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  • 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 Jamie revolutionized his approach from informal methods to structured processes, ensuring the right fit and boosting firm success. Learn why transparency and integrity are crucial in hiring and understand the devastating impacts of a bad hire. Jamie also sheds light on the importance of mastering a hiring formula and maintaining team compatibility, with a striking 80% of success attributed to the ability to get along with others.

    Take a deep dive into capacity planning and the qualities of successful client managers. Understand how leveraging a capacity planner can optimize your team's efficiency and productivity, maintaining a balanced workload and fostering steady growth. Jamie shares invaluable tips on evaluating candidates' financial concept understanding, ensuring they can communicate complex terms with clarity and confidence to clients. Join us for this episode brimming with actionable insights and strategies to transform your accounting practice into a seamless, thriving business.


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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

  • 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 strategic investment in the business itself.

    Ed elaborates on the importance of designing a business that runs without the owner's constant involvement. He highlights the benefits of viewing the business as an asset, focusing on the long-term return on investment rather than short-term profits. The conversation touches on critical concepts such as creating robust systems, restructuring leadership roles, and setting up processes that allow for scalability without the typical growing pains.

    Whether you're just starting out or looking to scale your existing practice, this episode provides actionable tips and inspiration to help you achieve a business that not only grows but also gives you the freedom to step back and enjoy the fruits of your labor.


    ________________
    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

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  • 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, so
    witness 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 injected a robust business mindset into the heart of his practice.

    Learn about the pivotal mindset shifts that propelled both leadership and staff to new heights, as Michael dissects the cultural evolution that was key to embracing this novel structure.

    Discover the secret sauce to Michael's success—the early adoption of a production manager role that catalyzed efficiency and paved the way for personal freedom. The episode highlights the art of delegation, mentorship, and strategic team dynamics that not only skyrocket business growth but also carve out space for life's treasures—family time and personal passions. Tune in and let this episode be your guide to achieving the ultimate synergy between professional success and a fulfilling personal life!


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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

  • 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

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    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 symptom, learn about the potential problems that you can experience when setting up your pricing and the proper way to present your costings to your clients.

    Unlock the secrets to a winning pricing strategy in accounting and bookkeeping, and be inspired to implement these strategies, ensuring your firm not only survives but thrives in the modern financial landscape. Tune in now!


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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

  • 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

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    Ever felt chained to your desk, drowning in paperwork while the clock laughs at your overtime?

    In this week's episode of The Wize Guys Podcast, Brenton Ward, Ed Chan, and Jamie Johns discuss the importance of time management and how you can master it to be an effective leader.

    Find out some effective time management strategies using Dr. Stephen Covey's time management quadrant that works for Chan & Naylor and Sky Accountants.

    This episode isn't just theory; it's a road map from someone who's navigated the rough terrain of business ownership and come out on the other side. We'll explore the common pitfalls that trap accountants in a cycle of endless production, and how our guest broke free, reshaping his approach to work. It's a conversation packed with actionable insights and a testament to the fact that with the right strategies, even the busiest accountants can find an equilibrium between their spreadsheets and their sanity. Join us for stories that will inspire you and advice that could redefine your workdays!


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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

  • 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

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    Have you ever dreamt of a business that thrives without your constant oversight?

    In this week's episode of The Wize Guys Podcast, Kristy Fairbairn deep dives into Jamie Johns' journey on his 7-hour work week - how to decrease your workload, establish systems, and grow your business in a way that doesn't depend on you.

    From his early days of entrepreneurial overwhelm, Jamie unveils the pivotal lessons learned under the guidance of mentor Ed Chan. It's a saga of self-discipline, where the simple act of dedicating just one hour each day to strategy, systems, and growth can shift a business from demanding to independent. His insights on coaching for performance, akin to a sports team, will inspire you to take your own steps towards a life that affords leisurely walks on the beach and serene moments at your beach house.

    Join us for an enlightening conversation that intertwines the significance of robust systems, empowered teams, and the delivery of unfaltering client service.


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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

  • 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

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    Ever feel like the clock is your nemesis, snatching away precious time for those staff meetings you know are important but never urgent? You're not alone.

    In this week's episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns discuss the importance of conducting staff review meetings to discuss your team member's performance and development and agree on future targets and objectives.

    What is"being too busy?" Learn how practice owners should take this essential journey from a time-starved business to an enterprise humming along on autopilot. Listen in as we swap stories, dispense lessons, and offer handy tips to ensure you're getting the best from your team, with insights that might just revolutionise your firm's management style!


