The Wize Way

The Wize Way

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

  • Episode 94: How to Deal with Pushbacks In Your Firm?

    In this week's episode of The Wize Guys Podcast, Tim Causbrook with Jamie Johns and Ed Chan identify the different forms of pushback when it comes to implementing a deep and narrow team design for every accounting practice.

    It is a treasure trove for practice owners, brimming with actionable advice and lessons learned from the front lines of business evolution. Jamie delves into the significance of unwavering leadership and the dangers of slipping back into old habits. Understand the impact of team complexity on business growth and why the 'no bypass policy' is a cornerstone in maintaining a streamlined focus. 

    Tune in to this week's episode to learn some tips on why educating, people and the team must work hand-in-hand to achieve a well-balanced structure. Also, find out which is more effective in conducting a 1-on-1 discussion or meeting as a group!

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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 93: Testing Out a Candidate on Speed and Accuracy Before Hiring

    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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    In this week's episode of The Wize Guys Podcast, Jamie Johns, together with esteemed guests Thomas Sphabmixay, Kristy Fairbairn, and Tim Causbrook, delve deep into the art and science of recruiting top-notch accounting and bookkeeping talent. 

    The conversation kicks off with Jamie highlighting the critical importance of not just finding skilled individuals but aligning new hires with the firm's culture and long-term vision. Thomas, known for his innovative approach to recruitment, shares his insights on leveraging technology and social media to scout for potential candidates. Kristy, with her background in human resources, emphasizes the significance of a structured interview process and the role of behavioral assessments in predicting candidate success. Tim, bringing a wealth of experience from his own thriving accounting firm, discusses the strategies he employs to retain high-caliber staff, including professional development opportunities and a rewarding firm culture. 

    Tune in and learn the practical tips and strategies that you can immediately implement to enhance your recruitment processes and build a team poised for 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

    29 min
  • Episode 92: How to Achieve Your Business Ideal Income

    In this week's episode of The Wize Guys Podcast,  Brenton Ward, Jamie Johns, and Ed Chan offer their insights on the importance of conducting a discovery session for every accounting practice.

    Ed, having experienced numerous challenges while growing his accounting business, understands the struggles many of us face. Often, we enter the world of entrepreneurship with the hopes of increasing our income and gaining more time and freedom, only to discover that our reality is quite the opposite. We end up working longer hours than ever before and sacrificing precious time with our families. When we assess the money we earn relative to the time we invest, the returns are minimal, and the investment seems unwise.

    To break free from this cycle and ensure that your business doesn't imprison you, Ed and Jamie will provide a comprehensive roadmap for either designing a new business or redefining your existing one. They will show you how to align your business goals with your desired return on investment, giving you a clearer path toward 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

    15 min
  • Episode 91: The Secrets to Making of a High-Performing Team

    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/

    ___________________


    Ever wondered how to assemble an accounting or bookkeeping dream team that thrives on every ledger line? 

    In this episode of The Wize Guys Podcast, Jamie Johns with Kristy Fairbairn and Tim Cuasbrook explore the secrets to a high-performance team structure. They tap into the synergy of matching personality types and drawing inspiration from Jim Collins, they delve into the journey of placing the right people on the bus, steering towards career growth and potential. It's about fitting into the team as seamlessly as a star player takes their position on the field, and we're here to coach you through it.

    Tune in to this insightful conversation for valuable insights and strategies for creating a powerhouse team that not only meets but exceeds expectations!

    ________________  

    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

    27 min
  • Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates

    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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    To kick off 2024, we invited our very own Mentor and WizeTribe member, Tim Causbrook of Causbrook and Associates to share his journey pre-Wize and how his firm evolved through the help of Ed Chan.

    Step into the shoes of Tim, whose voyage through the intricate dance of mentoring and leadership has forever changed the trajectory of Causebrook and Associates. 

    Tim's narrative isn't just about profit margins and spreadsheets; it's a heartfelt chronicle about embracing change, the dynamism of self-leadership, and the profound influence that a mentor can have on both a personal and professional level. Discover the inner workings of transitioning a family-run practice into a thriving enterprise, and how operational management can become a passion that drives success, even for those with roots planted far from the world of accounting.

