In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook with Jamie Johns and Ed Chan dive into the critical importance of having a Lead Allocation System in place.

They discuss their strategy for consistently converting leads and the significance of building meaningful relationships with potential clients from all industries. With competition increasing, it's more vital than ever for bookkeeping and accounting practice owners to engage with prospects early and often, ensuring they stand out and are ready to serve when the time comes.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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 a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. 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

Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the system we built to help growing accounting and bookkeeping firms find qualified candidates! https://thewizeway.com/wizetalent-cta-thank-you

Why do great staff leave — and how do you get them to stay?

In this episode, Wize Talent Coach Dani sits down with Tim Causbrook to uncover the real reasons employees quit (spoiler: it’s rarely about money) and what firm owners can do to build a loyal, high-performing team.

You’ll discover:

✅ The 4 core reasons staff leave—and which ones you can control
✅ Why strong leadership is the #1 retention tool
✅ How to manage and motivate remote teams effectively
✅ The role of recognition, structure, and career growth in retention
✅ Practical strategies top-performing firms use to keep their best people

Whether you’re running a small team or scaling past $1M in revenue, this episode will show you how to lead better, retain top talent, and build a business that runs without you.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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 a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. 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

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other?

In today's episode of The Wize Way for Accountants & Bookkeepers, Brenton Ward and Jamie Johns break down why daily huddles are the secret weapon of high-performing accounting and bookkeeping firms.

Jamie shares how a simple 15-minute meeting can unblock bottlenecks, keep teams aligned, and improve client satisfaction — without wasting time. He also explains why the real cost isn’t in running a huddle — it’s in skipping it.

If your firm struggles with inefficiencies, missed priorities, or slow turnaround times, this episode is a must-listen.

Tune in to learn:
✅ The key elements of an effective daily huddle
✅ Common mistakes firms make—and how to fix them
✅ How this simple habit can transform your business

Listen now and start building the habits that drive success!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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 a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. 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

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns and Thomas Sphabmixay deep dive into the nitty-gritty of building a successful accounting or bookkeeping firm with Wize 7-Division model — the core structure behind every thriving, scalable business.

As your firm grows, the real challenge isn't doing more — it's evolving from wearing every hat to delegating, leading, and building a team that can thrive without you.

Jamie shares hard-won insights on leadership, investing in people, and why showing results is key to growing an independent business.

Join us to learn how mastering these divisions can help you build a business that runs — and grows — without you at the centre.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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 a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. 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

In this week’s episode of The WizeFactor Chat, we sit down with Daniel Vasin, Director of Vasin Holdings Pty Ltd—an accounting firm based in Australia.

Daniel shares his journey from joining the family business in 2007 to taking full ownership in 2015—and the tough years that followed. Growth had stalled. Key clients were leaving. And the fire that once drove him? Gone.

That all changed when he discovered Wize Mentoring. Daniel unpacks how the Wize blueprint gave him the clarity, structure, and confidence to stop doing all the work — and start building a business that can run without him.

If you’re feeling stuck in your firm, this is the story you need to hear.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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 a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. 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

Are you stuck doing low-level admin tasks in your firm—wondering why growth feels impossible? In this episode, we unpack the hidden trap many firm owners fall into: thinking they’re “working on the business” while drowning in emails, client follow-ups, and team support.

We reveal why hiring another accountant won’t solve the problem—and how the right admin support can unlock your time and allow you to lead strategically. You’ll learn how to calculate your effective hourly rate, why delegation fails without systems, and how to train admin support to help you scale with confidence.

This is about more than just hiring—it’s about freeing yourself from the day-to-day so you can build a scalable, systemized firm that runs without you.

Here are the key Takeaways:

• Why doing $20 tasks is costing your firm thousands
• The first hire you should make—and how to onboard them the right way
• How to delegate without losing control or compromising quality
• What it really takes to build a firm that thrives independently of the owner

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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 a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. 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

In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, discover what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer.

Want to scale your firm with better leadership? Listen now!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. 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 a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. 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