Episode 6: How to Onboard Your Team Members - Finders, Minders & Grinders

Get EXCLUSIVE ACCESS to the Wize Fab 5 Key Performance Indicators when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/
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Join us on the Wise Guys podcast as we unlock the full potential of your accounting or bookkeeping practice. Discover how the Fab5 KPI dashboard can revolutionize your firm's health, guiding you toward enhanced team performance, revenue growth, and operational efficiency. Dive into the art of leadership and strategy with actionable insights, empowering you to become the informed leader your firm needs.

Whether you're leading a budding firm or a seasoned practice, learn how KPIs like lockup figures can serve as the blueprint for scaling up. With monthly KPI presentations, we're igniting a passion for excellence and continuous improvement while addressing the unique challenges smaller firms face. Tune in and elevate your practice to new levels of success!

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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 WizeGuys Podcast, we explore how the current system can transform firms. But amidst the promise of innovation and growth, there's a lurking challenge: what happens when these firms, initially enthusiastic about embracing change, find themselves entangled once again in the web of old, inefficient practices?

Join our insightful hosts, Brenton Ward and Ed Chan, as they are joined by Wize Mentors, Tim Causbrooks and Thomas Sphabmixay, to navigate this precarious terrain. Together, they delve into the vital importance of reconnecting with the core principles that underpin success in the accounting industry. It's all about withdrawing oneself from the gravitational pull of outdated methodologies and rediscovering the essence of what drives progress.

Throughout the episode, they share invaluable insights gleaned from their own experiences, offering a roadmap for firms looking to chart a course toward sustainable growth and prosperity.

From the initial spark of inspiration to the nitty-gritty details of implementation, every aspect of the journey is explored with depth and clarity. Whether you're a seasoned veteran or a newcomer to the world of accounting, there's something here for everyone.

So, if you're ready to break free from the shackles of the past and embrace a future defined by innovation and possibility, join us on this illuminating episode of The Wize Guys Podcast. Your firm's success story starts here!

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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

We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.

Apply here: https://wizementoring.mykajabi.com/assessments/16155
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Imagine transforming your practice from a time-consuming juggernaut into a flourishing enterprise that scales new heights while granting you the freedom to pursue your passions.

In this episode of The WizeFactor Chat of The Wize Guys Podcast,  we had a conversation with Shayan Rashid, a Partner - Chartered Professional Accountant at SRJ Chartered Accountants Professional.

Shayan shares the astonishing evolution of their business through mindset shifts and culture that enabled him to not only welcome over a million in new work but also embrace the art of saying 'no' to potential clients who weren't the right fit. It's a narrative that celebrates the small, yet significant strategies that collectively catalyzed her practice's success, and it's brimming with insights that every practice owner can apply to catalyze their growth.

In parallel, he lifts the veil on his own experience of stepping back from the nitty-gritty of everyday operations to focus on strategic growth and partnerships. By assembling a stellar team and crafting effective systems, I've liberated myself to engage more deeply in basketball, coaching, and travel, all while mentoring the next wave of entrepreneurial talent. Our conversation is not just a reflection on our personal journeys; it's a blueprint for aggressive business expansion and a testimonial to the liberating power of a well-structured business. For those hungry to reshape their business and life, our episode provides the motivation and the methodologies to make it happen!

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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, Tim Causbrook with Jamie Johns and Ed Chan identify the different forms of pushback when it comes to implementing a deep and narrow team design for every accounting practice.

It is a treasure trove for practice owners, brimming with actionable advice and lessons learned from the front lines of business evolution. Jamie delves into the significance of unwavering leadership and the dangers of slipping back into old habits. Understand the impact of team complexity on business growth and why the 'no bypass policy' is a cornerstone in maintaining a streamlined focus. 

Tune in to this week's episode to learn some tips on why educating, people and the team must work hand-in-hand to achieve a well-balanced structure. Also, find out which is more effective in conducting a 1-on-1 discussion or meeting as a group!

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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

Looking to hire a new Accountant, Bookkeeper, or Administrator? 

Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates!  

https://www.wizementoring.com/wizetalent-offer/

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In this week's episode of The Wize Guys Podcast, Jamie Johns, together with esteemed guests Thomas Sphabmixay, Kristy Fairbairn, and Tim Causbrook, delve deep into the art and science of recruiting top-notch accounting and bookkeeping talent. 