    ________________
    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

  • Every family business has its own saga, and today we're peeling back the curtain on one such tale with Thomas!

    This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Thomas Sphabmixay, one of the Wize Mentors and the General Manager of TMS Financials.

    As a child who grew up amidst the hustle of his parents' accounting firm, Thomas transformed from a playful kid under the desks to a crucial cog within the gears of the company. His story is a vibrant tapestry woven with the threads of mentorship, business automation, and personal growth. Thomas's narrative will not only tug at your heartstrings but also arm you with insights into how mentorship can propel you from entrepreneurial struggles to achievements.

    Embark on a revealing journey with us as we discuss the nuances of fostering a business that thrives on autonomy, allowing for the elusive work-life balance many entrepreneurs crave. Thomas, on the brink of fatherhood, candidly shares how his personal principles seamlessly blend with his professional ethos, providing a blueprint for success that respects both boardroom ambitions and the bassinet. His experiences underscore the transformative power of guidance in business, the importance of leadership, and the intricate dance of maintaining humility amidst success. Prepare to be inspired and educated in equal measure as we unravel the wisdom behind Wize Mentoring and the life of a man living the very lessons he teaches.


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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

  • 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 get the feeling you're trying to put together a dream team, only to wind up with a crew that's more ragtag than Avengers-worthy?

    In this edition of The Wize Guys Podcast, Brenton Ward, Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook dive into the topic of finding and recruiting top-notch staff.

    Join us as we delve into the secrets of crafting an unbeatable accounting team. It's not just about filling spots; it's about carefully planning each role, from your number-crunching analysts to your client-facing charmers, to ensure everyone is playing to their strengths.

    Wize Talent is here to simplify the hiring process, guiding you through analysis, attraction, assessment, and acceptance of qualified candidates for your practice. Tune in now and discover the revolutionary four-step hiring approach!


    ________________
    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

  • 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


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    In this week's episode of The Wize Guys Podcast, Timothy Causbrook, Thomas Sphabmixay, and Kristy Fairbairn provided their insights about educating clients with your accounting practice services.

    Find out how to upsell more services to clients, opportunities for marketing your practice to existing clients, and use feedback scores for client engagement. Tune in to today's 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

  • 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, Ed Chan, Jamie Johns, and Thomas Sphabmixay discussed the role of the Client Manager and what are the tasks they are mainly responsible for. They also talked about the essential skills that will help client managers be effective in their role such as managing expectations, same-day turnaround, handing over tasks to ACM, and no bypass policy.

    So, let's explore the essential role of client managers in professional firms as industry experts discuss the blend of technical prowess, communication skills, and leadership required for success. Gain insights into effective delegation, team dynamics, and nurturing emotional intelligence to enhance client satisfaction and internal productivity. Tune in to today's episode!


    ________________
    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

  • Ever wondered how an accounting practice can evolve from a tiny spare-room startup to a thriving, self-sustaining business?

    This week's episode of The Wize Guys Podcast presents an enlightening WizeFactor Chat with David Burnes, the ingenious mind behind Asset Accounting in Australia.

    Join us as David takes us through his extraordinary journey, beginning with the modest inception of his firm in the comfort of his own home, to the pivotal challenges and triumphs that shaped his path. He delves into the critical turning points and the strategic decisions that propelled his business forward, providing invaluable insights for aspiring and established entrepreneurs alike.

    Don't miss this opportunity to uncover the secrets behind David's success and the lessons learned along the way. Tune in to this inspiring episode and discover how strategic innovation and resilience can transform a small practice into a powerhouse of efficiency and growth.


    ________________
    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

  • As many firms give a lot of their knowledge, they’re giving IP away for free to their clients. In the spirit of addressing the problem and not the symptoms, find out how the core reasons for this happening in firms can turn conversations into an opportunity to better serve clients and generate more revenue.

    In this week's episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Thomas Sphabmixay discuss how the three phases of the process ~ discovery, proposal, and production give every accounting practice the opportunity to scale their marketing, sales, service, revenue growth, and M&A’s.

    Find out the advantages and opportunities that you can get from having a practical system to follow!


    ________________
    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

  • 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 Wize 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!


    ________________
    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

  • 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!


    ________________
    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

  • 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!


    ________________
    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

  • 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!


    ________________
    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

  • 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/

    ________________
    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

  • 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

  • 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!


    ________________
    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