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In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Thomas Sphabmixay with Ed Chan and Jamie Johns dive into the critical topic of goal setting and planning for the new year.
Recorded as the financial year approaches its end for many firms, this episode provides valuable insights on how to review past performance, set effective goals, and ensure your team is aligned and prepared for the upcoming year!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this week’s edition of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns with Kristy Fairbairn delves into the transformative power of a deep and narrow team structure for scaling your accounting firm.
Discover essential Wize strategies that emphasize the critical importance of implementing an effective team structure to achieve business growth.
Tune in to learn how you can start applying these practices in your firm today!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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Saknas det avsnitt?
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In this engaging episode of The Wize Way Podcast, Brenton Ward is joined by Ed Chan and Jamie Johns to unpack the essentials of managing offshore teams for accounting and bookkeeping practices. The conversation kicks off with a discussion on the ideal financial margins when setting up offshore teams. They delve into the significance of achieving and sustaining profitability through strategic pricing and resource management.
They also covers the pivotal role of technology and security in ensuring a successful offshore operation. They provide actionable advice on the right tools and protocols needed to maintain data integrity and protect against cyber threats.
Listeners will gain valuable insights into practical staffing strategies that enhance productivity and foster a seamless partnership between onshore and offshore teams. Whether you're initiating an offshore team or refining your existing processes, this episode offers crucial guidance tailored to help your practice thrive.
Tune in to glean wisdom from seasoned experts and elevate your offshore team management game. Your next step in optimizing your practice starts here!
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this week's episode of The Wize Way Podcast, Brenton Ward and Jamie Johns delve into the transformative power of mentorship within the accounting and bookkeeping industry.
Jamie discusses the impactful session he led with WizeElite clients, focusing on identifying the most influential people in their careers. This reflection sparked a deeper conversation about the role of training and development, both structured and unstructured, in fostering growth and self-awareness among firm owners.
Jamie challenges business owners to consider not only who has profoundly influenced them but also how they can be that pivotal figure for others in their teams. The episode is rich with strategies for personal and professional development, emphasizing the importance of leadership and the profound impact of mentorship on both individual and firm success.________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm.
Learn more on this episode to get you equipped in onboarding new recruits for your firm!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this week's episode of The Wize Guys Podcast, join Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook as they explore the crucial skills necessary for being a successful client manager.
From mastering interpersonal communication to effectively managing expectations and delegating tasks, our experts discuss the importance of emotional intelligence (EQ) and leadership in handling both client portfolios and team dynamics.
Tune in to gain valuable strategies that will empower client managers to lead with confidence and drive their teams toward success.________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode of The Wize Guys Podcast, hosts Kristy Fairbairn and Thomas S. Phabmixay discuss the strategic advantages of building an offshore team, addressing key areas such as:
How to get started with offshoring Building an offshore team- step to growing your business Reasons why offshoring is a win-win for allThis episode is a must-listen for business owners looking to expand intelligently and sustainably through offshoring!
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this week's episode of "The Wize Way," Brenton Ward and expert Jamie Johns delve into the mental shifts essential for modern entrepreneurial success.
Jamie shares his experiences from a recent mastermind session, revealing how traditional business challenges are often rooted in outdated thinking patterns. By focusing on the internal journey—what Jamie refers to as "traveling within"—he underscores the need for personal evolution alongside business development.
This episode offers actionable insights into adopting a new mindset that embraces change, fosters innovation, and drives scalable growth. Join us to transform your approach and lead your business to new heights!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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Delegate like a demon!
In this episode of The Wize Guys Podcast, we chat with Jake Douglas, founder of Church Finance Pros, as he takes us through his journey from an accidental start in bookkeeping to building a thriving, niche-focused business serving churches. Jake opens up about the challenges he faced scaling his original firm, the burnout that came with it, and the pivotal decision to specialize in church clients.He shares how joining Wize Mentoring was a game-changer, helping him build a more efficient team structure, delegate tasks effectively, and streamline operations to scale. From growing his team from 2 to 9 members to implementing key strategies that allow him to step back from day-to-day operations, Jake talks about the power of creating a business that runs without him—giving him the freedom to focus on what matters most, both in his business and personal life.
