Afleveringen
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Delegate 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. From growing his team from 2 to 9 members to implementing key strategies that allow him to step back from day-to-day operations, Jake talks about the power of creating a business that runs without him—giving him the freedom to focus on what matters most, both in his business and personal life.
This episode is packed with practical tips and inspiration for anyone looking to scale their firm and achieve work-life balance. Don’t miss it!
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this week's episode of The Wize Guys Podcast, hosts Brenton Ward, Jamie Johns, and Ed Chan dive into the importance of proactive workflow scheduling for accounting firms.
They explore why it’s essential to start planning your workflow for the coming months, focusing on how this strategy can prevent last-minute chaos, reduce staff stress, and improve client satisfaction. By understanding your team’s capacity and aligning it with client expectations, you can avoid the overwhelming rush that often comes with unplanned workloads.They also discuss the impact of efficient scheduling on work productivity and how balancing client demands with your firm’s capacity can streamline operations. By strategically managing when clients submit their work and planning based on your team's availability, you’ll create smoother processes, better time management, and an overall more efficient practice. This episode provides practical insights into building a firm that runs like clockwork, helping you focus on long-term growth and sustainability.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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Zijn er afleveringen die ontbreken?
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In this today's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn discuss the 3 barriers to growth and share their experiences and challenges in overcoming these.
Leadership- The Wize Blueprint Logistics and Systems – The right people on the right seats of the bus Marketing- Pricing and Packaging your services________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In 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.
Join us to learn how these divisions contribute to building a business that can run without you.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode, Brenton Ward and Jamie Johns tackle the crucial topic of change management for firm owners. Jamie highlights the power of trust in driving fast and effective change.
They discuss a real-world scenario where a firm faced resistance when introducing team budgets for the first time. Jamie explains how fear and lack of trust often underlie resistance to change and offers practical tips: listen more, create a no-blame culture, and hold regular one-on-one meetings to build trust.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In 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 from trying to find "superstar" employees to focusing on extraordinary systems that allow ordinary people to excel, as well as the importance of buying into the Wize Mentoring process fully to achieve success.
If you're looking for inspiration on how to build a business that runs without you and want to hear how Jaycen and Brett are implementing Wize Mentoring’s strategies to achieve long-term growth and freedom, this is the episode for you.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode of The Wize Guys Podcast, Kristy Fairbairn and Thomas Sphabmixay explore the daily habits of high-performing leaders in accounting and bookkeeping firms. They discuss the importance of dedicating one hour each day to personal development, focusing on areas like leadership, marketing, and technology.
Thomas emphasises the value of staying sharp and continuously learning to lead effectively. Kristy highlights the significance of maintaining clarity and alignment with long-term goals through daily non-negotiables like reviewing KPIs and energizing the body. Listeners are encouraged to structure their days intentionally, balancing work and personal growth for sustained success.________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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The WizeHub now houses the best staff capacity planner in the world for Accountants & Bookkeepers.
Want a free capacity planning session for your firm?
Book a demo here: https://www.wizementoring.com/wizehub-offer/
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“Businesses don’t plan to fail, they fail to plan.” - Ed ChanIn today's episode of The Wize Guys Podcast, Ed Chan and Thomas Sphabmixay deep dive into capacity planning. for accounting and bookkeeping firms. A capacity planner plays a critical role in managing resources, optimizing workflows, and ensuring that the firm can meet client demands efficiently while maintaining high standards of service. It requires a strong understanding of accounting and bookkeeping processes, project management skills, and the ability to adapt to changing client needs and industry trends.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this special episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns tackle one of the most pressing debates facing accounting and bookkeeping firms today: the future of work.
As demographic shifts, remote work, and offshoring reshape the landscape, traditional hiring methods are falling short. Jamie highlights the growing labor shortage and why firms must adapt or risk being left behind.They discuss how offering flexible work arrangements and embracing technology can give firms a competitive edge. With real-world examples and practical advice, this episode is a must-listen for anyone looking to future-proof their business.
Don’t miss out on these insights to help your firm thrive in a rapidly changing world!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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What 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 Mentoring played in her development. From struggling with capacity planning to mastering key financial metrics, Johanna opens up about the transformative impact of joining the Wize Elite program.
Discover how Johanna learned to measure capacity scientifically, monitor essential KPIs, and set up her business for long-term success and potential exit strategy. Her story highlights the importance of early investment in coaching and proactive management.
Whether you're an accounting practice owner looking to optimize your business or simply interested in the insights and experiences of fellow professionals, this episode offers valuable lessons and inspiration.
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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Are you trying to hire for your firm?
We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/
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In this week's episode of The Wize Guys Podcast, Brenton Ward sits down with Ed Chan and Jamie Johns to explore the transformative impact of offshoring on accounting and bookkeeping practices.
Ed shares his perspective on offshoring as a win-win strategy, emphasizing its role in keeping client fees competitive, providing pay raises for local staff, and aiding countries in need. Jamie highlights how offshoring has boosted capacity and strengthened team relationships at Sky, sharing a success story where an offshore team member was recognized in a client's annual report for their significant contribution.
Tune in to learn more!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this episode of The Wize Guys Podcast, Thomas Sphabmixay and Jamie Johns delve into essential hiring strategies to build a team that propels your accounting or bookkeeping practice into sustained growth.
