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In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan discusses the difference between building capacity and advertising and the importance of having the right people.

Find out how capacity matters for your accounting or bookkeeping business.

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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

In this week's episode of The Wize Guys Podcast, we have Lacey Harnar of Pathway CPA Group, LLC as we chat with her about her Wize journey and experience.

Lacey, founder of her own accounting firm, shares her compelling journey with us. She paints a vivid picture of the challenges she encountered, the transformation she underwent through Wise Mentoring, and how she successfully built a team that fueled her dream. Lacey’s tale of overcoming struggles and her newfound appreciation for the extraordinary system that supports ordinary people will surely spark some business ideas in you.

The conversation takes a delightful turn as Lacey opens up about the significant changes in her personal life after implementing Wize's strategies. She talks about her newfound freedom, the joy of ample free time, and the luxury of traveling with her family, goals she once considered far-fetched. Not stopping there, Lacey opens up about the future of her business, her vision, and how her experiences at Wize lays the foundation for the company she always aspired to have. So buckle up, as Lacey’s story of transformation, liberation, and growth promises to ignite the entrepreneur in 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

What if you could make your team's efficiency skyrocket just by incorporating one simple practice daily? 

In this week's episode of The Wize Guys Podcast,  be ready to accelerate your understanding and application of self-leadership, video creation, and documentation. This power-packed episode is jam-packed with insights and practical demonstrations. Our journey begins with an exploration of self-leadership, focusing on its critical components: self-discipline, experience, and emotional control. We then venture into the world of video creation, as I walk you through creating a standard operating procedure (SOP) video using Loom and Camtasia, right from screen recording all the way to adding it to your intranet. 

Have you ever wondered about the secret to improving efficiency in your team? Hint: it lies in SOPs. To help you grasp this concept, I share the process of recording an SOP with Loom and discuss the benefits it brings. I emphasize how documenting just one procedure per day can lead to significant progress in your team's efficiency. We talk about the importance of recording videos for every team member and using these videos as part of the induction process for new hires. I also discuss how handy tools like iPhones can be used to record procedures for clients who require hard copies. 

As we near the end of our conversation, we delve into how technology has simplified the process of recording and documenting SOPs. I discuss the various options available to capture these procedures, from using phones to screen recording. We stress again the importance of documentation for efficiency. So whether you're a budding entrepreneur or an established business person, this episode will provide you with invaluable insights on mastering self-leadership and understanding the vital role of video in business operations. Tune in, learn, and let's make your business more efficient together.

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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

In this week's episode of The Wize Guys Podcast,  prepare to swap your practitioner hat for a business owner's crown as our esteemed guest, Ed, shares his enlightening journey and helps us navigate this challenging yet rewarding transition. We pick Ed's brain on the critical aspects involved in transforming your practice into an independent business: redefining your mindset, mastering the art of cost reduction, and becoming a pro at managing your team. His valuable insights on stepping back from being a player to being a coach will set you on the path to a thriving business.

Delegation is a powerful tool in business, but recognizing when and how to delegate can be a game-changer. In this episode, we take a deep dive into the world of delegation - examining the benefits it can bring to your business and presenting you with effective strategies to delegate tasks and manage work in your organization successfully. We also inspire you to motivate your team, enhance your leadership skills, and keep the business engine humming. So, sit back and join us on this captivating journey, exploring how to build a business that runs without you and enables you to regain control of your time. With Ed's guidance and our enriched discussion, you'll be well-equipped to take your practice to stellar business heights.

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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

In this week's episode of The Wize Guys Podcast,  imagine transforming your accounting or bookkeeping practice into a well-oiled machine that runs smoothly even in your absence. Sounds too good to be true? Well, in this episode, we promise to share with you the secret sauce – Standard Operating Procedures (SOPs). We dive into the importance of having scalable, leveraged systems in place and discuss how to transition your business to operate without your constant involvement. We also explore the process of getting all that accounting knowledge out of your head and into a format that your team can leverage for success.

Did you know that the internet can be your best friend when it comes to organizing your SOPs? That's right! In the latter part of our discussion, we shed light on creating a systemised business model and discuss the seven steps of Sky's guarantee. We highlight how platforms like WizeHub can help streamline your operations, and why the internet should be your go-to place for storing policies and procedures. Finally, we talk about the importance of leadership in ensuring every task—big or small—is documented. So, gear up for an insightful episode packed with business-building tips, SOP development strategies, and the significance of having the right team in place for success.

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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

In this week's episode of The Wize Guys Podcast, we have Stephanie Anderson of Tax Prose Inc. as we chat with her about her Wize journey and experience.

