a week working on their business.  ________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 process of discovery sessions for accounting business owners. Many enter the business world seeking higher earnings, more freedom, and additional time, yet often find themselves working longer hours, earning less per hour, and spending precious little time with family. Ed describes this common plight as being a "prisoner in your own business."From Ed and Jamie's extensive experience in building Chan & Naylor and Sky Accountants respectively, they emphasise the importance of beginning with the end in mind. They explore the necessity of designing—or often redesigning—your business to align with your ultimate goals, focusing keenly on the return on investment (ROI) your firm delivers.Highlights from this episode: Why is it that Warren Buffett invests in direct business and what his criteria is for investing?  Comparing the ROI of your business vs the share market vs property investmentThe problems with a partnership model How to build a garden to attract butterflies The journey from self-employed > business > investment What would you like your life to look like when you are 65/70? Engineering your business to achieve your ideal income figure Join them as they share invaluable insights and practical advice on reshaping your accounting practice into a business that not only runs efficiently but enriches your life and secures your future!________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 prepared for the upcoming year!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 start applying these practices in your firm today!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 pricing and resource management.They also covers the pivotal role of technology and security in ensuring a successful offshore operation. They provide actionable advice on the right tools and protocols needed to maintain data integrity and protect against cyber threats.Listeners will gain valuable insights into practical staffing strategies that enhance productivity and foster a seamless partnership between onshore and offshore teams. Whether you're initiating an offshore team or refining your existing processes, this episode offers crucial guidance tailored to help your practice thrive.Tune in to glean wisdom from seasoned experts and elevate your offshore team management game. Your next step in optimizing your practice starts here!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 development, both structured and unstructured, in fostering growth and self-awareness among firm owners.Jamie challenges business owners to consider not only who has profoundly influenced them but also how they can be that pivotal figure for others in their teams. The episode is rich with strategies for personal and professional development, emphasizing the importance of leadership and the profound impact of mentorship on both individual and firm success.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 both client portfolios and team dynamics. Tune in to gain valuable strategies that will empower client managers to lead with confidence and drive their teams toward success.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 intelligently and sustainably through offshoring!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 "traveling within"—he underscores the need for personal evolution alongside business development.This episode offers actionable insights into adopting a new mindset that embraces change, fosters innovation, and drives scalable growth. Join us to transform your approach and lead your business to new heights!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 specialize in church clients.He shares how joining Wize Mentoring was a game-changer, helping him build a more efficient team structure, delegate tasks effectively, and streamline operations to scale. From growing his team from 2 to 9 members to implementing key strategies that allow him to step back from day-to-day operations, Jake talks about the power of creating a business that runs without him—giving him the freedom to focus on what matters most, both in his business and personal life.This episode is packed with practical tips and inspiration for anyone looking to scale their firm and achieve work-life balance. Don't miss it!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

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 your team's capacity and aligning it with client expectations, you can avoid the overwhelming rush that often comes with unplanned workloads.They also discuss the impact of efficient scheduling on work productivity and how balancing client demands with your firm's capacity can streamline operations. By strategically managing when clients submit their work and planning based on your team's availability, you'll create smoother processes, better time management, and an overall more efficient practice. This episode provides practical insights into building a firm that runs like clockwork, helping you focus on long-term growth and sustainability.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 and becoming a leader. Jamie shares valuable insights on leadership, investing in people, and the importance of showing results. The seven divisions discussed include the board of directors, marketing, sales, production, quality, office admin, and financials.  Join us to learn how these divisions contribute to building a business that can run without you.  ________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 tips: listen more, create a no-blame culture, and hold regular one-on-one meetings to build trust.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 early challenges of modernising their firm—bringing everything into the 21st century—and how Wize Mentoring's 'deep and narrow' model helped them systematise their business, reduce workload, and grow smarter.Key insights include their shift from trying to find "superstar" employees to focusing on extraordinary systems that allow ordinary people to excel, as well as the importance of buying into the Wize Mentoring process fully to achieve success.If you're looking for inspiration on how to build a business that runs without you and want to hear how Jaycen and Brett are implementing Wize Mentoring's strategies to achieve long-term growth and freedom, this is the episode for you.