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# Wize Mentoring

## Sitemaps

- [XML Sitemap](https://www.wizementoring.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [The Rule of 33: How to Scale Your Life and Business for Success](https://www.wizementoring.com/the-rule-of-33-how-to-scale-your-life-and-business-for-success/) - Are you a firm owner struggling to balance growing your business and enhancing your skills? Discover how Jamie Johns transformed his journey from an overworked accountant to a successful business owner using the Rule of 33%. The Rule of 33% is one of the Wize core principles — it’s about spending a third of your
- [Building Your Dream Team: Key Accounting Interview Questions for Business Owners](https://www.wizementoring.com/building-your-dream-team-key-accounting-interview-questions-for-business-owners/) - Are you a firm owner feeling overwhelmed by the demands of growing your business while trying to find the right team to support your goals? Jamie Johns, the founder of Sky Accountants, faced similar challenges but transformed his accounting firm into a thriving, scalable firm by mastering the art of strategic hiring and team management.
- [Outsourcing VS Offshoring: Which is the Winning Strategy for Your Business?](https://www.wizementoring.com/outsourcing-vs-offshoring-which-is-the-winning-strategy-for-your-business/) - Struggling to find the top talent? You're not alone. The talent shortage is at an all-time high this 2025 — wages are skyrocketing and finding the right people is more challenging and expensive. But there's a smarter way to scale. Discover how Jamie Johns built a $7M firm by leveraging strategic recruitment without compromising quality Explore the key benefits and considerations of outsourcing bookkeeping for your business. Discover how it can improve efficiency and save costs. Read more!
- [Finding Balance Through Fairness and Integrity](https://www.wizementoring.com/finding-balance-through-fairness-and-integrity/) - Being a leader is no walk in the park, especially when it comes to creating policies that benefit the entire team rather than catering to individual interests.
- [Transforming Your Senior Production Manager into a Top-notch Leader](https://www.wizementoring.com/transforming-your-senior-production-manager-into-a-top-notch-leader/) - In the fast-paced world of accounting, having a Senior Production Manager (SPM) is crucial for keeping the production side of your business running smoothly. However, what happens when your SPM loves the hands-on work a bit too much and struggles with managing staff and productivity? As the saying goes: A Poor Manager says there isn’t
- [Building a Winning Team: The Blueprint for Success](https://www.wizementoring.com/building-a-winning-team-the-blueprint-for-success/) - Starting and running a successful business is no easy feat, and one of the key factors that can make or break your venture is having the right people in the right roles. Think of it like constructing a building – you wouldn’t start without a blueprint, right? At Wize, we’ve developed the perfect team structure
- [Fostering a Culture of Growth: The Power of a No-Blame Environment](https://www.wizementoring.com/fostering-a-culture-of-growth-the-power-of-a-no-blame-environment/) - Placing the Right People in the Right Seats. Not everyone is cut out to be a manager, and that's okay. If a manager struggles with problem-solving and spends more time blaming others than finding solutions, it may be time to reconsider their role.
- [Unearthing Success: The Gheen CPA Journey with Wize Mentoring](https://www.wizementoring.com/unearthing-success-the-gheen-cpa-journey-with-wize-mentoring/) - In the bustling heart of New York City, nestled among the towering skyscrapers and financial institutions, there exists a success story that's as inspiring as it is profound.
- [The Comprehensive Guide to Tiered Pricing for Professional Services Firms](https://www.wizementoring.com/the-comprehensive-guide-to-tiered-pricing-for-professional-services-firms/) - Professional services firms, including those in the accounting and bookkeeping industry, navigate a complex landscape when it comes to pricing strategies, striving for a balance between profitability and client satisfaction. The traditional billing models such as hourly or per-project are now being supplemented and even replaced by more innovative approaches. Among these, tiered pricing has
- [How to Implement "No Triangles Policy"](https://www.wizementoring.com/how-to-implement-no-triangles-policy/) - In the world of business, there's a saying that "culture eats strategy for breakfast." While strategic planning is crucial, it's the workplace culture that truly shapes an accounting and bookkeeping business’ success.
- [Offshore Staffing: A Strategic Approach to Finding the Best Talent](https://www.wizementoring.com/offshore-staffing-a-strategic-approach-to-finding-the-best-talent/) - In today's fast-paced and increasingly globalized world, accounting and bookkeeping businesses are constantly on the lookout for top-notch talent to keep up with their ever-growing demands.
- [How to Train The Leaders And Managers In Your Practice](https://www.wizementoring.com/how-to-train-the-leaders-and-managers-in-your-practice/) - In the fast-paced world of accounting, maintaining a successful accounting or bookkeeping business is no easy feat. It requires diligent effort, expertise, and a commitment to excellence.
- [From Employee to Entrepreneur: The Inspiring Journey of Bryant Zwart and Calyx CPA](https://www.wizementoring.com/from-employee-to-entrepreneur-the-inspiring-journey-of-bryant-zwart-and-calyx-cpa/) - Are you ready for a success story that embodies the entrepreneurial spirit? Meet Bryant Zwart, the co-founder of Calyx CPA, based in Oregon, USA.
- [What to do when an Employee makes a Mistake](https://www.wizementoring.com/what-to-do-when-an-employee-makes-a-mistake/) - Mistakes are an inevitable part of business, but how you handle them can make all the difference. When an employee’s error results in a penalty for the client, it’s essential to take proactive steps to minimize the impact and prevent similar occurrences in the future. Let’s explore how you can turn these challenges into opportunities
- [Drowning in Emails could be a Nightmare](https://www.wizementoring.com/drowning-in-emails-could-be-a-nightmare/) - Are you drowning in a sea of emails and phone calls, struggling to maintain control of your workday? You’re not alone. Many professionals grapple with the relentless influx of messages vying for their attention. Fortunately, there’s a solution that doesn’t involve simply hiring more staff to manage your inbox. It’s all about effectively managing traffic
- [The Difference between Management and Leadership](https://www.wizementoring.com/the-difference-between-management-and-leadership/) - In the world of business, the distinction between management and leadership is often illuminated by a quote from the renowned business guru, Peter Drucker: “Management is doing things right; Leadership is doing the right things.” These words encapsulate a fundamental truth that every aspiring professional should ponder. Before we dive into the nuances of doing
- [Designing a Structure for Growth](https://www.wizementoring.com/designing-a-structure-for-growth/) - Growing a firm is undoubtedly an exciting journey, but it often comes with its fair share of challenges and pains. From the constant hunt for exceptional talent to establishing consistent client service processes, the workload can become overwhelming. However, I’m here to tell you that growth doesn’t have to be synonymous with pain. In fact,
- [Pareto's Principle – How to Increase Productivity by 400% without spending an Extra Minute in Your Business](https://www.wizementoring.com/paretos-principle-how-to-increase-productivity-by-400-without-spending-an-extra-minute-in-your-business/) - In the world of business, time is money. Every minute counts and the key to maximizing your success lies in optimizing how you spend your time and effort. This is where Pareto’s Principle, also known as the 80/20 rule, comes into play. This principle asserts that 20% of your efforts yield 80% of your results,
- [How to Implement a Practice Manager in Your Firm](https://www.wizementoring.com/how-to-implement-a-practice-manager-in-your-firm/) - In the ever-evolving world of business, growth is a constant goal. However, achieving sustainable growth is more than just adding more hands to the team. It’s about strategically building the right foundation to support that growth. Recently, a Wize member reached out with a crucial question about implementing a Practice Manager role to enhance their
- [Nurturing and Managing Your Biggest Asset - Your Team](https://www.wizementoring.com/nurturing-and-managing-your-biggest-asset-your-team/) - In the fast-paced world of business, success often hinges on a single crucial factor: your team. Your team can either be the driving force behind your triumphs or the stumbling block to your ambitions. This stark reality underscores the importance of nurturing and effectively managing your team to ensure that they propel you toward your
- [The Role of Assistant Client Managers in Growing Your Practice](https://www.wizementoring.com/the-role-of-assistant-client-managers-in-growing-your-practice/) - In the dynamic world of business management, the role of an Assistant Client Manager (ACM) stands as a stepping stone toward greater responsibilities and achievements. Today, we delve into the transformative journey of an ACM and explore how they can ascend to the esteemed position of Senior Client Manager (SCM) with the proper guidance and
- [How to Build a Million-Dollar Tech Stack for Your Accounting or Bookkeeping Firm](https://www.wizementoring.com/how-to-build-a-million-dollar-tech-stack-for-your-accounting-or-bookkeeping-firm/) - In today’s fast-paced business landscape, the integration of technology has become a game-changer for accounting firms seeking efficiency, scalability, and increased profitability. A successful tech stack can serve as the backbone of a firm’s operations, streamlining processes, improving team collaboration, and elevating client experiences. In this blog, we delve into the insights shared by Thomas
- [Unlocking Your Accounting Practice's Potential: The Secret to Building High-Functioning Teams](https://www.wizementoring.com/unlocking-your-accounting-practices-potential-the-secret-to-building-high-functioning-teams/) - In the fast-paced world of accounting or bookkeeping practices, finding the right people for your team can often be a daunting challenge. However, the key to unlocking your practice’s potential may be right under your nose. In this blog post, we will explore the revolutionary WizeTalent method, which promotes team alignment and increased productivity. By
- [The Key Pillars for a Thriving Workplace Dynamics: Leadership, Integrity, and Communication](https://www.wizementoring.com/the-key-pillars-for-a-thriving-workplace-dynamics-leadership-integrity-and-communication/) - In any thriving workplace of accounting or bookkeeping business, leadership and integrity serve as essential components. An effective approach to cultivating these traits is the ‘No Triangles’ policy, which encourages transparency and discourages harmful gossip or backbiting. By promoting direct and honest communication, this policy reshapes workplace dynamics, fostering a more cohesive and efficient team.
- [Discover the Mind-Blowing Secrets to Turn Your Accounting or Bookkeeping Business into a Self-Sustaining Money Machine!](https://www.wizementoring.com/discover-the-mind-blowing-secrets-to-turn-your-accounting-or-bookkeeping-business-into-a-self-sustaining-money-machine/) - Transforming an accounting or bookkeeping business from a time-pull practice to a self-sustaining operation is a challenging yet rewarding endeavor. In this blog post, we will explore the key points in the process of transitioning an accounting business to a more efficient and scalable model. We’ll delve into the importance of removing oneself from client
- [The Art of Building High-Performing Teams: Unveiling the Deep and Narrow Approach](https://www.wizementoring.com/the-art-of-building-high-performing-teams-unveiling-the-deep-and-narrow-approach/) - In the world of business, success, and scalability go hand in hand. To achieve both, it is crucial to adopt a strategic approach to team structure and recruitment. In this blog post, we will delve deeper into the concept of a deep and narrow team structure, exploring its roles, benefits, and practical tips for implementation.
- [Mastering Traffic Flow: 7 Steps to Efficiently Managing Your Accounting Practice](https://www.wizementoring.com/mastering-traffic-flow-7-steps-to-efficiently-managing-your-accounting-practice/) - Managing traffic flow is a crucial aspect of running an efficient and profitable accounting practice. Jamie Johns, CEO of Sky Accountants, shared his seven steps to managing traffic flow, which include recognizing your limitations and implementing a system to manage clients instead of letting clients manage you. Also, he mentioned the importance of mentoring in
- [Achieving Long-Term Growth: The Role of Mentoring in Accounting Firm Success](https://www.wizementoring.com/achieving-long-term-growth-the-role-of-mentoring-in-accounting-firm-success/) - As an accounting business, staying ahead of the competition and providing excellent service to clients is essential for success. To achieve this, it’s essential to systematize your business and get all processes to flow smoothly. Managing traffic flow efficiently is a crucial part of this process, as is seeking out the guidance of mentors through
- [How to Build a Winning Company Culture: Lessons from Chan & Naylor](https://www.wizementoring.com/how-to-build-a-winning-company-culture-lessons-from-chan-naylor/) - Every successful business has a secret ingredient, and for Chan & Naylor, it’s their culture. The company’s founders, Ed Chan, and David Naylor, realized early on that culture was critical to their business’s success. They established a set of values that form the fabric of their organization, shaping the way they do things, and guiding
- [Delegation, Mindset Shifts, and Staffing: The Story of Leah Hall and Wize Mentoring](https://www.wizementoring.com/delegation-mindset-shifts-and-staffing-the-story-of-leah-hall-and-wize-mentoring/) - Leah Hall, the owner of Player Hall, an accounting and bookkeeping practice in NSW, Australia, had been struggling with a wrong culture and long working hours. Despite having two to three staff members, she felt like everything was on her shoulders, and she was burnt out. Leah wanted to make a change but didn’t know
- [Aligning Goals and Resolving Pain Points: Wize Mentoring's Impact on Factor 1](https://www.wizementoring.com/aligning-goals-and-resolving-pain-points-wize-mentorings-impact-on-factor-1/) - Wize Mentoring’s impact on Factor 1 Accounting, one of its oldest clients, has been transformational. Before joining Wize, Terry Chung, a partner of Factor 1, was working too much, and the company’s culture was focused more on production than on people. Factor 1 wanted to be more contemporary in its approach to accounting services while
- [The Key to a Successful Accounting Practice: Managing Your Team and Clients Strategically ](https://www.wizementoring.com/the-key-to-a-successful-accounting-practice-managing-your-team-and-clients-strategically/) - As an accounting practice owner, one thing you must learn is that managing your team takes effort and patience. It’s vital to know how to work with them, correct them when they make mistakes, motivate them, and handle tough situations. How you manage your team directly affects your business’s success and growth. Here are some
- [The Power of Disciplined Dedication: Jennifer Hickey's Story of Transformation from Small Business to Booming Team](https://www.wizementoring.com/the-power-of-disciplined-dedication-jennifer-hickeys-story-of-transformation-from-small-business-to-booming-team/) - Conquering a world of seemingly infinite work hours and a stifling environment, Jennifer Hickey found her beacon of hope in Wize Mentoring in 2021. Her life took a phenomenal turn when she discovered a groundbreaking tech stack, the game-changing “no-blame” culture, and learned the essential skill of taking a step back from her business. This
- [Achieving Your Goals with Wize Mentoring: TMS Financial's Story of Automation-Fueled Success](https://www.wizementoring.com/achieving-your-goals-with-wize-mentoring-tms-financials-story-of-automation-fueled-success/) - Thomas Sphabmixay is a prime example of how Wize Mentoring can help practice owners scale their businesses with efficiency while maximizing productivity. Thomas was looking for a way to break through the clutter and get their business, TMS Financial, noticed by potential clients. With the support of Wize Mentoring, he was able to do just
- [How to Use Technology to Scale Your Accounting or Bookkeeping Practice](https://www.wizementoring.com/how-to-use-technology-to-scale-your-accounting-or-bookkeeping-practice/) - Technology is ever-changing, and if you’re not keeping up, you’re falling behind. That’s why it’s so important for accounting and bookkeeping practice owners to have scalable technology in place. Scalable technology allows you to easily deploy your tools and systems anywhere in the world, at any time, and in any location. In this blog post,
- [Managing the Traffic Flow: The Biggest Challenge for Growing Firms](https://www.wizementoring.com/managing-the-traffic-flow-the-biggest-challenge-for-growing-firms/) - As a firm owner, managing the traffic flow is one of the biggest challenges you face. This means ensuring that communication and production traffic moves smoothly and without interruption. In order to do this, you need to understand the concepts of communication and production traffic, and how they impact your business. We’ll discuss these concepts
- [Maximize Your Lead Conversion Rate with the Right Allocation System](https://www.wizementoring.com/maximize-your-lead-conversion-rate-with-the-right-allocation-system/) - You’ve put in the hard work to generate leads for your accounting or bookkeeping practice. You may have even invested in some lead generation tools, like Google AdWords or LinkedIn Ads. But what happens when those leads come pouring in? How do you know which ones are qualified and which ones aren’t? And how do
- [How to Measure Net Promoter Score in Your Accounting Practice](https://www.wizementoring.com/how-to-measure-net-promoter-score-in-your-accounting-practice/) - Maintaining a healthy and thriving accounting practice takes more than just crunching numbers and filing taxes. It’s also important to measure the net promoter score (NPS) of your staff and clients in order to gauge how satisfied they are with your services. In this blog post, we will discuss what NPS is and how you
- [Conducting Annual Staff Reviews in your Accounting Practice](https://www.wizementoring.com/conducting-annual-staff-reviews-in-your-accounting-practice/) - Annual staff reviews can provide several benefits to your accounting practice. They can help you identify and assess the strengths and weaknesses of your team, motivate employees to achieve their best, and ensure that everyone is meeting the standards you set for your company. By taking the time to conduct annual staff reviews, you can
