The Wize Way
By Wize Mentoring for Accountants and Bookkeepers
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Category: Management
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Episodes: 200
Description
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 the Wize team as they share 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, we dive into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out.
Subscribe to transform your challenges into opportunities and build a business that can run without you.
| Episode | Date |
|---|---|
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Episode 200: Reflections and Lessons of the Wize Way with Jamie Johns and Bren Ward
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May 06, 2026 |
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Episode 199: The Mindset Shift That Buys Back Your Time
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Apr 29, 2026 |
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Episode 198: Is Your Firm Leaking Money Without Knowing It?
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Apr 16, 2026 |
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Episode 197: Your Job Ad Is Costing You Great Candidates (Here's How to Fix It)
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Apr 08, 2026 |
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Episode 196: People, Structure and AI vs Recruitment: Straight Talk with Ed Chan
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Apr 01, 2026 |
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Episode 195: The WizeTalent Blueprint: Finding the Right Person Every Time
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Mar 26, 2026 |
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Episode 194: Busy But Not Scaling? How to Map the Revenue and Services that Drive Growth
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Mar 12, 2026 |
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Episode 193: Turn SOPs into a Growth Engine: Build a Policy Factory that Runs on Autopilot
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Mar 05, 2026 |
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Episode 192: Meetings, Rhythms & Remote Teams
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Feb 26, 2026 |
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Episode 191: The Art of Letting the Right Work Find the Right Hands
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Feb 19, 2026 |
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Episode 190: Why Your Team Is Out of Sync and How Daily Huddles Fix It in 15 Minutes a Day
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Feb 12, 2026 |
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Episode 189: Building a Strong Team Connection in 30 Minutes a Week
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Feb 05, 2026 |
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Episode 188: How to Run Your Firm in 5 Metrics
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Jan 29, 2026 |
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Episode 187: Vanity Metrics vs Real KPIs: Which Are You Tracking?
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Jan 23, 2026 |
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Episode 186: The KPI Meeting Rhythm that Scales Your Firm
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Jan 15, 2026 |
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Episode 185: Authority Flows Where Accountability Lives
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Jan 08, 2026 |
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Episode 184: The Real Legacy of Leadership with Jane Pollard
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Jan 02, 2026 |
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Episode 183: The Four Step Pricing Playbook for Accounting Firms
|
Dec 18, 2025 |
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Episode 182: If You Want Better SOPs, Listen to Your Team's Questions
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Dec 11, 2025 |
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Episode 181: The Scalable Firm Blueprint: Structure, SOPs, Teams, and the Fab 5
|
Dec 04, 2025 |
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Episode 180: The Most Dangerous Myth Accountants Believe About AI
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Nov 20, 2025 |
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Episode 178: Your Time Costs More Than Any Client Will Ever Pay
|
Nov 13, 2025 |
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Episode 179: “It’s Faster If I Do It” Solves a Moment and Sets Up a Mess
|
Nov 13, 2025 |
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Episode 177: The Bad Habit Every Firm Owner Must Break to Scale
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Oct 30, 2025 |
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Episode 176: The Hire That Changed Everything
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Oct 23, 2025 |
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Episode 175: Why Most Accountants Never Reach Their Genius Zone (and How You Can) with Gay Hendricks
|
Oct 17, 2025 |
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Episode 174: Policies and SOPs That Power Firm Growth
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Oct 02, 2025 |
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Episode 173 - Onboarding Secrets for Retention
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Sep 25, 2025 |
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Episode 172: Why Most Accountants Struggle With Marketing (And How to Fix It)
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Sep 18, 2025 |
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Episode 171: Turn Your Board Meetings Into a Growth Engine
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Sep 11, 2025 |
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Episode 170: How to Keep Top Talent Engaged
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Sep 03, 2025 |
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Episode 169: M&A 101: Must-Knows Before Buying a Firm
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Aug 21, 2025 |
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Episode 168: Clients Only Want to Deal with You? That’s a Problem
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Aug 15, 2025 |
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Episode 167: Monetise Before You Market: The Growth Stategy Most Firm Owners Miss
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Aug 07, 2025 |
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Episode 166: Are You Getting the Right Numbers in Your Business?