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 effectively. Kristy highlights the significance of maintaining clarity and alignment with long-term goals through daily non-negotiables like reviewing KPIs and energizing the body. Listeners are encouraged to structure their days intentionally, balancing work and personal growth for sustained success.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 into capacity planning. for accounting and bookkeeping firms. A capacity planner plays a critical role in managing resources, optimizing workflows, and ensuring that the firm can meet client demands efficiently while maintaining high standards of service. It requires a strong understanding of accounting and bookkeeping processes, project management skills, and the ability to adapt to changing client needs and industry trends. ________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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.They discuss how offering flexible work arrangements and embracing technology can give firms a competitive edge. With real-world examples and practical advice, this episode is a must-listen for anyone looking to future-proof their business.Don't miss out on these insights to help your firm thrive in a rapidly changing world!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 own successful business.Join Wize Claudia as she sits down with Johanna to discuss the evolution of Margin Keepers, the challenges of growing a practice, and the crucial role Wize Mentoring played in her development. From struggling with capacity planning to mastering key financial metrics, Johanna opens up about the transformative impact of joining the Wize Elite program.Discover how Johanna learned to measure capacity scientifically, monitor essential KPIs, and set up her business for long-term success and potential exit strategy. Her story highlights the importance of early investment in coaching and proactive management.Whether you're an accounting practice owner looking to optimize your business or simply interested in the insights and experiences of fellow professionals, this episode offers valuable lessons and inspiration.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 Johns to explore the transformative impact of offshoring on accounting and bookkeeping practices. Ed shares his perspective on offshoring as a win-win strategy, emphasizing its role in keeping client fees competitive, providing pay raises for local staff, and aiding countries in need. Jamie highlights how offshoring has boosted capacity and strengthened team relationships at Sky, sharing a success story where an offshore team member was recognized in a client's annual report for their significant contribution.Tune in to learn more!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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: knowing when to hire and determining who to hire. He introduces the capacity planner as a fundamental tool for timing new hires and discusses the importance of identifying the right resource mix—whether you need a finder, minder, or grinder.The discussion covers practical tips on creating a structured hiring process to avoid mishires, emphasizing the high costs associated with bad hires. Jamie and Thomas stress the value of promoting from within and aligning individual career goals with the firm's direction. Thomas also addresses a common concern about quickly assessing new hires, highlighting the importance of identifying unsuitable candidates early to avoid prolonged issues and the sunk cost fallacy. Jamie suggests that while a three to six-month probation period is typical, firms should strive to recognize fit within a shorter timeframe.The episode wraps up with actionable advice on attracting talent in a competitive market, effective advertising, and the significance of integrity, energy, and responsiveness in potential hires. The team discusses the benefits of utilizing an applicant tracking system and structured interview guides to streamline the hiring process. Tune in for a comprehensive guide on mastering the art of hiring to ensure your firm is staffed with the right people, fostering a business that can eventually run without you!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable accounting business!  ________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 to this management style, highlighting its positive impact on workload and efficiency. Both Ed and Jamie discuss the importance of client managers in maintaining smooth operations and strong client relationships. They also address staff recruitment and retention challenges, providing insights into how a well-structured team can alleviate these issues.Which is better and how do you implement it in your firm? Remember, your management style can dictate the process and growth of your business. Tune in to find out which management style better fit for your accounting or bookkeeping firm!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 Mentoring.Byron reveals how the Wize Mentoring system transformed his firm, enabling him to reduce his work hours to just 10 per week while achieving significant business growth. He also recounts a life-changing accident in August 2022, where he sustained multiple severe injuries. Thanks to the robust systems in place from Wize Mentoring, his firm continued to operate smoothly and efficiently during his six-month recovery, ensuring all clients were serviced without interruption.Tune in to hear Byron's inspiring story of resilience and learn how Wize Mentoring's strategies can help create a sustainable, self-sufficient business!