- [From Surviving to Thriving: The Importance of Making the Shift from Working IN Your Business to Working ON Your Business](https://www.wizementoring.com/from-surviving-to-thriving-the-importance-of-making-the-shift-from-working-in-your-business-to-working-on-your-business/) - Too many Accounting and Bookkeeping business owners work IN their business instead of ON their business, and as a result, only around 4% of businesses survive beyond the 10-year mark. This shift will allow you to focus on managing the work, clients, and systems involved in your business rather than doing the actual work yourself.
- [The Benefits of Having a Meeting Rhythm in Place in your Practice](https://www.wizementoring.com/the-benefits-of-having-a-meeting-rhythm-in-place-in-your-practice/) - Have you ever been in a meeting where it seems like everyone is just going through the motions? Maybe people are checking their phones or doodling on a notepad. Or, worse yet, maybe people are arguing with each other and nothing gets accomplished. If this sounds familiar, then your business could benefit from having a
- [Is our Accounting firm safe?](https://www.wizementoring.com/is-our-accounting-firm-safe/) - Where is the Accounting industry heading is your job safe and is your accounting practice safe? We are heading into headwinds and we need to be prepared. The threat will be coming from 2 areas: Technology (Artificial Intelligence and Blockchain) will reduce the demand for “grinding” and therefore the number of staff doing “grinding work.”
- [The Difference Between Top-down Management And Bottom-Up Management](https://www.wizementoring.com/the-difference-between-top-down-management-and-bottom-up-management/) - Success won’t be about how well you prepare a tax return but it will be about how well you manage your staff and client. However, we were never taught to manage people so we sort of tumbled along creating a lot of damage to all. So, let’s take a look at your management style because
- [The Importance of Responsiveness When Managing An Accounting Firm](https://www.wizementoring.com/the-importance-of-responsiveness-when-managing-an-accounting-firm/) - Poor management causes damage to everyone including clients, staff, creditors, and shareholders and reduces the pie which leads to everyone fighting for a bigger slice of the pie. Good management of staff and clients increases the pie for everyone. However, everyone thinks they can manage. This is not true when one looks at the statistics
- [Givers vs Takers: How To Boost Workplace Productivity & Employee Morale By Hiring The Right Team](https://www.wizementoring.com/givers-vs-takers-how-to-boost-workplace-productivity-employee-morale-by-hiring-the-right-team/) - How do you build a great team with great productivity and morale? You begin by recruiting the right type of people to join you. The right talent gravitates toward the right culture. With great leadership, you can have a championship team versus a team of champions. In every organisation, there are givers and takers. The
- [The Difference Between Being An Accounting Practitioner and a Business Owner](https://www.wizementoring.com/the-difference-between-being-an-accounting-practitioner-and-a-business-owner/) - When a partner spends more time with clients than with their teams, it shows who they believe is of more importance to them. That shapes whether they see their business as an Accounting Practice or an Accounting Business and that results in where they are today. The difference between an Accounting Practice and an Accounting
- [Why Your Firm Needs A Reliable Senior Production Manager](https://www.wizementoring.com/why-your-firm-needs-a-reliable-senior-production-manager/) - Getting the right “Resource Mix” in your team is critical in getting production flowing down the pipeline but if you have the wrong resource mix it’s like a blockage along the pipeline and the work/water comes back up the pipeline and hits you in the face. One of the vital roles to fill as part
- [How To Increase Productivity in Your Firm](https://www.wizementoring.com/how-to-increase-productivity-in-your-firm/) - To run your team structure more efficiently so it produces the greatest productivity with the minimum effort required, here are some of the most important things that you have to work on: Team Capacity The first thing is to work out your team capacity. Otherwise, you will run the risk of putting on another person
- [The Importance of Marketing For Your Accounting Firm](https://www.wizementoring.com/the-importance-of-marketing-for-your-accounting-firm/) - It’s not possible to run a successful business by yourself. It’s about bringing in complementary skills. Recruit someone who has the skills that you don’t have in your team. Focus on doing the things you are good at and get someone else to do the things you are not good at. You will be more
- [How To Ensure Grinders Are Focused On Being Productive](https://www.wizementoring.com/how-to-ensure-grinders-are-focused-on-being-productive/) - Have you ever been really busy all day but haven’t produced anything? Well, that’s what Grinders can be like. Grinders like being busy busy busy. Put them in a room with nothing to do and they will find something to do. Wipe down the table. Open and close the window. Open and close the fridge
- [Why Outsourcing Could Be A Good Win For Your Business](https://www.wizementoring.com/why-outsourcing-could-be-a-good-win-for-your-business/) - Outsourcing is still a very controversial topic in our profession. With the risk of sharing my thoughts that may be contrary to your own views, I do believe it to be a topic that deserves an open, healthy debate. Late last year I had a planning day with an Australian Accountant whose response to outsourcing
- [Getting Your Firm in Order to Get a Better ROI](https://www.wizementoring.com/getting-your-firm-in-order-to-get-a-better-roi/) - Most of the firms I help are struggling with their production. Because they build the business around themselves it means when they reach retirement age they have to sell it as it totally depends on them. What I teach them as Peter Locandro said in his video with Jamie Johns in our WizeVault is: "The
- [What Is The Difference Between Marketing And Selling?](https://www.wizementoring.com/what-is-the-difference-between-marketing-and-selling/) - What is the difference between "Marketing and Selling" and why should we continue to invest in Marketing or Selling? Marketing is about fertilizing the soil so that when you sow seeds (Sell) the seeds will germinate and grow easily. The "more fertilized your soil is the less work you have to do to germinate the
- [Why You Need An Ideal Organisation Chart](https://www.wizementoring.com/why-you-need-an-ideal-organisation-chart/) - When I work with firms, often they had grown their business without a road map and simply hired people as a reaction to growth versus planning it out properly. This later becomes a major roadblock to further growth. You must get your foundation and your organisation chart right. When you have an ideal team structure,
- [Being Right vs Getting The Right Results](https://www.wizementoring.com/being-right-vs-getting-the-right-results/) - Leadership is not about "being right" it's about the right result. So what is the "right result?" Having lots of clients referring you to their friends is the highest compliment and the best ROI one can get. In some cases, there is a small cost but the ROI is still far greater if you focus
- [First who, first who, first who!](https://www.wizementoring.com/first-who-first-who-first-who/) - The concept of the “ideal team” is not new. Most large companies have “line management” or “direct line reporting” and each manager can only handle around 5 team members. SAP, the software company, for example, often have 3 key people working on a client. For example a “BDM” (business development manager) or “Sales Person”, next,
- [Burning Out From Your Business? Here's What To Do](https://www.wizementoring.com/burning-out-from-your-business-heres-what-to-do/) - When I first started my Accounting Practice it was growing around an average of 30% per year simply from word of mouth only and soon I was working over 100 hours per week. This was burning me out and not sustainable in the short term let alone the next 30 years as I was only
- [How To Be The Leader Your Clients and Staff Needs You To Be in a Pandemic](https://www.wizementoring.com/how-to-be-the-leader-your-clients-and-staff-needs-you-to-be-in-a-pandemic/) - Do not panic - you need to be positive and proactive even if you aren’t particularly feeling so. Energy, both good and bad, is contagious and spreads throughout your office / virtual office and can be felt over the phone in conversations with clients. As the business owner/manager/advisor to your clients and staff, there are
- [Being Proactive in Communication To Protect Your Business](https://www.wizementoring.com/being-proactive-in-communication-to-protect-your-business/) - Exceptional times call for exceptional actions. People want reassurance and communication during these uncertain times. Be there for your clients and staff and a major way to do this to be available and be responsive - return emails and phone calls, but do so in a logical manner otherwise your firm will become chaotic Actions
- [Our Circle of Concern vs Circle of influence](https://www.wizementoring.com/our-circle-of-concern-vs-circle-of-influence/) - As the business owner/manager/advisor to your clients and staff, there's a lot of risks that fall on our shoulders. But as the leader, all eyes are on us to step up in these situations. What message are you giving to your staff and clients by your demeanor and body language? They are looking for confidence,
- [The Long Runway of Marketing](https://www.wizementoring.com/the-long-runway-of-marketing/) - Chan & Naylor generates around 9,000 to 10,000 clicks on their website per month and generates around 2,500+ leads a year for all offices via digital marketing. It’s a long runway and if you don’t know what you are doing you can throw a lot of money away with little result. Also if you have this
- [Your Success Lies in Your Management Skills](https://www.wizementoring.com/your-success-lies-in-your-management-skills/) - Success is in managing your teams and not in "doing" the work. Recruit and Manage people well and you will have a great team, with great staff morale, great productivity/profitability, and a great lifestyle with little stress. Even with the right recruit, if managed poorly, you will have poor staff morale, poor productivity/profits, poor lifestyle,
- [A Champion Team Vs A Team Of Champions](https://www.wizementoring.com/a-champion-team-vs-a-team-of-champions/) - A team working together with a great leader will always outperform a team of individual stars. Are you the Sheepdog or the Wolf? Be the sheepdog, not the wolf. The sheepdog is the protector of the flock. The sheepdog protects others who cannot protect themselves. The wolf is a coward that prays on the weak.
- [The Three Pillars of Growth](https://www.wizementoring.com/the-three-pillars-of-growth/) - In 2007, 2008, and 2013, BRW nominated Chan & Naylor as Australia’s fastest-growing accounting practice. In 2013 alone Chan % Naylor grew by 42.8% to $18.6m in revenue. How was Chan & Naylor able to grow so fast, more than doubling in size in one year? We followed the three pillars to growing a successful
- [What To Look For In An Ideal Candidate](https://www.wizementoring.com/what-to-look-for-in-an-ideal-candidate/) - When recruiting the right staff, I pay very little attention to degrees and certificates as I have seen candidates pass degrees and MBAs and all the qualifications in the world but have no common sense and could not do the job. I also have people straight from school where I trained them and they were
- [Writing Position Descriptions & Person Specs for Accountants & Bookkeepers](https://www.wizementoring.com/writing-position-descriptions-person-specs-for-accountants-bookkeepers/) - Hands Up - who likes writing Job/Position Descriptions or Person Specs? What; none of you? No surprises there, but it’s a task that is unfortunately as essential as it is dull. After all, if you don’t know what you are looking for in an accounting candidate, how will you know if you have found it?
- [How to Manage Client Complaints Using Pareto's 80/20 Theory](https://www.wizementoring.com/how-to-manage-client-complaints-using-paretos-80-20-theory/) - Pareto, an Italian Philosopher, said that everything falls into the realm of 80/20 and one can apply this theory to everything we do in life and use it to improve our businesses and our relationships. Example: 20% of your clients generate 80% of your profits 80% of your clients generate only 20% of your profits
- [Sales tasks vs Production tasks](https://www.wizementoring.com/sales-tasks-vs-production-tasks/) - In the spirit of helping you manage your client's expectations instead of them controlling you, I want to share with you the principle of “Sales tasks” vs “Production tasks”. “Sales Tasks” are likened to walking into a car showroom and sitting with a salesman. They’ll walk you through the type of car you want, the
- [Paralysis by Analysis](https://www.wizementoring.com/paralysis-by-analysis/) - Often you will manage someone who may be described as a "perfectionist". This is often a problem accountants suffer from due to the nature of their work. However one needs to consider "materiality" between "perfection for a reason" and "perfection for no reason" in the context of the job you are doing. For Example: Spending
- [Managing your firm’s traffic flow successfully amidst the Pandemic](https://www.wizementoring.com/managing-your-firms-traffic-flow-successfully-amidst-the-pandemic/) - With any Accountancy Practice, the hardest thing to deal with is managing the traffic that comes from your clients. Traffic is made up of “Communication traffic” and “Production traffic.” If you are not coping with the traffic that is generated under normal circumstances, then an event such as a pandemic, your Practice will be pushed
- [NPS — The World's Most Undervalued Firm Metric](https://www.wizementoring.com/nps-the-worlds-most-undervalued-firm-metric/) - To help you identify your customer’s sentiments, and understand what impact their loyalty or lack thereof can have on your business, it's crucial to know the three different types of customers that can impact the health of your business. They are the Promoters, Detractors, and Passive customers. PROMOTERS Promoters are loyal customers (advocates) and
- [How to Get the Best Out of Your Accounting Staff](https://www.wizementoring.com/how-to-get-the-best-out-of-your-accounting-staff/) - Here are some of the top principles that we teach at WIZE and implement them in our own firms to get the best out of the production team. When building a business, your focus as the owner should lie on developing people and building systems. The people and systems will then build your business even
- [How To Not Let Your Inbox Control Your Day](https://www.wizementoring.com/how-to-not-let-your-inbox-control-your-day/) - Do you find yourself feeling overwhelmed with the number of emails that you have to answer every day? The answer is all about managing traffic flow and using the 80/20 rule. You either put a band-aid on the problem and treat the symptoms like hiring people to manage your inbox or you fix the problem by
- [What if my staff take my clients?](https://www.wizementoring.com/what-if-my-staff-take-my-clients/) - One of the biggest fears that firm owners have is handing over client relationships to a senior client manager only for them to leave and “run off” with the client. In order to minimise this risk, you can make use of this six-step solution: Make sure you have a narrow and deep team structure so
- [Having Difficult Conversations](https://www.wizementoring.com/having-difficult-conversations/) - As a leader of your team, you have to have the ability to "confront" situations and have those difficult conversations and not shy away from them otherwise problems fester and grow into bigger problems. "Confront" is not the same as being "confrontational". Having a difficult conversation is made easier by focusing on fixing the problem
- [Seeking to understand before being understood](https://www.wizementoring.com/seeking-to-understand-before-being-understood/) - In the spirit of helping you deal with people issues in your team, we’d like to share with you this excerpt from Dr Steven Covey’s 7 Habits of Highly Effective People book: "If I were to summarize in one sentence the single most important principle I have learned in the field of interpersonal relations, it would be
- [The Ideal Team Structure to Manage $1M in Fees](https://www.wizementoring.com/the-ideal-team-structure-to-manage-1m-in-fees/) - The ideal team structure for your practice depends on the fee volume you manage. If you’re looking at $1m in fees, this is the ideal team structure that should work for you: The ideal team structure is to have one client manager (possibly supported by an assistant client manager) and then 5 grinders (one of
- [Should you hire an offshore team directly or through an agency?](https://www.wizementoring.com/should-you-hire-an-offshore-team-directly-or-through-an-agency/) - In the past few days, we’ve been receiving a lot of questions about the process of hiring offshore staff. This is something new for a lot of business owners and can be an intimidating strategy. However, when executed well, having an offshore team can help you maximise your profit, improve your team’s capacity and ultimately
- [The Inbox Zero Strategy](https://www.wizementoring.com/the-inbox-zero-strategy/) - Inbox Zero, a technique developed by writer and podcaster Merlin Man, is essentially a structured thought process for triaging and clearing your email inbox every day. The goal is to always keep your inbox 100% empty. There are some big benefits to this: Everything is always handled, and you don’t waste time re-reading an email
- [The Two Forms of Outsourcing](https://www.wizementoring.com/the-two-forms-of-outsourcing/) - In the spirit of helping you create Wize decisions when it comes to increasing your capacity with offshore team members, let me explain the two forms of outsourcing. The first type is paying an offshore member an hourly rate for what you need like with NCS. It’s a P&L play and helps smooth out the
- [Three Important Roles Every Firm Should Have](https://www.wizementoring.com/three-important-roles-every-firm-should-have/) - Have you ever used a Capacity Planner before to work out what capacity you need or the number of staff you need in your firm? In our experience, developing and working to capacity planning is not something that is done enough in practice. We never allow any of the firms I’m working with to hire
- [The Importance of a Capacity Planner](https://www.wizementoring.com/the-importance-of-a-capacity-planner/) - Have you ever used a Capacity Planner before to work out what capacity you need or the number of staff you need in your firm? In our experience, developing and working to capacity planning is not something that is done enough in practice. We never allow any of the firms I’m working with to hire
- [Reducing debtors](https://www.wizementoring.com/reducing-debtors/) - Do you wish to get better outcomes when it comes to payment collections from clients? Then here are some Wize insights for you. First and most important step - you have to get your sales process right. Debt collection is a reaction to a bad sales process. Get the sales process right and there should
