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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 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...
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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...
Episode 222: The 60 Minute Meeting That Tells You If Your Firm Is In Sync
Plenty of firm owners walk into their weekly team meeting having prepared the numbers themselves, then spend the hour explaining figures nobody else has looked at. Wize mentor Thomas argues it works better the other way around, with the team br...
Episode 221: How To Market Your Firm When You Have No Time For Marketing
Jamie Johns is in his accounting firm about one day a week, and he still gets a tip out to his clients every week without setting aside hours to write it. He spent close to ten years sending technical newsletters that went almost entirely unans...