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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 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

business management

All Episodes

18:06

Episode 221: How To Market Your Firm When You Have No...

The Wize Way ·

2026/10/01

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 unanswered, and when he finally changed what he was writing about he found the marketing took less time and gave him far more back. In this episode, Jamie breaks down how accounting and bookkeeping firm owners can market consistently without finding hours th...

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18:10

Episode 220: The 40/35/25 Rule: How to Tell If Your...

The Wize Way ·

2026/09/24

A firm can run for twenty years without anyone looking closely at profitability. Revenue grows, the team grows, everyone is busy, and the assumption is that it must all be working. Then a big client leaves, or wages climb, and suddenly the only question that matters is where the money actually goes. In this session, Tim Causbrook works through how to answer that properly, one team at a time. Tim is a Wize mentor and the owner of Causbrooks Chartered Accountants, and he opens up the capacity p...

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21:33

Episode 219: The Real Reason Marketing Keeps Failing...

The Wize Way ·

2026/09/17

Marketing is the one part of a firm that most owners have already tried and already given up on. They hired an agency, or handed the socials to a junior, or committed to a weekly email that lasted about three weeks. It cost them, the leads never showed, and the conclusion they drew was that marketing doesn't work for firms like theirs. In this episode, Bren Ward pulls apart why that keeps happening inside accounting and bookkeeping firms, from the knee-jerk push that never survives lodgement ...

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26:21

Episode 218: Inside WizeHub: How Firm Owners Build...

The Wize Way ·

2026/09/10

Have you ever finished a training, felt completely clear on what to do next, and then looked up three months later to find nothing in your firm had actually changed? In this episode, Raul takes us inside the WizeHub for a full walkthrough of the tools built to close that gap. From the Freedom Map steps to the Task Hub, he shows how firm owners turn what they've learned into work that has an owner, a date, and a place to be followed up, so freedom gets built one step at a time instead of stay...

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23:18

Episode 217: Right Person, Right Seat: How Accounting...

The Wize Way ·

2026/09/03

Before Tim met Ed Chan in 2019, hiring at his firm worked the way it does in most firms. Someone said "we need more staff," so they threw more bodies at the problem. No structure, no org chart, no way of knowing whether anyone was in the right seat. Then he and Ed spent five hours mapping every person in the firm, strength by strength, weakness by weakness, and placing each one in position. That exercise is what this episode is about. Wize mentor Tim walks through how firm owners can answer ...

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15:32

Episode 216: The Vision, Mission, and Values System...

The Wize Way ·

2026/08/27

Kristy Fairbairn wrote her vision, mission, and values early in her business journey. She pinned them above her desk and told nobody. Not her team, not her clients. For years, they changed nothing about how the firm ran. In this episode, Kristy walks through what she does differently now, and how those three statements became the filter for who she hires, which clients she takes on, and when she makes her next hire. ✅ The difference between vision, mission, and values, and why own...

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27:14

Episode 215: The 90/10 Shift That Made Ed Chan's Firm...

The Wize Way ·

2026/08/20

Someone once told Ed Chan he should write a checklist. He was working 100 hours a week, so his answer was the obvious one. Where was he supposed to find the time? Everything that eventually got him out looked like that. The checklist. Training the hire. Writing the policy. All of it sat in the pile he would get to once things calmed down, and things never calmed down. Ed explains what changed his thinking, and how far it took him. ✅ Why the work that never feels urgent is the only work that c...

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22:20

Episode 214: Inside the Wize Hub: How to Spot an...

The Wize Way ·

2026/08/13

Have you ever lost a great team member out of nowhere, with no warning signs and no explanation that made sense? In this episode, Raul takes us inside the Wize Hub for a full walkthrough of the tools built to stop that from happening. From the team NPS to the career and energy audits, he shows how firm owners can get a true 360 view of how their people are really feeling, long before a resignation letter lands on the desk. You'll learn: ✅ How to track your team NPS monthly and what the score ...

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18:36

Episode 213: How to Recruit When You Don't Have a...

The Wize Way ·

2026/08/06

Every hire that goes wrong can usually be traced back to one step someone decided to skip. Not because they were careless, but because they were busy and it seemed like the step that mattered least. In this episode of The Wize Way Podcast, Dani breaks down how to run a proper recruitment process without a recruitment team: working out who you actually need, getting the job ad written in minutes, screening properly, and testing before you commit. You'll learn: ✅ How to decide whether you...

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17:30

Episode 212: The Simple Weekly Rhythm That Keeps Your...