- [Why team building doesn’t work in tough economic times](https://www.wizementoring.com/why-team-building-doesnt-work-in-tough-economic-times/) - Hilary Briggs shines a timely light on the perplexing subject of whether to invest in Team Building during tough economic times and recommends an effective approach to match budgets and circumstances: In tough economic times, lower sales trigger the need for cost reductions and a slimmed-down workforce. The consequences are often redundancies and the associated
- [Hire Slow, Act Fast](https://www.wizementoring.com/hire-slow-act-fast/) - Are you looking to hire new team members for your firm? Here are some tips that might help. The WizeTalent philosophy is “hire slow, act fast”, but once the process starts, we act fast to secure the best candidates. Good candidates don’t last long, the market hires them fast, so we must screen fast before
- [Withdrawing yourself from the divisions in your firm](https://www.wizementoring.com/withdrawing-yourself-from-the-divisions-in-your-firm/) - Every activity within your practice requires, at some stage, trust to let someone else handle it. From doing your client's work to letting someone else do your own work. My Division 7 work or “Accounts”, which involves bookkeeping is done by a person in the Philippines. It not only freed me from being a prisoner
- [Niche Marketing for your firm](https://www.wizementoring.com/niche-marketing-for-your-firm/) - Look at the list of your clients right now and the type of industry they’re in and think, who are you really targeting? Your marketing needs to be niche because your marketing budget is not without limits. To get the biggest bang for minimal dollars, you need to market your niche so your message to
- [When your staff leaves you](https://www.wizementoring.com/when-your-staff-leaves-you/) - Have you ever had a long-time team member suddenly resign? It’s very disappointing when staff leave or when you bend over backwards for them and they don’t show the same loyalty back. Feels like a kick in the guts. I know. We have 160 staff and over the years experienced every situation you can imagine.
- [Scoping the Job](https://www.wizementoring.com/scoping-the-job/) - To improve the process of scoping a job or creating a Scope of Work (SOW) document, it's important to know the reason why scoping is so important. It measures the effectiveness of your quotes. It serves as a tool to measure the productivity of staff. It’s like a check and balance system of accountability. It
- [Implementing a Culture of High Performance](https://www.wizementoring.com/implementing-a-culture-of-high-performance/) - Over the years, we have found that the right staff are output-focused, are motivated by productivity, and need their leaders to help them focus on finishing jobs. Once they finish a job, they get “job satisfaction” and this lifts their morale and self-esteem. However, we also found that if staff have got dozens of small
- [Responsiveness with Hiring](https://www.wizementoring.com/responsiveness-with-hiring/) - When recruiting new team members for your firm, how many hours does it usually take you to respond to ideal candidates? Unless you get onto candidates within 24 hours of their applications, your success of securing them drops by the hour. It’s like sales. You gotta strike while things are hot. The Pareto Principle, also
- [Implementing a Referral Program](https://www.wizementoring.com/implementing-a-referral-program/) - Getting referrals is quite lucrative and a good businessman knows that there is a “cost of acquisition of new clients” and this must have cost into the business if they want it to be a sustainable long-term arrangement. It is far better to create a garden that attracts butterflies forever versus you personally catching butterflies
- [Getting your resource mix right](https://www.wizementoring.com/getting-your-resource-mix-right/) - When hiring new staff for your Practice, do you hire based on Education? Work experience? Set of skills? While these are all good bases for looking at someone’s qualifications, you should also look into whether a candidate will bring a good balance to your resource mix. Hiring new staff should never be about throwing more
- [Finding excellent workers for your Practice](https://www.wizementoring.com/finding-excellent-workers-for-your-practice/) - If you’ve been following Wize Mentoring for a while or are subscribed to our emails, you’d know that one of our biggest philosophies is to delegate work to your staff to withdraw from the different divisions in your firm, and ultimately, build a business that runs without you. Doing so will help you avoid burnout,
- [Withdrawal from divisions: Where do you start?](https://www.wizementoring.com/withdrawal-from-divisions-where-do-you-start/) - In order to prevent yourself from being a prisoner to your business, you have to withdraw from the different divisions in your firm. The sequence in which you withdraw is different for different people and the reason for this is because it depends on many variables including the type of people you currently have working
- [Manage Your Clients and Don’t Let Them Manage You](https://www.wizementoring.com/manage-your-clients-and-dont-let-them-manage-you/) - All accounting firm owners should know how to manage their clients. Do not let your clients manage you or else they will drag you into their nightmare. Educating clients is a Balance Sheet investment. Make sure you don’t neglect this very important task. At Wize, we use the Acknowledgement letter template that our community can
- [Dealing with Overcapacity issues](https://www.wizementoring.com/dealing-with-overcapacity-issues/) - Is your staff screaming for work? The most successful business owners work on the Balance Sheet (preventative activities) and not just on P&L activities (putting out fires or reactive activities). Fixing the problem is the best way to go and not treating the symptoms. Here are some steps that you can take to fix your
- [Achieving Additional Growth in Fees From Existing Clients](https://www.wizementoring.com/achieving-additional-growth-in-fees-from-existing-clients/) - If you want to grow your business and achieve additional growth in fees from existing clients, use the narrow and deep team structure and play people in position and not out of position. The Senior Client Managers (SCM) are the ones responsible to grow their portfolio. They need to achieve Net Promotor Score (NPS) of
- [Dealing With Clients Who Asks For Too Much “Free Advice”](https://www.wizementoring.com/how-to-deal-with-clients-who-are-asking-for-too-much-free-advice/) - In the spirit of helping you avoid giving away too much IP or advice for free to potential clients, allow us to share with you the Wize way of dealing with prospecting chats. There are 7 Divisions in a business. Division 4 is Production and Division 3 is Sales. The Senior Client Manager’s (SCM) job
- [​​How To Charge For Setting Up A Company/Trust](https://www.wizementoring.com/how-to-charge-for-setting-up-a-company-trust/) - Have you ever done a diagnostic/discovery on a client’s needs where they need a Company/Trust to be set up? In this situation, do you place the order with your supplier, send an invoice to the client, and wait (pray) for payment? Someone asked us this question not long ago and decided to share the answer
- [Changing your Client’s Habits](https://www.wizementoring.com/changing-your-clients-habits/) - It will be a challenge to entirely withdraw from your business if your clients are still very much dependent on you. So how do you change your clients’ habits if they just want to talk to you directly because they only trust your advice? Clients are either early, middle, or late adopters. The early ones
- [Worried That Your SCM Is Going To Take Your Clients?](https://www.wizementoring.com/worried-that-your-scm-is-going-to-take-your-clients/) - One of the most common concerns that practice owners have when redirecting all client communication to Senior Client Managers is what if the SCM leaves one day? What if they poach or take away all of your clients for their own? Do you have to worry? Not if you do the following: Recruit the right
- [Dealing With Underperforming New Recruits](https://www.wizementoring.com/dealing-with-underperforming-new-recruits/) - Are you dealing with an underperforming new staff? In this case, you might be wondering if you should wait for them to improve on their performance or simply cut your losses and focus on getting the right fit in the next hire. In my experience, what your employees are like in the first 3 months
- [Transitioning from Grinder to Minder](https://www.wizementoring.com/transitioning-from-grinder-to-minder/) - We had this question posted on our Facebook group and figured this might be of value to you: “My key employee is quite capable from a technical perspective but not fitting the leveraged production perspective. Any suggestions on what a practical next step would be to align with the desired structure? Does a person like
- [An Assistant Client Manager’s Scope of Work](https://www.wizementoring.com/an-assistant-client-managers-scope-of-work/) - The Assistant Client Manager’s main role is to service the C & D class clients. It’s not an exact science because what they actually do depends on a lot of things including their own experience level and what experience level their staff below them are at. Mainly, they take care of the communication with C&D
- [Do you know the right sales process for your business?](https://www.wizementoring.com/do-you-know-the-right-sales-process-for-your-business/) - One of the most important steps in growing your accounting firm is finding the right sales process. If you're not developing relationships with potential clients, then it can be difficult to grow your business. The right “Sales process” is as follows: Discovery (done for free to determine problem) Proposal (sent in written form) Production (only
- [The key to your Senior Client Manager’s Effectiveness](https://www.wizementoring.com/production-manager-the-key-to-your-senior-client-managers-effectiveness/) - We find whenever an SCM says they don’t have enough time they are doing too much grinding and reviewing. The reviewing should be done by the Production Manager. The quality of the Production Manager is key to the effectiveness of the Senior Client Manager. The correct mix of the team below the Production Manager also
- [The Power of Inclusion](https://www.wizementoring.com/the-power-of-inclusion/) - A true leader doesn’t create separation. They see the power in all people and they don’t shy away from including everyone. It is a trait that will bring your company to new heights, both professionally and personally. Start by having everyone get together for regular team meetings. This blows past small talk quickly, sets the
- [Stop complaining and start acting](https://www.wizementoring.com/stop-complaining-and-start-acting/) - To achieve your goals, you’ll need to change. Stop complaining about your current situation and decide to take action. Ignore your current limitations by believing in yourself. Stop being so stubborn and be willing to learn. Eschew your pride, there is no room for it here. Learn the right knowledge, pay the price, hire the
- [Take back control of your business](https://www.wizementoring.com/take-back-control-of-your-business/) - As an accounting practice owner, you're probably spending more time on administrative tasks than actually doing what you love. It's not that your work isn't fulfilling; it's just that running a business can be hard work. And if you're like most people in the industry, chances are good that at least one of these statements
- [Classify your clients using the A-D method](https://www.wizementoring.com/classify-your-clients-using-the-a-d-method/) - As an accounting practice owner, you need to be able to categorize your clients based on their needs and level of engagement. This will allow you to provide the best service possible for each client. Your accounting practice is likely to have clients that fall into one of four categories: A, B, C, and D.
- [Overcoming obstacles to achieve your goals](https://www.wizementoring.com/overcoming-obstacles-to-achieve-your-goals/) - Successful people don’t complain about the hand they were dealt in life. They focus on achieving outcomes no matter what setbacks or handicaps are handed to them from their cycle of living Example: Some are born attractive, some with great bodies and intelligence; others less so but equally important nonetheless - such as creativity which
- [The Wize IEI](https://www.wizementoring.com/the-wize-iei/) - Are you currently in the market for new employees? If so, it's important to make sure that you are hiring individuals who will be a good fit for your accounting practice. To help you with this process, here are three things to look for when recruiting candidates. We call them the Wize IEI: Integrity Energy
- [Changing your staff’s job title](https://www.wizementoring.com/changing-your-staffs-job-title/) - One of the best ways to grow your accounting practice is by building a team that helps you achieve more. One way to do this is by changing the title of some staff members in order to suit their skills and abilities better. You can use any title you like or the staff likes. We
- [Getting staff buy-in when adopting new tools](https://www.wizementoring.com/getting-staff-buy-in-when-adopting-new-tools/) - Accounting practices are adopting new tools to help them run their business more efficiently, but what about the staff? They have a lot of input on how to do things day-to-day and this can sometimes clash with your vision for the practice. Whichever tool you go with it all comes down to getting the staff
- [Retaining Staff Members](https://www.wizementoring.com/retaining-staff-members/) - It's no secret that the accounting profession is a highly competitive one. And in order to be successful, you need to have a talented and dedicated team working for you. Unfortunately, retaining staff members can be difficult, especially in today's economy. So how can you keep your team together and motivated? Try implementing a creative
- [Creating capacity and building a strong team](https://www.wizementoring.com/creating-capacity-and-building-a-strong-team/) - As a small, growing practice, it's easy to fall into the trap of hiring an inexperienced person for cost reasons. The smarter path is always going with experienced professionals who are able not only to teach newer staff members but also mentor them as they grow in their career paths over time! Building a business
- [Four ways to increase your accounting business](https://www.wizementoring.com/four-ways-to-increase-your-accounting-business/) - There are a lot of ways to increase your Accounting business and make it more profitable. Choosing the right path for you can be tough, but these four tips should help get things started: To increase your revenue, you need to make sure that the current clients are happy with how they're being served. If
- [Keeping your remote team connected](https://www.wizementoring.com/keeping-your-remote-team-connected/) - As an accounting practice owner, you know the importance of staying connected with your team. Even when your team is working remotely, it's important to find ways to keep them connected and productive. Here are a few tips to help you do just that. 1) Make sure everyone has access to the right tools. When
- [Recording timesheets in your accounting firm](https://www.wizementoring.com/recording-timesheets-in-your-accounting-firm/) - I have often said that if you want a business to work efficiently you need to build systems and be systems-dependent and not people-dependent. You own the system, but people leave. Systems should be built so the business can be managed from the bottom-up and not top-down to allow capacity to grow. Top-down management
- [How to Stop Struggling and Start Thriving as an Accountant](https://www.wizementoring.com/how-to-stop-struggling-and-start-thriving-as-an-accountant/) - The mistake I hear accountants often say is “I wish I could find someone just like myself.” This is a mistake. You need to bring in skills that complement your own and the others in your team. You need to see your business as a separate entity from yourself and view everything as a return
- [Why Net Promoter Score monitoring is critical for client loyalty](https://www.wizementoring.com/why-net-promoter-score-monitoring-is-critical-for-client-loyalty/) - A high Net Promoter Score (NPS) is an indication of client loyalty and can be a valuable metric for your accounting business. Your NPS can be determined by surveying your clients and asking them how likely they are to refer your business to a friend or colleague. You can use this score to help you
- [Monitoring and increasing your employees' Net Promoter Score](https://www.wizementoring.com/monitoring-and-increasing-your-employees-net-promoter-score/) - Did you know that companies with an eNPS of 50 or higher grew revenues two to three times faster than those with lower scores? Let us discuss how you can monitor and increase your employee's NPS score. The first step is to understand what NPS is and how it's calculated. NPS is a measure of
- [Investing in your people](https://www.wizementoring.com/investing-in-your-people/) - As an accounting leader, it is important to invest in your people. This means providing training and development opportunities that will help them grow and improve their skills. Many businesses struggle with this, but it is a crucial part of running a successful accounting practice. By investing in your people, you are ensuring that they
- [Boosting conversions with a sales playbook for your client managers](https://www.wizementoring.com/boosting-conversions-with-a-sales-playbook-for-your-client-managers/) - If you're looking to boost your conversions, you need a sales playbook for your client managers. By providing them with the tools they need to succeed, you'll see an increase in closed deals and a better bottom line. When it comes to sales, your client managers are the ones on the front lines. They're the
- [Boosting Your Recruitment Success With Competency Testing](https://www.wizementoring.com/boosting-your-recruitment-success-with-competency-testing/) - If you’re looking to add new staff to your accounting or bookkeeping practice, it’s important to ensure that they have the necessary skills and knowledge for the job. One way to do this is to administer a competency test during the recruitment process. Here’s what you need to know about how to do competency testing
- [The Rule of 33%: Designing Your Life and Business for Success](https://www.wizementoring.com/the-rule-of-33-designing-your-life-and-business-for-success/) - Have you ever heard of the rule of 33%? It's a simple concept that can help you achieve success in both your personal and professional life. Here's how it works: 33% of your time should be spent with mentors (people who challenge you), 33% with your peers (those on the same level as you), and
- [What you measure, you can manage](https://www.wizementoring.com/what-you-measure-you-can-manage/) - In any business, measuring what you do is essential to understanding whether you are making progress and improving your bottom line. When it comes to scaling an accounting business, this is even more critical. By tracking the right metrics, you can manage your growth and make sure that each step you take leads in the

