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by Wize Mentoring for Accountants and Bookkeepers
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Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago19 min
Episode 201: The Power of Proven Systems and Accountability with Jeremy Eckert from Trail CPA.
From 3 people to 18. From one city to 10 states. From doing all the work to building a team that runs without you. Jeremy Eckert from Trail CPA has done what most firm owners are still trying to figure out, and in this episode, he breaks down exactly how it happened. In this conversation, Jeremy sits down with us for an honest reflection on what it really takes to grow a remote accounting firm at speed, make the right hires at the right time, and gradually step back from the day-to-day withou...
- 1 weeks ago41 min
Episode 200: Reflections and Lessons of the Wize Way with Jamie Johns and Bren Ward
200 episodes. 21,950 downloads, over 40 countries. And it all started with a simple idea to help accounting firm owners build better businesses and better lives. To mark this milestone, Bren Ward sits down with Jamie Johns for a candid reflection on the lessons that have shaped the Wize Way, the ones that matter most right now, and the mindset that separates firm owners who break free from those who stay stuck. ✅ What a 40km hike through the Grampians has to do with building a better business...
- 2 weeks ago33 min
Episode 199: The Mindset Shift That Buys Back Your Time
Avoid the mistake of thinking that working harder is the path to freedom, or you will keep trading your time for money while the business stays completely dependent on you. In this episode of The Wize Way Podcast, Ed Chan sits down with Bren Ward to unpack the real reason most accounting firm owners never buy back their time. It is not a systems problem or a staffing problem. It is a thinking problem. Ed shares the exact withdrawal journey he used to remove himself from every division of his ...
- Apr 16, 202636 min
Episode 198: Is Your Firm Leaking Money Without Knowing It?
Avoid the mistake of collecting timesheet data and doing nothing with it, or you will keep running a firm that feels busy but cannot tell you whether it is actually profitable. In this episode of The Wize Way Podcast, Thomas breaks down the metrics that sit beneath your Fab Five and shows you how to use them to diagnose exactly where your firm is leaking money. ✅ What recoverable rate actually means, and why it is becoming the most important KPI in your firm ✅ The difference between tra...
- Apr 8, 202629 min
Episode 197: Your Job Ad Is Costing You Great Candidates (Here's How to Fix It)
Avoid the mistake of posting a job ad before you know what you are actually looking for, or you will either attract the wrong people entirely or watch great candidates talk themselves out of applying before they even reach out. In this episode of The Wize Way Podcast, Danny Bray breaks down exactly what makes a job ad work, and what quietly kills your chances of finding the right person before the process even begins. ✅ Why too much information in your job ad is driving the right candidates a...
- Apr 1, 202636 min
Episode 196: People, Structure and AI vs Recruitment: Straight Talk with Ed Chan
Avoid the mistake of blaming the market every time a hire does not work out, or you will keep repeating the same costly cycle without ever fixing the real problem underneath it. In this episode of The Wize Way Podcast, Ed Chan sits down with Bren Ward to cut through the noise on what is actually driving the people challenge in accounting firms right now. ✅ Why AI will not make accountants redundant, and the historical proof that efficiency gains have always created opportunity rather than une...
- Mar 26, 202624 min
Episode 195: The WizeTalent Blueprint: Finding the Right Person Every Time
Avoid the mistake of rushing into a hire without a clear process — or you'll end up paying the price with bad hires, wasted time, and the whole exhausting cycle starting over again. In this episode of The Wize Way Podcast, the Dani Bray breaks down their proven step-by-step hiring blueprint so you can find the right person every time. ✅ The capacity planner that tells you exactly what role to hire for before you post a single ad ✅ Why a candidate scorecard removes emotion from the proce...
- Mar 12, 202631 min
Episode 194: Busy But Not Scaling? How to Map the Revenue and Services that Drive Growth
Scaling your firm requires more than just generating leads, the services you offer determine whether growth is actually possible. If your model is built around high-end advisory work that only you can deliver, there's a hard ceiling on how far you can go. In this episode of The Wize Way Podcast, Wize Growth mentor Jamie Johns breaks down how to build a service model designed for scale: ✅ Why advisory-heavy firms plateau and what to pivot to instead ✅ The #1 most scalable service in accounting...
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About 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 inspiring and transformational. Subscribe to transform your challenges into opportunities and build a business that can run without you.
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