The Wize Way

WizeHub is a business intelligence application designed to monitor the performance of your company in real-time, with a focus on aligning technology and people to achieve optimal results. 

Complete our 60-second questionnaire to see if you qualify and we’ll personally give you a 1:1 walk-through on how I’m using the WizeHub to build Sky Accountants and 100+ other firms around the world. 

https://www.wizementoring.com/wizehub-demo/

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In today's episode of The Wize Guys Podcast, Jamie Johns and Wize Mentor Tim Causbrook delve into the features and benefits of WizeHub, a cloud-based solution for managing accounting and bookkeeping firms. 

Jamie recounts the genesis of the idea for WizeHub, sharing his passion for technology and how his struggles with dyslexia inspired him to create a tool that could facilitate effective learning and organization. Tune in to discover why WizeHub is an essential tool for scaling and growing your practice, empowering firms to operate independently of the business owner.

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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

In this week's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn explore the concept of having a system-dependent firm and not a people-dependent business.

Let's deep dive into the secret sauce of scaling your business - systems. Discover the journey of transforming businesses from people-dependent to system-dependent by creating procedures that can be replicated, ensuring efficiency and stability. Imagine a structure where a single experienced leader guides a team of junior accountants, combined with a seven-division system, the workload eases on the owner making way for scalability and growth.

Tune in now to find out more about Wize's principles!

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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

What if you could transform your small practice into a successful, autonomous business with a dedicated team? 

In this episode of The WizeFactor Chat of The Wize Guys Podcast,  we had a conversation with Anthony, a thriving owner of an accounting and bookkeeping practice, iCompass Professional Advisors in Australia.

Anthony's journey began in 2005 and, like many entrepreneurs, he started by taking on any client to generate income. His turning point came when he shifted focus to cater exclusively to businesses. Reflecting upon his evolution, Anthony credits his substantial growth to joining the Wize Mentoring Group, which provided him with accountability and a structure that has led his firm to become a well-oiled machine operating without his constant involvement.

The idea of letting go can be daunting, but as Anthony explains, it's an integral part of growth. He opens up about his personal journey through the art of delegation, a skill that has been pivotal to his firm's success. He admits it wasn't easy giving up tasks he'd traditionally handled himself, but the rewards were worth the leap of faith. Hear Anthony's insights on how finding the right person for each job and outsourcing tasks to his team has freed up his time. This allowed him to see the bigger picture, focus on what truly matters, and drive his business forward. Anthony's story reminds us that progress is a continuous journey - one where postponing is not an option. 

So, if you're looking to transition from a time-pull practice to a business that can run without you, then this enlightening conversation with Anthony is a must-listen!

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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

In this episode of The Wize Guys Podcast,  Brenton Ward and Jamie Johns discuss the roles, responsibilities, and KPI's of a Senior Production Manager. Based on the ideal team structure, learn how traffic flow should work for your senior production manager, what to look for when hiring a senior production manager, and their job description to determine their KPIs.

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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

Find out how you can manage your team with the WizeHub!

WizeHub now houses the best staff capacity planner in the world for Accountants & Bookkeepers. 

Want a free capacity planning session for your firm? Book a demo here: https://www.wizementoring.com/wizehub-offer/
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In this week's episode of The Wize Guys Podcast,  Ed Chan, Jamie Johns, and Tim Causbrook share the concepts of a deep and narrow team structure for every accounting practice.

Find out why leading is important, the ideal process for a new team structure, how managing people could help, and the analogies behind having a successful team.
 Watch as the right business structure paves the way for career progression, competitive client rates, and beneficial returns on investments. So, are you ready for a business revolution? Let's get started!

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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

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! 

Book a FREE discovery call here: https://www.wizementoring.com/wizetalent-offer/

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In this week's episode of The Wize Guys Podcast,  Ed Chan, Jamie Johns, and Brenton Ward explore offshoring team members as one of the growth strategies for your accounting or bookkeeping business.

Outsourcing isn't just about cost-effectiveness, it's a strategy that requires thoughtful execution. We walk you through how to manage your offshore teams effectively, looking closely at roles, communication, and traffic flow. Listen to how Ed and Jamie implemented this in their firms through a checklist-driven approach to streamline production processes. 

Discover how managers and firm owners can effectively manage offshore staff and how to keep them productive even if you don't get to see them every day. Also, we jump into why it would be a great strategy to implement offshore staffing and the type of positions that you can delegate to your offshore staff. When it comes to offshore recruitment, the key is an extraordinary system that will allow you to hire the right people.  Tune in to this episode to learn more!

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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

Get your hands on the world’s number one tool to scale an accounting firm
We are currently looking for ten practice owners who want to build a successful, systemized firm to test out our propriety practice intelligence tool for free  – Take a look
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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 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

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 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

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 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

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 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