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The Wize Way
Feeling stuck in your firm or on the edge of rapid growth but don't know how to build the business so that it’s not reliant on you?
Join the Wize team as they share the insights, stories, strategies and tools that have helped transform the businesses and lives of our Wize Guys and hundreds of Accounting, CPA and bookkeeping firm owners around the world.
In each episode, we dive into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out.
Subscribe to transform your challenges into opportunities and build a business that can run without you.
The Wize Way
Latest Episodes
Episode 227: Losing Good People in Your Firm? Here’s How to Keep Them
Losing a good team member hurts, and it rarely comes out of nowhere. When the work becomes the same thing day in, day out, and nobody is talking with them about where they're heading, they start looking for a firm that will.In this epis...
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Episode 226: The $600K to $1M Danger Zone: Why Accounting Firm Owners Burn Out
Somewhere between $600,000 and $1 million in fees, a lot of accounting firm owners hit a wall. The clients keep coming, and the team keeps growing, yet every email, phone call, and question still ends up on the owner's desk. Hiring more people ...
Episode 225: The AI Client Ranking System for Accounting Firms
Who takes up most of your firm's time? Often it's the clients paying the least.In this episode, Wize mentor Thomas Phabmixay shows accounting and bookkeeping firm owners how to rank their clients from A to D, so the firm's time and atte...
Episode 224: The Onboarding Mistakes Costing Accounting Firms Their Best New Hires
A new team member's impression of your firm starts well before their first day. If their email isn't set up, the team doesn't know they're arriving, and your SOPs are buried where no one can find them; even a strong hire can start to wonder whe...
Episode 223: The Referral System Ed Chan Used To Grow His Firm
Ed Chan started his firm from a home office with no money for marketing and grew it to around $2.2 million in three years on referrals alone.This is the habit that built it.In this episode of The Wize Way, Ed breaks down how he tu...