Shows
The Wize WayEpisode 155: The Wize 7-Divisions: Your Blueprint to Building a Business That Runs Without YouIn 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 leadership, investing in people, and why showing results is key to growing an independent business.Join us t...2025-05-0110 minThe Wize WayEpisode 154: Wize Factor Chat: Daniel Vasin - Vasin Holdings Pty LtdIn 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, and confidence to stop doing all the work — and start building a business that can...2025-04-2419 minThe Wize WayEpisode 150: Wize Factor Chat: Gary Doran - Crescendo Accounting & Consulting CPAIn 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 CPAGary 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 shares the biggest lesson he’d tell his younger self and why...2025-03-2714 minThe Wize WayEpisode 142: Wize Factor Chat: Jamie Johns - Sky AccountantsJamie 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 biggest lesson he’d tell his younger self and...2025-01-3016 min
Stuck In My Mind PodcastEP 260 Podcast Success Blueprint: Award-Winning Producer Isabella Sanchez Castañeda
In this engaging episode of the Stuck In My Mind Podcast, host Wize El Jefe sits down with the esteemed Isabella Sanchez Castañeda, an award-winning podcast producer, strategist, and the CEO of ISA Media Inc. As they delve into the world of podcasting in 2025, Isabella shares insightful narratives from her own journey transitioning from journalism to podcasting, highlighting how her roots in storytelling have significantly shaped her approach to producing compelling content.
Isabella discusses the founding of ISA Media, revealing how the unexpected changes during the pandemic led her to venture into business after discovering certain a...2025-01-2358 minThe Wize WayEpisode 139: How to Design Your Life and Business to SuccessAre 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 earnings, more freedom, and additional time, yet often find themselves working long...2025-01-0929 minStuck In My Mind PodcastEP 254 From Struggles to Success: Terry Fossum’s Journey and Goal Setting Insights
In this compelling episode of the Stuck In My Mind Podcast, host Wize El Jefe welcomes the inspiring Terry Fossum for a profound discussion on mastering goal-setting and personal transformation. Titled "From Struggles to Success: Terry Fossum’s Journey and Goal Setting Insights" the episode delves into key life lessons, touching on motivation, resilience, and the journey from adversity to success.
Terry Fossum, a Wall Street Journal bestselling author and influencer with a top TED Talk, brings his rich background and genuine experience to the table. Growing up in McAllen, Texas, a region marked by crime and vi...2024-11-2159 minThe Wize WayEpisode 132: Building a team in another country - How to dramatically change the future of your firm using our Wize offshoring strategy?In this episode of The Wize Guys Podcast, hosts Kristy Fairbairn and Thomas S. Phabmixay discuss the strategic advantages of building an offshore team, addressing key areas such as:How to get started with offshoring Building an offshore team- step to growing your business Reasons why offshoring is a win-win for all This episode is a must-listen for business owners looking to expand intelligently and sustainably through offshoring!________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Download our famous W...2024-11-1437 minThe Wize WayEpisode 130: Wize Factor Chat: Jake Douglas - Church Finance ProsDelegate like a demon!In this episode of The Wize Guys Podcast, we chat with Jake Douglas, founder of Church Finance Pros, as he takes us through his journey from an accidental start in bookkeeping to building a thriving, niche-focused business serving churches. Jake opens up about the challenges he faced scaling his original firm, the burnout that came with it, and the pivotal decision to specialize in church clients.He shares how joining Wize Mentoring was a game-changer, helping him build a more efficient team structure, delegate tasks effectively, and streamline operations to scale...2024-10-3136 minThe Wize WayEpisode 127: How to Build a Sustainable Business with The Wize 7 Division Organisational ChartIn today's episode of The Wize Guys Podcast, Thomas Spabmixay and Jamie Johns dive into the nitty-gritty of building a successful accounting or bookkeeping business with Wize Mentoring. Jamie Johns takes us through the seven divisions that form the foundation of a thriving firm. As the business grows, the challenge lies in transitioning from wearing all the hats to delegating effectively and becoming a leader. Jamie shares valuable insights on leadership, investing in people, and the importance of showing results. The seven divisions discussed include the board of directors, marketing, sales, production, quality, office admin, and financials. ...2024-10-1010 minThe Wize WayEpisode 125: Wize Factor Chat: Brett Angus & Jaycen Wilson - Element Accountant & AdvisorsIn this episode of The Wize Factor Chat, Jaycen Wilson and Brett Angus, co-founders of Element Accounting & Advisors discuss their journey of transforming their accounting firm with the help of Wize Mentoring.Jaycen and Brett share how they started their firm in 2014, initially working within a flat structure that left them overwhelmed and stuck in day-to-day operations. They recount the early challenges of modernising their firm—bringing everything into the 21st century—and how Wize Mentoring’s 'deep and narrow' model helped them systematise their business, reduce workload, and grow smarter.Key insights include their shift...2024-09-2616 minStuck In My Mind PodcastEP 245 Behind the Red Hat: Larry Roberts – Secrets to Mastering Content Creation and Personal BrandingWelcome to this captivating episode of "Stuck In My Mind Podcast," titled "Behind the Red Hat: Larry Roberts – Secrets to Mastering Content Creation and Personal Branding." Our special guest, Larry Roberts, joins host Wize El Jefe to share his insights on personal branding, the exponential impact of artificial intelligence (AI) on content creation, and a time-tested approach to podcasting from a holistic perspective.