This episode is packed with practical tips and inspiration for anyone looking to scale their firm and achieve work-life balance. Don’t miss it!
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this week's episode of The Wize Guys Podcast, hosts Brenton Ward, Jamie Johns, and Ed Chan dive into the importance of proactive workflow scheduling for accounting firms.
They explore why it’s essential to start planning your workflow for the coming months, focusing on how this strategy can prevent last-minute chaos, reduce staff stress, and improve client satisfaction. By understanding your team’s capacity and aligning it with client expectations, you can avoid the overwhelming rush that often comes with unplanned workloads.They also discuss the impact of efficient scheduling on work productivity and how balancing client demands with your firm’s capacity can streamline operations. By strategically managing when clients submit their work and planning based on your team's availability, you’ll create smoother processes, better time management, and an overall more efficient practice. This episode provides practical insights into building a firm that runs like clockwork, helping you focus on long-term growth and sustainability.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this today's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn discuss the 3 barriers to growth and share their experiences and challenges in overcoming these.
Leadership- The Wize Blueprint Logistics and Systems – The right people on the right seats of the bus Marketing- Pricing and Packaging your services________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In today's episode of The Wize Guys Podcast, Thomas Spabmixay and Jamie Johns dive into the nitty-gritty of building a successful accounting or bookkeeping business with Wize Mentoring. Jamie Johns takes us through the seven divisions that form the foundation of a thriving firm.
As the business grows, the challenge lies in transitioning from wearing all the hats to delegating effectively and becoming a leader. Jamie shares valuable insights on leadership, investing in people, and the importance of showing results. The seven divisions discussed include the board of directors, marketing, sales, production, quality, office admin, and financials.
Join us to learn how these divisions contribute to building a business that can run without you.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode, Brenton Ward and Jamie Johns tackle the crucial topic of change management for firm owners. Jamie highlights the power of trust in driving fast and effective change.
They discuss a real-world scenario where a firm faced resistance when introducing team budgets for the first time. Jamie explains how fear and lack of trust often underlie resistance to change and offers practical tips: listen more, create a no-blame culture, and hold regular one-on-one meetings to build trust.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode of The Wize Factor Chat, Jaycen Wilson and Brett Angus, co-founders of Element Accounting & Advisors discuss their journey of transforming their accounting firm with the help of Wize Mentoring.
Jaycen and Brett share how they started their firm in 2014, initially working within a flat structure that left them overwhelmed and stuck in day-to-day operations. They recount the early challenges of modernising their firm—bringing everything into the 21st century—and how Wize Mentoring’s 'deep and narrow' model helped them systematise their business, reduce workload, and grow smarter.
Key insights include their shift from trying to find "superstar" employees to focusing on extraordinary systems that allow ordinary people to excel, as well as the importance of buying into the Wize Mentoring process fully to achieve success.
If you're looking for inspiration on how to build a business that runs without you and want to hear how Jaycen and Brett are implementing Wize Mentoring’s strategies to achieve long-term growth and freedom, this is the episode for you.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode of The Wize Guys Podcast, Kristy Fairbairn and Thomas Sphabmixay explore the daily habits of high-performing leaders in accounting and bookkeeping firms. They discuss the importance of dedicating one hour each day to personal development, focusing on areas like leadership, marketing, and technology.