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Jul 24, 2025 |
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Episode 165: Top 4 Marketing Strategies for Accounting Firms
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Jul 10, 2025 |
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Episode 164: Should You Sell to Private Equity? What Firm Owners Must Know
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Jul 03, 2025 |
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Episode 163: How to Keep Your Team Aligned and Productive
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Jun 26, 2025 |
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Episode 162: The Habits of a High-Performing Senior Client Manager
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Jun 19, 2025 |
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Episode 161: Maximising Productivity: The Delegation Strategies You Need to Know
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Jun 12, 2025 |
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Episode 160: 3 Golden Tips for Becoming a Better Client Manager
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Jun 05, 2025 |
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Episode 159: Implementing the 4 Quads in Your Firm
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May 29, 2025 |
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Episode 158: How to Convert Leads Every Time: Your Lead Allocation System
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May 22, 2025 |
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Episode 157: Retention Secrets Every Accounting Firm Needs to Know
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May 15, 2025 |
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Episode 156: How to Set Up Your Accounting Firm's Meeting Rhythm
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May 08, 2025 |
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Episode 155: The Wize 7-Divisions: Your Blueprint to Building a Business That Runs Without You
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May 01, 2025 |
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Episode 154: Wize Factor Chat: Daniel Vasin - Vasin Holdings Pty Ltd
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Apr 24, 2025 |
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Episode 153: Why Hiring an Admin is Key to Scaling Beyond $1M
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Apr 17, 2025 |
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Episode 152: How to Create a No Blame Culture in Your Firm
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Apr 10, 2025 |
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Episode 151: The Art of Delegation and Building a Business That Works for You
|
Apr 03, 2025 |
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Episode 150: Wize Factor Chat: Gary Doran - Crescendo Accounting & Consulting CPA
|
Mar 27, 2025 |
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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
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Mar 20, 2025 |
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Episode 148: How to Run A Discovery Call For Your Accounting Practice┃Questions to Ask
|
Mar 13, 2025 |
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Episode 147: Top 5 Hiring Mistakes That Cost Firm Owners Thousands
|
Mar 06, 2025 |
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Episode 146: Personal Exertion vs. Passive Income: What’s Your Firm Worth?
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Feb 27, 2025 |
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Episode 145: Firm transformation starts with the owner: becoming a better leader
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Feb 20, 2025 |
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Episode 144: What is the Concept of Having a Deep and Narrow Team Structure?
|
Feb 13, 2025 |
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Episode 143: Leadership Lessons for Firm Owners: The Three C's Framework To Become a Better Leader
|
Feb 06, 2025 |
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Episode 142: Wize Factor Chat: Jamie Johns - Sky Accountants
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Jan 30, 2025 |
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Episode 141: Mastering Capacity Planning for Your Business
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Jan 23, 2025 |
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Episode 140: The importance of time management for every business owner
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Jan 16, 2025 |
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Episode 139: How to Design Your Life and Business to Success
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Jan 09, 2025 |
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Episode 138: Reflections of 2024 and setting your goals for the new year
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Dec 27, 2024 |
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Episode 137: The benefits of having a deep and narrow team structure
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Dec 19, 2024 |
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Episode 136: How to Effectively Manage Offshore Teams
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Dec 12, 2024 |
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Episode 135: Leading by Example: The Role of Mentorship in Accounting and Bookkeeping Success
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Dec 05, 2024 |
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Episode 134: How to Onboard and Train New Staff
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Nov 29, 2024 |
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Episode 133: What are the essential skills of a client manager?
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Nov 21, 2024 |
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Episode 132: Building a team in another country - How to dramatically change the future of your firm using our Wize offshoring strategy?
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Nov 14, 2024 |
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Episode 131: Mindset Shift: How to Cultivate a Growth Mindset in Running a Business
|
Nov 08, 2024 |
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Episode 130: Wize Factor Chat: Jake Douglas - Church Finance Pros
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Oct 31, 2024 |
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Episode 129: Why You Should Start Scheduling your Workflow for your Accounting Firm
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Oct 24, 2024 |
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Episode 128: The 3 Barriers to Growth- Leadership, Logistics and Marketing
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Oct 17, 2024 |
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Episode 127: How to Build a Sustainable Business with The Wize 7 Division Organisational Chart
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Oct 10, 2024 |
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Episode 126: Mastering Change Management: How Trust Transforms Your Firm
|
Oct 03, 2024 |
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Episode 125: Wize Factor Chat: Brett Angus & Jaycen Wilson - Element Accountant & Advisors
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Sep 26, 2024 |
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Episode 124: What High-Performing Leaders Do Everyday In Their Firm
|
Sep 19, 2024 |
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Episode 123: The Power of Capacity Planning for Accounting and Bookkeeping Firms
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Sep 12, 2024 |
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Episode 122: The Labor Shortage Tsunami - Are You Prepared?
