111 episodes

The Wize Guys podcast by Wize Mentoring is a show dedicated to Accounting & Bookkeeping Practice owners all around the world and their stories, challenges, and insights of building a business that runs without them.

The Wize Guys Wize Mentoring for Accountants and Bookkeepers

    • Business

The Wize Guys podcast by Wize Mentoring is a show dedicated to Accounting & Bookkeeping Practice owners all around the world and their stories, challenges, and insights of building a business that runs without them.

    Episode 111: How to build client portfolios for your accounting & bookkeeping firm

    Episode 111: How to build client portfolios for your accounting & bookkeeping firm

    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 strategi...

    • 12 min
    Episode 110: Keeping your team healthy - More Givers and Less Takers!

    Episode 110: Keeping your team healthy - More Givers and Less Takers!

    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 ...

    • 27 min
    Episode 109: The Accountant's & Bookkeeper's Guide to Designing a Lifestyle-Driven Business

    Episode 109: The Accountant's & Bookkeeper's Guide to Designing a Lifestyle-Driven Business

    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 st...

    • 12 min
    Episode 108: Wize Factor Chat: Michael Hanrahan - Hanrahan & Associates

    Episode 108: Wize Factor Chat: Michael Hanrahan - Hanrahan & Associates

    This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Michael Hanrahan, the Founder of Hanrahan & Associates.Hanrahan & Associates has been operating for 30 years in the accounting industry, sowitness the metamorphosis of a traditional partnership into a single-handed powerhouse, driven by the game-changing Wize Mentoring program. We unravel Michael's 'deep and narrow' strategy and how it blasted past the challenges of scaling and inject...

    • 16 min
    Episode 107: UPFRONT PRICING: Crafting Winning Pricing Strategies in Accounting & Bookkeeping

    Episode 107: UPFRONT PRICING: Crafting Winning Pricing Strategies in Accounting & Bookkeeping

    Get a FREE templates and resources when you join our private 4000+ community, The Wize Accountant’s Mastermind. Learn from the Wize mentors and practice owners from 30+ countries: https://www.facebook.com/groups/wizemastermind________________In this week's episode of the Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns deep dive into the topic of upfront pricing and how you communicate your pricing to your client. In the spirit of addressing the problem and not the symp...

    • 1 hr
    Episode 106: Time Management for Accounting & Bookkeeping Practice Owners

    Episode 106: Time Management for Accounting & Bookkeeping Practice Owners

    Never too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM_________________________Ever felt chained to your desk, drowning in paperwork wh...

    • 6 min

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