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    wize mentoring

    Explore "wize mentoring" with insightful episodes like "Episode 97: Tracking the right metrics- your Fab 5 Dashboard", "Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)", "Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA", "Episode 94: How to Deal with Pushbacks In Your Firm?" and "Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring" from podcasts like ""The Wize Guys", "The Wize Guys", "The Wize Guys", "The Wize Guys" and "The Wize Guys"" and more!

    Episodes (87)

    Episode 97: Tracking the right metrics- your Fab 5 Dashboard

    Episode 97: Tracking the right metrics- your Fab 5 Dashboard

    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

    Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)

    Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)

    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

    Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA

    Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA

    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

    Episode 94: How to Deal with Pushbacks In Your Firm?

    Episode 94: How to Deal with Pushbacks In Your Firm?

    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

    Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring

    Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring

    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

    Episode 92: How to Achieve Your Business Ideal Income

    Episode 92: How to Achieve Your Business Ideal Income

    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

    Episode 91: The Secrets to Making of a High-Performing Team

    Episode 91: The Secrets to Making of a High-Performing Team

    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!


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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

    Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates

    Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates

    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! 


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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

    Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024

    Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024

    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!


    ________________
    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

    Episode 88: The Different Concepts of Quad Activities for Every Firm

    Episode 88: The Different Concepts of Quad Activities for Every Firm

    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

    Episode 87: New Year's Resolutions & Finding and Keeping Great Talent

    Episode 87: New Year's Resolutions & Finding and Keeping Great Talent

    Ready to crush your goals this 2024?
    We're here to help you scale and grow your business, to find out how - book a call with us today:
    https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM

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    In this week's episode of The Wize Guy's Podcast, embark on a transformative journey as we navigate the realms of self-leadership and meticulous business planning to set the stage for the New Year with Brenton Ward and Ed Chan.

    Discover why New Year's resolutions may fall short of being the silver bullet for success and explore how a robust business plan can serve as your guiding light. Also, delve into the intricacies of staffing in accountancy, from leveraging diverse skill sets within a team to strategically assigning clients to staff, fostering client satisfaction, and boosting team morale.

    Don't miss the actionable insights on why investing time in staff training is beneficial and essential for your accounting and bookkeeping firm. Let's guide you through the strategies and practices that have the potential to elevate your accountancy business to new heights this 2024!


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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

    Episode 86: Ready for 2024! Setting your goals for the new year

    Episode 86: Ready for 2024! Setting your goals for the new year

    In this week's episode of The Wize Guys Podcast, we gear up for 2024 with a special episode on goal-setting and mindset shifts! 

    Join Jamie Johns as he delves into the crucial aspects of setting goals with your team for the upcoming year with Kristy Fairbairn. Discover the key traits leaders can cultivate within themselves in 2023 to make a positive impact on their teams. From shedding old mindsets to embracing new perspectives, this episode provides essential guidance on navigating the challenges of the new year. 

    Tune in to gain valuable insights that will empower you to lead with purpose and influence your team positively in the year ahead!


    ________________
    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

    Episode 85: The 12 Wize Tips of Christmas (2023 Edition)

    Episode 85: The 12 Wize Tips of Christmas (2023 Edition)

    In this week's episode of The Wize Guys Podcast, Brenton Ward, James Johns, and Ed Chan are in the festive spirit as they unwrap The 12 Wize Tips of Christmas.

    In Part 1, they explore the intricacies of PROCESS (How to design your firm) from the Wize DRS Model, providing invaluable insights into optimizing business structures and processes. 

    Part 2 delves into the critical realm of PEOPLE (How to recruit the right people), offering secrets to assembling the perfect team. 

    Finally, in Part 3, the spotlight is on PERFORMANCE (How to scale your accounting business), with strategies to effectively grow your accounting business. Don't miss this opportunity to implement actionable tips and elevate your business in time for the holidays. 

    Tune in now to scale your business with The 12 Wize Tips of Christmas!


    ________________
    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

    Episode 84: WizeHub: The Next Level Business Intelligence

    Episode 84: WizeHub: The Next Level Business Intelligence

    WizeHub is a business intelligence application designed to monitor the performance of your company in real-time, with a focus on aligning technology and people to achieve optimal results. 

    Complete our 60-second questionnaire to see if you qualify and we’ll personally give you a 1:1 walk-through on how I’m using the WizeHub to build Sky Accountants and 100+ other firms around the world. 

    https://www.wizementoring.com/wizehub-demo/

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    In today's episode of The Wize Guys Podcast, Jamie Johns and Wize Mentor Tim Causbrook delve into the features and benefits of WizeHub, a cloud-based solution for managing accounting and bookkeeping firms. 