Thomas emphasises the value of staying sharp and continuously learning to lead effectively. Kristy highlights the significance of maintaining clarity and alignment with long-term goals through daily non-negotiables like reviewing KPIs and energizing the body. Listeners are encouraged to structure their days intentionally, balancing work and personal growth for sustained success.________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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The 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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“Businesses don’t plan to fail, they fail to plan.” - Ed ChanIn today's episode of The Wize Guys Podcast, Ed Chan and Thomas Sphabmixay deep dive into capacity planning. for accounting and bookkeeping firms. A capacity planner plays a critical role in managing resources, optimizing workflows, and ensuring that the firm can meet client demands efficiently while maintaining high standards of service. It requires a strong understanding of accounting and bookkeeping processes, project management skills, and the ability to adapt to changing client needs and industry trends.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this special episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns tackle one of the most pressing debates facing accounting and bookkeeping firms today: the future of work.
As demographic shifts, remote work, and offshoring reshape the landscape, traditional hiring methods are falling short. Jamie highlights the growing labor shortage and why firms must adapt or risk being left behind.They discuss how offering flexible work arrangements and embracing technology can give firms a competitive edge. With real-world examples and practical advice, this episode is a must-listen for anyone looking to future-proof their business.
Don’t miss out on these insights to help your firm thrive in a rapidly changing world!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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What if you could transform your accounting practice to achieve work-life balance and business efficiency?
In this episode of The Wize Guys Podcast features WizeFactor Chat, we dive into the journey of Johanna Eddy, the founder of Margin Keepers. Starting her firm in 2017 to balance her career and family life, Johanna shares her experience transitioning from an auditor at a big firm to running her own successful business.Join Wize Claudia as she sits down with Johanna to discuss the evolution of Margin Keepers, the challenges of growing a practice, and the crucial role Wize Mentoring played in her development. From struggling with capacity planning to mastering key financial metrics, Johanna opens up about the transformative impact of joining the Wize Elite program.
Discover how Johanna learned to measure capacity scientifically, monitor essential KPIs, and set up her business for long-term success and potential exit strategy. Her story highlights the importance of early investment in coaching and proactive management.
Whether you're an accounting practice owner looking to optimize your business or simply interested in the insights and experiences of fellow professionals, this episode offers valuable lessons and inspiration.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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Are you trying to hire for your firm?
We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/
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In this week's episode of The Wize Guys Podcast, Brenton Ward sits down with Ed Chan and Jamie Johns to explore the transformative impact of offshoring on accounting and bookkeeping practices.
Ed shares his perspective on offshoring as a win-win strategy, emphasizing its role in keeping client fees competitive, providing pay raises for local staff, and aiding countries in need. Jamie highlights how offshoring has boosted capacity and strengthened team relationships at Sky, sharing a success story where an offshore team member was recognized in a client's annual report for their significant contribution.
Tune in to learn more!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode of The Wize Guys Podcast, Thomas Sphabmixay and Jamie Johns delve into essential hiring strategies to build a team that propels your accounting or bookkeeping practice into sustained growth.
Thomas emphasises the importance of hiring not just to maintain the status quo, but to foster real business expansion. Jamie outlines two critical questions every firm owner must answer: knowing when to hire and determining who to hire. He introduces the capacity planner as a fundamental tool for timing new hires and discusses the importance of identifying the right resource mix—whether you need a finder, minder, or grinder.The discussion covers practical tips on creating a structured hiring process to avoid mishires, emphasizing the high costs associated with bad hires. Jamie and Thomas stress the value of promoting from within and aligning individual career goals with the firm’s direction. Thomas also addresses a common concern about quickly assessing new hires, highlighting the importance of identifying unsuitable candidates early to avoid prolonged issues and the sunk cost fallacy. Jamie suggests that while a three to six-month probation period is typical, firms should strive to recognize fit within a shorter timeframe.
The episode wraps up with actionable advice on attracting talent in a competitive market, effective advertising, and the significance of integrity, energy, and responsiveness in potential hires. The team discusses the benefits of utilizing an applicant tracking system and structured interview guides to streamline the hiring process.
Tune in for a comprehensive guide on mastering the art of hiring to ensure your firm is staffed with the right people, fostering a business that can eventually run without you!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy 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 at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
- Visa fler