The Wize Way

Wize Mentoring for Accountants and Bookkeepers
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Feeling stuck in your firm or on the edge of rapid growth but don't know how to build the business so that it’s not reliant on you?  Join the Wize team as they share the insights, stories, strategies and tools that have helped transform the businesses and lives of our Wize Guys and hundreds of Accounting, CPA and bookkeeping firm owners around the world.  In each episode, we dive into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out.  Subscribe to transform your challenges into opportunities and build a business that can run without you. 

  1. 6D AGO

    Episode 199: The Mindset Shift That Buys Back Your Time

    Avoid the mistake of thinking that working harder is the path to freedom, or you will keep trading your time for money while the business stays completely dependent on you. In this episode of The Wize Way Podcast, Ed Chan sits down with Bren Ward to unpack the real reason most accounting firm owners never buy back their time. It is not a systems problem or a staffing problem. It is a thinking problem. Ed shares the exact withdrawal journey he used to remove himself from every division of his firm, the mindset shifts that made it possible, and why delegation without training is just abdication in disguise. You'll learn:  ✅ Why working harder is the trap and what balance sheet thinking looks like instead. ✅ The step-by-step withdrawal journey from admin all the way to the board. ✅ Why perfectionism is the silent killer of delegation and how to get past it. ✅ How to see your next hire as an investment, not an overhead. ✅ The difference between delegation and abdication, and why it determines whether you scale. ✅ What AI actually means for your time and the future of your firm. If you have ever told yourself it is just faster if you do it, this episode will change the way you think about your role in the firm. ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:    1. Download our famous Wize Freedom 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  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    34 min

  2. APR 16

    Episode 198: Is Your Firm Leaking Money Without Knowing It?

    Avoid the mistake of collecting timesheet data and doing nothing with it, or you will keep running a firm that feels busy but cannot tell you whether it is actually profitable. In this episode of The Wize Way Podcast, Thomas breaks down the metrics that sit beneath your Fab Five and shows you how to use them to diagnose exactly where your firm is leaking money. ✅ What recoverable rate actually means, and why it is becoming the most important KPI in your firm  ✅ The difference between tracking write-ons and write-offs and truly understanding what they are telling you  ✅ Why your WIP balance is one of the clearest signals your capacity is under pressure  ✅ How to use your capacity planner to pinpoint whether your problem is team structure, charge-out rates, or cost of goods sold  ✅ Why offshoring is no longer optional if you want to hit 40% cost of goods sold  ✅ Current onshore and offshore salary benchmarks for senior accountants, and how the market has shifted in the last 12 months If you have the data but are not sure what to do with it, this episode gives you the framework to turn your timesheet numbers into real decisions that protect your margins and drive your firm forward. ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:    1. Download our famous Wize Freedom 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  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    37 min

  3. APR 8

    Episode 197: Your Job Ad Is Costing You Great Candidates (Here's How to Fix It)

    Avoid the mistake of posting a job ad before you know what you are actually looking for, or you will either attract the wrong people entirely or watch great candidates talk themselves out of applying before they even reach out. In this episode of The Wize Way Podcast, Danny Bray breaks down exactly what makes a job ad work, and what quietly kills your chances of finding the right person before the process even begins. ✅ Why too much information in your job ad is driving the right candidates away before they apply  ✅ The unrealistic expectations hiding in most accounting firm job ads, and how to set requirements that attract quality over volume  ✅ Why prioritising software experience over core skills is one of the most common and costly mistakes firm owners make  ✅ How a clear, specific job title changes who sees your ad and who applies  ✅ The six elements every strong job ad needs to stand out in a crowded market  ✅ Why an advert video is no longer optional, and how to create one that works across multiple roles over time  ✅ How transparency around salary, flexibility and working arrangements saves you from wasting time on the wrong conversations If you are tired of posting ads and getting either nobody or the wrong people, this episode gives you a practical framework to write job ads that attract the right candidates from the very first line. ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:    1. Download our famous Wize Freedom 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  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    29 min

  4. APR 1

    Episode 196: People, Structure and AI vs Recruitment: Straight Talk with Ed Chan

    Avoid the mistake of blaming the market every time a hire does not work out, or you will keep repeating the same costly cycle without ever fixing the real problem underneath it. In this episode of The Wize Way Podcast, Ed Chan sits down with Bren Ward to cut through the noise on what is actually driving the people challenge in accounting firms right now. ✅ Why AI will not make accountants redundant, and the historical proof that efficiency gains have always created opportunity rather than unemployment  ✅ The real reason you cannot find good people, and why its less related to labor shortage than you think. ✅ Why flat team structures are the root cause of most hiring failures, and what a deep and narrow team blueprint looks like instead  ✅ How hybrid and remote work can maintain or even lift productivity when you stop managing by feeling and start managing by numbers  ✅ The BPO versus direct hire debate, and why Ed is a firm believer in the direct offshore model  ✅ Why chasing unicorn candidates is costing you more than you think, and what a championship team structure delivers instead  ✅ How to tailor your recruitment and testing process to the specific role you are hiring for Tune in to hear where Ed stands on AI's real impact on the profession, how recruitment has shifted from the traditional model to where it needs to be today, and why getting your team structure right is the foundation everything else is built on. ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:    1. Download our famous Wize Freedom 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  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    37 min

