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The Wize Way

Wize Mentoring for Accountants and Bookkeepers

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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...

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Episodes (357)

Episode 44: The Rule of 33% by Jamie Johns

The Wize Way

Mar 2, 20233:39pending

Episode 43: How to do competency tests and assess candidates in your recruitment...

The Wize Way

Feb 22, 202330:16pending

Episode 42: How to Structure your Accounting Practice's Org Chart

The Wize Way

Feb 16, 20237:05pending

Episode 41: How to start your next deep and narrow production team

The Wize Way

Feb 8, 202328:00pending

Episode 40: Wize Mentoring: Build a business that runs without you

The Wize Way

Feb 1, 20234:52pending

Episode 39: Your fab5 dashboard crash course - the KPIs that build the business...

The Wize Way

Jan 26, 202323:57pending

Episode 38: The Wize Fab 5 Key Performance Indicators

The Wize Way

Jan 19, 202313:31pending

Episode 37: Becoming the plumber in your practice - How to remove blockages in y...

The Wize Way

Jan 12, 202331:33pending

Episode 36: Wize Mentoring for Accountants and Bookkeepers

The Wize Way

Jan 5, 20231:43pending

Episode 35: How to lead ourselves and our teams better ~ discussing big challeng...

The Wize Way

Dec 29, 202226:48pending

Episode 34: The 12 Wize Tips of Christmas

The Wize Way

Dec 15, 202259:41pending

Episode 33: Planning your 2023 business growth strategy

The Wize Way

Dec 1, 202210:34pending

Episode 32: The First 90 Days of onboarding a new recruit

The Wize Way

Nov 17, 202256:08pending

Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders &...

The Wize Way

Nov 3, 202217:58pending

Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively

The Wize Way

Oct 20, 202252:53pending

Episode 29: How to Transition from Top-down to Bottom-Up Management

The Wize Way

Oct 6, 202218:20pending

Episode 28: Selling the sizzle not the sausage - Get paid for your advice with o...

The Wize Way

Sep 22, 202236:29pending

Episode 27: Why firms need scalable technology

The Wize Way

Sep 8, 20225:41pending

Episode 26: How to Get Your Capacity Plan Humming

The Wize Way

Aug 25, 202235:11pending

Episode 25: How to identify the best candidate for your practice

The Wize Way

Aug 11, 20227:52pending

Episode 24: Step-by-step Guide for every Accounting Practice’s Withdrawal Journe...

The Wize Way

Jul 21, 202252:36pending

Episode 23: How to Set Up Your Accounting Firm's Meeting Rhythm

The Wize Way

Jul 7, 202211:46pending

Episode 22: Let's talk about REFERRALS! How to build a solid referral program an...

The Wize Way

Jun 23, 202245:43pending

Episode 21: How To Improve Your Accounting Firm’s Sales Process ┃ Wize Mentoring...

The Wize Way

Jun 9, 202212:13pending

Episode 20: Micro-training your team - how to teach them about the deep and narr...

The Wize Way

May 19, 202233:05pending

Episode 19: How Accounting Firms Can Track their Performance┃Best Approach to Me...

The Wize Way

May 5, 202213:32pending

Episode 18: How to Create a Perfect Work Schedule for your Accounting Team ┃Wize...

The Wize Way

Apr 21, 202223:36pending

Episode 17: Managing the Production and Communication Traffic in your Accounting...

The Wize Way

Apr 7, 20227:50pending

Episode 16: The Best Plan in Running a Discovery Session for Your Accounting Fir...

The Wize Way

Mar 24, 202230:12pending

Episode 15: Learn how to become a BETTER LEADER┃Three Keys to Leadership for you...

The Wize Way

Mar 10, 20228:43pending

Episode 14: How to develop Standard Operating Procedures (SOPs) for Your Account...

The Wize Way

Feb 24, 202255:14pending

Episode 13: Accounting Best Practices to Adopt in 2022 ┃ Wize Mentoring Busines...

The Wize Way

Feb 10, 202210:53pending

Hot Seat: Thomas Sphabmixay ┃How to Establish An Ideal Organizational Structure...

The Wize Way

Dec 9, 202138:51pending

Episode 11: Hire Slow, Act Fast: Understanding the Concept and Importance of Hir...

The Wize Way

Dec 2, 20216:35pending

Episode 10: What is the Role of a Senior Production Manager in Managing your Tra...

The Wize Way

Nov 25, 202111:06pending

Episode 9: Understanding The Job Description And KPIs Of A Senior Production Man...

The Wize Way

Nov 11, 202119:42pending

Episode 8: The First Steps of Onboarding New Recruits for your Practice

The Wize Way

Nov 4, 20215:08pending

Episode 7: Testing Potential Hires - For Grinders & Minders Role

The Wize Way

Oct 28, 202115:22pending

Episode 6: How to Onboard Your Team Members - Finders, Minders & Grinders

The Wize Way

Oct 21, 202112:13pending

Episode 5: Identifying the best candidates for your practice

The Wize Way

Oct 14, 20217:10pending

Episode 4: How to make your clients deal with your client managers and not you

The Wize Way

Jul 23, 202156:33pending

Episode 3: How to stop drowning in all the communication traffic flowing through...

The Wize Way

Jun 18, 202146:20pending

Episode 2: Are you on the right track to building a business that runs without y...

The Wize Way

Jun 2, 202141:00pending

Episode 1: The Ideal Team Structure

The Wize Way

May 4, 202132:28pending
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