The Wize Way

Wize Mentoring for Accountants and Bookkeepers
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  • Management
  • Updated Monthly

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. 2d ago

    Episode 210: Stop Hiring to Fill a Gap and Start Hiring to Build a Firm

    Hiring in a panic is one of the most expensive things an accounting firm can do. And most firms do not even realise they are doing it until the damage is already done. In this episode of The Wize Way Podcast, Dani walks through the hiring mistakes that hurt firms the most, why they keep happening, and the practical prevention strategies that change how you approach every hire from here on. You'll learn:  ✅ Why small firms feel bad hires harder than larger ones  ✅ The three hiring scenarios that cost firms the most time and money  ✅ Why a culture mismatch can be more damaging than a skills gap  ✅ How to run interviews that feel like conversations and still get the information you need  ✅ What real reference checks actually sound like  ✅ Why your probation period is only useful if you are willing to act on it  ✅ How to define your non-negotiables before you start looking so you stop compromising under pressure If you have ever found yourself hiring someone just to fill a gap and paying for it months later, this episode gives you the framework to make sure it does not happen again. ________________   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

  2. Jul 9

    Episode 209: The Noise Around AI and What Firm Owners Actually Need to Know

    The noise around AI is getting louder, and most firm owners are not sure what to believe. In this episode of The Wize Way Podcast, Ed Chan draws on 40 years in the industry to cut through the noise and tell you exactly what AI means for your firm, your team, and your client relationships. You'll learn:  ✅ How every major technology shift has played out in accounting and what it means for AI  ✅ Why the relationship with your client is still your most valuable and most overlooked asset  ✅ How to lead a team that is anxious about being replaced  ✅ Why communication is now the most important skill you can develop in your firm  ✅ The difference between visible and invisible money and how to invest in both  ✅ How to protect the trust you have spent years building as automation increases If you have been feeling uncertain about where AI fits in your firm, this episode will settle a lot of that noise. ________________   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

  3. Jul 2

    Episode 208: The Power Of The Daily Huddle For Firm Owners

    How much time would you get back if your meetings actually worked? In this episode, Kristy walks through the daily huddle, the simple meeting Wize teaches firm owners to run with their team every day, so you can build a quick daily touchpoint that keeps your team aligned and nothing slips through the cracks between conversations. You'll learn: ✅ Why the daily huddle is one of the simplest habits that changes how a firm runs ✅ The difference between something you unblock right in the huddle and something that needs its own follow-up: the PUB meeting (production unblocking meeting) ✅ How to know when it's time to hand the huddle off to your production manager ✅ Why rotating who hosts the huddle keeps the team engaged and brings fresh energy to the room ✅ How daily huddles build real connection across remote and hybrid teams ✅ What changes in your firm's production line once the daily huddle becomes a habit This is a real look at how one accounting firm built a daily rhythm that keeps the whole team aligned, told by a mentor who has been running daily huddles for years. If you've ever wanted your team to walk into each day already knowing exactly what to work on and where things stand, this episode will change the way you think about your team's daily rhythm and what happens once that habit takes hold. ________________   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

  4. Jun 25

    Episode 207: The Meeting Framework Behind a Self-Running Firm

    What does it actually look like to run a meeting system that keeps your firm moving without everything falling through the cracks after every conversation? In this episode, Thomas walks through the full meeting framework Wize teaches firm owners, from the daily huddle to the annual planning meeting, so you can build a clear cadence that keeps your team aligned and your action items from disappearing into thin air. You'll learn:  ✅ Why the daily huddle is one of the most powerful change management tools in your firm  ✅ The difference between a daily huddle and a productivity unblocker, and why both matter  ✅ How to know when an agenda item has outgrown your weekly tactical  ✅ Why the monthly board meeting is the backbone of your operational rhythm  ✅ How one well-run annual planning meeting can reduce chaos for the rest of the year  ✅ Where to store and track action items so nothing gets lost between meetings If you've ever walked out of a team meeting with a full list of action items and watched half of them quietly disappear by the following week, this episode will change the way you think about your meeting structure and what happens after each one wraps up. ________________   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

