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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 205: The Only Marketing Plan Your Accounting Firm Actually Needs
You have tried the ads. You have posted on social media. You have handed it to an agency. And yet here you are, still wondering why the leads aren't coming.In this session, the Wize team breaks down exactly what it takes to build a marke...
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Episode 204: Wize Factor Chat: How to Fix a Firm Without Starting Over with Melanie Sikma (One Stop Tax Strategist)
When Melanie and her dad started One Stop, everything looked good on paper. But somewhere between the vision and the reality, things started to crack. What came next was a decision that changed everything, and a lesson most firm owners only lea...
Episode 203: Find the Right People, Learn the Right Things, Become the Right Person
Somewhere between setting the goal and achieving it, something breaks down. And it's almost never what you think it is.In this conversation, Jamie sits down with Bren Ward for an honest look at what it actually takes to close the gap bet...
Episode 202: The Truth About HR Software for Accounting Firms.
What does it actually look like to build a hiring process for your accounting firm that finds the right person every time, without expensive software, without guesswork, and without starting from scratch every time a role opens up?In thi...
Episode 201: The Power of Proven Systems and Accountability with Jeremy Eckert from Trail CPA.
From 3 people to 18. From one city to 10 states. From doing all the work to building a team that runs without you. Jeremy Eckert from Trail CPA has done what most firm owners are still trying to figure out, and in this episode, he breaks down e...