The Wize Way

Episode 174: Policies and SOPs That Power Firm Growth


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Most firm owners think SOPs are about writing endless manuals. The result? Overwhelm, wasted effort, and documents no one reads.

In this episode of The Wize Way Podcast, Thomas unpacks:

✅ Why SOPs should solve problems, not just document processes
 ✅ The large/medium/small framework that keeps your team out of “SOP hell”
 ✅ How policies like “No Triangles” and “No Bypass” protect culture and accountability
 ✅ The daily huddle rhythm that keeps communication sharp and projects on track

If you’re ready to stop drowning in checklists and start building SOPs that actually scale your firm, this episode is for you.

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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 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 a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – 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

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

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