The Wize Guys

By Wize Mentoring for Accountants and Bookkeepers

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Category: Management

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Subscribers: 1
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Episodes: 106

Description

The Wize Guys podcast by Wize Mentoring is a show dedicated to Accounting & Bookkeeping Practice owners all around the world and their stories, challenges, and insights of building a business that runs without them.


Episode Date
Episode 106: Time Management for Accounting & Bookkeeping Practice Owners
May 16, 2024
Episode 105: The path to a 7-hour work week - How to build a scalable business that can run without you
May 09, 2024
Episode 104: The Importance of Staff Review Meetings
May 02, 2024
Episode 103: Wize Factor Chat: Thomas Sphabmixay - TMS Financials
Apr 25, 2024
Episode 102: The Single Best Way to Find and Recruit Qualified Staff for your Practice
Apr 18, 2024
Episode 101: How to educate clients with your firm's accounting services
Apr 11, 2024
Episode 100: Be a Next Level Client Manager
Apr 04, 2024
Episode 99: Wize Factor Chat: David Burnes - Asset Accounting
Mar 28, 2024
Episode 98: Understanding the 3 phase process of discovery, proposal, and production
Mar 21, 2024
Episode 97: Tracking the right metrics- your Fab 5 Dashboard
Mar 14, 2024
Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)
Mar 07, 2024
Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA
Feb 29, 2024
Episode 94: How to Deal with Pushbacks In Your Firm?
Feb 22, 2024
Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring
Feb 15, 2024
Episode 92: How to Achieve Your Business Ideal Income
Feb 08, 2024
Episode 91: The Secrets to Making of a High-Performing Team
Feb 01, 2024
Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates
Jan 25, 2024
Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024
Jan 18, 2024
Episode 88: The Different Concepts of Quad Activities for Every Firm
Jan 11, 2024
Episode 87: New Year's Resolutions & Finding and Keeping Great Talent
Jan 04, 2024
Episode 86: Ready for 2024! Setting your goals for the new year
Dec 28, 2023
Episode 85: The 12 Wize Tips of Christmas (2023 Edition)
Dec 21, 2023
Episode 84: WizeHub: The Next Level Business Intelligence
Dec 14, 2023
Episode 83: “Systems Dependent” and not “People Dependent”
Dec 07, 2023
Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors
Nov 30, 2023
Episode 81: The Role, Responsibilities & KPIs of a Senior Production Manager
Nov 23, 2023
Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?
Nov 16, 2023
Episode 79: Managing a High-Performing Offshore Team
Nov 09, 2023
Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for your Accounting Firm
Nov 02, 2023
Episode 77: Wize Factor Chat: Lacey Harnar - Pathway CPA Group, LLC
Oct 26, 2023
Episode 76: How to Make Instructional Videos for your Business
Oct 19, 2023
Episode 75: Buying back your time - how to stop working IN your practice
Oct 12, 2023
Episode 74: Understanding Standard Operating Procedures Definition, Importance and Tools
Oct 05, 2023
Episode 73: Wize Factor Chat: Stephanie Anderson - Tax Prose Inc.
Sep 28, 2023
Episode 72: Tips for Implementing a Sales Process in Your Firm
Sep 21, 2023
Episode 71: M&A Crash Course: How to Successfully Buy Another Practice
Sep 14, 2023
Episode 70: Best Practices for Lead Conversion
Sep 07, 2023
Episode 69: Wize Factor Chat: Luke Gheen - Gheen & Co.
Aug 31, 2023
Episode 68: Why WizeTalent is the #1 solution in finding the right talent
Aug 24, 2023
Episode 67: What is The "No Triangles" Policy and Why Should you Start Implementing in Your Firm?
Aug 17, 2023
Episode 66: How to Implement a Client Manager in your Firm
Aug 03, 2023
Episode 65: Wize Factor Chat: Bryant Zwart - Calyx CPA
Jul 27, 2023
Episode 64: Choosing the work you want to do and not wearing all the hats in your practice
Jul 20, 2023
Episode 63: Working Less Hours in your Accounting or Bookkeeping Firm
Jul 14, 2023
Episode 62: Enhancing Productivity and Strategic Focus through Quad Activities Implementation
Jul 06, 2023
Episode 61: Wize Factor Chat: Leah Hall - Player Hall
Jun 29, 2023
Episode 60: How to Achieve the Successful Accounting Owners’ Mindset
Jun 22, 2023
Episode 59: Where to invest your marketing budget to find new quality clients consistently
Jun 15, 2023
Episode 58: How To Build an Extraordinary Marketing System for your Accounting Practice
Jun 08, 2023
Episode 57: Let's Deep Dive into the Wize Capacity Planner
Jun 01, 2023
Episode 56: Wize Factor Chat: Terry Chung - Factor 1
May 25, 2023
Episode 55: How to up skill grad accountants and bookkeepers to intermediate/ senior level in 12 weeks flat
May 18, 2023
Episode 54: Understanding the Context of ‘No Bypass Policy’ for Your Accounting Team Structure