Larry Roberts, towering at 6'3" and weighing in at around 250 pounds, encapsulates larger-than-life charisma and presence. But it’s his signature red hat that anchors his public persona. This now-iconic red hat, a casual purc...2024-09-0557 minThe Wize WayEpisode 121: Wize Factor Chat: Johanna Eddy - MarginKeepersWhat if you could transform your accounting practice to achieve work-life balance and business efficiency? In this episode of The Wize Guys Podcast features WizeFactor Chat, we dive into the journey of Johanna Eddy, the founder of Margin Keepers. Starting her firm in 2017 to balance her career and family life, Johanna shares her experience transitioning from an auditor at a big firm to running her own successful business.Join Wize Claudia as she sits down with Johanna to discuss the evolution of Margin Keepers, the challenges of growing a practice, and the crucial role Wize...2024-08-2911 minThe Wize WayEpisode 116: Wize Factor Chat: Byron McBroom - Measured ResultsThis week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Byron McBroom, the CPA and Founder of Measured Results.Byron shares his journey from starting his first firm in 1985 to founding Measured Results in 2002. He discusses the strategic growth of his business, driven by effective marketing, partnerships, and the invaluable guidance of Wize Mentoring.Byron reveals how the Wize Mentoring system transformed his firm, enabling him to reduce his work hours to just 10 per week while achieving significant business growth. He also recounts a life-changing accident in August 2022, where...2024-07-2521 minThe Wize WayEpisode 112: Wize Factor Chat: Kristy Fairbairn - The Business OasisWhat if you could manage a thriving firm without being tied to it 24/7? This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Kristy Fairbairn one of the Wize Mentors and the CEO/ Founder of The Business Oasis.In 2017, Kristy bought an accounting firm and initially faced the daunting task of managing it alone. Her search for specialized support led her to Wize Mentoring, where she found the guidance and accountability she needed to balance her family life while growing her business. Learn how Kristy's experience with Wize transformed...2024-06-2726 minStuck In My Mind PodcastEP 238 Fandoms and Podcasting: A Chat with Tim BeisiegelIn this episode of the Stuck in My Mind podcast, titled "Fandoms and Podcasting: A Chat with Tim Beisiegel," listeners are treated to a captivating and insightful discussion between host Wize El Jefe and special guest Tim Beisiegel. The episode offers a deep dive into the world of fandoms, podcasting, and the evolving landscape of pop culture.
