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.
________________
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