The Wize Way

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Jamie Johns unpack the rising trend of private equity firms targeting accounting practices. 

Discover the five key factors every firm owner should consider before selling. Also, explore the mindset shifts required to lead through growth and why the ability to pause before reacting is a game-changer. 

So, if you're thinking about selling or want to know what makes your firm attractive to buyers, this one’s essential listening.

________________  

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 Way Podcast, Brenton Ward is joined by Jamie Johns and Ed Chan unpack how top firms use workflow scheduling and capacity planning to stay efficient and scale. 

From recurring bookkeeping tasks to locking in advisory work and filling calendars with purpose, this episode shows how smart planning drives real 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

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward sits down with Jamie Johns to unpack one of the most pivotal roles in any accounting or bookkeeping firm: the Senior Client Manager (SCM).

Jamie reveals why the SCM is often the hardest role to hire—and the most powerful when done right. They explore how the right SCM can free up the owner’s time, create team leverage, and drive firm growth. From defining the difference between an entrepreneur and an intrapreneur to outlining leadership responsibilities, recruitment tips, and daily habits, this episode is packed with real-world advice for firm owners ready to scale.

Whether you're acting as the SCM, looking to hire one, or struggling to let go—this episode will show you how to build a stronger, more productive firm by finding the right person for this key role.

________________  

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 Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn sits down with Jamie Johns to unpack the real secret behind his 7-hour workweek: delegation done right. 

Jamie shares how true delegation goes beyond assigning tasks — it's about micro-training, documenting, and playing your team to their strengths. He explains why systems, checklists, and policies aren’t just operational tools but foundational elements for empowering your team and delivering consistent results. 

Whether you're struggling to let go or want your business to thrive without you, this episode offers a blueprint for building a truly self-sufficient team.

________________  

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

"You don’t create success. You attract success by the person you become." – Jamie Johns

In this episode of The Wize Way Podcast, Brenton Ward sits down with Jamie Johns—CEO of Sky Accountants and Co-Founder of Wize Mentoring—to unpack the three golden traits every successful client manager must have.

Jamie shares:
 ✅ Why these soft skills matter more than technical expertise
 ✅ How to train and double-back meetings with aspiring client managers
 ✅ Why great leadership starts with self-awareness
 ✅ The practical tools and mindsets you need to scale your firm

________________  

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 Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn and Tim Causbrook dive into the power of the Quad Activities framework — a simple yet transformative tool that helps firm owners break free from the trap of busy work. 

Learn how spending time in Quadrant 2 (important but not urgent) is the key to scaling your business, empowering your team, and reducing owner dependency. Learn how top-performing firms shift their focus to strategy, training, and systems — and why doing so leads to calm, scalable 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

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook with Jamie Johns and Ed Chan dive into the critical importance of having a Lead Allocation System in place. 

They discuss their strategy for consistently converting leads and the significance of building meaningful relationships with potential clients from all industries. With competition increasing, it's more vital than ever for bookkeeping and accounting practice owners to engage with prospects early and often, ensuring they stand out and are ready to serve when the time comes.

________________  

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 system we built to help growing accounting and bookkeeping firms find qualified candidates!  https://thewizeway.com/wizetalent-cta-thank-you

Why do great staff leave — and how do you get them to stay?

In this episode, Wize Talent Coach Dani sits down with Tim Causbrook to uncover the real reasons employees quit (spoiler: it’s rarely about money) and what firm owners can do to build a loyal, high-performing team.

You’ll discover:

✅ The 4 core reasons staff leave—and which ones you can control
 ✅ Why strong leadership is the #1 retention tool
 ✅ How to manage and motivate remote teams effectively
 ✅ The role of recognition, structure, and career growth in retention
 ✅ Practical strategies top-performing firms use to keep their best people

Whether you’re running a small team or scaling past $1M in revenue, this episode will show you how to lead better, retain top talent, and build a business that runs without you.

________________  

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

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other?  

In today's episode of The Wize Way for Accountants & Bookkeepers, Brenton Ward and Jamie Johns break down why daily huddles are the secret weapon of high-performing accounting and bookkeeping firms. 

Jamie shares how a simple 15-minute meeting can unblock bottlenecks, keep teams aligned, and improve client satisfaction — without wasting time. He also explains why the real cost isn’t in running a huddle — it’s in skipping it. 

If your firm struggles with inefficiencies, missed priorities, or slow turnaround times, this episode is a must-listen.

Tune in to learn:
 ✅ The key elements of an effective daily huddle
 ✅ Common mistakes firms make—and how to fix them
 ✅ How this simple habit can transform your business

Listen now and start building the habits that drive 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

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns and Thomas Sphabmixay deep dive into the nitty-gritty of building a successful accounting or bookkeeping firm with Wize 7-Division model — the core structure behind every thriving, scalable business.

As your firm grows, the real challenge isn't doing more — it's evolving from wearing every hat to delegating, leading, and building a team that can thrive without you.

Jamie shares hard-won insights on leadership, investing in people, and why showing results is key to growing an independent business.

Join us to learn how mastering these divisions can help you build a business that runs — and grows — without you at the centre.

________________  

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