  5. MAR 26

    Episode 195: The WizeTalent Blueprint: Finding the Right Person Every Time

    Avoid the mistake of rushing into a hire without a clear process — or you'll end up paying the price with bad hires, wasted time, and the whole exhausting cycle starting over again. In this episode of The Wize Way Podcast, the Dani Bray breaks down their proven step-by-step hiring blueprint so you can find the right person every time. ✅ The capacity planner that tells you exactly what role to hire for before you post a single ad  ✅ Why a candidate scorecard removes emotion from the process and leads to smarter decisions  ✅ The red flags hiding in resumes, career history forms, and reference checks that most owners miss  ✅ How integrity analysis and personality testing take the guesswork out of hiring  ✅ The onboarding process that sets your new hire and your firm up for long term success If you're tired of hiring on gut feel and hoping for the best, this episode is your playbook for building a team that actually works. ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:    1. Download our famous Wize Freedom 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  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    25 min

  6. MAR 12

    Episode 194: Busy But Not Scaling? How to Map the Revenue and Services that Drive Growth

    Scaling your firm requires more than just generating leads, the services you offer determine whether growth is actually possible. If your model is built around high-end advisory work that only you can deliver, there's a hard ceiling on how far you can go. In this episode of The Wize Way Podcast, Wize Growth mentor Jamie Johns breaks down how to build a service model designed for scale: ✅ Why advisory-heavy firms plateau and what to pivot to instead ✅ The #1 most scalable service in accounting (hint: it's not what most owners expect) ✅ How to use the Wize Monetisation Sheet to audit your service lines and identify growth bottlenecks ✅ The "ideal client" reframe that makes hiring, marketing, and scaling dramatically easier ✅ Real examples from niched firms already cracking the code on scalable, recurring revenue If you're ready to stop building a business that depends entirely on you and start building one that can grow beyond you, this episode is essential listening. ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:    1. Download our famous Wize Freedom 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  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    31 min

  7. MAR 5

    Episode 193: Turn SOPs into a Growth Engine: Build a Policy Factory that Runs on Autopilot

    Building a thriving accounting firm is impossible without the right systems - but most firm owners are still creating SOPs from scratch, one painful document at a time. In this episode of The Wize Way Podcast, Kristy and the Wize Team break down the real secret to scaling your firm without chaos and it all comes down to building a centralised policy factory. ✅ Why having an SOP for your SOPs is the most important system you'll ever create  ✅ The simple impact vs. ease framework for knowing which SOPs to tackle first  ✅ How to delegate SOP creation so it's never all on the firm owner  ✅ The tools top firms are using to build, store and share SOPs (Loom, Scribe, ClickUp and more)  ✅ How to onboard new team members so they're productive from day one If you're a firm owner tired of things falling through the cracks, frustrated by inconsistent team performance, and ready to finally step back from the day-to-day, this conversation 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. Download our famous Wize Freedom 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  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    24 min

  8. FEB 26

    Episode 192: Meetings, Rhythms & Remote Teams

    Remote work sounds like the dream but without the right communication rhythms and cadences, even the best accounting teams fall apart. In this episode of The Wize Way Podcast, Dani and the Wize Team break down the real secret to making remote and hybrid work actually work and it all comes down to communication rhythms and cadences. ✅ Why senior staff thrive remotely but juniors struggle (and what to do about it)  ✅ The simple meeting cadences that keep remote teams connected and accountable  ✅ How to onboard remote staff without losing culture or productivity  ✅ The open Zoom room strategy that replaces the office "water cooler" instantly  ✅ How to handle data security, trust, and time zones without the overwhelm If you're a firm owner trying to attract top talent, reduce staff turnover, and build a team that works seamlessly from anywhere in the world, this conversation 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. Download our famous Wize Freedom 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  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    1h 1m
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Ratings & Reviews

3
out of 5
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About

Feeling stuck in your firm or on the edge of rapid growth but don't know how to build the business so that it’s not reliant on you?  Join the Wize team as they share the insights, stories, strategies and tools that have helped transform the businesses and lives of our Wize Guys and hundreds of Accounting, CPA and bookkeeping firm owners around the world.  In each episode, we dive into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out.  Subscribe to transform your challenges into opportunities and build a business that can run without you. 

Information

  • Creator
    Wize Mentoring for Accountants and Bookkeepers
  • Years Active
    2021 - 2026
  • Episodes
    199
  • Rating
    Clean
  • Copyright
    © 2026 The Wize Way
  • Show Website
    The Wize Way

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