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Sep 05, 2024 |
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Episode 121: Wize Factor Chat: Johanna Eddy - MarginKeepers
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Aug 29, 2024 |
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Episode 120: Offshore Teams: Your Path to Business Growth
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Aug 22, 2024 |
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Episode 119: Hiring Tips to create a team that can excel your business into growth
|
Aug 15, 2024 |
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Episode 118: How to build client portfolios for your firm
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Aug 08, 2024 |
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Episode 117: Bottom-up VS Top-down Management
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Aug 01, 2024 |
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Episode 116: Wize Factor Chat: Byron McBroom - Measured Results
|
Jul 25, 2024 |
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Episode 115: Time Management for Accounting Practice Owners
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Jul 18, 2024 |
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Episode 114: Critical Policies For Instilling Better Leadership in your Firm
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Jul 11, 2024 |
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Episode 113: The Importance of Staff Review Meetings
|
Jul 04, 2024 |
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Episode 112: Wize Factor Chat: Kristy Fairbairn - The Business Oasis
|
Jun 27, 2024 |
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Episode 111: How to build client portfolios for your accounting & bookkeeping firm
|
Jun 20, 2024 |
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Episode 110: Keeping your team healthy - More Givers and Less Takers!
|
Jun 13, 2024 |
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Episode 109: The Accountant's & Bookkeeper's Guide to Designing a Lifestyle-Driven Business
|
Jun 06, 2024 |
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Episode 108: Wize Factor Chat: Michael Hanrahan - Hanrahan & Associates
|
May 30, 2024 |
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Episode 107: UPFRONT PRICING: Crafting Winning Pricing Strategies in Accounting & Bookkeeping
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May 23, 2024 |
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Episode 106: Time Management for Accounting & Bookkeeping Practice Owners
|
May 16, 2024 |
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Episode 105: The path to a 7-hour work week - How to build a scalable business that can run without you
|
May 09, 2024 |
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Episode 104: The Importance of Staff Review Meetings
|
May 02, 2024 |
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Episode 103: Wize Factor Chat: Thomas Sphabmixay - TMS Financials
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Apr 25, 2024 |
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Episode 102: The Single Best Way to Find and Recruit Qualified Staff for your Practice
|
Apr 18, 2024 |
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Episode 101: How to educate clients with your firm's accounting services
|
Apr 11, 2024 |
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Episode 100: Be a Next Level Client Manager
|
Apr 04, 2024 |
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Episode 99: Wize Factor Chat: David Burnes - Asset Accounting
|
Mar 28, 2024 |
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Episode 98: Understanding the 3 phase process of discovery, proposal, and production
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Mar 21, 2024 |
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Episode 97: Tracking the right metrics- your Fab 5 Dashboard
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Mar 14, 2024 |
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Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)
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Mar 07, 2024 |
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Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA
|
Feb 29, 2024 |
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Episode 94: How to Deal with Pushbacks In Your Firm?
|
Feb 22, 2024 |
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Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring
|
Feb 15, 2024 |
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Episode 92: How to Achieve Your Business Ideal Income
|
Feb 08, 2024 |
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Episode 91: The Secrets to Making of a High-Performing Team
|
Feb 01, 2024 |
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Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates
|
Jan 25, 2024 |
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Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024
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Jan 18, 2024 |
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Episode 88: The Different Concepts of Quad Activities for Every Firm
|
Jan 11, 2024 |
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Episode 87: New Year's Resolutions & Finding and Keeping Great Talent
|
Jan 04, 2024 |
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Episode 86: Ready for 2024! Setting your goals for the new year
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Dec 28, 2023 |
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Episode 85: The 12 Wize Tips of Christmas (2023 Edition)
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Dec 21, 2023 |
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Episode 84: WizeHub: The Next Level Business Intelligence
|
Dec 14, 2023 |
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Episode 83: “Systems Dependent” and not “People Dependent”
|
Dec 07, 2023 |
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Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors
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Nov 30, 2023 |
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Episode 81: The Role, Responsibilities & KPIs of a Senior Production Manager
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Nov 23, 2023 |
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Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?