  5. Jun 18

    Episode 206: What to Ask in Every Job Interview (And What the Answers Tell You)

    What does it actually look like to run a job interview that tells you whether someone is the right fit for your firm — before you make a decision you can't easily undo? In this episode, Dani and Kristy break down the questions that go beyond the resume and what the answers actually reveal about a candidate, so you can walk into every interview with a clear process and walk out with the information you need to hire with confidence. You'll learn:  ✅ Why a 5-minute pre-screen call can save you hours in your hiring process  ✅ The questions to ask at every stage — and what to listen for in the answers  ✅ How to handle the salary conversation without derailing the process  ✅ What a candidate's answer about leaving their last role actually tells you  ✅ Why each role requires a different type of person — and how your questions should reflect that  ✅ How to involve your team lead in the interview without overcomplicating it  ✅ The remote work questions most firm owners skip — and why they matter If you've ever walked out of an interview feeling confident about a candidate and then regretted the hire weeks later, this episode will change the way you approach your hiring process — and the questions you ask in it. ________________   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

  6. Jun 11

    Episode 205: The Only Marketing Plan Your Accounting Firm Actually Needs

    You have tried the ads. You have posted on social media. You have handed it to an agency. And yet here you are, still wondering why the leads aren't coming. In this session, the Wize team breaks down exactly what it takes to build a marketing plan for your accounting firm that doesn't just look good on paper but actually gets executed week after week. ✅ Why 5% of your revenue should be dedicated to marketing and what that looks like at every firm size  ✅ How to identify who you are actually attracting before you spend a single dollar reaching them  ✅ Why consistency beats strategy every time and how to pick the marketing channel you will actually stick to  ✅ The SEO approach that generated 58,000 monthly website views and still holds without being touched for two years  ✅ Why outsourcing your marketing without a strategy first is one of the most common and costly mistakes firm owners make  ✅ How to study your own client base to build a data-driven marketing plan that actually converts If you have been spending money on marketing and wondering why it isn't moving the needle, this session is your reminder that the right plan, the right channel, and the discipline to execute consistently can change the trajectory of your firm faster than you think. ________________   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

  7. Jun 4

    Episode 204: Wize Factor Chat: How to Fix a Firm Without Starting Over with Melanie Sikma (One Stop Tax Strategist)

    When Melanie and her dad started One Stop, everything looked good on paper. But somewhere between the vision and the reality, things started to crack. What came next was a decision that changed everything, and a lesson most firm owners only learn the hard way. ✅ Why the external partnership model was costing them clients and what they did about it  ✅ What it looks like to have a coach who has already walked the same path  ✅ How stopping trying to figure it out alone and just working a proven plan changed the game  ✅ Why losing control of the client experience was the wake-up call that changed everything  ✅ Why bringing in an external third party changed the way the whole family business operated  ✅ What freedom actually looks like when you build the firm around your life and not the other way around If you have been holding everything together and wondering when you get to step back, this episode is your reminder that the right system and the right support can fix what feels broken faster than you think. ________________   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

  8. May 28

    Episode 203: Find the Right People, Learn the Right Things, Become the Right Person

    Somewhere between setting the goal and achieving it, something breaks down. And it's almost never what you think it is. In this conversation, Jamie sits down with Bren Ward for an honest look at what it actually takes to close the gap between where you are and where you want to be, and why the answer is simpler than most people think. ✅ Why the knowledge gap is the real reason people stay stuck, and where to go find it  ✅ How surrounding yourself with the right people shortcuts years of costly trial and error  ✅ Why motivation is overrated and what replaces it when you get this right  ✅ The three-step framework behind every person who has ever made lasting change  ✅ How to stop managing your goals and start becoming the person who already has them  ✅ Why your calendar is the truest reflection of what you actually want from your life If you have been working hard and still wondering why things aren't moving, this episode is your reminder that the right knowledge, the right people, and the right identity can change the trajectory of your life faster than you think. ________________   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

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Ratings & Reviews

3.7
out of 5
3 Ratings

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
    210
  • Rating
    Clean
  • Copyright
    © 2026 The Wize Way
  • Show Website
    The Wize Way

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