Are you an accountant or bookkeeper feeling trapped in your business?

1:1 Wize Discovery Session – Spend 30mins 1:1 with our Wize CEO Jamie Johns and get his blueprint to build a $5mill+ firm that can run without you – Click Here


In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward together with Ed Chan and Jamie Johns deep dive into the transformative process of discovery sessions for accounting business owners.

Many enter the business world seeking higher earnings, more freedom, and additional time, yet often find themselves working longer hours, earning less per hour, and spending precious little time with family. Ed describes this common plight as being a "prisoner in your own business."

From Ed and Jamie's extensive experience in building Chan & Naylor and Sky Accountants respectively, they emphasise the importance of beginning with the end in mind. They explore the necessity of designing—or often redesigning—your business to align with your ultimate goals, focusing keenly on the return on investment (ROI) your firm delivers.

Highlights from this episode: 

• Why is it that Warren Buffett invests in direct business and what his criteria is for investing?  
• Comparing the ROI of your business vs the share market vs property investment
• The problems with a partnership model 
• How to build a garden to attract butterflies 
• The journey from self-employed > business > investment 
• What would you like your life to look like when you are 65/70? 
• Engineering your business to achieve your ideal income figure 

Join them as they share invaluable insights and practical advice on reshaping your accounting practice into a business that not only runs efficiently but enriches your life and secures your future!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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 all 

 This episode is a must-listen for business owners looking to expand intelligently and sustainably through offshoring!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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

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!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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

4. 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