Discover her path to making your business run on autopilot. So if you've ever dreamed of stepping back while your business continues to thrive, you're not alone. Stephanie was once in your shoes, and she's here to share her inspiring journey and the challenges she overcame along the way.

We begin with the early years, when Stephanie, like many of us, was tethered to her computer, struggling to find competent tax professionals. Then came the breakthrough with Wize that revolutionized her firm's management. Stephanie will reveal how she overcame the daunting task of implementing new habits and how the concept of having an absentee-run business both excited and terrified her. Stephanie will also shed light on her struggle to achieve work-life balance while building a team that mastered the nuances of the US tax code. She'll share her experience of managing an offshore team, her secret to making them feel connected, and the life lessons she's garnered from the entire process. 

Tune in to find out more of her story!

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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

In this week's episode of The Wize Guys Podcast,  discover the secret to nurturing long-lasting client relationships. Join  Jamie, Kristy, and Ed, as we unearth the treasures of self-leadership and the art of building client relations. We shed light on the power of referrals, emphasizing that it's surprisingly 20 times harder to lure in new clients than to retain the existing ones. We dive deep into the realm of emotional bank accounts, explaining why positive interactions are vital for your client relations. Ed offers invaluable insights on being the first choice when your clients are on the brink of changing accountants. We also discuss the nuances of sales and marketing and how they can impact your client relationships.

Ever wondered about the long-term value of your clients? We take you on a journey that explores the strategic considerations when investing in client relationships. The discussion emphasizes that the lifetime worth of a client goes beyond a single transaction, and how today's investment in efficient systems can be a game-changer for future success. We contemplate the balance sheet implications and the goodwill factor when deciding to invest in marketing or not. So, gear up and join us to find out how to elevate your client relationships and position yourself for long-term success.

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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

FREE Book Preview Download of Wize M&A Mastery System: https://www.wizementoring.com/ma-mastery-system/

In this week's episode of The Wize Guys Podcast,  we'll explore how to successfully navigate business mergers and acquisitions. Join Ed and Jamie, as we take a deep dive into the intricacies of this growth strategy. We'll be sharing pearls of wisdom from our wealth of experience - discussing the advantages, pitfalls, and the critical importance of striking the right loan value ratio. And here's a pro tip right upfront - keep that ratio below 50%. 

Purchasing a business isn't just about numbers and legalities - there's a significant emotional aspect too. We'll help you understand the motivations of the vendor, the value of patience and empathy, and how to spot warning signs. Jamie's got a compelling narrative of tireless pursuit, spanning over half a decade, that culminated in triumph - you really don't want to miss it. 

As we wrap up, we'll delve into the practicalities of a business acquisition. Enlighten yourself on the pros and cons of transitioning an acquisition over different periods, the keys to successful joint branding, and the measures to ensure a smooth and seamless transition for the clients. Plus, Jamie delivers some essential tips - from ensuring the cultural fit with the vendor to carrying out due diligence and risk assessment. So plug in, and get ready for a riveting conversation filled with insider knowledge on successfully navigating practice acquisitions!

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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

In this week's episode of The Wize Guys Podcast, get ready for an enlightening journey as we navigate the sea of lead conversion with Jamie, a knowledgeable representative from inside Sky. We delve into the essence of face-to-face communication and trust-building, even in our digitally driven era, besides unpacking the significant role these elements play in converting leads. Jamie shares his extensive experience, and results from different communication methods, and emphasizes the advantages of platforms like Zoom for initial meet-ups.

Ever wondered how to turn technology into your most trusted ally instead of seeing it as a daunting barrier? This episode further explores how tools like Practice Ignition, GoProposal, and Proposify can help streamline your proposals while also maintaining their personalized touch. Jamie also throws light on why pitching yourself is as crucial as pitching your product, considering you're handling an essential part of your client's lives. Gear up for some game-changing insights that could revolutionize your lead conversion process.

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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

In this week's episode of The Wize Guys Podcast, we have the privilege of sitting down with business owner, Luke Gheen of Gheen & Co. who has been on a remarkable journey since 2010. Get ready to hear about the ups and downs, the challenges, and the triumphs as he shares his rollercoaster ride to success.

Join us as we explore the struggles he faced with high staff turnover and a lack of structure, leading to countless sleepless nights and endless work hours. But fear not! This story takes a turn when he discovered the transformative power of the Wize Mentoring program. Learn how this program shifted his mindset and provided effective solutions to these once seemingly insurmountable woes.

Tune in now to gain valuable insights from a seasoned entrepreneur who has walked the path of challenges and emerged stronger, wiser, and more successful than ever.  Let's dive in!

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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