The Wize Way
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 Bren Ward as he shares 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, Bren dives into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out. His interviews with his Wize co-founders and community of Wize firm owners are inspi...
Episode 155: The Wize 7-Division: Your Blueprint to Building a Business That Runs Without You
In 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 to...
Episode 154: Wize Factor Chat: Daniel Vasin - Vasin Holdings Pty Ltd
In 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...
Episode 153: Why Hiring an Admin is Key to Scaling Beyond $1M
Are you stuck doing low-level admin tasks in your firm—wondering why growth feels impossible? In this episode, we unpack the hidden trap many firm owners fall into: thinking they’re “working on the business” while drowning in emails, client follow-ups, and team support.
We reveal why hiring another accountant won’t solve the problem—and how the right admin support can unlock your time and allow you to lead strategically. You’ll learn how to calculate your effective hourly rate, why delegation fails without systems, and how to train admin support to help you scale with confidence.
Episode 152: How to Create a No Blame Culture in Your Firm
In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, discover what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer.
Want to scale your firm with better leadership? Listen now!
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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:
1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard
2. D...
Episode 151: The Art of Delegation and Building a Business That Works for You
In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan tackle one of the biggest challenges for firm owners: letting go of the work.
Ed explains why true growth comes from shifting from doing to managing—and how learning to delegate effectively can transform your firm.
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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:
1. Take the Wize Accountants Scale Scorecard – Find out your pote...
Episode 150: Wize Factor Chat: Gary Doran - Crescendo Accounting & Consulting CPA
In 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 CPA
Gary 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...
Episode 149: Timesheets are dead says the gurus - The 5 firm-saving reasons why you need to keep and be religious about timesheets if you want to scale
In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Jamie Johns tackle the often-debated necessity of timesheets in the accounting sector.
Despite modern trends towards fixed pricing, Jamie makes a compelling argument for why timesheets are far from obsolete and are essential for anyone aiming to build a business that can operate independently of its owner.
The reasons why we need to keep timesheets and why timesheets are not dead and, in fact, are critical if you want to build a business that runs without you. How to get buy-in fr...Episode 148: How to Run A Discovery Call For Your Accounting Practice┃Questions to Ask
In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice.
Find out how to run a discovery session, how having the right mindset is important in doing so, and the list of best questions to use for every call you will have that will best work for your business
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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:
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Episode 147: Top 5 Hiring Mistakes That Cost Firm Owners Thousands
Hiring the right team members can make or break your accounting or bookkeeping firm. But let’s be real — hiring isn’t an exact science.
Many firm owners rush the process, skip critical steps, or make costly mistakes that impact their team and bottom line.
In this episode of The Wize Way Podcast, WizeTalent Coach Dani and Kristy Fairbairn dive deep into the 5 biggest hiring mistakes that could be costing your firm thousands (or more).
Discover 1 bonus mistake that many firms still make. They discuss why hiring offshore can be a game-changer and how Wize...
Episode 146: Personal Exertion vs. Passive Income: What’s Your Firm Worth?
"If you don't find a way to make money while you sleep, you will work until you die" - Warren Buffett
In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Jamie walks through the transition of operating a personal exertion income firm as opposed to transitioning to a passive income firm.
Most Accountants are trapped in their business and are stuck in the model of exerting their own time and energy to earn a good portion of the fees the firm generates. This model doesn't allow the owner to ever work ON the bu...