|
Nov 16, 2023 |
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Episode 79: Managing a High-Performing Offshore Team
|
Nov 09, 2023 |
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Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for your Accounting Firm
|
Nov 02, 2023 |
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Episode 77: Wize Factor Chat: Lacey Harnar - Pathway CPA Group, LLC
|
Oct 26, 2023 |
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Episode 76: How to Make Instructional Videos for your Business
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Oct 19, 2023 |
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Episode 75: Buying back your time - how to stop working IN your practice
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Oct 12, 2023 |
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Episode 74: Understanding Standard Operating Procedures Definition, Importance and Tools
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Oct 05, 2023 |
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Episode 73: Wize Factor Chat: Stephanie Anderson - Tax Prose Inc.
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Sep 28, 2023 |
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Episode 72: Tips for Implementing a Sales Process in Your Firm
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Sep 21, 2023 |
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Episode 71: M&A Crash Course: How to Successfully Buy Another Practice
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Sep 14, 2023 |
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Episode 70: Best Practices for Lead Conversion
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Sep 07, 2023 |
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Episode 69: Wize Factor Chat: Luke Gheen - Gheen & Co.
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Aug 31, 2023 |
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Episode 68: Why WizeTalent is the #1 solution in finding the right talent
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Aug 24, 2023 |
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Episode 67: What is The "No Triangles" Policy and Why Should you Start Implementing in Your Firm?
|
Aug 17, 2023 |
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Episode 66: How to Implement a Client Manager in your Firm
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Aug 03, 2023 |
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Episode 65: Wize Factor Chat: Bryant Zwart - Calyx CPA
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Jul 27, 2023 |
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Episode 64: Choosing the work you want to do and not wearing all the hats in your practice
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Jul 20, 2023 |
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Episode 63: Working Less Hours in your Accounting or Bookkeeping Firm
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Jul 14, 2023 |
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Episode 62: Enhancing Productivity and Strategic Focus through Quad Activities Implementation
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Jul 06, 2023 |
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Episode 61: Wize Factor Chat: Leah Hall - Player Hall
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Jun 29, 2023 |
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Episode 60: How to Achieve the Successful Accounting Owners’ Mindset
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Jun 22, 2023 |
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Episode 59: Where to invest your marketing budget to find new quality clients consistently
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Jun 15, 2023 |
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Episode 58: How To Build an Extraordinary Marketing System for your Accounting Practice
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Jun 08, 2023 |
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Episode 57: Let's Deep Dive into the Wize Capacity Planner
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Jun 01, 2023 |
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Episode 56: Wize Factor Chat: Terry Chung - Factor 1
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May 25, 2023 |
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Episode 55: How to up skill grad accountants and bookkeepers to intermediate/ senior level in 12 weeks flat
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May 18, 2023 |
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Episode 54: Understanding the Context of ‘No Bypass Policy’ for Your Accounting Team Structure
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May 11, 2023 |
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Episode 53: Why use NPS for staff and clients
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May 03, 2023 |
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Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore
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Apr 27, 2023 |
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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
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Apr 20, 2023 |
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Episode 50: Introducing the NEW WizeHub
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Apr 13, 2023 |
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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 |
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Episode 48: The concept of implementing a no-blame culture
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Mar 29, 2023 |
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Episode 47: Sales Tips for Senior Client Managers
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Mar 23, 2023 |
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Episode 46: Referrals: Do’s and Don'ts
|
Mar 16, 2023 |
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Episode 45: Your practice sales playbook - the best way to convert new clients every time
|
Mar 09, 2023 |
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Episode 44: The Rule of 33% by Jamie Johns
|
Mar 02, 2023 |
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Episode 43: How to do competency tests and assess candidates in your recruitment process