The conversation kicks off with Wize El Jefe expressing heartfelt gratitude for his wife's uplifting and supportive influence, setting a positive tone for the episode. The passage of time becomes a significant theme as both Wize El Jefe and Tim Beisiegel...2024-06-2054 minThe Wize WayEpisode 108: Wize Factor Chat: Michael Hanrahan - Hanrahan & AssociatesThis week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Michael Hanrahan, the Founder of Hanrahan & Associates.Hanrahan & Associates has been operating for 30 years in the accounting industry, sowitness the metamorphosis of a traditional partnership into a single-handed powerhouse, driven by the game-changing Wize Mentoring program. We unravel Michael's 'deep and narrow' strategy and how it blasted past the challenges of scaling and injected a robust business mindset into the heart of his practice. Learn about the pivotal mindset shifts that propelled both leadership and staff to n...2024-05-3016 minThe Wize WayEpisode 107: UPFRONT PRICING: Crafting Winning Pricing Strategies in Accounting & BookkeepingGet a FREE templates and resources when you join our private 4000+ community, The Wize Accountant’s Mastermind. Learn from the Wize mentors and practice owners from 30+ countries: https://www.facebook.com/groups/wizemastermind________________In this week's episode of the Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns deep dive into the topic of upfront pricing and how you communicate your pricing to your client. In the spirit of addressing the problem and not the symptom, learn about the potential problems that you can experience when setting up your pricing and...2024-05-231h 00Stuck In My Mind PodcastEP 233 The B.A.M.N. Formula: A Winning Mindset and Habits with Jay MinorIn this episode of the "Stuck In My Mind" podcast, titled "The B.A.M.N. Formula: Building Habits, Discipline and a Winning Mindset with Jay Minor", host Wize El Jefe engages in a thought-provoking and inspirational conversation with the multi-talented Jay Minor, discussing profound insights into personal development, fitness, relationships, and entrepreneurship.
The episode kicks off with Wize El Jefe and Jay Minor diving into the importance of cutting negative influences and toxic relationships from one's life in order to foster personal growth and improve one's mindset. Jay Minor emphasizes the idea that meaningful relationships will...2024-05-1656 minThe Wize WayEpisode 103: Wize Factor Chat: Thomas Sphabmixay - TMS FinancialsEvery family business has its own saga, and today we're peeling back the curtain on one such tale with Thomas!This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Thomas Sphabmixay, one of the Wize Mentors and the General Manager of TMS Financials. As a child who grew up amidst the hustle of his parents' accounting firm, Thomas transformed from a playful kid under the desks to a crucial cog within the gears of the company. His story is a vibrant tapestry woven with the threads of mentorship...2024-04-2525 minThe Wize WayEpisode 99: Wize Factor Chat: David Burnes - Asset AccountingEver wondered how an accounting practice can evolve from a tiny spare-room startup to a thriving, self-sustaining business? This week's episode of The Wize Guys Podcast presents an enlightening WizeFactor Chat with David Burnes, the ingenious mind behind Asset Accounting in Australia.Join us as David takes us through his extraordinary journey, beginning with the modest inception of his firm in the comfort of his own home, to the pivotal challenges and triumphs that shaped his path. He delves into the critical turning points and the strategic decisions that propelled his business forward, providing invaluable i...2024-03-2816 minStuck In My Mind PodcastEP 223 Mastering Marketing: Conversations with Shauna Van MourikIn this episode of the "Stuck In My Mind Podcast," entrepreneur and host Wize El Jefe is joined by marketing expert Shauna Van Mourik for an in-depth discussion on "Marketing Mastery."