The conversation kicks off with Jamie highlighting the critical importance of not just finding skilled individuals but aligning new hires with the firm's culture and long-term vision. Thomas, known for his innovative approach to recruitment, shares his insights on leveraging technology and social media to scout for potential candidates. Kristy, with her background in human resources, emphasizes the significance of a structured interview process and the role of behavioral assessments in predicting candidate success. Tim, bringing a wealth of experience from his own thriving accounting firm, discusses the strategies he employs to retain high-caliber staff, including professional development opportunities and a rewarding firm culture. 

Tune in and learn the practical tips and strategies that you can immediately implement to enhance your recruitment processes and build a team poised for success!

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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, Jamie Johns, and Ed Chan offer their insights on the importance of conducting a discovery session for every accounting practice.

Ed, having experienced numerous challenges while growing his accounting business, understands the struggles many of us face. Often, we enter the world of entrepreneurship with the hopes of increasing our income and gaining more time and freedom, only to discover that our reality is quite the opposite. We end up working longer hours than ever before and sacrificing precious time with our families. When we assess the money we earn relative to the time we invest, the returns are minimal, and the investment seems unwise.

To break free from this cycle and ensure that your business doesn't imprison you, Ed and Jamie will provide a comprehensive roadmap for either designing a new business or redefining your existing one. They will show you how to align your business goals with your desired return on investment, giving you a clearer path toward 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

Looking to hire a new Accountant, Bookkeeper, or Administrator? 

Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates!  

https://www.wizementoring.com/wizetalent-offer/

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Ever wondered how to assemble an accounting or bookkeeping dream team that thrives on every ledger line? 

In this episode of The Wize Guys Podcast, Jamie Johns with Kristy Fairbairn and Tim Cuasbrook explore the secrets to a high-performance team structure. They tap into the synergy of matching personality types and drawing inspiration from Jim Collins, they delve into the journey of placing the right people on the bus, steering towards career growth and potential. It's about fitting into the team as seamlessly as a star player takes their position on the field, and we're here to coach you through it.

Tune in to this insightful conversation for valuable insights and strategies for creating a powerhouse team that not only meets but exceeds expectations!

________________
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

We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.

Apply here: https://wizementoring.mykajabi.com/assessments/16155
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To kick off 2024, we invited our very own Mentor and WizeTribe member, Tim Causbrook of Causbrook and Associates to share his journey pre-Wize and how his firm evolved through the help of Ed Chan.

Step into the shoes of Tim, whose voyage through the intricate dance of mentoring and leadership has forever changed the trajectory of Causebrook and Associates. 

Tim's narrative isn't just about profit margins and spreadsheets; it's a heartfelt chronicle about embracing change, the dynamism of self-leadership, and the profound influence that a mentor can have on both a personal and professional level. Discover the inner workings of transitioning a family-run practice into a thriving enterprise, and how operational management can become a passion that drives success, even for those with roots planted far from the world of accounting.

As we traverse the mentoring landscape with Tim, we touch upon the serendipity and rewards that unfold when one takes on the roles of both student and teacher. His dual journey reveals the delicate art of balancing the scales between nurturing a flourishing business and cherishing personal time. From the cultivation of an autonomous firm to the personal pursuits that color our lives—running, reading, and the eclectic allure of vintage synthesizers—this episode offers a tapestry of insights for anyone navigating the complex pathways of business leadership. 

Tune in for a revealing look at how a mentor can ignite a transformative spark, guiding us to achieve work-life harmony while fulfilling our most ambitious business dreams! 

________________
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

Get EXCLUSIVE ACCESS to the Wize Fab 5 Key Performance Indicators when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/

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In this week's episode of The Wize Guys Podcast, Brenton Ward, Ed, Chan, Tim Causbrook and Thomas Sphabmixay share their reflections and insights for 2024. 

Find out the best practices for your accounting business that you can start to apply within your firm.  Also, these guys will share tips on how can practice owners spend less time at work. 

Tune in to ignite a transformation that goes beyond the balance sheets, reaching into the very heart of work-life harmony!

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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

Want to know the things you should and should not be doing as the sole business owner of your accounting or bookkeeping firm?

Get EXCLUSIVE ACCESS to the list of Quad Activities when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/

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In this week's episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss their understanding of Quad activities which can help in making a robust effective system and strategy for getting referrals for your accounting practice.

Discover the transformative power of self-leadership in elevating your accounting and bookkeeping practice, as we unpack the wisdom shared by our guest, Ed, on this enlightening journey. From mastering the art of self-discipline to the nuances of managing emotions, this episode is an essential guide to leading not just your business, but yourself to unparalleled success. We also delve into the dynamic impact of Wize Mentoring's Quad activities framework, offering you strategies to enhance both business operations and personal efficiency, while steering clear of the dreaded burnout.

Don't miss out on this opportunity to learn more about boosting your referral marketing!

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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