The Wize Way ·

2026/07/30

There is a version of your pipeline where every lead has a clear next step and someone responsible for it. Getting there takes 30 minutes a week. In this episode of The Wize Way Podcast, Thomas walks through the sales meeting rhythm Wize teaches firm owners to run with their client managers, and why it works better than any CRM or automation your firm could buy. ✅ Why the purpose of a sales pipeline is focus rather than reporting ✅ The difference between a lead and a prospect and why the dist...

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12:47

Episode 211: Meet the PUB: The Productivity Meeting...

The Wize Way ·

2026/07/23

Somewhere in your firm, there's a desk where every problem ends up. Maybe it's yours. Maybe it's your senior manager's. Either way, the work slows down every time a question lands on it. In this episode of The Wize Way Podcast, Kristy breaks down the PUB Meeting, the Daily Productivity Unblocker. One structured hour a day where blockages get cleared, questions get answered, and your team learns to solve problems instead of passing them up the chain. You'll learn: ✅ What the PUB Meeting ...

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16:51

Episode 210: Stop Hiring to Fill a Gap and Start...

The Wize Way ·

2026/07/16

Hiring in a panic is one of the most expensive things an accounting firm can do. And most firms do not even realise they are doing it until the damage is already done. In this episode of The Wize Way Podcast, Dani walks through the hiring mistakes that hurt firms the most, why they keep happening, and the practical prevention strategies that change how you approach every hire from here on. You'll learn: ✅ Why small firms feel bad hires harder than larger ones ✅ The three hiring sc...

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25:08

Episode 209: The Noise Around AI and What Firm Owners...

The Wize Way ·

2026/07/09

The noise around AI is getting louder, and most firm owners are not sure what to believe. In this episode of The Wize Way Podcast, Ed Chan draws on 40 years in the industry to cut through the noise and tell you exactly what AI means for your firm, your team, and your client relationships. You'll learn: ✅ How every major technology shift has played out in accounting and what it means for AI ✅ Why the relationship with your client is still your most valuable and most overlooked asse...

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12:44

Episode 208: The Power Of The Daily Huddle For Firm...

The Wize Way ·

2026/07/02

How much time would you get back if your meetings actually worked? In this episode, Kristy walks through the daily huddle, the simple meeting Wize teaches firm owners to run with their team every day, so you can build a quick daily touchpoint that keeps your team aligned and nothing slips through the cracks between conversations. You'll learn: ✅ Why the daily huddle is one of the simplest habits that changes how a firm runs ✅ The difference between something you unblock right in the huddle an...

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10:23

Episode 207: The Meeting Framework Behind a...

The Wize Way ·

2026/06/25

What does it actually look like to run a meeting system that keeps your firm moving without everything falling through the cracks after every conversation? In this episode, Thomas walks through the full meeting framework Wize teaches firm owners, from the daily huddle to the annual planning meeting, so you can build a clear cadence that keeps your team aligned and your action items from disappearing into thin air. You'll learn: ✅ Why the daily huddle is one of the most powerful change m...

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21:01

Episode 206: What to Ask in Every Job Interview (And...

The Wize Way ·

2026/06/18

What does it actually look like to run a job interview that tells you whether someone is the right fit for your firm — before you make a decision you can't easily undo? In this episode, Dani and Kristy break down the questions that go beyond the resume and what the answers actually reveal about a candidate, so you can walk into every interview with a clear process and walk out with the information you need to hire with confidence. You'll learn: ✅ Why a 5-minute pre-screen call can save ...

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22:04

Episode 205: The Only Marketing Plan Your Accounting...

The Wize Way ·

2026/06/11

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 marketing plan for your accounting firm that doesn't just look good on paper but actually gets executed week after week. ✅ Why 5% of your revenue should be dedicated to marketing and what that looks like at every firm size ✅ How to identify who you are actua...

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12:44

Episode 204: Wize Factor Chat: How to Fix a Firm...

The Wize Way ·

2026/06/04

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 learn the hard way. ✅ Why the external partnership model was costing them clients and what they did about it ✅ What it looks like to have a coach who has already walked the same path ✅ How stopping trying to figure it out alone and just working...

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44:47

Episode 203: Find the Right People, Learn the Right...

The Wize Way ·

2026/05/28

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 between where you are and where you want to be, and why the answer is simpler than most people think. ✅ Why the knowledge gap is the real reason people stay stuck, and where to go find it ✅ How surrounding yourself with the right people shortcuts years of ...

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33:32

Episode 202: The Truth About HR Software for...

The Wize Way ·

2026/05/21

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 this session, Dani and Kristy from the Wize team break down exactly how to take the chaos out of hiring, whether you are doing it yourself or working with a talent team, and why a clear process will always beat an expensive platform. ✅ Why AI screening tools can...

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127 results

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