The Wize Way | Podcast Guru

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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.

Recent Episodes

Episode 224: The Onboarding Mistakes Costing Accounting Firms Their Best New Hires

A new team member's impression of your firm starts well before their first day. If their email isn't set up, the team doesn't know they're arriving, and your SOPs are buried where no one can find them; even a strong hire can start to wonder whether they've made the right move. In this episode, Dani Bray, Head of WizeTalent, and Kristy Fairbairn, Wize mentor, break down what a strong onboarding process looks like in an accounting firm. They cover what to sort before day one, how to set clear g...

21 MIN

Episode 223: The Referral System Ed Chan Used To Grow His Firm

Ed Chan started his firm from a home office with no money for marketing and grew it to around $2.2 million in three years on referrals alone. This is the habit that built it. In this episode of The Wize Way, Ed breaks down how he turned every job into a referral, why the last 20 minutes of the work matters more than the hours before it, and what he built afterwards so the clients kept arriving without him. You'll learn: ✅ Why relationship work earns referrals and transactional work does...

31 MIN

Episode 222: The 60 Minute Meeting That Tells You If Your Firm Is In Sync

Plenty of firm owners walk into their weekly team meeting having prepared the numbers themselves, then spend the hour explaining figures nobody else has looked at. Wize mentor Thomas argues it works better the other way around, with the team bringing the evidence and the owner arriving with fresh eyes and a set of questions. In this episode, Thomas breaks down the weekly team sync for accounting and bookkeeping firm owners. He covers the six core agenda items, why 60 minutes is a litmus test ...

28 MIN

Episode 221: How To Market Your Firm When You Have No Time For Marketing

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...

18 MIN

Episode 220: The 40/35/25 Rule: How to Tell If Your Firm Is Actually Profitable

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...

18 MIN