    As we traverse the mentoring landscape with Tim, we touch upon the serendipity and rewards that unfold when one takes on the roles of both student and teacher. His dual journey reveals the delicate art of balancing the scales between nurturing a flourishing business and cherishing personal time. From the cultivation of an autonomous firm to the personal pursuits that color our lives—running, reading, and the eclectic allure of vintage synthesizers—this episode offers a tapestry of insights for anyone navigating the complex pathways of business leadership. 

    Tune in for a revealing look at how a mentor can ignite a transformative spark, guiding us to achieve work-life harmony while fulfilling our most ambitious business dreams! 

    ________________  

    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

    16 min
  • Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024

    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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    In this week's episode of The Wize Guys Podcast, Brenton Ward, Ed, Chan, Tim Causbrook and Thomas Sphabmixay share their reflections and insights for 2024. 

    Find out the best practices for your accounting business that you can start to apply within your firm.  Also, these guys will share tips on how can practice owners spend less time at work. 

    Tune in to ignite a transformation that goes beyond the balance sheets, reaching into the very heart of work-life harmony!

    ________________  

    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 88: The Different Concepts of Quad Activities for Every Firm

    Want to know the things you should and should not be doing as the sole business owner of your accounting or bookkeeping firm?

    Get EXCLUSIVE ACCESS to the list of Quad Activities when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/

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    In this week's episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss their understanding of Quad activities which can help in making a robust effective system and strategy for getting referrals for your accounting practice.

    Discover the transformative power of self-leadership in elevating your accounting and bookkeeping practice, as we unpack the wisdom shared by our guest, Ed, on this enlightening journey. From mastering the art of self-discipline to the nuances of managing emotions, this episode is an essential guide to leading not just your business, but yourself to unparalleled success. We also delve into the dynamic impact of Wize Mentoring's Quad activities framework, offering you strategies to enhance both business operations and personal efficiency, while steering clear of the dreaded burnout.

    Don't miss out on this opportunity to learn more about boosting your referral marketing!

    ________________  

    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

    16 min
  • Episode 87: New Year's Resolutions & Finding and Keeping Great Talent

    Ready to crush your goals this 2024?
    We're here to help you scale and grow your business, to find out how - book a call with us today:
    https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM

    _________________
    In this week's episode of The Wize Guy's Podcast, embark on a transformative journey as we navigate the realms of self-leadership and meticulous business planning to set the stage for the New Year with Brenton Ward and Ed Chan.

    Discover why New Year's resolutions may fall short of being the silver bullet for success and explore how a robust business plan can serve as your guiding light. Also, delve into the intricacies of staffing in accountancy, from leveraging diverse skill sets within a team to strategically assigning clients to staff, fostering client satisfaction, and boosting team morale.

    Don't miss the actionable insights on why investing time in staff training is beneficial and essential for your accounting and bookkeeping firm. Let's guide you through the strategies and practices that have the potential to elevate your accountancy business to new heights this 2024!

    ________________  

    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

    37 min
  • Episode 86: Ready for 2024! Setting your goals for the new year

    In this week's episode of The Wize Guys Podcast, we gear up for 2024 with a special episode on goal-setting and mindset shifts! 

    Join Jamie Johns as he delves into the crucial aspects of setting goals with your team for the upcoming year with Kristy Fairbairn. Discover the key traits leaders can cultivate within themselves in 2023 to make a positive impact on their teams. From shedding old mindsets to embracing new perspectives, this episode provides essential guidance on navigating the challenges of the new year. 

    Tune in to gain valuable insights that will empower you to lead with purpose and influence your team positively in the year ahead!

    ________________  

    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

    30 min
  • Episode 85: The 12 Wize Tips of Christmas (2023 Edition)

    In this week's episode of The Wize Guys Podcast, Brenton Ward, James Johns, and Ed Chan are in the festive spirit as they unwrap The 12 Wize Tips of Christmas.

    In Part 1, they explore the intricacies of PROCESS (How to design your firm) from the Wize DRS Model, providing invaluable insights into optimizing business structures and processes. 

    Part 2 delves into the critical realm of PEOPLE (How to recruit the right people), offering secrets to assembling the perfect team. 

    Finally, in Part 3, the spotlight is on PERFORMANCE (How to scale your accounting business), with strategies to effectively grow your accounting business. Don't miss this opportunity to implement actionable tips and elevate your business in time for the holidays. 

    Tune in now to scale your business with The 12 Wize Tips of Christmas!

    ________________  

    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

    46 min

About The Wize Way

From the publisher's feed

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