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- [About](https://www.wizementoring.com/about/) - Discover The Wize Way and the passionate people behind itGuided by a team of dedicated people who have paved the way and created a structured foundation to help you scale your business so that it’s easier for you to work fewer hours, earn more money, and create the freedom to choose what kind of lifestyle
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- [WizeMarket Graduate Accountant Test](https://www.wizementoring.com/au-graduate-test/) - Graduate Public Accountant TestGet the keys to success by testing if your accountants can be productive and capable of professionally processing Australian Tax Compliance tasks. Looking to evaluate your new hire by testing their aptitude, ability to learn and absorb Australian tax compliance system? Find out if your potential applicant is adept at following instructions
- [Client Manager Test](https://www.wizementoring.com/au-client-test/) - Client Manager TestThe greatest asset in any firm is the staff. Invest in your staff and they’ll pay you dividends. The Test is designed for experienced accounting professionals who have worked in Accounting and managerial roles. Purchase test nowWho is the test for? The Client Manager Test is designed for experienced accounting professionals who have
- [Intermediate Public Accountant Test](https://www.wizementoring.com/au-intermediate-test/) - Intermediate Public Accountant TestGet the keys to success by testing if your accountants can be productive and capable of professionally processing Australian Tax Compliance tasks. The Intermediate Public Accountant Test is designed for candidates who are seeking a role as an Intermediate Accountant. This test assesses accounting knowledge and skills for roles in public accounting
- [WizeMarket Senior Australian Public Accountant Test](https://www.wizementoring.com/au-senior-test/) - Senior Australian Public Accountant TestThe greatest asset in any firm is the staff. Invest in your staff and they’ll pay you dividends. This test is for practice owners recruiting senior accounting staff. Find out the level of your candidates experience and knowledge working in Australian accounting tax and compliance. Avoid hiring someone with the wrong
- [Wize Growth Offer](https://www.wizementoring.com/wizegrowth-offer/) - FOLLOW THE WIZE WAY ANDBuild a business that gives you freedom!If you are ready to transform your practice into a business, take our quick assessment and see how WizeGrowth can help you. Find Out MoreTAKE ACTION AND INVEST INYour success with WizeGrowthYour journey to building a business that gives you freedom and follows the Wize
- [Bookkeepers](https://www.wizementoring.com/bookkeepers/) - For ready-to-grow Bookkeepers.Successfully scale your practice with the resources and techniques developed by our Wize Mentor bookkeeping practice owners. Book A DemoScale Your Practice WithUnique systems, team designs and scaling methodsBookkeepers are in high demand and your practice is growing rapidly! But how do you grow it in a way that you can keep taking
- [Accountants](https://www.wizementoring.com/accountants/) - For forward-thinking Accountants.Transition from time poor practitioner to financially free business owner with our accounting practice growth blueprint developed over 30+ years. Book A DemoImplement The Tried And TestedBlueprint of 50+ years experience building our own firms.This allows any accounting practice owner to build a profitable business that pays them a passive income stream. If
- [Blog Landing](https://www.wizementoring.com/blog-landing/) - What’s new in the Words from the Wize Accounting FormBookkeeping FormHow toProduction Building Your Dream Team: Key Accounting Interview Questions for Business Owners Are you a firm owner feeling overwhelmed by the demands of growing your business while trying to find the ... Read Now AllAccounting FormAccountsAdminBookkeeping FormBrandHow toMarketingPodcastProductionQualitySealsFilter: Clear All Building Your Dream Team:
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- [Wize M&A Mastery System](https://www.wizementoring.com/ma-mastery-system/) - Unlock the Potential of Acquisitions to Scale Your Accounting Practice with the Accountants’ Wize M&A Mastery SystemUncover one of the best strategies to accelerate your firm’s growth with this tried and tested system that we’ve fine-tuned for you over the past 30 years. Have you considered or attempted an acquisition to grow your firm, but
- [Senior Bookkeeping Test](https://www.wizementoring.com/senior-bookkeeping-test/) - Senior Bookkeeping TestGet the keys to success by testing if your Senior Bookkeepers can be productive and capable of professionally covering all Australian bookkeeping essentials. Looking to evaluate your new hire by testing their aptitude, ability to learn and absorb Australian tax compliance system? Find out if your potential applicant is adept at following instructions
- [temppwizetalent](https://www.wizementoring.com/temppwizetalent/) - INVEST IN YOUR NO.1 ASSET AND Find Great People with WizeTalent WizeTalent is the pre-eminent solution specialist to help you attract, find and hire great talent for your firm. Book a Demo Lets helP you Start looking for Your next Hire Your next JobThe ultimate online staff recruitment solution for Accountants & Bookkeeper WizeTalent is
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- [WizeTalent Discovery Questionnaire thank you page](https://www.wizementoring.com/wizetalent-thankyou/) - Thanks for stopping by… Before you leave, we may have just solved all your hiring challenges! Take a look below to find out how. Are you tryingto hire for your firm? We transform accounting & bookkeeping firms by buildingexceptional leaders, teams and systems that get results. Find out how we can help you find your
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- [M & A Checkout USD](https://www.wizementoring.com/ma-checkout-usd/) - Wize M&A Mastery System Here’s what you can expect to get out of this playbook: ☑️ Gain Invaluable Wisdom and Insights. ☑️ Rapid Growth and Increased Turnover. ☑️ Mitigate Expansion Costs. ☑️ Step-by-Step Guidance. ☑️ Real-Life Examples and Practical Advice.
- [M & A Checkout AUD](https://www.wizementoring.com/ma-checkout-aud/) - Wize M&A Mastery System Here’s what you can expect to get out of this playbook: ☑️ Gain Invaluable Wisdom and Insights. ☑️ Rapid Growth and Increased Turnover. ☑️ Mitigate Expansion Costs. ☑️ Step-by-Step Guidance. ☑️ Real-Life Examples and Practical Advice.
- [Strategy Call](https://www.wizementoring.com/strategy-session-call/) - “Congrats! Your resource is on its way to your inbox… While you wait, check out this incredible opportunity to grow your firm… no matter your stage of business Could this be the move that transforms your firm forever? Find out in 30 minutes.You’re probably here because you want to overcome the barriers to growing your
- [Learning Hub](https://www.wizementoring.com/learning-hub/) - What's New In TheWords from the Wize Building Your Dream Team: Key Accounting Interview Questions for Business OwnersAre you a firm owner feeling overwhelmed by the demands of growing your business while trying to…Read Now What you measure, you can manageIn any business, measuring what you do is essential to understanding whether you are making
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- [WizeHub](https://www.wizementoring.com/wizehub/) - Your pathway to freedom in 2024 starts here! Join Us on our next WizeLive Mentoring Clinics Accelerate your bookkeeping or accounting practice growth with the right mentoring, tools and resources! Follow Wize Calendar Wize 2024 events you don’t want to miss… SEE TIME CONVERTERWizeLive Monthly ClinicsSpend an hour with the Wize Mentors and join in
- [wizeehubb](https://www.wizementoring.com/wizeehubb/) - Start a FREE 14-Day trial of the WizeHub We transform accounting firms by aligning People, Processes and Performance using our world-class tools and coaching. No Contracts • Cancel Anytime Sign up and get these limited-time Launch Bonuses Just say MAYBE and sign up for a 14-day free trial. No contracts. Cancel anytime. Get Started with
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- [Performance Playbook](https://www.wizementoring.com/playbook-performance/) - This playbook is your pathway to a 7-hour workweek! With this exclusive playbook authored for accountants by accountants, you will find answers to: How do I stop trading my time for the sake of growing my practice? How do I stop wearing all the hats and withdraw from jobs in my practice? How should I
- [Process Playbook](https://www.wizementoring.com/playbook-process/) - This playbook will help systemise your firm so it runs like clockwork With this exclusive playbook authored for accountants by accountants, you will find answers to: How do we get paid for all the work we are currently giving away to clients? Are your people, systems and technology working together properly? How do we dramatically
- [Wizehub AUD](https://www.wizementoring.com/au-wizehub-checkout/) - Start a FREE 14-Day trial of the WizeHub We transform accounting firms by aligning People, Processes and Performance using our world-class tools and coaching. No Contracts • Cancel Anytime Sign up and get these limited-time Launch Bonuses Just say MAYBE and sign up for a 14-day free trial. No contracts. Cancel anytime. Get Started with
- [Wizehub US](https://www.wizementoring.com/us-wizehub-checkout/) - Start a FREE 14-Day trial of the WizeHub We transform accounting firms by aligning People, Processes and Performance using our world-class tools and coaching. No Contracts • Cancel Anytime Sign up and get these limited-time Launch Bonuses Just say MAYBE and sign up for a 14-day free trial. No contracts. Cancel anytime. Get Started with
- [WizeMarket Practical Training Program](https://www.wizementoring.com/practical-training-program/) - Tax Accountant Practical Training ProgramTurn Your Junior Staff Into Experienced Accountants In Just 8 Weeks! Looking to upskill your tax accountant staff members? Look no further than our Practical Tax Accountant Training Program! This program is designed to help junior staff members quickly learn the ropes and become experienced accountants. Enroll Now We understand that
- [Accountants Google](https://www.wizementoring.com/accountants-google/) - looking for something specific?Search through our collections of videos and resources. Browse by CategoryWelcome! Get Started Here WizeVault – 18-Step Scaling Up System WizeLive Online Trainings WizeHub Instructional Videos WizeExpertise Partners Deals Wize Accountants’ Google
- [Videos](https://www.wizementoring.com/videos/) - No results found.Your Next StepsStart growing your business with Wize Mentoring today Book A Free CallSpeak with one of our mentors to find out how Wize Consulting can help your business grow. Choose A ProgramSelect the program that’s right for you and sign up (you can exit at any time). Transform Your BusinessUse what you
- [Blogs](https://www.wizementoring.com/blogs/) - Accounting FormBookkeeping FormHow toProductionBuilding Your Dream Team: Key Accounting Interview Questions for Business OwnersAre you a firm owner feeling overwhelmed by the demands of growing your business while trying to find the right team to support your goals? Jamie Johns, the founder of…Read More Accounting FormBookkeeping FormProductionQualityOutsourcing VS Offshoring: Which is the Winning Strategy for
- [WizeLive Checkout](https://www.wizementoring.com/wizelive-checkout/) - The WizeWay Live Workshops WHAT: The Wize Way to Scale Your Firm to Freedom Workshop WHEN and WHERE: Perth – November 20th , 2023. 8:30am -12:00pm Sydney – November 22nd , 2023. 8:30am -12:00pm Brisbane – November 24th , 2023. 8:30am -12:00pm WHY attend our workshop series? Because this is YOUR opportunity to redefine YOUR
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- [WizeTalent Sales](https://www.wizementoring.com/wizetalent-sales/) - INVEST IN YOUR NO. ASSET AND Find Great People with WizeTalent WizeTalent is the pre-eminent solution specialist to help you attract, find and hire great talent for your firm. Book a DemoThis content will appear inside a popup… Are you looking for Finding qualified staff is still by far the biggest challenge practice owners face
- [Wize Reader’s Survey](https://www.wizementoring.com/wizetip/wize-readers-survey/) - Wize Reader’s SurveyWhat is your primary business? *Please select an optionAccountingCPABookkeepingTax / AuditAdvisoryOtherWhat topics are you most interested in? (Select as many as you wish.) *Building better systemsPractice tech stackBetter workflow productionFinding staffHiring staffTraining and managing staffMarketing and SalesGenerating referralsScaling the businessPractice owner motivationOthersHow much do you or your company generate in monthly revenue: *Please
- [Pulse Checkout Step One](https://www.wizementoring.com/pulse-checkout-step-one/) - [check-out-form]
- [Strategy Session Call Form](https://www.wizementoring.com/strategy-session-call/strategy-session-call-form/) - 1. Which of these best describes you? *Business OwnerEmployeeStudent2. Which of these best describes your business?Accounting / CPABookkeepingOther Industry3. How many owners / partners are there in your business? *Just you234+4. How many staff do you currently employ? *None1-33-55-1010 – 2020+50+5. What is your current business revenue? *$10k - $30k per month$30k - $50k per
- [Wize Mentoring - Get Started Here](https://www.wizementoring.com/get-started/) - Welcome! If you’re an accounting or bookkeeping firm owner, you are home… We are here to help you where you are right now. Start, grow, and scale your firm with complete clarity, conviction & confidence. Could this be the start of a journey that transforms your firm forever? There’s only one way to find out.
- [Thank You](https://www.wizementoring.com/wizetip/thank-you/) - Thank You For Subscribing to Ed’s Friday TipsWatch out for a weekly email every Friday as Ed Chan shares a practice management tip that will help you shortcut the challenges of scaling your business. While you’re here, join our free Wize Accountants Mastermind group. It’s our free online community to share daily insights, tips, and
- [Practical Training Program Checkout](https://www.wizementoring.com/practical-training-program-checkout/) - Australian Tax Accountant: Practical Training Program Course Details: Tax Accountant Practical Training Program candidates are taken through six intensive modules with videos and case studies which focus on developing the practical skills required in accounting – skills that make you an attractive asset to any CPA or Public Accounting Firm. ☑️ 6 Modules ☑️ 60+
- [The Wize Library](https://www.wizementoring.com/wizehub-resources/) - The Wize Library We welcome you with FREE books to get you started! Download NowDownload NowDownload NowDownload NowDownload NowDownload NowDownload Now
- [Growth Starts Here](https://www.wizementoring.com/wizehub-demo/) - “Welcome! Did you see our email promotion? Thanks for stopping by… Read on if you’d like to find out how we are scaling our firms with less pain and more predictability Do you fit these criteria? We are looking for 5 practice owners in Australia right now. Is this you? You have $200k+ in accounting
- [WizeGrowth Events](https://www.wizementoring.com/wizegrowth-event/) - September Join Us on all Zoom Sessions via www.wizezoom.com Your online home for all the latest details on your WizeGrowth Journey Follow Wize Calendar Important Upcoming Dates for your calendar… SEE TIME CONVERTERWizeGrowth Monthly Board Meetings – book your session now.Everyone should have their monthly board meetings scheduled. Get first dibs on preferred slots and
- [WizeHub Additional User Submission Form](https://www.wizementoring.com/wizehub-user-form/) - WizeHub Additional User Submission Form WizeHub User Access Matrix Download the PDF
- [WizeGrowth Journey Application Form](https://www.wizementoring.com/wizegrowth-journey/) - WizeGrowth Journey Application for Acceptance
- [Wize Hub Sales](https://www.wizementoring.com/wize-hub-sales/) - NEW AND IMPROVEDGet first access to you very own WizeHub. The all around KPI Dashboard that allows you to track the business performance and get your team members to collaborate anytime, anywhere. Start your 30-day trialIntroducing the new WizeHub The ultimate business performance KPI Dashboard and Intranet solution for Accountants and Bookkeepers 0USERS0CONTACTS0FUNNELS0PROCESSED What We
- [Wize Expertise](https://www.wizementoring.com/wize-expertise/) - WizeExpertise Partners Deals WizeExpertise gives you direct access and support to a select panel of service / product providers that Wize Mentoring have identified to be experts in their field. Our Partners Deals Partner NameOffer Line: 10% discount for new Karbon membersDiscover the three workflow management secrets every practice owner needs to know.View More Partner
- [Thank You and WizePulse](https://www.wizementoring.com/thank-you-and-wizepulse/) - Watch out for the Accountants Systems Secrets Playbook in your inbox! ? We’ve sent the download link of the Accountants Systems Secrets Playbook to your email. But in case it got lost, you can also click the button below to get the copy of the book. These free resources will help you get the hang
- [Senior Bookkeeping Test Checkout](https://www.wizementoring.com/senior-bookkeeping-test-checkout/) - Senior Bookkeeping Test Test Features ☑️ 40 Questions with a time limit of 60 minutes. ☑️ Multiple versions of each question to ensure test integrity. ☑️ Randomized question selection to minimize cheating risks. ☑️ Quick and efficient report generation for completed tests, sent directly to your email. ☑️ Each test purchase enables assessment of one
- [People Playbook](https://www.wizementoring.com/playbook-people/) - This playbook will give you the secrets to hiring exceptional staff. With this exclusive playbook authored for accountants by accountants, you will find answers to: Does my capacity plan give the green light to hire? How much can I save by checking I’m hiring for the right role? What are the top 3 places to
- [Book a Growth Strategy Session](https://www.wizementoring.com/grow-and-scale-now/) - “Welcome! Did you see our email promotion? Thanks for stopping by… Read on if you’d like to find out how we are scaling our firms with less pain and more predictability Do you fit these criteria? We are looking for 5 practice owners in Australia right now. Is this you? You are the owner of
- [Capacity Session](https://www.wizementoring.com/capacity-session/) - “Congrats! Your resource is on its way to your inbox… While you wait, check out this incredible opportunity to grow your firm… no matter your stage of business Could this be the move that transforms your firm forever? Find out in 30 minutes. You’re probably here because you want to overcome the barriers to growing
- [Senior Australian Public Accountant Test](https://www.wizementoring.com/au-senior-test-checkout/) - Senior Australian Public Accountant Test Test Features ☑️ 50 Questions with a time limit of 2 hours. ☑️ Multiple versions of each question to ensure test integrity. ☑️ Randomized question selection to minimize cheating risks. ☑️ Each test purchase enables assessment of one candidate As a recruiting manager, you gain insight into the candidate’s skills and knowledge in each
- [Intermediate Public Accountant Test Checkout](https://www.wizementoring.com/au-intermediate-test-chekcout/) - Intermediate Public Accountant Test Test Features ☑️ 35 multiple-choice questions. ☑️ Ranging from basic to advanced. ☑️ 90 minutes to complete the test. ☑️ Quick and efficient report generation for completed tests, sent directly to your email. ☑️ Each test purchase enables assessment of one candidate. ? Your staff is your most important resource, let’s
- [Graduate Program Checkout](https://www.wizementoring.com/au-graduate-test-checkout/) - Graduate Public Accountant Test Test Features ☑️ 30 Questions with a time limit of 60 minutes. ☑️ Multiple versions of each question to ensure test integrity. ☑️ Randomized question selection to minimize cheating risks. ☑️ Quick and efficient report generation for completed tests, sent directly to your email. ☑️ Each test purchase enables assessment of
- [Client Manager Test](https://www.wizementoring.com/au-client-test-checkout/) - Client Manager Test Test Features ☑️ 50 Questions with a time limit of 2 hours. ☑️ Randomized question selection to minimize cheating risks. ☑️ Each test purchased allows you to test one candidate. Once the candidate has completed the test, the results will provide recruiters with an individualized evaluation of the candidate’s proficiency in
- [Terms and Conditions](https://www.wizementoring.com/terms-conditions/) - By checking this box, you confirm that you understand: You will only be charged $49.99USD for your 30-day access to our Wize membership. If you do not cancel within the first 30 days – which you can do by replying to any of our emails, writing to support@wizementoring.com or cancelling via your account settings – you will automatically be billed USD
- [WizeHub Scaling Up Tool](https://www.wizementoring.com/wizehub-offer/) - NEW AND IMPROVEDGet exclusive early bird access to your very own WizeHub. A proprietary business intelligence application that allows you to track the heartbeat and results of your firm in real-time. NOW LIVE!Introducing the new WizeHub The ultimate business intelligence software for growing accounting firms of any size. WizeHub is Wize Mentoring’s proprietary software built
- [People Playbook - USA](https://www.wizementoring.com/people-playbook-usa/) - Attention Accounting, CPA and Bookkeeping Firm Owners in the USA This playbook will give you the secrets to finding & hiring exceptional staff in 2023. In this exclusive playbook authored for accountants by accountants, you will find answers to: Does my capacity plan give the green light to hire? How much can I save by
- [The Wize Way](https://www.wizementoring.com/the-wize-way/) - Just decide… Will you keep doing things the way you have been doing them or do you need support from trusted practice owners who have travelled the path before you? The quicker you make that decision, the sooner you can truly transform your practice forever. StrategyWize Mentoring has developed the No.1 STRATEGY in the world
- [Book Recruit](https://www.wizementoring.com/book-recruit/) - The step-by-step guide to finding & keeping qualified staff in your practiceFind and keep qualified staff in your practice. This playbook includes a list of recruitment strategies, tips on how to attract talent, and advice from and advice from experts in the industry If you’re a practice owner, inside you’ll discover… A proven system to
- [The Wize Team](https://www.wizementoring.com/the-wize-team/) - Meet these awesome people who create a structured foundation for Wize Mentoring. Each member is equipped with creativity and a passionate heart to bring uniqueness to the organization with only one goal in mind –to help you scale your business so that it’s easier for you to work less hours, earn more money, and have
- [Thank You - For Downloading](https://www.wizementoring.com/thank-you-for-downloading/) - Thanks for downloading! Your book is on its way to your inbox. Watch out for the book’s download link in your email. You may also want to check your spam or junk folder in case you don’t see it. While you’re here, join our free Wize Accountants Mastermind group. It’s our free online community to
- [Thank You - Ed's Friday Tips](https://www.wizementoring.com/thank-you/) - Thank You For Subscribing to Ed’s Friday Tips Watch out for a weekly email every Friday as Ed Chan shares a practice management tip that will help you shortcut the challenges of scaling your business. While you’re here, join our free Wize Accountants Mastermind group. It’s our free online community to share daily insights, tips,
- [Pulse Checkout Step Two](https://www.wizementoring.com/pulse-checkout-step-two/) - Thank You For Trusting Us Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat
- [Privacy Policy](https://www.wizementoring.com/privacy-policy/) - SECTION 1 – WHAT DO WE DO WITH YOUR INFORMATION? When you purchase something from our store, as part of the buying and selling process, we collect the personal information you give us such as your name, address and email address. When you browse our store, we also automatically receive your computer’s internet protocol (IP)
- [Intergame](https://www.wizementoring.com/intergame/) - GAME AREA Still thinking if it's for you?Show Results Let’s do the test!Retake RESULTS AREA
- [Book System](https://www.wizementoring.com/book-system/) - Three workflow management secrets every accounting practice owner must knowQuick and simple strategies to get work done faster, manage staff productivity better and work fewer hours IN your practice If you're a practice owner, inside you'll discover... A foolproof roadmap for dramatically improving your internal systems The simple steps to overcome the major challenges of
- [Book 7-Hour](https://www.wizementoring.com/book-7-hour/) - Transform your business with ease.We’ll share with you stories of how we turned our own firms (which we still own) using these 3 simple strategies to work less hours, get more clients and build a business that runs without you. Stop trading your time Get your business working for you Start your 7-Step withdrawal journey

