The Wize Way

The Wize Way

By Wize Mentoring for Accountants and BookkeepersBusinessEntrepreneurshipEducationHow ToManagement
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The Wize Way episodes

  • Episode 104: The Importance of Staff Review Meetings

    Never too late to scale your business and achieve freedom! 

    Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM

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    Ever feel like the clock is your nemesis, snatching away precious time for those staff meetings you know are important but never urgent? You're not alone.

    In this week's episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns discuss the importance of conducting staff review meetings to discuss your team member's performance and development and agree on future targets and objectives.

    What is"being too busy?" Learn how practice owners should take this essential journey from a time-starved business to an enterprise humming along on autopilot. Listen in as we swap stories, dispense lessons, and offer handy tips to ensure you're getting the best from your team, with insights that might just revolutionise your firm's management style!

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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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    7 min
  • Episode 103: Wize Factor Chat: Thomas Sphabmixay - TMS Financials

    Every family business has its own saga, and today we're peeling back the curtain on one such tale with Thomas!

    This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Thomas Sphabmixay, one of the Wize Mentors and the General Manager of TMS Financials.

    As a child who grew up amidst the hustle of his parents' accounting firm, Thomas transformed from a playful kid under the desks to a crucial cog within the gears of the company. His story is a vibrant tapestry woven with the threads of mentorship, business automation, and personal growth. Thomas's narrative will not only tug at your heartstrings but also arm you with insights into how mentorship can propel you from entrepreneurial struggles to achievements.

    Embark on a revealing journey with us as we discuss the nuances of fostering a business that thrives on autonomy, allowing for the elusive work-life balance many entrepreneurs crave. Thomas, on the brink of fatherhood, candidly shares how his personal principles seamlessly blend with his professional ethos, providing a blueprint for success that respects both boardroom ambitions and the bassinet. His experiences underscore the transformative power of guidance in business, the importance of leadership, and the intricate dance of maintaining humility amidst success. Prepare to be inspired and educated in equal measure as we unravel the wisdom behind Wize Mentoring and the life of a man living the very lessons he teaches.

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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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    26 min
  • Episode 102: The Single Best Way to Find and Recruit Qualified Staff for your Practice

    Looking to hire a new Accountant, Bookkeeper, or Administrator? 

    Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates!  

    https://www.wizementoring.com/wizetalent-offer/

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    Ever get the feeling you're trying to put together a dream team, only to wind up with a crew that's more ragtag than Avengers-worthy?

    In this edition of The Wize Guys Podcast, Brenton Ward, Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook dive into the topic of finding and recruiting top-notch staff.

    Join us as we delve into the secrets of crafting an unbeatable accounting team. It's not just about filling spots; it's about carefully planning each role, from your number-crunching analysts to your client-facing charmers, to ensure everyone is playing to their strengths.

    Wize Talent is here to simplify the hiring process, guiding you through analysis, attraction, assessment, and acceptance of qualified candidates for your practice. Tune in now and discover the revolutionary four-step hiring approach!

    ________________  

    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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    40 min
  • Episode 101: How to educate clients with your firm's accounting services

    Never too late to scale your business and achieve freedom! 

    Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM


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    In this week's episode of The Wize Guys Podcast, Timothy Causbrook, Thomas Sphabmixay, and Kristy Fairbairn provided their insights about educating clients with your accounting practice services.

    Find out how to upsell more services to clients, opportunities for marketing your practice to existing clients, and use feedback scores for client engagement. Tune in to today's episode to learn more!

    ________________  

    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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    10 min
  • Episode 100: Be a Next Level Client Manager

    Are you trying to hire for your firm?

    We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/

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    In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Thomas Sphabmixay discussed the role of the Client Manager and what are the tasks they are mainly responsible for. They also talked about the essential skills that will help client managers be effective in their role such as managing expectations, same-day turnaround, handing over tasks to ACM, and no bypass policy. 

    So, let's explore the essential role of client managers in professional firms as industry experts discuss the blend of technical prowess, communication skills, and leadership required for success. Gain insights into effective delegation, team dynamics, and nurturing emotional intelligence to enhance client satisfaction and internal productivity. Tune in to today's episode!

    ________________  

    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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    34 min
  • Episode 99: Wize Factor Chat: David Burnes - Asset Accounting

    Ever wondered how an accounting practice can evolve from a tiny spare-room startup to a thriving, self-sustaining business? 

    This week's episode of The Wize Guys Podcast presents an enlightening WizeFactor Chat with David Burnes, the ingenious mind behind Asset Accounting in Australia.