May 11, 2023
Episode 53: Why use NPS for staff and clients
May 03, 2023
Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore
Apr 27, 2023
Episode 51: Are you working IN your business? or ON your business? - overcoming the barriers to growth and implementing the Wize 7-Division Org Chart
Apr 20, 2023
Episode 50: Introducing the NEW WizeHub
Apr 13, 2023
Episode 49: Drowning in emails? How to manage traffic flow so you can be productive with your time and be profitable at the same time
Apr 06, 2023
Episode 48: The concept of implementing a no-blame culture
Mar 29, 2023
Episode 47: Sales Tips for Senior Client Managers
Mar 23, 2023
Episode 46: Referrals: Do’s and Don'ts
Mar 16, 2023
Episode 45: Your practice sales playbook - the best way to convert new clients every time
Mar 09, 2023
Episode 44: The Rule of 33% by Jamie Johns
Mar 02, 2023
Episode 43: How to do competency tests and assess candidates in your recruitment process
Feb 22, 2023
Episode 42: How to Structure your Accounting Practice's Org Chart
Feb 16, 2023
Episode 41: How to start your next deep and narrow production team
Feb 08, 2023
Episode 40: Wize Mentoring: Build a business that runs without you
Feb 01, 2023
Episode 39: Your fab5 dashboard crash course - the KPIs that build the business to run without you
Jan 26, 2023
Episode 38: The Wize Fab 5 Key Performance Indicators
Jan 19, 2023
Episode 37: Becoming the plumber in your practice - How to remove blockages in your practice traffic flow
Jan 12, 2023
Episode 36: Wize Mentoring for Accountants and Bookkeepers
Jan 05, 2023
Episode 35: How to lead ourselves and our teams better ~ discussing big challenges and big opportunities of 2023
Dec 29, 2022
Episode 34: The 12 Wize Tips of Christmas
Dec 15, 2022
Episode 33: Planning your 2023 business growth strategy
Dec 01, 2022
Episode 32: The First 90 Days of onboarding a new recruit
Nov 17, 2022
Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role
Nov 03, 2022
Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively
Oct 20, 2022
Episode 29: How to Transition from Top-down to Bottom-Up Management
Oct 06, 2022
Episode 28: Selling the sizzle not the sausage - Get paid for your advice with our 3-phase discovery, proposal, and production system
Sep 22, 2022
Episode 27: Why firms need scalable technology
Sep 08, 2022
Episode 26: How to Get Your Capacity Plan Humming
Aug 25, 2022
Episode 25: How to identify the best candidate for your practice
Aug 11, 2022
Episode 24: Step-by-step Guide for every Accounting Practice’s Withdrawal Journey
Jul 21, 2022
Episode 23: How to Set Up Your Accounting Firm's Meeting Rhythm
Jul 07, 2022
Episode 22: Let's talk about REFERRALS! How to build a solid referral program and system in place
Jun 23, 2022
Episode 21: How To Improve Your Accounting Firm’s Sales Process ┃ Wize Mentoring Business Tips
Jun 09, 2022
Episode 20: Micro-training your team - how to teach them about the deep and narrow team structure
May 19, 2022
Episode 19: How Accounting Firms Can Track their Performance┃Best Approach to Measure KPIs
May 05, 2022
Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring
Apr 21, 2022
Episode 17: Managing the Production and Communication Traffic in your Accounting Firm | Wize Mentoring
Apr 07, 2022
Episode 16: The Best Plan in Running a Discovery Session for Your Accounting Firms ┃Wize Mentoring Business Tips
Mar 24, 2022
Episode 15: Learn how to become a BETTER LEADER┃Three Keys to Leadership for your Accounting Practice
Mar 10, 2022
Episode 14: How to develop Standard Operating Procedures (SOPs) for Your Accounting Practice
Feb 24, 2022
Episode 13: Accounting Best Practices to Adopt in 2022 ┃ Wize Mentoring Business Tips
Feb 10, 2022
Hot Seat: Thomas Sphabmixay ┃How to Establish An Ideal Organizational Structure and Culture for Your Accounting Practice
Dec 09, 2021
Episode 11: Hire Slow, Act Fast: Understanding the Concept and Importance of Hiring the Right People
Dec 02, 2021
Episode 10: What is the Role of a Senior Production Manager in Managing your Traffic Flow?
Nov 25, 2021
Episode 9: Understanding The Job Description And KPIs Of A Senior Production Manager
Nov 11, 2021
Episode 8: The First Steps of Onboarding New Recruits for your Practice
Nov 04, 2021
Episode 7: Testing Potential Hires - For Grinders & Minders Role
Oct 28, 2021
Episode 6: How to Onboard Your Team Members - Finders, Minders & Grinders
Oct 21, 2021
Episode 5: Identifying the best candidates for your practice
Oct 14, 2021
Episode 4: How to make your clients deal with your client managers and not you
Jul 23, 2021
Episode 3: How to stop drowning in all the communication traffic flowing through your firm right now
Jun 18, 2021
Episode 2: Are you on the right track to building a business that runs without you?
Jun 02, 2021
Episode 1: The Ideal Team Structure
May 04, 2021