## Partners

- [Partner Name](https://www.wizementoring.com/partners/partner-name-11/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-10/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-9/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-8/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-7/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-6/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-5/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-4/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-3/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name-2/)
- [Partner Name](https://www.wizementoring.com/partners/partner-name/)

## Mentor Team

- [Alison Ludas](https://www.wizementoring.com/mentor-team/alison-ludas/) - Ali is our WizeHub Coach who will come alongside you as you implement the WizeHub to track and monitor your business performance. Ali is a CPA and brings 16+ years of experience managing the operations of a successful public practice accounting firm. As General Manager and Partner, she was responsible for all aspects of operations
- [Raul Acevedo](https://www.wizementoring.com/mentor-team/raul-acevedo/) - Raul is the WizeHub Coach for North America, with a background as an accountant. He is passionate about empowering businesses to grow and succeed through new strategies. He values meaningful conversations, believing that growth comes from open dialogue and a willingness to explore new perspectives. He also loves coffee and is open to connecting and
- [Selina Aves](https://www.wizementoring.com/mentor-team/selina-aves/) - Selina is our WizePulse Support Specialist. She is an excellent communicator and has a knack for earning the trust of clients right away. Her responsibilities include resolving queries, recommending solutions, and guiding WizePulse Members through our world-class mentoring program.
- [Claudia Piñerua Boscan](https://www.wizementoring.com/mentor-team/claudia-piñerua-boscan/) - Claudia is the support specialist at Wize Mentoring with extensive experience in assisting the growth of countless practice owners worldwide. With her wealth of knowledge and expertise, she stands ready to address any inquiries regarding the transformation and expansion of every accounting or bookkeeping business. Feel free to reach out to her for valuable guidance
- [Brenton Ward](https://www.wizementoring.com/mentor-team/brenton-ward/) - Since 2006, Brenton has been working with Financial & Professional Service Firm owners in Australia, New Zealand, USA, UK, and Europe, now permanently based in Dublin, Ireland. Brenton has successfully started and built 3 businesses of his own, first starting at the age of 23. Brenton is a founder and is CEO of Wize Mentoring
- [Jamie Johns](https://www.wizementoring.com/mentor-team/jamie-johns/) - Jamie founded Sky Accountants in 2003. Sky Accountants has received several awards over the years, including the 2017 Panalitix's Accounting Business of the Year award, Jamie received the Institute of Public Accountants' (IPA) 2017 Australian Member of the Year award, the IPA’s 2016 Victoria Practice of the Year award, and Panalitix's 2015 Most Innovative Accounting
- [Ed Chan](https://www.wizementoring.com/mentor-team/ed-chan/) - Ed is the Non-Exec Chairman of Chan & Naylor, an Accounting Group he founded from a small home office and is now a National Financial Services Organisation with offices in most major Capital cities around Australia that services more than 6,000 clients. Ed also speaks at many Business Seminars around Australia in Best Practice Methodologies
- [Krizzia Joven](https://www.wizementoring.com/mentor-team/krizzia-joven/) - Krizzia is our WizeTalent Support specialist and has years of HR experience with people management. She loves to play with her dogs and spend time with her family outside of work. Her passion for people management means she’ll do anything it takes to make sure our WizeTalent clients find the right superstar members to scale
- [Samee Regalado](https://www.wizementoring.com/mentor-team/samee-regalado/) - Samee is your WizeGrowth Support Specialist. She is your direct contact for your WizeGrowth Journey and will ensure you are well looked after along the way. Samee has a passion for helping people grow their businesses and become more successful. Samee is always excited about helping our newest WizeGrowth members get kick-started, so she is
- [Jin Reynoso](https://www.wizementoring.com/mentor-team/jin-reynoso/) - Jin, the design specialist at Wize Mentoring, possesses an exceptional talent for crafting captivating design creatives. Known as the go-to person for all design-related matters, Jin has the ability to transform a good design into something truly extraordinary with her magical touch. After a fulfilling day at Wize Mentoring, Jin finds solace and joy in
- [Abi Minto](https://www.wizementoring.com/mentor-team/abi-minto/) - Abi is the marketing specialist at Wize Mentoring, is deeply immersed in her role, dedicated to crafting compelling content for various social media platforms and managing strategic partnerships. Her love for writing fuels her desire to curate an ever-growing collection of stories that highlight the profound impact Wize Mentoring has on accounting and bookkeeping firms.
- [Thomas S Phabmixay](https://www.wizementoring.com/mentor-team/thomas-s-phabmixay/) - Thomas is a Wize Mentor at Wize Mentoring and also the General Manager and Partner at TMS Financial, a CPA Public Practice based in Sydney that was founded in 1993. Thomas is passionate about designing systems and processes for an online-based working environment. Having begun his Wize journey in Jan-2019 his experiences in applying the
- [Sohail Ansari](https://www.wizementoring.com/mentor-team/sohail-ansari/) - Sohail is our WizeHub Support specialist. A veteran in the IT industry, he is also our database master and goes above and beyond to make sure that any customer who contacts us gets what they want or need from our WizeHub product or solutions. When he isn’t working on his computer, you can find him
- [Danielle Bray](https://www.wizementoring.com/mentor-team/danielle-bray/) - Meet Dani, your new WizeTalent Coach. She will be your point of contact for your WizeTalent experience and will help you to secure the next A-Grade member for your growing firm. Dani has experience in the recruitment industry, helping clients find and obtain staff that align with their core values. Dani is excited to meet
- [Tim Causbrook](https://www.wizementoring.com/mentor-team/tim-causbrook/) - Tim is a Wize Mentor and also the Chief Operating Officer of Causbrooks & Associates. At Causbrooks, a Sydney CBD based full-service firm with 20+ staff, he has responsibility for the firm's systems, procedures, policies, software adoption, and change management. In Tim's capacity as Wize Mentor, he helps accounting/bookkeeping practice owners plan and implement changes
- [Kristy Fairbairn](https://www.wizementoring.com/mentor-team/kristy-fairbairn/) - Kristy is a Wize Mentor, a licensed bookkeeper and a passionate business owner who thrives off helping clients create balance in their business. She prides herself working as a bookkeeper for 10 years and owner of The Business Oasis for 4 of those years. She has helped clients create strategies to future proof their businesses
- [Delaine Padilla](https://www.wizementoring.com/mentor-team/delaine-padilla/) - Delaine is a content specialist at Wize Mentoring, where she helps to create engaging and persuasive content for the company’s website and other platforms. An experienced copywriter with over 5 years of experience in startups, Delaine has written everything from blog posts to whitepapers. She also specializes in copywriting, social media management, content writing- you
- [Chang](https://www.wizementoring.com/mentor-team/chang/) - Passionate about his work, Chang has been a reliable and trustworthy IT Support for Wize Mentoring. He ensures that all of the company’s computer systems are running smoothly, installs and configures hardware and software, monitors the system for technical issues as they arise, and provides us with top-notch technical support. In addition to being an