    Join us as David takes us through his extraordinary journey, beginning with the modest inception of his firm in the comfort of his own home, to the pivotal challenges and triumphs that shaped his path. He delves into the critical turning points and the strategic decisions that propelled his business forward, providing invaluable insights for aspiring and established entrepreneurs alike.

    Don't miss this opportunity to uncover the secrets behind David's success and the lessons learned along the way. Tune in to this inspiring episode and discover how strategic innovation and resilience can transform a small practice into a powerhouse of efficiency and growth.

    ________________  

    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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    17 min
  • Episode 98: Understanding the 3 phase process of discovery, proposal, and production

    As many firms give a lot of their knowledge, they’re giving IP away for free to their clients. In the spirit of addressing the problem and not the symptoms, find out how the core reasons for this happening in firms can turn conversations into an opportunity to better serve clients and generate more revenue.

    In this week's episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Thomas Sphabmixay discuss how the three phases of the process ~ discovery, proposal, and production give every accounting practice the opportunity to scale their marketing, sales, service, revenue growth, and M&A’s.

    Find out the advantages and opportunities that you can get from having a practical system to follow!

    ________________  

    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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    7 min
  • Episode 97: Tracking the right metrics- your Fab 5 Dashboard

    Get EXCLUSIVE ACCESS to the Wize Fab 5 Key Performance Indicators when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/
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    Join us on The Wize Guys podcast as we unlock the full potential of your accounting or bookkeeping practice. Discover how the Fab5 KPI dashboard can revolutionize your firm's health, guiding you toward enhanced team performance, revenue growth, and operational efficiency. Dive into the art of leadership and strategy with actionable insights, empowering you to become the informed leader your firm needs.

    Whether you're leading a budding firm or a seasoned practice, learn how KPIs like lockup figures can serve as the blueprint for scaling up. With monthly KPI presentations, we're igniting a passion for excellence and continuous improvement while addressing the unique challenges smaller firms face. Tune in and elevate your practice to new levels of success!

    ________________  

    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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    24 min
  • Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)

    In this week's episode of The WizeGuys Podcast, we explore how the current system can transform firms. But amidst the promise of innovation and growth, there's a lurking challenge: what happens when these firms, initially enthusiastic about embracing change, find themselves entangled once again in the web of old, inefficient practices?

    Join our insightful hosts, Brenton Ward and Ed Chan, as they are joined by Wize Mentors, Tim Causbrooks and Thomas Sphabmixay, to navigate this precarious terrain. Together, they delve into the vital importance of reconnecting with the core principles that underpin success in the accounting industry. It's all about withdrawing oneself from the gravitational pull of outdated methodologies and rediscovering the essence of what drives progress.

    Throughout the episode, they share invaluable insights gleaned from their own experiences, offering a roadmap for firms looking to chart a course toward sustainable growth and prosperity.

    From the initial spark of inspiration to the nitty-gritty details of implementation, every aspect of the journey is explored with depth and clarity. Whether you're a seasoned veteran or a newcomer to the world of accounting, there's something here for everyone.

    So, if you're ready to break free from the shackles of the past and embrace a future defined by innovation and possibility, join us on this illuminating episode of The Wize Guys Podcast. Your firm's success story starts here!

    ________________  

    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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    11 min
  • Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA

    We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.

    Apply here: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM
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    Imagine transforming your practice from a time-consuming juggernaut into a flourishing enterprise that scales new heights while granting you the freedom to pursue your passions.

    In this episode of The WizeFactor Chat of The Wize Guys Podcast,  we had a conversation with Shayan Rashid, a Partner - Chartered Professional Accountant at SRJ Chartered Accountants Professional.

    Shayan shares the astonishing evolution of their business through mindset shifts and culture that enabled him to not only welcome over a million in new work but also embrace the art of saying 'no' to potential clients who weren't the right fit. It's a narrative that celebrates the small, yet significant strategies that collectively catalyzed her practice's success, and it's brimming with insights that every practice owner can apply to catalyze their growth.

    In parallel, he lifts the veil on his own experience of stepping back from the nitty-gritty of everyday operations to focus on strategic growth and partnerships. By assembling a stellar team and crafting effective systems, I've liberated myself to engage more deeply in basketball, coaching, and travel, all while mentoring the next wave of entrepreneurial talent. Our conversation is not just a reflection on our personal journeys; it's a blueprint for aggressive business expansion and a testimonial to the liberating power of a well-structured business. For those hungry to reshape their business and life, our episode provides the motivation and the methodologies to make it happen!

    ________________  

    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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

    13 min

About The Wize Way

From the publisher's feed

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