Most firm owners don’t realize they’ve built habits that keep them trapped inside their own business.
They’re working harder, staying later, and solving every problem themselves - but every time they step in, they take the job back.

In this episode of The Wize Way Podcast, Ed Chan breaks down the #1 habit that’s holding firm owners back - bypassing their team. He explains why every time you answer a client directly or fix an issue for your staff, you’re actually stopping your business from working without you.

You’ll learn:
✅ Why the “No Bypass Policy” is the hardest rule to follow but the one that sets you free
✅ How to stop being the bottleneck in your own firm
✅ The mindset shift that turns chaos into calm
✅ Practical ways to retrain yourself (and your team) to lead, not do

If you’re serious about scaling a business that runs without you, this conversation will hit home.

________________

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

Most firm owners try to “fix the business” by working harder, staying later, and holding everything together with sheer willpower.

But if you’re the bottleneck… no amount of effort will set you free.

In this episode of The Wize Way Podcast, we are joined by Megan Sexton, owner of MJO Bookkeeping, and she shares a raw and powerful journey from burnout to freedom through hiring and building a trusted offshore team.

✅ The wake-up call that made her rethink everything
✅ The messy middle of failed hires, doubt, and holding on too tight
✅ How one great hire became the cornerstone of her transformation
✅ The life-changing impact of getting out of the bottleneck and reclaiming time with her family

If your business currently depends on you to function, this conversation is a must-listen.

🎧 Listen to Megan’s story and see what’s possible when you finally let go.

________________

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

Most firm owners try to “fix the business” without ever fixing the real ceiling that’s holding them back. The result? Burnout, endless busyness, and a business that feels more like a cage than freedom.

In this episode of The Wize Way Podcast, Gay Hendricks, best-selling author of The Big Leap, shares powerful insights on:

✅ The Upper Limit Problem that keeps even successful people stuck
✅ How stored emotions and limiting beliefs sabotage growth
✅ What life looks like inside your Genius Zone (and why most never get there)
✅ The simple daily commitment that can unlock extraordinary results

If you’re ready to stop hitting invisible ceilings and start operating in your zone of genius, this conversation is a must-listen.

________________

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

Most firm owners try to “fix the business” without ever fixing the real ceiling that’s holding them back. The result? Burnout, endless busyness, and a business that feels more like a cage than freedom.

In this episode of The Wize Way Podcast, Gay Hendricks, best-selling author of The Big Leap, shares powerful insights on:

✅ The Upper Limit Problem that keeps even successful people stuck
✅ How stored emotions and limiting beliefs sabotage growth
✅ What life looks like inside your Genius Zone (and why most never get there)
✅ The simple daily commitment that can unlock extraordinary results

If you’re ready to stop hitting invisible ceilings and start operating in your zone of genius, this conversation is a must-listen.

________________

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

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.

________________

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

Onboarding That Boosts Retention

Most firm owners treat onboarding as a checklist. The result? Confused hires, wasted training, and early staff turnover.

In this episode of The Wize Way Podcast, Dani Bray unpacks:

✅ Why onboarding starts before day one (and how pre-boarding builds trust)
 ✅ The 30/60/90-day structure that sets hires up for success
 ✅ How daily huddles and end-of-week check-ins accelerate confidence
 ✅ The role of culture, career paths, and training in long-term retention

If you’re ready to stop “winging it” with new hires and start building a team that sticks, this episode is for you.

________________

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

Marketing That Actually Works for Accountants

Most firm owners treat marketing like an expense, not an investment. The result? Stop-start campaigns, wasted dollars, and no real flow of quality leads.

In this episode of The Wize Way Podcast, Jamie Johns breaks down how to:

✅ Keep your marketing consistent so momentum builds
 ✅ Use niche positioning to attract clients who value expertise
 ✅ Define what a “quality lead” really is
 ✅ Measure ROI with simple metrics that guide smart decisions

If you’re ready to stop gambling on marketing and start turning it into a predictable growth engine, this one’s for you.

________________

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

Stop Talking Tactics. Start Leading Strategy.

Most firm owners turn board meetings into long tactical checklists. The result? Burnout, disengaged leaders, and no real progress toward growth.

In this episode of The Wize Way Podcast, Thomas breaks down how to:

✅ Keep board meetings purely strategic (not firefighting)
 ✅ Use a 90-day plan to drive clarity and action
 ✅ Track the Fab 5 KPIs that give you peace of mind

If you’re ready to stop micromanaging and start leading with vision, this one’s for you.

________________

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

Struggling to keep your best people?

In this episode of The Wize Way Podcast, Dani and Kristy reveal how to:
✅ Build career pathways that retain A-players
✅ Spot the red flags driving staff away
✅ Create a culture where top talent thrives

If you want to protect your investment in people and keep them engaged long term, don’t miss this one.

________________

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

Thinking about acquiring another firm?

In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition  and the red flags that should make you walk away.

Joined by Tim and Kristy & Dani, Jamie shares:

✅ The four ways to grow your firm (and why M&A is the fastest one)
✅ The biggest mistakes first-time acquirers make
✅ Why cultural fit matters more than price
✅ How to structure a retention deal that protects your downside

If you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.

________________

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