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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

43:37

Episode 160: 3 Golden Tips for Becoming a Better...

The Wize Way ·

2025/06/05

"You don’t create success. You attract success by the person you become." – Jamie Johns In this episode of The Wize Way Podcast, Brenton Ward sits down with Jamie Johns—CEO of Sky Accountants and Co-Founder of Wize Mentoring—to unpack the three golden traits every successful client manager must have. Jamie shares: ✅ Why these soft skills matter more than technical expertise ✅ How to train and double-back meetings with aspiring client managers ✅ Why great leadership starts wi...

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9:17

Episode 159: Implementing the 4 Quads in Your Firm

The Wize Way ·

2025/05/29

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn and Tim Causbrook dive into the power of the Quad Activities framework — a simple yet transformative tool that helps firm owners break free from the trap of busy work. Learn how spending time in Quadrant 2 (important but not urgent) is the key to scaling your business, empowering your team, and reducing owner dependency. Learn how top-performing firms shift their focus to strategy, training, and sy...

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64:48

Episode 158: How to Convert Leads Every Time: Your...

The Wize Way ·

2025/05/22

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook with Jamie Johns and Ed Chan dive into the critical importance of having a Lead Allocation System in place. They discuss their strategy for consistently converting leads and the significance of building meaningful relationships with potential clients from all industries. With competition increasing, it's more vital than ever for bookkeeping and accounting practice owners to engage with prospects ea...

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47:29

Episode 157: Retention Secrets Every Accounting Firm...

The Wize Way ·

2025/05/15

Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the system we built to help growing accounting and bookkeeping firms find qualified candidates! https://thewizeway.com/wizetalent-cta-thank-you Why do great staff leave — and how do you get them to stay? In this episode, Wize Talent Coach Dani sits down with Tim Causbrook to uncover the real reasons employees quit (spoiler: it’s rarely about money) and what firm owners can do to ...

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12:36

Episode 156: How to Set Up Your Accounting Firm's...

The Wize Way ·

2025/05/08

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other? In today's episode of The Wize Way for Accountants & Bookkeepers, Brenton Ward and Jamie Johns break down why daily huddles are the secret weapon of high-performing accounting and bookkeeping firms. Jamie shares how a simple 15-minute meeting can unblock bottlenecks, keep teams aligned, and improve client satisfaction — without wasting time. He also explains wh...

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10:53

Episode 155: The Wize 7-Division: Your Blueprint to...

The Wize Way ·

2025/05/01

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns and Thomas Sphabmixay deep dive into the nitty-gritty of building a successful accounting or bookkeeping firm with Wize 7-Division model — the core structure behind every thriving, scalable business. As your firm grows, the real challenge isn't doing more — it's evolving from wearing every hat to delegating, leading, and building a team that can thrive without you. Jamie shares hard-won insights on le...

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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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