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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.
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De 20 nyeste av 225 episoder
- Episode 225: The AI Client Ranking System for Accounting Firms · 16 min · Sesong 3 Episode 225Who takes up most of your firm's time? Often it's the clients paying the least. In this episode, Wize mentor Thomas Phabmixay shows accounting and bookkeeping firm owners how to…
- Episode 224: The Onboarding Mistakes Costing Accounting Firms Their Best New Hires · 21 min · Sesong 3 Episode 224A 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…
- Episode 223: The Referral System Ed Chan Used To Grow His Firm · 32 min · Sesong 3 Episode 223Ed 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…
- Episode 222: The 60 Minute Meeting That Tells You If Your Firm Is In Sync · 29 min · Sesong 3 Episode 222Plenty 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…
- Episode 221: How To Market Your Firm When You Have No Time For Marketing · 18 min · Sesong 3 Episode 221Jamie 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…
- Episode 220: The 40/35/25 Rule: How to Tell If Your Firm Is Actually Profitable · 18 min · Sesong 3 Episode 220A 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…
- Episode 219: The Real Reason Marketing Keeps Failing in Accounting Firms · 22 min · Sesong 3 Episode 219Marketing 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…
- Episode 218: Inside WizeHub: How Firm Owners Build Freedom One Step at a Time · 26 minHave 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 217: Right Person, Right Seat: How Accounting Firm Owners Get Both · 23 minBefore 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…
- Episode 216: The Vision, Mission, and Values System for Accounting Firm Owners · 16 min · Sesong 3 Episode 216Kristy 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…
- Episode 215: The 90/10 Shift That Made Ed Chan's Firm Run Without Him · 27 min · Sesong 3 Episode 215Someone 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…
- Episode 214: Inside the WizeHub: How to Spot an Unhappy Employee Before They Quit · 22 minHave 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…
- Episode 213: How to Recruit When You Don't Have a Recruitment Team · 19 min · Sesong 3 Episode 213Every 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…
- Episode 212: The Simple Weekly Rhythm That Keeps Your Sales Pipeline Moving · 18 min · Sesong 3 Episode 212There 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…
- Episode 211: Meet the PUB: The Productivity Meeting Your Firm Is Missing · 13 min · Sesong 3 Episode 211Somewhere 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…
- Episode 210: Stop Hiring to Fill a Gap and Start Hiring to Build a Firm · 17 min · Sesong 3 Episode 210Hiring 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 209: The Noise Around AI and What Firm Owners Actually Need to Know · 25 min · Sesong 3 Episode 209The 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…
- Episode 208: The Power Of The Daily Huddle For Firm Owners · 13 minHow 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…
- Episode 207: The Meeting Framework Behind a Self-Running Firm · 10 min · Sesong 3 Episode 207What 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…
- Episode 206: What to Ask in Every Job Interview (And What the Answers Tell You) · 21 min · Sesong 3 Episode 206What 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…
