Shows
The Wize WayEpisode 160: 3 Golden Tips for Becoming a Better Client Manager"You don’t create success. You attract success by the person you become." – Jamie JohnsIn 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 with self-awareness ✅ The practical tools and mindsets you need to scale your firm________________ PS: Whenever y...2025-06-0543 minThe 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 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 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. Take the...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 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 minThe Wize WayEpisode 111: How to build client portfolios for your accounting & bookkeeping firmAs the client base of practice grows and you begin to expand/add teams to the practice, it's important to develop client portfolios for each client manager. In this episode of The Wize Guys Podcast, Ed Chan and Tim Causbrook discuss the context of building client portfolios, their importance, and some of the challenges that practice owners face when developing them. Ed reveals the critical strategies for building an effective client portfolio team. You'll learn the importance of strategic team composition and why hiring experienced senior staff early on is a game-changer. Discover how to streamline client c...2024-06-2012 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 00The Wize WayEpisode 106: Time Management for Accounting & Bookkeeping Practice OwnersNever too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM_________________________Ever felt chained to your desk, drowning in paperwork while the clock laughs at your overtime? In this week's episode of The Wize Guys Podcast, Brenton Wa...2024-05-1606 minThe Wize WayEpisode 105: The path to a 7-hour work week - How to build a scalable business that can run without youNever too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM_________________________Have you ever dreamt of a business that thrives without your constant oversight? In this week's episode of The Wize Guys Podcast, Kristy Fairbairn deep dives in...2024-05-0920 minThe Wize WayEpisode 104: The Importance of Staff Review MeetingsNever too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM_________________________Ever feel like the clock is your nemesis, snatching away precious time for those staff meetings you know are important but never urgent? You're not alone.2024-05-0206 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 102: The Single Best Way to Find and Recruit Qualified Staff for your PracticeLooking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates! https://www.wizementoring.com/wizetalent-offer/________________Ever get the feeling you're trying to put together a dream team, only to wind up with a crew that's more ragtag than Avengers-worthy?In this edition of The Wize Guys Podcast, Brenton Ward, Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook dive into the topic of finding an...2024-04-1839 minThe Wize WayEpisode 101: How to educate clients with your firm's accounting servicesNever too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM___________In this week's episode of The Wize Guys Podcast, Timothy Causbrook, Thomas Sphabmixay, and Kristy Fairbairn provided their insights about educating clients with your accounting practice services.F...2024-04-1109 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 minThe Wize WayEpisode 98: Understanding the 3 phase process of discovery, proposal, and productionAs many firms give a lot of their knowledge, they’re giving IP away for free to their clients. In the spirit of addressing the problem and not the symptoms, find out how the core reasons for this happening in firms can turn conversations into an opportunity to better serve clients and generate more revenue.In this week's episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Thomas Sphabmixay discuss how the three phases of the process ~ discovery, proposal, and production give every accounting practice the opportunity to scale their marketing, sales, service, revenue growth, an...2024-03-2106 minThe Wize WayEpisode 97: Tracking the right metrics- your Fab 5 DashboardGet EXCLUSIVE ACCESS to the Wize Fab 5 Key Performance Indicators when you subscribe to WizeHub: https://www.wizementoring.com/wizehub-offer/_______________Join us on The Wize Guys podcast as we unlock the full potential of your accounting or bookkeeping practice. Discover how the Fab5 KPI dashboard can revolutionize your firm's health, guiding you toward enhanced team performance, revenue growth, and operational efficiency. Dive into the art of leadership and strategy with actionable insights, empowering you to become the informed leader your firm needs.Whether you're leading a budding firm or a seasoned practice, learn how...2024-03-1423 min