## Video Testimonials

- [WizeTalent Reel](https://www.wizementoring.com/video_testimonials/13978-2/)
- [Sam Altman](https://www.wizementoring.com/video_testimonials/sam-altman/)
- [Cameron Williams](https://www.wizementoring.com/video_testimonials/cameron-williams/)
- [Kristy Fairbairn](https://www.wizementoring.com/video_testimonials/kristy-fairbairn/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Risus eget auctor vestibulum posuere eu, vitae, maecenas et. Elit eget quisque venenatis molestie cras neque. Facilisis faucibus nullam odio magna id.
- [Katie Bryan](https://www.wizementoring.com/video_testimonials/katie-bryan/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Risus eget auctor vestibulum posuere eu, vitae, maecenas et. Elit eget quisque venenatis molestie cras neque. Facilisis faucibus nullam odio magna id.
- [Rueben Bergola](https://www.wizementoring.com/video_testimonials/rueben-bergola/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- [Stephen Edwards](https://www.wizementoring.com/video_testimonials/stephen-edwards/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- [Craig Milroy](https://www.wizementoring.com/video_testimonials/craig-milroy/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- [Joe Collins](https://www.wizementoring.com/video_testimonials/joe-collins/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- [Conor Kearney](https://www.wizementoring.com/video_testimonials/conor-kearney/)
- [Carmen Morris](https://www.wizementoring.com/video_testimonials/carmen-morris/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- [Aaron Colley](https://www.wizementoring.com/video_testimonials/aaron-colley/)
- [Warren Marris](https://www.wizementoring.com/video_testimonials/warren-marris/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- [Jennifer Hickey](https://www.wizementoring.com/video_testimonials/jennifer-hickey/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- [Ilona Brunner](https://www.wizementoring.com/video_testimonials/ilona-brunner/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Risus eget auctor vestibulum posuere eu, vitae, maecenas et. Elit eget quisque venenatis molestie cras neque. Facilisis faucibus nullam odio magna id.
- [Byron Mcbroom](https://www.wizementoring.com/video_testimonials/byron-mcbroom/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- [Anthony Luvisetto](https://www.wizementoring.com/video_testimonials/anthony-luvisetto/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

