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PODCAST

The Wize Way

Wize Mentoring for Accountants and Bookkeepers

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

business management

All Episodes

19:47

Episode 154: Wize Factor Chat: Daniel Vasin - Vasin...

The Wize Way ·

2025/04/24

In this week’s episode of The WizeFactor Chat, we sit down with Daniel Vasin, Director of Vasin Holdings Pty Ltd—an accounting firm based in Australia. Daniel shares his journey from joining the family business in 2007 to taking full ownership in 2015—and the tough years that followed. Growth had stalled. Key clients were leaving. And the fire that once drove him? Gone. That all changed when he discovered Wize Mentoring. Daniel unpacks how the Wize blueprint gave him the clarity, structure, a...

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39:08

Episode 153: Why Hiring an Admin is Key to Scaling...

The Wize Way ·

2025/04/17

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 follow-ups, and team support. We reveal why hiring another accountant won’t solve the problem—and how the right admin support can unlock your time and allow you to lead strategically. You’ll learn how to calculate your effective hourly rate, why delegation...

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12:18

Episode 152: How to Create a No Blame Culture in Your...

The Wize Way ·

2025/04/10

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 with better leadership? Listen now! ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps...

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7:19

Episode 151: The Art of Delegation and Building a...

The Wize Way ·

2025/04/03

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 shifting from doing to managing—and how learning to delegate effectively can transform your firm. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Fin...

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14:55

Episode 150: Wize Factor Chat: Gary Doran - Crescendo...

The Wize Way ·

2025/03/27

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 CPA Gary shares his journey from a solo practice to leading a thriving 11-person firm — without being stuck in the day-to-day operations. Also, he reveals the key turning points that helped him step back from client work, the systems that allowed his team to run the business smoothly, and the mindset shifts that made it all possible. He also share...

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29:59

Episode 149: Timesheets are dead says the gurus - The...

The Wize Way ·

2025/03/20

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 makes a compelling argument for why timesheets are far from obsolete and are essential for anyone aiming to build a business that can operate independently of its owner. The reasons why we need to keep timesheets and why timesheets are not dead and, in fact, ...

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16:19

Episode 148: How to Run A Discovery Call For Your...

The Wize Way ·

2025/03/13

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 discovery session, how having the right mindset is important in doing so, and the list of best questions to use for every call you will have that will best work for your business ________________ PS: Whenever you’re ready… here are the fastest 4 ways ...

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26:45

Episode 147: Top 5 Hiring Mistakes That Cost Firm...

The Wize Way ·

2025/03/06

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 impact their team and bottom line. In this episode of The Wize Way Podcast, WizeTalent Coach Dani and Kristy Fairbairn dive deep into the 5 biggest hiring mistakes that could be costing your firm thousands (or more). Discover 1 bonus mistake that many firms still ...

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12:30

Episode 146: Personal Exertion vs. Passive Income:...

The Wize Way ·

2025/02/27

"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 operating a personal exertion income firm as opposed to transitioning to a passive income firm. Most Accountants are trapped in their business and are stuck in the model of exerting their own time and energy to earn a good portion of the fees the firm generates. This mo...

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32:37

Episode 145: Firm transformation starts with the...

The Wize Way ·

2025/02/20

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 build a culture of high productivity and how to create and communicate a vision for your firm that is big enough for your staff to feel like they can achieve their own goals within. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can...

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14:20

Episode 144: What is the Concept of Having a Deep and...

The Wize Way ·

2025/02/13

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 ideal process for a new team structure, how managing people could help, and the analogies behind having a successful team. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take...

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27:27

Episode 143: Leadership Lessons for Firm Owners: The...

The Wize Way ·

2025/02/06

“The best leaders talk about the elephant in the room and have the courage to face problems head-on.” - Jamie Johns In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Brenton Ward and Jamie Johns dive into the Three C’s of Leadership: Courage, Candor, and Communication. Discover practical strategies to lead with authenticity, build trust, and inspire growth in your team. Whether you're scaling your firm or improving your leadership style, this episode is packed...

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16:47

Episode 142: Wize Factor Chat: Jamie Johns - Sky...

The Wize Way ·

2025/01/30

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 Chat, join Jamie Johns, owner of a $7M firm, who shares his journey from a one-client home office to building a thriving business that runs without him. Jamie reveals what a typical morning looks like for him, the game-changing moment when he met his mentor, Ed Chan, and why working smart beats working hard. He also reflects on the b...

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13:27

Episode 141: Mastering Capacity Planning for Your...

The Wize Way ·

2025/01/23

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 fundamental tools they recommend for scaling a practice. They provide some insight into capacity planning and why it's so important to the growth of the business. Find out more about matching the fees with productivity and workload! ________________ PS: Whenever ...

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8:38

Episode 140: The importance of time management for...

The Wize Way ·

2025/01/16

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 your workload from working IN the business as the technician to working ON the business as a business owner. As we often hear the Working ON vs Working IN argument but many coaches and colleagues, find out how this journey plays out and how a firm owner can fre...

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29:13

Episode 139: How to Design Your Life and Business to...

The Wize Way ·

2025/01/09

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 – Click Here In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward together with Ed Chan and Jamie Johns deep dive into the transformative process of discovery sessions for accounting business owners. Many enter the business world seeking higher...

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29:04

Episode 138: Reflections of 2024 and setting your...

The Wize Way ·

2024/12/27

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 year approaches its end for many firms, this episode provides valuable insights on how to review past performance, set effective goals, and ensure your team is aligned and prepared for the upcoming year!________________ PS: Whenever you’re ready… here are the fas...

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20:13

Episode 137: The benefits of having a deep and narrow...

The Wize Way ·

2024/12/19

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 essential Wize strategies that emphasize the critical importance of implementing an effective team structure to achieve business growth. Tune in to learn how you can start applying these practices in your firm today!________________ PS: Whenever you’re rea...

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10:09

Episode 136: How to Effectively Manage Offshore Teams

The Wize Way ·

2024/12/12

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 discussion on the ideal financial margins when setting up offshore teams. They delve into the significance of achieving and sustaining profitability through strategic pricing and resource management.They also covers the pivotal role of technology and security in ensuri...

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15:34

Episode 135: Leading by Example: The Role of...

The Wize Way ·

2024/12/05

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 WizeElite clients, focusing on identifying the most influential people in their careers. This reflection sparked a deeper conversation about the role of training and development, both structured and unstructured, in fostering growth and self-awareness among firm owne...

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80 results

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