Carmen Morris

Director of On The Money Bookkeeping

Carmen knew that there was an issue with the way that they have initially structured their firm. After discussing with the Wize mentors, she realized that the communication and production traffic issues they've been experiencing are due to the wide and flat structure of the firm. Thanks to Wize Mentoring, she was able to define the right people for her team, place them in the right seats for them, and map out the right structure to scale her business without taking so much of her time.


Watch more success stories from other Wize Members...

Katie Bryan

Founder & CEO of Propeller Advisory

Watch her video testimonial here.

Thomas Sphabmixay

General Manager of TMS Tax Accounting & Financial Services

Watch his video testimonial here.

Craig Milroy

Director of Milroy Accounting

Watch his video testimonial here.

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