## Podcasts

- [Episode 163: How to Keep Your Team Aligned and Productive](https://www.wizementoring.com/podcasts/episode-163-how-to-build-a-solid-referral-program-for-your-business/)
- [Episode 165: Top 4 Marketing Strategies for Accounting Firms](https://www.wizementoring.com/podcasts/episode-165-top-4-marketing-strategies-for-accounting-firms/) - Discover 4 powerful ways to grow your accounting firm—starting with referrals and upselling clients, no ad spend required.
- [Episode 162: The Habits of a High-Performing Senior Client Manager](https://www.wizementoring.com/podcasts/episode-162-the-habits-of-a-high-performing-senior-client-manager/) - Learn how a Senior Client Manager helps scale your firm by managing clients, freeing your time, and driving team performance for long-term growth.
- [Episode 164: Should You Sell to Private Equity? What Firm Owners Must Know](https://www.wizementoring.com/podcasts/episode-164-should-you-sell-to-private-equity-what-firm-owners-must-know/) - Discover why private equity is targeting accounting firms—and the 5 questions to ask before you sell. Insights from Jamie Johns and Brenton Ward.
- [Episode 159: Implementing the 4 Quads in Your Firm](https://www.wizementoring.com/podcasts/episode-159-implementing-the-4-quads-in-your-firm/)
- [Episode 161: Maximising Productivity: The Delegation Strategies You Need to Know](https://www.wizementoring.com/podcasts/episode-161-maximising-productivity-the-delegation-strategies-you-need-to-know/)
- [Episode 160: 3 Golden Tips for Becoming a Better Client Manager](https://www.wizementoring.com/podcasts/episode-160-3-golden-tips-for-becoming-a-better-client-manager/)
- [Episode 158: How to Convert Leads Every Time: Your Lead Allocation System](https://www.wizementoring.com/podcasts/episode-158-how-to-convert-leads-every-time-your-lead-allocation-system/)
- [Episode 157: Retention Secrets Every Accounting Firm Needs to Know](https://www.wizementoring.com/podcasts/episode-157-retention-secrets-every-accounting-firm-needs-to-know/) - Learn the 4 key strategies every accounting firm needs to retain top talent and build a team that stays.
- [Episode 156: How to Set Up Your Accounting Firm's Meeting Rhythm](https://www.wizementoring.com/podcasts/episode-156-how-to-set-up-your-accounting-firms-meeting-rhythm/)
- [Episode 155: The Wize 7-Division: Your Blueprint to Building a Business That Runs Without You](https://www.wizementoring.com/podcasts/episode-155-the-wize-7-division-your-blueprint-to-building-a-business-that-runs-without-you/)
- [Episode 154: Wize Factor Chat: Daniel Vasin - Vasin Holdings Pty Ltd](https://www.wizementoring.com/podcasts/episode-154-wize-factor-chat-daniel-vasin-vasin-holdings-pty-ltd/)
- [Episode 153: Why Hiring an Admin is Key to Scaling Beyond $1M](https://www.wizementoring.com/podcasts/episode-153-why-hiring-an-admin-is-key-to-scaling-beyond-1m-2/)
- [Episode 151: The Art of Delegation and Building a Business That Works for You](https://www.wizementoring.com/podcasts/episode-151-the-art-of-delegation-and-building-a-business-that-works-for-you/)
- [Episode 150: Wize Factor Chat: Gary Doran - Crescendo Accounting & Consulting CPA](https://www.wizementoring.com/podcasts/episode-150-wize-factor-chat-gary-doran-crescendo-accounting-consulting-cpa/)
- [Episode 152: How to Create a No Blame Culture in Your Firm](https://www.wizementoring.com/podcasts/episode-152-how-to-create-a-no-blame-culture-in-your-firm/)
- [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](https://www.wizementoring.com/podcasts/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/)
- [Episode 148: How to Run A Discovery Call For Your Accounting Practice┃Questions to Ask](https://www.wizementoring.com/podcasts/episode-148-how-to-run-a-discovery-call-for-your-accounting-practice┃questions-to-ask/)
- [Episode 146: Personal Exertion vs. Passive Income: What’s Your Firm Worth?](https://www.wizementoring.com/podcasts/episode-146-personal-exertion-vs-passive-income-whats-your-firm-worth/)
- [Episode 145: Firm transformation starts with the owner: becoming a better leader](https://www.wizementoring.com/podcasts/episode-145-firm-transformation-starts-with-the-owner-becoming-a-better-leader/)
- [Episode 144: What is the Concept of Having a Deep and Narrow Team Structure?](https://www.wizementoring.com/podcasts/episode-144-what-is-the-concept-of-having-a-deep-and-narrow-team-structure/)
- [Episode 143: Leadership Lessons for Firm Owners: The Three C's Framework To Become a Better Leader](https://www.wizementoring.com/podcasts/episode-143-leadership-lessons-for-firm-owners-the-three-cs-framework-to-become-a-better-leader/)
- [Episode 142: Wize Factor Chat: Jamie Johns - Sky Accountants](https://www.wizementoring.com/podcasts/episode-142-wize-factor-chat-jamie-johns-sky-accountants/)
- [Episode 141: Mastering Capacity Planning for Your Business](https://www.wizementoring.com/podcasts/episode-141-mastering-capacity-planning-for-your-business/)
- [Episode 140: The importance of time management for every business owner](https://www.wizementoring.com/podcasts/episode-140-the-importance-of-time-management-for-every-business-owner/)
- [Episode 139: How to Design Your Life and Business to Success](https://www.wizementoring.com/podcasts/episode-139-how-to-design-your-life-and-business-to-success/)
- [Episode 147: Top 5 Hiring Mistakes That Cost Firm Owners Thousands](https://www.wizementoring.com/podcasts/episode-147-top-5-hiring-mistakes-that-cost-firm-owners-thousands/)
- [Episode 137: The benefits of having a deep and narrow team structure](https://www.wizementoring.com/podcasts/episode-137-the-benefits-of-having-a-deep-and-narrow-team-structure/)
- [Episode 138: Reflections of 2024 and setting your goals for the new year](https://www.wizementoring.com/podcasts/episode-138-reflections-of-2024-and-setting-your-goals-for-the-new-year/)
- [Episode 136: How to Effectively Manage Offshore Teams](https://www.wizementoring.com/podcasts/episode-136-how-to-effectively-manage-offshore-teams/)
- [Episode 135: Leading by Example: The Role of Mentorship in Accounting and Bookkeeping Success](https://www.wizementoring.com/podcasts/episode-135-leading-by-example-the-role-of-mentorship-in-accounting-and-bookkeeping-success/)
- [Episode 134: How to Onboard and Train New Staff](https://www.wizementoring.com/podcasts/episode-134-how-to-onboard-and-train-new-staff/)
- [Episode 133: What are the essential skills of a client manager?](https://www.wizementoring.com/podcasts/episode-133-what-are-the-essential-skills-of-a-client-manager/)
- [Episode 132: Building a team in another country - How to dramatically change the future of your firm using our Wize offshoring strategy?](https://www.wizementoring.com/podcasts/episode-132-building-a-team-in-another-country-how-to-dramatically-change-the-future-of-your-firm-using-our-wize-offshoring-strategy/)
- [Episode 131: Mindset Shift: How to Cultivate a Growth Mindset in Running a Business](https://www.wizementoring.com/podcasts/episode-131-mindset-shift-how-to-cultivate-a-growth-mindset-in-running-a-business/)
- [Episode 122: The Labor Shortage Tsunami - Are You Prepared?](https://www.wizementoring.com/podcasts/episode-122-the-labor-shortage-tsunami-are-you-prepared/)
- [Episode 123: The Power of Capacity Planning for Accounting and Bookkeeping Firms](https://www.wizementoring.com/podcasts/episode-123-the-power-of-capacity-planning-for-accounting-and-bookkeeping-firms/)
- [Episode 124: What High-Performing Leaders Do Everyday In Their Firm](https://www.wizementoring.com/podcasts/episode-124-what-high-performing-leaders-do-everyday-in-their-firm/)
- [Episode 125: Wize Factor Chat: Brett Angus & Jaycen Wilson - Element Accountant & Advisors](https://www.wizementoring.com/podcasts/episode-125-wize-factor-chat-brett-angus-jaycen-wilson-element-accountant-advisors/)
- [Episode 126: Mastering Change Management: How Trust Transforms Your Firm](https://www.wizementoring.com/podcasts/episode-126-mastering-change-management-how-trust-transforms-your-firm/)
- [Episode 127: How to Build a Sustainable Business with The Wize 7 Division Organisational Chart](https://www.wizementoring.com/podcasts/episode-127-how-to-build-a-sustainable-business-with-the-wize-7-division-organisational-chart/)
- [Episode 128: The 3 Barriers to Growth- Leadership, Logistics and Marketing](https://www.wizementoring.com/podcasts/episode-128-the-3-barriers-to-growth-leadership-logistics-and-marketing/)
- [Episode 129: Why You Should Start Scheduling your Workflow for your Accounting Firm](https://www.wizementoring.com/podcasts/episode-129-why-you-should-start-scheduling-your-workflow-for-your-accounting-firm/)
- [Episode 130: Wize Factor Chat: Jake Douglas - Church Finance Pros](https://www.wizementoring.com/podcasts/episode-130-wize-factor-chat-jake-douglas-church-finance-pros/)
- [Episode 121: Wize Factor Chat: Johanna Eddy - MarginKeepers](https://www.wizementoring.com/podcasts/episode-121-wize-factor-chat-johanna-eddy-marginkeepers/)
- [Episode 120: Offshore Teams: Your Path to Business Growth](https://www.wizementoring.com/podcasts/episode-120-offshore-teams-your-path-to-business-growth/)
- [Episode 119: Hiring Tips to create a team that can excel your business into growth](https://www.wizementoring.com/podcasts/episode-119-hiring-tips-to-create-a-team-that-can-excel-your-business-into-growth/)
- [Episode 118: How to build client portfolios for your firm](https://www.wizementoring.com/podcasts/episode-118-how-to-build-client-portfolios-for-your-firm/)
- [Episode 117: Bottom-up VS Top-down Management](https://www.wizementoring.com/podcasts/episode-117-bottom-up-vs-top-down-management/)
- [Episode 116: Wize Factor Chat: Byron McBroom - Measured Results](https://www.wizementoring.com/podcasts/episode-116-wize-factor-chat-byron-mcbroom-measured-results/)
- [Episode 115: Time Management for Accounting Practice Owners](https://www.wizementoring.com/podcasts/episode-115-time-management-for-accounting-practice-owners/)
- [Episode 114: Critical Policies For Instilling Better Leadership in your Firm](https://www.wizementoring.com/podcasts/episode-114-critical-policies-for-instilling-better-leadership-in-your-firm/)
- [Episode 113: The Importance of Staff Review Meetings](https://www.wizementoring.com/podcasts/episode-113-the-importance-of-staff-review-meetings/)
- [Episode 112: Wize Factor Chat: Kristy Fairbairn - The Business Oasis](https://www.wizementoring.com/podcasts/episode-112-wize-factor-chat-kristy-fairbairn-the-business-oasis/)
- [Episode 110: Keeping your team healthy - More Givers and Less Takers!](https://www.wizementoring.com/podcasts/episode-110-keeping-your-team-healthy-more-givers-and-less-takers/)
- [Episode 109: The Accountant's & Bookkeeper's Guide to Designing a Lifestyle-Driven Business](https://www.wizementoring.com/podcasts/episode-109-the-accountants-bookkeepers-guide-to-designing-a-lifestyle-driven-business/)
- [Episode 108: Wize Factor Chat: Michael Hanrahan - Hanrahan & Associates](https://www.wizementoring.com/podcasts/episode-108-wize-factor-chat-michael-hanrahan-hanrahan-associates/)
- [Episode 107: UPFRONT PRICING: Crafting Winning Pricing Strategies in Accounting & Bookkeeping](https://www.wizementoring.com/podcasts/episode-107-upfront-pricing-crafting-winning-pricing-strategies-in-accounting-bookkeeping/)
- [Episode 106: Time Management for Accounting & Bookkeeping Practice Owners](https://www.wizementoring.com/podcasts/episode-106-time-management-for-accounting-bookkeeping-practice-owners/)
- [Episode 105: The path to a 7-hour work week - How to build a scalable business that can run without you](https://www.wizementoring.com/podcasts/episode-105-the-path-to-a-7-hour-work-week-how-to-build-a-scalable-business-that-can-run-without-you/)
- [Episode 104: The Importance of Staff Review Meetings](https://www.wizementoring.com/podcasts/episode-104-the-importance-of-staff-review-meetings/)
- [Episode 103: Wize Factor Chat: Thomas Sphabmixay - TMS Financials](https://www.wizementoring.com/podcasts/episode-103-wize-factor-chat-thomas-sphabmixay-tms-financials/)
- [Episode 102: The Single Best Way to Find and Recruit Qualified Staff for your Practice](https://www.wizementoring.com/podcasts/episode-102-the-single-best-way-to-find-and-recruit-qualified-staff-for-your-practice/)
- [Episode 101: How to educate clients with your firm's accounting services](https://www.wizementoring.com/podcasts/episode-101-how-to-educate-clients-with-your-firms-accounting-services/)
- [Episode 100: Be a Next Level Client Manager](https://www.wizementoring.com/podcasts/episode-100-be-a-next-level-client-manager/)
- [Episode 99: Wize Factor Chat: David Burnes - Asset Accounting](https://www.wizementoring.com/podcasts/episode-99-wize-factor-chat-david-burnes-asset-accounting/)
- [Episode 98: Understanding the 3 phase process of discovery, proposal, and production](https://www.wizementoring.com/podcasts/episode-98-understanding-the-3-phase-process-of-discovery-proposal-and-production/)
- [Episode 97: Tracking the right metrics- your Fab 5 Dashboard](https://www.wizementoring.com/podcasts/episode-97-tracking-the-right-metrics-your-fab-5-dashboard/)
- [Episode 96: Mapping Out Your Withdrawal Journey (How Life-Changing is the Current System for Business Firms)](https://www.wizementoring.com/podcasts/episode-96-mapping-out-your-withdrawal-journey-how-life-changing-is-the-current-system-for-business-firms/)
- [Episode 95: Wize Factor Chat: Shayan Rashid - SRJ CPA](https://www.wizementoring.com/podcasts/episode-95-wize-factor-chat-shayan-rashid-srj-cpa/)
- [Episode 94: How to Deal with Pushbacks In Your Firm?](https://www.wizementoring.com/podcasts/episode-94-how-to-deal-with-pushbacks-in-your-firm/)
- [Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring](https://www.wizementoring.com/podcasts/episode-93-testing-out-a-candidate-on-speed-and-accuracy-before-hiring/)
- [Episode 92: How to Achieve Your Business Ideal Income](https://www.wizementoring.com/podcasts/92-episode-92-how-to-achieve-your-business-ideal-income/)
- [Episode 91: The Secrets to Making of a High-Performing Team](https://www.wizementoring.com/podcasts/episode-91-the-secrets-to-making-of-a-high-performing-team/)
- [Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates](https://www.wizementoring.com/podcasts/episode-90-wize-factor-chat-tim-causbrook-causbrook-associates/)
- [Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024](https://www.wizementoring.com/podcasts/episode-89-accounting-and-bookkeeping-best-practices-to-adopt-in-2024/)
- [Episode 88: The Different Concepts of Quad Activities for Every Firm](https://www.wizementoring.com/podcasts/episode-88-the-different-concepts-of-quad-activities-for-every-firm/)
- [Episode 87: New Year's Resolutions & Finding and Keeping Great Talent](https://www.wizementoring.com/podcasts/episode-87-new-years-resolutions-finding-and-keeping-great-talent/)
- [Episode 86: Ready for 2024! Setting your goals for the new year](https://www.wizementoring.com/podcasts/episode-86-ready-for-2024-setting-your-goals-for-the-new-year/)
- [Episode 85: The 12 Wize Tips of Christmas (2023 Edition)](https://www.wizementoring.com/podcasts/episode-85-the-12-wize-tips-of-christmas-2023-edition/)
- [Episode 84: WizeHub: The Next Level Business Intelligence](https://www.wizementoring.com/podcasts/episode-84-the-next-level-business-intelligence/)
- [Episode 83: “Systems Dependent” and not “People Dependent”](https://www.wizementoring.com/podcasts/episode-83-systems-dependent-and-not-people-dependent/)
- [Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors](https://www.wizementoring.com/podcasts/episode-82-wize-factor-chat-anthony-luvisetto-icompass-professional-advisors/)
- [Episode 81: The Role, Responsibilities & KPI's of a Senior Production Manager](https://www.wizementoring.com/podcasts/episode-81-the-role-responsibilities-kpis-of-a-senior-production-manager/)
- [Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?](https://www.wizementoring.com/podcasts/episode-80-what-is-the-concept-of-having-a-deep-and-narrow-team-structure/)
- [Episode 79: Managing a High-Performing Offshore Team](https://www.wizementoring.com/podcasts/episode-79-managing-a-high-performing-offshore-team/)
- [Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for your Accounting Firm](https://www.wizementoring.com/podcasts/episode-78-building-capacity-vs-advertising-what-is-it-and-why-it-matters-for-your-accounting-firm/)
- [Episode 77: Wize Factor Chat: Lacey Harnar - Pathway CPA Group, LLC](https://www.wizementoring.com/podcasts/episode-77-wize-factor-chat-lacey-harnar-pathway-cpa-group-llc/)
- [Episode 76: How to Make Instructional Videos for your Business](https://www.wizementoring.com/podcasts/episode-76-how-to-make-instructional-videos-for-your-business/)
- [Episode 75: Buying back your time - how to stop working IN your practice](https://www.wizementoring.com/podcasts/episode-75-buying-back-your-time-how-to-stop-working-in-your-practice/)
- [Episode 74: Understanding Standard Operating Procedures Definition, Importance and Tools](https://www.wizementoring.com/podcasts/episode-74-understanding-standard-operating-procedures-definition-importance-and-tools/)
- [Episode 73: Wize Factor Chat: Stephanie Anderson - Tax Prose Inc.](https://www.wizementoring.com/podcasts/episode-73-wize-factor-chat-stephanie-anderson-tax-prose-inc/)
- [Episode 72: Tips for Implementing a Sales Process in Your Firm](https://www.wizementoring.com/podcasts/episode-72-tips-for-implementing-a-sales-process-in-your-firm/)
- [Episode 71: M&A Crash Course: How to Successfully Buy Another Practice](https://www.wizementoring.com/podcasts/episode-71-ma-crash-course-how-to-successfully-buy-another-practice/)
- [Episode 70: Best Practices for Lead Conversion](https://www.wizementoring.com/podcasts/episode-70-best-practices-for-lead-conversion/)
- [Episode 69: Wize Factor Chat: Luke Gheen - Gheen & Co.](https://www.wizementoring.com/podcasts/episode-69-wize-factor-chat-luke-gheen-gheen-co/)
- [Episode 68: Why WizeTalent is the #1 solution in finding the right talent](https://www.wizementoring.com/podcasts/episode-68-why-wizetalent-is-the-1-solution-in-finding-the-right-talent/)
- [Episode 67: What is The "No Triangles" Policy and Why Should you Start Implementing in Your Firm?](https://www.wizementoring.com/podcasts/episode-67-what-is-the-no-triangles-policy-and-why-should-you-start-implementing-in-your-firm/)
- [Episode 66: How to Implement a Client Manager in your Firm](https://www.wizementoring.com/podcasts/episode-66-how-to-implement-a-client-manager-in-your-firm/)
- [Episode 65: Wize Factor Chat: Bryant Zwart - Calyx CPA](https://www.wizementoring.com/podcasts/episode-65-wize-factor-chat-bryant-zwart-calyx-cpa/)
- [Episode 64: Choosing the work you want to do and not wearing all the hats in your practice](https://www.wizementoring.com/podcasts/episode-64-choosing-the-work-you-want-to-do-and-not-wearing-all-the-hats-in-your-practice/)
- [Episode 63: Working Less Hours in your Accounting or Bookkeeping Firm](https://www.wizementoring.com/podcasts/episode-63-working-less-hours-in-your-accounting-or-bookkeeping-firm/)
- [Episode 62: Enhancing Productivity and Strategic Focus through Quad Activities Implementation](https://www.wizementoring.com/podcasts/episode-62-enhancing-productivity-and-strategic-focus-through-quad-activities-implementation/)
- [Episode 61: Wize Factor Chat: Leah Hall](https://www.wizementoring.com/podcasts/episode-61-wize-factor-chat-leah-hall/)
- [Episode 60: How to Achieve the Successful Accounting Owners’ Mindset](https://www.wizementoring.com/podcasts/episode-60-how-to-achieve-the-successful-accounting-owners-mindset/)
- [Episode 59: Where to invest your marketing budget to find new quality clients consistently](https://www.wizementoring.com/podcasts/episode-59-where-to-invest-your-marketing-budget-to-find-new-quality-clients-consistently/)
- [Episode 58: How To Build an Extraordinary Marketing System for your Accounting Practice](https://www.wizementoring.com/podcasts/episode-58-how-to-build-an-extraordinary-marketing-system-for-your-accounting-practice/)
- [Episode 57: Let's Deep Dive into the Wize Capacity Planner](https://www.wizementoring.com/podcasts/episode-57-lets-deep-dive-into-the-wize-capacity-planner/)
- [Episode 56: Wize Factor Chat: Terry Chung - Factor 1](https://www.wizementoring.com/podcasts/episode-56-wize-factor-chat-terry-chung-factor-1/)
- [Episode 55: How to upskill grad accountants and bookkeepers to intermediate/ senior level in 12 weeks flat](https://www.wizementoring.com/podcasts/episode-55-how-to-upskill-grad-accountants-and-bookkeepers-to-intermediate-senior-level-in-12-weeks-flat/)
- [Episode 54: Understanding the Context of ‘No Bypass Policy’ for Your Accounting Team Structure](https://www.wizementoring.com/podcasts/episode-54-understanding-the-context-of-no-bypass-policy-for-your-accounting-team-structure/)
- [Episode 53: Why use NPS for staff and clients](https://www.wizementoring.com/podcasts/episode-53-why-use-nps-for-staff-and-clients/)
- [Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore](https://www.wizementoring.com/podcasts/episode-52-wize-factor-chat-jennifer-hickey-taxstore/)
- [Are you working IN your business? or ON your business? - overcoming the barriers to growth and implementing the Wize 7-Division Org Chart](https://www.wizementoring.com/podcasts/are-you-working-in-your-business-or-on-your-business-overcoming-the-barriers-to-growth-and-implementing-the-wize-7-division-org-chart/)
- [Introducing the NEW WizeHub](https://www.wizementoring.com/podcasts/introducing-the-new-wizehub/)
- [Drowning in Emails? How to manage traffic flow so you can be productive with your time and be profitable at the same time](https://www.wizementoring.com/podcasts/drowning-in-emails-how-to-manage-traffic-flow-so-you-can-be-productive-with-your-time-and-be-profitable-at-the-same-time/)
- [The concept of implementing a no-blame culture](https://www.wizementoring.com/podcasts/the-concept-of-implementing-a-no-blame-culture/)
- [Sales Tips for Senior Client Managers](https://www.wizementoring.com/podcasts/sales-tips-for-senior-client-managers/)
- [Referrals: Do’s and Don'ts](https://www.wizementoring.com/podcasts/referrals-dos-and-donts/)
- [Your practice sales playbook - the best way to convert new clients every time](https://www.wizementoring.com/podcasts/your-practice-sales-playbook-the-best-way-to-convert-new-clients-every-time/)
- [The Rule of 33% by Jamie Johns](https://www.wizementoring.com/podcasts/the-rule-of-33-by-jamie-johns/)
- [How To Do Competency Test and Assess Candidates in Your Recruitment Process┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-do-competency-test-and-assess-candidates-in-your-recruitment-proces/)
- [How to Structure your Accounting Practice's Org Chart┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-structure-your-accounting-practices-org-chart┃wize-mentoring/)
- [How to start your next deep and narrow production team┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-start-your-next-deep-and-narrow-production-team┃wize-mentoring/)
- [Wize Mentoring: Build a business that runs without you┃Wize Mentoring](https://www.wizementoring.com/podcasts/wize-mentoring-build-a-business-that-runs-without-you┃wize-mentoring/)
- [Your fab5 dashboard crash course - the KPIs that build the business to run without you┃Wize Mentoring](https://www.wizementoring.com/podcasts/your-fab5-dashboard-crash-course-the-kpis-that-build-the-business-to-run-without-you┃wize-mentoring/)
- [The Wize Fab 5 Key Performance Indicators┃Wize Mentoring](https://www.wizementoring.com/podcasts/the-wize-fab-5-key-performance-indicators┃wize-mentoring/)
- [Becoming the plumber in your practice - How to remove blockages in your practice traffic flow┃Wize Mentoring](https://www.wizementoring.com/podcasts/becoming-the-plumber-in-your-practice-how-to-remove-blockages-in-your-practice-traffic-flow┃wize-mentoring/)
- [Wize Mentoring for Accountants and Bookkeepers┃Wize Mentoring](https://www.wizementoring.com/podcasts/wize-mentoring-for-accountants-and-bookkeepers┃wize-mentoring/)
- [How to lead ourselves and our teams better ~ discussing big challenges and big opportunities of 2023┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-lead-ourselves-and-our-teams-better-discussing-big-challenges-and-big-opportunities-of-2023┃wize-mentoring/)
- [The 12 Wize Tips of Christmas┃Wize Mentoring](https://www.wizementoring.com/podcasts/the-12-wize-tips-of-christmas┃wize-mentoring/)
- [Planning your 2023 business growth strategy┃Wize Mentoring](https://www.wizementoring.com/podcasts/planning-your-2023-business-growth-strategy┃wize-mentoring/)
- [The First 90 Days of onboarding a new recruit┃Wize Mentoring](https://www.wizementoring.com/podcasts/the-first-90-days-of-onboarding-a-new-recruit┃wize-mentoring/)
- [How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-test-potential-hires-in-your-accounting-firms-┃for-grinders-minders-role┃wize-mentoring/)
- [How to transition from top down to bottom up management┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-transition-from-top-down-to-bottom-up-management┃wize-mentoring/)
- [Client portfolios how to allocate clients to teams effectively┃Wize Mentoring](https://www.wizementoring.com/podcasts/client-portfolios-how-to-allocate-clients-to-teams-effectively┃wize-mentoring/)
- [Selling the sizzle not the sausage get paid for your advice with our 3 phase discovery proposal and production system┃Wize Mentoring](https://www.wizementoring.com/podcasts/selling-the-sizzle-not-the-sausage-get-paid-for-your-advice-with-our-3-phase-discovery-proposal-and-production-system┃wize-mentoring/)
- [Why firms need scalable technology┃Wize Mentoring](https://www.wizementoring.com/podcasts/why-firms-need-scalable-technology┃wize-mentoring/)
- [How to get your capacity plan humming┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-get-your-capacity-plan-humming┃wize-mentoring/)
- [How to identify the best candidate for your practice┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-identify-the-best-candidate-for-your-practice┃wize-mentoring/)
- [Step by step guide for every accounting practices withdrawal journey┃Wize Mentoring](https://www.wizementoring.com/podcasts/step-by-step-guide-for-every-accounting-practices-withdrawal-journey┃wize-mentoring/)
- [How to set up your accounting firms meeting rhythm┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-set-up-your-accounting-firms-meeting-rhythm┃wize-mentoring/)
- [Let's talk about referrals how to build a solid referral program and system in place┃Wize Mentoring](https://www.wizementoring.com/podcasts/lets-talk-about-referrals-how-to-build-a-solid-referral-program-and-system-in-place┃wize-mentoring/)
- [How to improve your accounting firms sales process wize mentoring business tips ┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-improve-your-accounting-firms-sales-process-wize-mentoring-business-tips┃wize-mentoring/)
- [Micro training your team how to teach them about the deep and narrow team structure┃Wize Mentoring](https://www.wizementoring.com/podcasts/micro-training-your-team-how-to-teach-them-about-the-deep-and-narrow-team-structure┃wize-mentoring/)
- [How accounting firms can track their performance best approach to measure kpis ┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-accounting-firms-can-track-their-performance-best-approach-to-measure-kpis-┃wize-mentoring/)
- [How to Create a Perfect Work Schedule for your Accounting Team ┃Wize Mentoring](https://www.wizementoring.com/podcasts/how-to-create-a-perfect-work-schedule-for-your-accounting-team-┃wize-mentoring/)
- [Managing the Production and Communication Traffic in your Accounting Firm | Wize Mentoring](https://www.wizementoring.com/podcasts/managing-the-production-and-communication-traffic-in-your-accounting-firm-wize-mentoring/)
- [The Best Plan in Running a Discovery Session for Your Accounting Firms ┃Wize Mentoring Business Tips](https://www.wizementoring.com/podcasts/the-best-plan-in-running-a-discovery-session-for-your-accounting-firms-┃wize-mentoring-business-tips/)
- [Learn how to become a BETTER LEADER?┃Three Keys to Leadership for your Accounting Practice](https://www.wizementoring.com/podcasts/learn-how-to-become-a-better-leader┃three-keys-to-leadership-for-your-accounting-practice/)
- [Accounting Best Practices to Adopt in 2022 ┃ Wize Mentoring Business Tips](https://www.wizementoring.com/podcasts/accounting-best-practices-to-adopt-in-2022-┃-wize-mentoring-business-tips/)
- [Hire Slow, Act Fast: Understanding the Concept and Importance of Hiring the Right People](https://www.wizementoring.com/podcasts/hire-slow-act-fast-understanding-the-concept-and-importance-of-hiring-the-right-people/)
- [What is the Role of a Senior Production Manager in Managing your Traffic Flow?](https://www.wizementoring.com/podcasts/what-is-the-role-of-a-senior-production-manager-in-managing-your-traffic-flow/)
- [Understanding The Job Description And KPIs Of A Senior Production Manager](https://www.wizementoring.com/podcasts/understanding-the-job-description-and-kpis-of-a-senior-production-manager/)
- [The First Steps of Onboarding New Recruits for your Practice](https://www.wizementoring.com/podcasts/the-first-steps-of-onboarding-new-recruits-for-your-practice/)
- [Testing Potential Hires - For Grinders & Minders Role](https://www.wizementoring.com/podcasts/testing-potential-hires-for-grinders-minders-role/)
- [Onboarding Team Members - Finders, Minders & Grinders](https://www.wizementoring.com/podcasts/onboarding-team-members-finders-minders-grinders/)
- [Identifying the best candidates for your practice](https://www.wizementoring.com/podcasts/identifying-the-best-candidates-for-your-practice/)
- [How to make your clients deal with your client managers and not you](https://www.wizementoring.com/podcasts/how-to-make-your-clients-deal-with-your-client-managers-and-not-you/)
- [How to stop drowning in all the communication traffic flowing through your firm right now](https://www.wizementoring.com/podcasts/how-to-stop-drowning-in-all-the-communication-traffic-flowing-through-your-firm-right-now/)
- [Are you on the right track to building a business that runs without you?](https://www.wizementoring.com/podcasts/are-you-on-the-right-track-to-building-a-business-that-runs-without-you/)
- [The Ideal Team Structure](https://www.wizementoring.com/podcasts/the-ideal-team-structure/)
- [Thomas Sphabmixay ┃How to Establish An Ideal Organizational Structure and Culture for Your Accounting Practice](https://www.wizementoring.com/podcasts/thomas-sphabmixay-┃how-to-establish-an-ideal-organizational-structure-and-culture-for-your-accounting-practice/)

