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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 Bren Ward as he shares 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, Bren dives into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out.
His interviews with his Wize co-founders and community of Wize firm owners are inspiring and transformational.
Subscribe to transform your challenges into opportunities and build a business that can run without you.
Episodes
153 episodes
Episode 153: Why Hiring an Admin is Key to Scaling Beyond $1M
Are you stuck doing low-level admin tasks in your firm—wondering why growth feels impossible? In this episode, we unpack the hidden trap many firm owners fall into: thinking they’re “working on the business” while drowning in emails, client fol...
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Season 2
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Episode 153
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39:08
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Episode 152: How to Create a No Blame Culture in Your Firm
In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, discover what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer. Want to scale your firm wi...
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Season 2
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Episode 152
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12:18
Episode 151: The Art of Delegation and Building a Business That Works for You
In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan tackle one of the biggest challenges for firm owners: letting go of the work. Ed explains why true growth comes from ...
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Season 2
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Episode 151
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7:19
Episode 150: Wize Factor Chat: Gary Doran - Crescendo Accounting & Consulting CPA
In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, we have a The WizeFactor Chat with Gary Doran, founder of Crescendo CPAGary shares his journey from a solo practice to leading a thriving 11-person firm — wi...
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Season 2
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Episode 150
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14:55
Episode 149: Timesheets are dead says the gurus - The 5 firm-saving reasons why you need to keep and be religious about timesheets if you want to scale
In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Jamie Johns tackle the often-debated necessity of timesheets in the accounting sector. Despite modern trends towards fixed pricing, Jamie ...
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Season 2
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Episode 149
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29:59
Episode 148: How to Run A Discovery Call For Your Accounting Practice┃Questions to Ask
In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice. Find out how to run a ...
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Season 2
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Episode 148
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16:19
Episode 147: Top 5 Hiring Mistakes That Cost Firm Owners Thousands
Hiring the right team members can make or break your accounting or bookkeeping firm. But let’s be real — hiring isn’t an exact science. Many firm owners rush the process, skip critical steps, or make costly mistakes that im...
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Season 2
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Episode 147
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26:45
Episode 146: Personal Exertion vs. Passive Income: What’s Your Firm Worth?
"If you don't find a way to make money while you sleep, you will work until you die" - Warren Buffett In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Jamie walks through the transition of operatin...
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Season 2
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Episode 146
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12:30
Episode 145: Firm transformation starts with the owner: becoming a better leader
In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, Jamie Johns and Kristy Fairbairn discussed how to free up your time while maintaining complete control of your firm. They shared the top 3 ways to bui...
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Season 2
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Episode 145
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32:37
Episode 144: What is the Concept of Having a Deep and Narrow Team Structure?
In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan share the concepts of a deep and narrow team structure for every accounting business. Find out why leading is important, the idea...
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Season 2
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Episode 144
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14:20
Episode 143: Leadership Lessons for Firm Owners: The Three C's Framework To Become a Better Leader
“The best leaders talk about the elephant in the room and have the courage to face problems head-on.” - Jamie JohnsIn this episode of The Wize Way Podcast for Accountants & Bookkeepers, Brenton Ward and Jamie Johns dive int...
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Season 1
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Episode 143
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27:27
Episode 142: Wize Factor Chat: Jamie Johns - Sky Accountants
Jamie Johns offers a FREE 30min 1:1 power session to work on any growth challenges you have right now. Book it hereIn this special edition of The WizeFactor Ch...
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Season 1
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Episode 142
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16:47
Episode 141: Mastering Capacity Planning for Your Business
Are you struggling with capacity planning in your firm?In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan discuss how having a capacity plan in place is one of the fundamen...
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Season 1
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Episode 141
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13:27
Episode 140: The importance of time management for every business owner
In today’s episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Ed Chan discuss the importance of time and focus for every accounting firm. Ed explains that growing the right way is about transitioning ...
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Season 1
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Episode 140
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8:38
Episode 139: How to Design Your Life and Business to Success
Are you an accountant or bookkeeper feeling trapped in your business?1:1 Wize Discovery Session – Spend 30mins 1:1 with our Wize CEO Jamie Johns and get his blueprint to build a $5mill+ firm that can run without you –
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Season 2
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Episode 139
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29:13
Episode 138: Reflections of 2024 and setting your goals for the new year
In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Thomas Sphabmixay with Ed Chan and Jamie Johns dive into the critical topic of goal setting and planning for the new year. Recorded as the financial yea...
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Season 2
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Episode 138
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29:04
Episode 137: The benefits of having a deep and narrow team structure
In this week’s edition of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns with Kristy Fairbairn delves into the transformative power of a deep and narrow team structure for scaling your accounting firm. Discover e...
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Season 1
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Episode 137
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20:13
Episode 136: How to Effectively Manage Offshore Teams
In this engaging episode of The Wize Way Podcast, Brenton Ward is joined by Ed Chan and Jamie Johns to unpack the essentials of managing offshore teams for accounting and bookkeeping practices. The conversation kicks off with a discuss...
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Season 2
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Episode 136
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10:09
Episode 135: Leading by Example: The Role of Mentorship in Accounting and Bookkeeping Success
In this week's episode of The Wize Way Podcast, Brenton Ward and Jamie Johns delve into the transformative power of mentorship within the accounting and bookkeeping industry. Jamie discusses the impactful session he led with WizeEl...
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Season 2
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Episode 135
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15:34
Episode 134: How to Onboard and Train New Staff
In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the b...
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Season 2
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Episode 134
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19:22
Episode 133: What are the essential skills of a client manager?
In this week's episode of The Wize Guys Podcast, join Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook as they explore the crucial skills necessary for being a successful client manager. From mastering interpersonal commu...
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Season 2
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Episode 133
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15:24
Episode 132: Building a team in another country - How to dramatically change the future of your firm using our Wize offshoring strategy?
In this episode of The Wize Guys Podcast, hosts Kristy Fairbairn and Thomas S. Phabmixay discuss the strategic advantages of building an offshore team, addressing key areas such as:How to get started with offshoring B...
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Season 2
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Episode 132
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37:27
Episode 131: Mindset Shift: How to Cultivate a Growth Mindset in Running a Business
In this week's episode of "The Wize Way," Brenton Ward and expert Jamie Johns delve into the mental shifts essential for modern entrepreneurial success. Jamie shares his experiences from a recent mastermind session, revealing how t...
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Season 2
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Episode 131
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22:30
Episode 130: Wize Factor Chat: Jake Douglas - Church Finance Pros
Delegate like a demon!In this episode of The Wize Guys Podcast, we chat with Jake Douglas, founder of Church Finance Pros, as he takes us through his journey from an accidental start in bookkeeping to building a thrivi...
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Season 2
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Episode 130
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36:12
Episode 129: Why You Should Start Scheduling your Workflow for your Accounting Firm
In this week's episode of The Wize Guys Podcast, hosts Brenton Ward, Jamie Johns, and Ed Chan dive into the importance of proactive workflow scheduling for accounting firms. They explore why it’s essential to start plannin...
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Season 2
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Episode 129
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9:48