Shauna Van Mourik shares her wealth of knowledge in streamlining marketing systems, emphasizing the need for entrepreneurs to create a balance between scaling their business and enjoying a fulfilling personal life. Drawing from her background in psychology and rhetoric, Shauna focuses on the art of conversion copywriting and organic marketing. She advocates for a sustainable and steady approach to business growth, guiding listeners on the importance...2024-03-0633 minThe Wize WayEpisode 95: Wize Factor Chat: Shayan Rashid - SRJ CPAWe are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.Apply here: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM___________Imagine transforming your practice from a time-consuming juggernaut into a flourishing enterprise that scales new heights while granting you the freedom to pursue your passions.In this episode of The WizeFactor Chat of The Wize Guys Podcast, we had a conversation with S...2024-02-2913 minThe Wize WayEpisode 90: Wize Factor Chat: Tim Causbrook - Causbrook & AssociatesWe are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.Apply here: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM___________To kick off 2024, we invited our very own Mentor and WizeTribe member, Tim Causbrook of Causbrook and Associates to share his journey pre-Wize and how his firm evolved through the help of Ed Chan.Step into the shoes of Tim, whose voyage...2024-01-2515 minThe Wize WayEpisode 88: The Different Concepts of Quad Activities for Every FirmWant to know the things you should and should not be doing as the sole business owner of your accounting or bookkeeping firm?Get EXCLUSIVE ACCESS to the list of Quad Activities when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/________________In this week's episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss their understanding of Quad activities which can help in making a robust effective system and strategy for getting referrals for your accounting practice.Discover the transformative power of self-leadership in...2024-01-1115 minThe Wize WayEpisode 85: The 12 Wize Tips of Christmas (2023 Edition)In this week's episode of The Wize Guys Podcast, Brenton Ward, James Johns, and Ed Chan are in the festive spirit as they unwrap The 12 Wize Tips of Christmas.In Part 1, they explore the intricacies of PROCESS (How to design your firm) from the Wize DRS Model, providing invaluable insights into optimizing business structures and processes. Part 2 delves into the critical realm of PEOPLE (How to recruit the right people), offering secrets to assembling the perfect team. Finally, in Part 3, the spotlight is on PERFORMANCE (How to scale your accounting business), with strategies to...2023-12-2145 minStuck In My Mind PodcastEP 212 Navigating Trauma and Claims: A Conversation with Courtney Copeland💡 Speaker bios
Courtney Copeland may not look like a seasoned professional, but she has been working for over 20 years. She started out in the restaurant industry at the young age of 12, working weekends and putting herself through her undergraduate degree in creative writing. After realizing the challenge of finding a job in her field, she transitioned into the insurance world, starting in customer service and eventually moving into claims. Her diverse background and dedication to hard work have shaped her into the successful professional she is today.
In the riveting episode of the "Stuc...2023-12-111h 00The Wize WayEpisode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional AdvisorsWhat if you could transform your small practice into a successful, autonomous business with a dedicated team? In this episode of The WizeFactor Chat of The Wize Guys Podcast, we had a conversation with Anthony, a thriving owner of an accounting and bookkeeping practice, iCompass Professional Advisors in Australia.Anthony's journey began in 2005 and, like many entrepreneurs, he started by taking on any client to generate income. His turning point came when he shifted focus to cater exclusively to businesses. Reflecting upon his evolution, Anthony credits his substantial growth to joining the Wize Mentoring Group, wh...2023-11-3025 minThe Wize WayEpisode 77: Wize Factor Chat: Lacey Harnar - Pathway CPA Group, LLCIn this week's episode of The Wize Guys Podcast, we have Lacey Harnar of Pathway CPA Group, LLC as we chat with her about her Wize journey and experience.Lacey, founder of her own accounting firm, shares her compelling journey with us. She paints a vivid picture of the challenges she encountered, the transformation she underwent through Wise Mentoring, and how she successfully built a team that fueled her dream. Lacey’s tale of overcoming struggles and her newfound appreciation for the extraordinary system that supports ordinary people will surely spark some business ideas in you.2023-10-2613 minThe Wize WayEpisode 73: Wize Factor Chat: Stephanie Anderson - Tax Prose Inc.In this week's episode of The Wize Guys Podcast, we have Stephanie Anderson of Tax Prose Inc. as we chat with her about her Wize journey and experience.Discover her path to making your business run on autopilot. So if you've ever dreamed of stepping back while your business continues to thrive, you're not alone. Stephanie was once in your shoes, and she's here to share her inspiring journey and the challenges she overcame along the way.We begin with the early years, when Stephanie, like many of us, was tethered to her computer, struggling...2023-09-2817 minThe Wize WayEpisode 71: M&A Crash Course: How to Successfully Buy Another PracticeFREE Book Preview Download of Wize M&A Mastery System: https://www.wizementoring.com/ma-mastery-system/In this week's episode of The Wize Guys Podcast, we'll explore how to successfully navigate business mergers and acquisitions. Join Ed and Jamie, as we take a deep dive into the intricacies of this growth strategy. We'll be sharing pearls of wisdom from our wealth of experience - discussing the advantages, pitfalls, and the critical importance of striking the right loan value ratio. And here's a pro tip right upfront - keep that ratio below 50%. Purchasing a business isn't just ab...2023-09-1442 min