Thomas emphasises the importance of hiring not just to maintain the status quo, but to foster real business expansion. Jamie outlines two critical questions every firm owner must answer: knowing when to hire and determining who to hire. He introduces the capacity planner as a fundamental tool for timing new hires and discusses the importance of identifying the right resource mix—whether you need a finder, minder, or grinder.The discussion covers practical tips on creating a structured hiring process to avoid mishires, emphasizing the high costs associated with bad hires. Jamie and Thomas stress the value of promoting from within and aligning individual career goals with the firm’s direction. Thomas also addresses a common concern about quickly assessing new hires, highlighting the importance of identifying unsuitable candidates early to avoid prolonged issues and the sunk cost fallacy. Jamie suggests that while a three to six-month probation period is typical, firms should strive to recognize fit within a shorter timeframe.
The episode wraps up with actionable advice on attracting talent in a competitive market, effective advertising, and the significance of integrity, energy, and responsiveness in potential hires. The team discusses the benefits of utilizing an applicant tracking system and structured interview guides to streamline the hiring process.
Tune in for a comprehensive guide on mastering the art of hiring to ensure your firm is staffed with the right people, fostering a business that can eventually run without you!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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As 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 today’s 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.
Find out more about the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable accounting business!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns will deep dive into the difference between bottom-up and top-down management.
The discussion moves to practical steps for implementing bottom-up management, such as creating a balanced team structure with an appropriate ratio of minders to grinders. Jamie shares his personal experience of transitioning to this management style, highlighting its positive impact on workload and efficiency. Both Ed and Jamie discuss the importance of client managers in maintaining smooth operations and strong client relationships. They also address staff recruitment and retention challenges, providing insights into how a well-structured team can alleviate these issues.
Which is better and how do you implement it in your firm? Remember, your management style can dictate the process and growth of your business. Tune in to find out which management style better fit for your accounting or bookkeeping firm!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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This 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 he sustained multiple severe injuries. Thanks to the robust systems in place from Wize Mentoring, his firm continued to operate smoothly and efficiently during his six-month recovery, ensuring all clients were serviced without interruption.
Tune in to hear Byron's inspiring story of resilience and learn how Wize Mentoring's strategies can help create a sustainable, self-sufficient business!
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PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns delve into the common challenges faced by accountants and bookkeeping practice owners in managing their time effectively.
Ed shares his personal journey, explaining how his early career experiences in the production division shaped his time management mentality. He discusses the pivotal moment when he discovered Dr. Stephen Covey's principles, which helped him transform his approach to running a business. At the same time, Jamie reflects on how Covey's teachings influenced his own practice.
Together, they explore practical strategies for applying time management theories to create a more efficient and sustainable accounting practice. Tune in for valuable insights and tips on transitioning from a time-poor practice to a business that runs without you!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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Do you want to become a good leader for your team?
In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns will discuss the critical policies that will help you set up your business for growth.
Remember that if you don't show leadership, then everything falls apart. You want your business to run from the bottom up instead of the top down, and to make that happen, every team member should be the leader and show leadership in their respective areas. But how do you become a good leader? And how do you teach leadership to your staff? Tune in to today's episode to learn how and more!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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Feeling overwhelmed by the constant grind and lacking time for meaningful team interactions? Imagine if making time for regular staff reviews could transform your practice from hectic chaos into a well-oiled machine.
On this episode of The Wize Guys Podcast, we unpack the insights from Dr. Stephen Covey's game-changing principles to highlight how prioritising what's important over what's merely urgent can revolutionize your accounting or bookkeeping firm.
Discover some actionable strategies for evolving from the traditional, ineffective annual review to a dynamic system of monthly or quarterly one-on-ones using innovative tools.
Also, we explore how these regular check-ins, grounded in goal review and KPI feedback, ensure that your team stays aligned and your business remains on course. Learn how to implement a cascading structure where the CEO engages with senior client managers, who in turn lead their own teams, creating a consistent and cohesive workflow.
Don't miss this episode if you're eager to break free from the busyness trap and foster a more self-sustaining, effective practice. We'd love to hear your thoughts—head to the chat feature and share how frequently you conduct staff reviews in your own firm!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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What 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 her approach to business management.
Hear Kristy's inspiring transition from mentee to mentor and how business coaching can be a game-changer for accountants and bookkeepers. Discover her insights on the importance of mentorship in achieving professional dreams without succumbing to burnout. We explore how strategic planning and team empowerment can free business owners from constant involvement, allowing them to pursue personal goals and enjoy greater fulfillment. Kristy shares practical advice on overcoming the fear of relinquishing control and the benefits of a well-structured business plan.
Finally, we discuss the power of connecting with a global community of like-minded business owners. Kristy highlights the value of master classes, webinars, and Super 8 pods in fostering a supportive environment where firm owners can share insights and hold each other accountable. This collective wisdom not only accelerates business growth but also enhances work-life balance. Learn how adopting effective systems can improve service delivery and client satisfaction in bookkeeping businesses. Don't miss Kristy's valuable tips and strategies for building a self-sustaining business.________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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As 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 communication and train junior team members, setting the foundation for a robust and efficient team. Ed also shares insights on managing production and communication traffic flows, offering expert advice on the specific skills required for each.
Find out more about the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable accounting business! Plus, get the lowdown on why proper hiring and training are essential for creating a successful practice. Don't miss these essential tips for turning your accounting or bookkeeping practice into a profitable and smoothly-running business!________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book at 1:1 FREE hiring assessment with our WizeTalent recruiters to help find your next best employee locally or offshore – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
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