    Jamie recounts the genesis of the idea for WizeHub, sharing his passion for technology and how his struggles with dyslexia inspired him to create a tool that could facilitate effective learning and organization. Tune in to discover why WizeHub is an essential tool for scaling and growing your practice, empowering firms to operate independently of the business owner.


    ________________
    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

    Episode 83: “Systems Dependent” and not “People Dependent”

    Episode 83: “Systems Dependent” and not “People Dependent”

    In this week's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn explore the concept of having a system-dependent firm and not a people-dependent business.

    Let's deep dive into the secret sauce of scaling your business - systems. Discover the journey of transforming businesses from people-dependent to system-dependent by creating procedures that can be replicated, ensuring efficiency and stability. Imagine a structure where a single experienced leader guides a team of junior accountants, combined with a seven-division system, the workload eases on the owner making way for scalability and growth.

    Tune in now to find out more about Wize's principles!


    ________________
    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

    Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors

    Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors

    What if you could transform your small practice into a successful, autonomous business with a dedicated team? 

    In this episode of The WizeFactor Chat of The Wize Guys Podcast,  we had a conversation with Anthony, a thriving owner of an accounting and bookkeeping practice, iCompass Professional Advisors in Australia.

    Anthony's journey began in 2005 and, like many entrepreneurs, he started by taking on any client to generate income. His turning point came when he shifted focus to cater exclusively to businesses. Reflecting upon his evolution, Anthony credits his substantial growth to joining the Wize Mentoring Group, which provided him with accountability and a structure that has led his firm to become a well-oiled machine operating without his constant involvement.

    The idea of letting go can be daunting, but as Anthony explains, it's an integral part of growth. He opens up about his personal journey through the art of delegation, a skill that has been pivotal to his firm's success. He admits it wasn't easy giving up tasks he'd traditionally handled himself, but the rewards were worth the leap of faith. Hear Anthony's insights on how finding the right person for each job and outsourcing tasks to his team has freed up his time. This allowed him to see the bigger picture, focus on what truly matters, and drive his business forward. Anthony's story reminds us that progress is a continuous journey - one where postponing is not an option. 

    So, if you're looking to transition from a time-pull practice to a business that can run without you, then this enlightening conversation with Anthony is a must-listen!


    ________________
    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

    Episode 81: The Role, Responsibilities & KPIs of a Senior Production Manager

    Episode 81: The Role, Responsibilities & KPIs of a Senior Production Manager

    In this episode of The Wize Guys Podcast,  Brenton Ward and Jamie Johns discuss the roles, responsibilities, and KPI's of a Senior Production Manager. Based on the ideal team structure, learn how traffic flow should work for your senior production manager, what to look for when hiring a senior production manager, and their job description to determine their KPIs.


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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

    Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?

    Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?

    Find out how you can manage your team with the WizeHub!

    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/
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    In this week's episode of The Wize Guys Podcast,  Ed Chan, Jamie Johns, and Tim Causbrook share the concepts of a deep and narrow team structure for every accounting practice.

    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.
     Watch as the right business structure paves the way for career progression, competitive client rates, and beneficial returns on investments. So, are you ready for a business revolution? Let's get started!


    ________________
    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

    Episode 79: Managing a High-Performing Offshore Team

    Episode 79: Managing a High-Performing Offshore Team

    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! 

    Book a FREE discovery call here: https://www.wizementoring.com/wizetalent-offer/

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    In this week's episode of The Wize Guys Podcast,  Ed Chan, Jamie Johns, and Brenton Ward explore offshoring team members as one of the growth strategies for your accounting or bookkeeping business.

    Outsourcing isn't just about cost-effectiveness, it's a strategy that requires thoughtful execution. We walk you through how to manage your offshore teams effectively, looking closely at roles, communication, and traffic flow. Listen to how Ed and Jamie implemented this in their firms through a checklist-driven approach to streamline production processes. 

    Discover how managers and firm owners can effectively manage offshore staff and how to keep them productive even if you don't get to see them every day. Also, we jump into why it would be a great strategy to implement offshore staffing and the type of positions that you can delegate to your offshore staff. When it comes to offshore recruitment, the key is an extraordinary system that will allow you to hire the right people.  Tune in to this episode 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

    Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for your Accounting Firm

    Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for your Accounting Firm

    Get your hands on the world’s number one tool to scale an accounting firm
    We are currently looking for ten practice owners who want to build a successful, systemized firm to test out our propriety practice intelligence tool for free  Take a look
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    In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan discusses the difference between building capacity and advertising and the importance of having the right people.

    Find out how capacity matters for your accounting or bookkeeping 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