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 discovered Dr. Stephen Covey's principles, which helped him transform his approach to running a business. At the same time, Jamie reflects on how Covey's teachings influenced his own practice. Together, they explore practical strategies for applying time management theories to create a more efficient and sustainable accounting practice. Tune in for valuable insights and tips on transitioning from a time-poor practice to a business that runs without you!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 that happen, every team member should be the leader and show leadership in their respective areas. But how do you become a good leader? And how do you teach leadership to your staff? Tune in to today's episode to learn how and more!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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's merely urgent can revolutionize your accounting or bookkeeping firm. Discover some actionable strategies for evolving from the traditional, ineffective annual review to a dynamic system of monthly or quarterly one-on-ones using innovative tools.Also, we explore how these regular check-ins, grounded in goal review and KPI feedback, ensure that your team stays aligned and your business remains on course. Learn how to implement a cascading structure where the CEO engages with senior client managers, who in turn lead their own teams, creating a consistent and cohesive workflow. Don't miss this episode if you're eager to break free from the busyness trap and foster a more self-sustaining, effective practice. We'd love to hear your thoughts—head to the chat feature and share how frequently you conduct staff reviews in your own firm!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 led her to Wize Mentoring, where she found the guidance and accountability she needed to balance her family life while growing her business. Learn how Kristy's experience with Wize transformed her approach to business management.Hear Kristy's inspiring transition from mentee to mentor and how business coaching can be a game-changer for accountants and bookkeepers. Discover her insights on the importance of mentorship in achieving professional dreams without succumbing to burnout. We explore how strategic planning and team empowerment can free business owners from constant involvement, allowing them to pursue personal goals and enjoy greater fulfillment. Kristy shares practical advice on overcoming the fear of relinquishing control and the benefits of a well-structured business plan.Finally, we discuss the power of connecting with a global community of like-minded business owners. Kristy highlights the value of master classes, webinars, and Super 8 pods in fostering a supportive environment where firm owners can share insights and hold each other accountable. This collective wisdom not only accelerates business growth but also enhances work-life balance. Learn how adopting effective systems can improve service delivery and client satisfaction in bookkeeping businesses. Don't miss Kristy's valuable tips and strategies for building a self-sustaining business.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 strategies for building an effective client portfolio team. You'll learn the importance of strategic team composition and why hiring experienced senior staff early on is a game-changer. Discover how to streamline client communication and train junior team members, setting the foundation for a robust and efficient team. Ed also shares insights on managing production and communication traffic flows, offering expert advice on the specific skills required for each.Find out more about the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable accounting business!  Plus, get the lowdown on why proper hiring and training are essential for creating a successful practice. Don't miss these essential tips for turning your accounting or bookkeeping practice into a profitable and smoothly-running business!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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 secrets to effective hiring in accounting with Jamie from Sky Accountants. Discover how Jamie revolutionized his approach from informal methods to structured processes, ensuring the right fit and boosting firm success. Learn why transparency and integrity are crucial in hiring and understand the devastating impacts of a bad hire. Jamie also sheds light on the importance of mastering a hiring formula and maintaining team compatibility, with a striking 80% of success attributed to the ability to get along with others.Take a deep dive into capacity planning and the qualities of successful client managers. Understand how leveraging a capacity planner can optimize your team's efficiency and productivity, maintaining a balanced workload and fostering steady growth. Jamie shares invaluable tips on evaluating candidates' financial concept understanding, ensuring they can communicate complex terms with clarity and confidence to clients. Join us for this episode brimming with actionable insights and strategies to transform your accounting practice into a seamless, thriving business.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

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, and how Ed's philosophy challenges this by emphasizing the potential for greater returns through strategic investment in the business itself.Ed elaborates on the importance of designing a business that runs without the owner's constant involvement. He highlights the benefits of viewing the business as an asset, focusing on the long-term return on investment rather than short-term profits. The conversation touches on critical concepts such as creating robust systems, restructuring leadership roles, and setting up processes that allow for scalability without the typical growing pains.Whether you're just starting out or looking to scale your existing practice, this episode provides actionable tips and inspiration to help you achieve a business that not only grows but also gives you the freedom to step back and enjoy the fruits of your labor.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here