|
Feb 22, 2023 |
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Episode 42: How to Structure your Accounting Practice's Org Chart
|
Feb 16, 2023 |
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Episode 41: How to start your next deep and narrow production team
|
Feb 08, 2023 |
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Episode 40: Wize Mentoring: Build a business that runs without you
|
Feb 01, 2023 |
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Episode 39: Your fab5 dashboard crash course - the KPIs that build the business to run without you
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Jan 26, 2023 |
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Episode 38: The Wize Fab 5 Key Performance Indicators
|
Jan 19, 2023 |
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Episode 37: Becoming the plumber in your practice - How to remove blockages in your practice traffic flow
|
Jan 12, 2023 |
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Episode 36: Wize Mentoring for Accountants and Bookkeepers
|
Jan 05, 2023 |
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Episode 35: How to lead ourselves and our teams better ~ discussing big challenges and big opportunities of 2023
|
Dec 29, 2022 |
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Episode 34: The 12 Wize Tips of Christmas
|
Dec 15, 2022 |
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Episode 33: Planning your 2023 business growth strategy
|
Dec 01, 2022 |
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Episode 32: The First 90 Days of onboarding a new recruit
|
Nov 17, 2022 |
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Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role
|
Nov 03, 2022 |
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Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively
|
Oct 20, 2022 |
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Episode 29: How to Transition from Top-down to Bottom-Up Management
|
Oct 06, 2022 |
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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 |
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Episode 27: Why firms need scalable technology
|
Sep 08, 2022 |
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Episode 26: How to Get Your Capacity Plan Humming
|
Aug 25, 2022 |
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Episode 25: How to identify the best candidate for your practice
|
Aug 11, 2022 |
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Episode 24: Step-by-step Guide for every Accounting Practice’s Withdrawal Journey
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Jul 21, 2022 |
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Episode 23: How to Set Up Your Accounting Firm's Meeting Rhythm
|
Jul 07, 2022 |
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Episode 22: Let's talk about REFERRALS! How to build a solid referral program and system in place
|
Jun 23, 2022 |
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Episode 21: How To Improve Your Accounting Firm’s Sales Process ┃ Wize Mentoring Business Tips
|
Jun 09, 2022 |
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Episode 20: Micro-training your team - how to teach them about the deep and narrow team structure
|
May 19, 2022 |
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Episode 19: How Accounting Firms Can Track their Performance┃Best Approach to Measure KPIs
|
May 05, 2022 |
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Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring
|
Apr 21, 2022 |
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Episode 17: Managing the Production and Communication Traffic in your Accounting Firm | Wize Mentoring
|
Apr 07, 2022 |
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Episode 16: The Best Plan in Running a Discovery Session for Your Accounting Firms ┃Wize Mentoring Business Tips
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Mar 24, 2022 |
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Episode 15: Learn how to become a BETTER LEADER┃Three Keys to Leadership for your Accounting Practice
|
Mar 10, 2022 |
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Episode 14: How to develop Standard Operating Procedures (SOPs) for Your Accounting Practice
|
Feb 24, 2022 |
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Episode 13: Accounting Best Practices to Adopt in 2022 ┃ Wize Mentoring Business Tips
|
Feb 10, 2022 |
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Hot Seat: Thomas Sphabmixay ┃How to Establish An Ideal Organizational Structure and Culture for Your Accounting Practice
|
Dec 09, 2021 |
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Episode 11: Hire Slow, Act Fast: Understanding the Concept and Importance of Hiring the Right People
|
Dec 02, 2021 |
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Episode 10: What is the Role of a Senior Production Manager in Managing your Traffic Flow?
|
Nov 25, 2021 |
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Episode 9: Understanding The Job Description And KPIs Of A Senior Production Manager
|
Nov 11, 2021 |
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Episode 8: The First Steps of Onboarding New Recruits for your Practice
|
Nov 04, 2021 |
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Episode 7: Testing Potential Hires - For Grinders & Minders Role
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Oct 28, 2021 |
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Episode 6: How to Onboard Your Team Members - Finders, Minders & Grinders
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Oct 21, 2021 |
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Episode 5: Identifying the best candidates for your practice
|
Oct 14, 2021 |
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Episode 4: How to make your clients deal with your client managers and not you
|
Jul 23, 2021 |
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Episode 3: How to stop drowning in all the communication traffic flowing through your firm right now
|
Jun 18, 2021 |
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Episode 2: Are you on the right track to building a business that runs without you?
|
Jun 02, 2021 |
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Episode 1: The Ideal Team Structure
|
May 04, 2021 |