## Wize Calendar

- [Wize Live Mentoring Clinic](https://www.wizementoring.com/wize-calendar/wize-live-mentoring-clinics/)
- [Wize Live Mentoring Clinic](https://www.wizementoring.com/wize-calendar/wize-live-mentoring-clinics-2/)
- [WizeGrowth Private Masterclass](https://www.wizementoring.com/wize-calendar/wizelive-mentoring-clinic/) - Process
- [WizeHub Training Clinic](https://www.wizementoring.com/wize-calendar/wizehub-training-clinic/)
- [Wize Leadership Virtual Summit](https://www.wizementoring.com/wize-calendar/wize-leadership-virtual-summit/)
- [Monthly Masterclass](https://www.wizementoring.com/wize-calendar/monthly-masterclass/)
- [Monthly Board Meeting January 2023](https://www.wizementoring.com/wize-calendar/monthly-board-meeting-january-2023/)

## Wize Event

- [WizeGrowth Monthly Masterclass](https://www.wizementoring.com/wize_event_block/wizegrowth-monthly-masterclass/) - We will be hosting our 2hr monthly masterclass training exclusively for you. The themes revolve around the topics of Process, Performance People. We will have more details on this in the next couple of weeks. For now, lock the session into your calendar.
- [One stop shop for all our WizeGrowth recordings](https://www.wizementoring.com/wize_event_block/one-stop-shop-for-all-our-wizegrowth-recordings/) - All our recordings in one place: Delve into your sessions with your mentors and other like-minded WizeGrowth members through these Masterclasses & WizeGrowth PitStop Workshops
- [WizeGrowth Quarterly PitStop Workshop](https://www.wizementoring.com/wize_event_block/wizegrowth-quarterly-pitstop-workshop/) - This is a group meeting delivered online for all WizeGrowth firms and is designed to be a check in point between the main online WizeGrowth Intensives.
- [WizeGrowth Monthly Board Meetings  - book your session now.](https://www.wizementoring.com/wize_event_block/wizegrowth-monthly-board-meetings-book-your-session-now/) - Everyone should have their monthly board meetings scheduled. Get first dibs on preferred slots and lock in your meetings for 2023. Get in touch with Samee - samantha@wizementoring.com
- [WizeHub Training Clinic](https://www.wizementoring.com/wize_event_block/wizehub-training-clinic/) - WizeHub Training Clinic is on the 3rd Tuesday of each month. Join Jamie Johns in this 1hr training workshop for WizeHub champions. Be informed and discover its full potential for your business on this deep dive of the different boards and functions that WizeHub is used for.
- [Wize Leadership Summit](https://www.wizementoring.com/wize_event_block/wize-leadership-summit/) - The Leadership Virtual Summit is a 3 hour session held quarterly that is geared towards team development. This gives your team members a chance to engage with the mentors as they discuss topics around Processes, People and Performance. It is also an avenue for them to meet other firms, share how they work and learn
- [WizeVault](https://www.wizementoring.com/wize_event_block/wizevault/) - In our WizeVault, we have built a system, in which we will mentor you on HOW to build a successful, profitable firm that runs without you. You can find valuable resources and downloadable templates in every step following the Wize Way!
- [WizeLive Monthly Clinics](https://www.wizementoring.com/wize_event_block/wizelive-monthly-clinics/) - Spend an hour with the Wize Mentors and join in the discussion of topics revolving around People, Process and Performance. Hear from them the Wize strategies they have used in their own firms and get a chance to work closely with them and meet other firm owners during break out sessions.

## Wize Product

- [Senior Bookkeeping Test](https://www.wizementoring.com/wize_product/senior-bookkeeping-test/)
- [Client Manager Test](https://www.wizementoring.com/wize_product/client-manager-test/)
- [Senior Australian Public Accountant Test](https://www.wizementoring.com/wize_product/senior-australian-public-accountant-test/)
- [Intermediate Public Accountant Test](https://www.wizementoring.com/wize_product/intermediate-public-accountant-test/)
- [Graduate Public Accountant Test](https://www.wizementoring.com/wize_product/graduate-public-accountant-test/)
- [Australian Tax Accountant: Practical Training Program](https://www.wizementoring.com/wize_product/practical-training-program/)
- [Wize M&A Mastery System](https://www.wizementoring.com/wize_product/wize-ma-mastery-system/)

## Categories

- [Seals](https://www.wizementoring.com/category/seals/)
- [Podcast](https://www.wizementoring.com/category/podcast/)
- [Brand](https://www.wizementoring.com/category/brand/)
- [Bookkeeping Form](https://www.wizementoring.com/category/bookkeeping-form/)
- [Accounting Form](https://www.wizementoring.com/category/accounting-form/)
- [Accounts](https://www.wizementoring.com/category/accounts/)
- [Marketing](https://www.wizementoring.com/category/marketing/)
- [Production](https://www.wizementoring.com/category/production/)
- [Quality](https://www.wizementoring.com/category/quality/)
- [Admin](https://www.wizementoring.com/category/admin/)
- [How to](https://www.wizementoring.com/category/how-to/)

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- [how to measure nps](https://www.wizementoring.com/tag/how-to-measure-nps/)
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- [traffic flow](https://www.wizementoring.com/tag/traffic-flow/)
- [the wize quadrant](https://www.wizementoring.com/tag/the-wize-quadrant/)
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- [the power of delegation](https://www.wizementoring.com/tag/the-power-of-delegation/)
- [company culture](https://www.wizementoring.com/tag/company-culture/)
- [business success](https://www.wizementoring.com/tag/business-success/)
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- [how to create a winning culture](https://www.wizementoring.com/tag/how-to-create-a-winning-culture/)
- [creating a winning company culture](https://www.wizementoring.com/tag/creating-a-winning-company-culture/)
- [how to manage traffic flow](https://www.wizementoring.com/tag/how-to-manage-traffic-flow/)
- [deep and narrow team](https://www.wizementoring.com/tag/deep-and-narrow-team/)
- [high performing teams](https://www.wizementoring.com/tag/high-performing-teams/)
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- [teamwork](https://www.wizementoring.com/tag/teamwork/)
- [team structure](https://www.wizementoring.com/tag/team-structure/)
- [80 20 pareto rule](https://www.wizementoring.com/tag/80-20-pareto-rule/)
- [no bypass policy](https://www.wizementoring.com/tag/no-bypass-policy/)
- [sales playbook](https://www.wizementoring.com/tag/sales-playbook/)
- [kpis](https://www.wizementoring.com/tag/kpis/)
- [key performance indicator](https://www.wizementoring.com/tag/key-performance-indicator/)
- [culture](https://www.wizementoring.com/tag/culture/)
- [integrity](https://www.wizementoring.com/tag/integrity/)
- [no triangles policy](https://www.wizementoring.com/tag/no-triangles-policy/)
- [mindset shift](https://www.wizementoring.com/tag/mindset-shift/)
- [tech stack](https://www.wizementoring.com/tag/tech-stack/)
- [workflow system](https://www.wizementoring.com/tag/workflow-system/)
- [process](https://www.wizementoring.com/tag/process/)
- [assistant client manager](https://www.wizementoring.com/tag/assistant-client-manager/)
- [acm role](https://www.wizementoring.com/tag/acm-role/)
- [client management staff](https://www.wizementoring.com/tag/client-management-staff/)
- [team](https://www.wizementoring.com/tag/team/)
- [practice manager](https://www.wizementoring.com/tag/practice-manager/)
- [SEP 3- How to Implement a Practice Manager in Your Firm](https://www.wizementoring.com/tag/sep-3-how-to-implement-a-practice-manager-in-your-firm/)
- [pareto's principle](https://www.wizementoring.com/tag/paretos-principle/)
- [80-20 rule](https://www.wizementoring.com/tag/80-20-rule/)
- [email management](https://www.wizementoring.com/tag/email-management/)
- [how to handle emails](https://www.wizementoring.com/tag/how-to-handle-emails/)
- [email management tips](https://www.wizementoring.com/tag/email-management-tips/)
- [management](https://www.wizementoring.com/tag/management/)
- [management tips](https://www.wizementoring.com/tag/management-tips/)
- [leadership skills](https://www.wizementoring.com/tag/leadership-skills/)
- [management vs leadership](https://www.wizementoring.com/tag/management-vs-leadership/)
- [people management](https://www.wizementoring.com/tag/people-management/)
- [hiring](https://www.wizementoring.com/tag/hiring/)
- [hiring tips](https://www.wizementoring.com/tag/hiring-tips/)
- [finding the right talent](https://www.wizementoring.com/tag/finding-the-right-talent/)
- [training programs](https://www.wizementoring.com/tag/training-programs/)
- [leadership training](https://www.wizementoring.com/tag/leadership-training/)
- [how to train your leaders](https://www.wizementoring.com/tag/how-to-train-your-leaders/)
- [how to train managers](https://www.wizementoring.com/tag/how-to-train-managers/)
- [management training](https://www.wizementoring.com/tag/management-training/)
- [business policy](https://www.wizementoring.com/tag/business-policy/)
- [no blame](https://www.wizementoring.com/tag/no-blame/)
- [no blame culture](https://www.wizementoring.com/tag/no-blame-culture/)
- [team culture](https://www.wizementoring.com/tag/team-culture/)
- [hiring people](https://www.wizementoring.com/tag/hiring-people/)
- [people](https://www.wizementoring.com/tag/people/)
- [team success](https://www.wizementoring.com/tag/team-success/)
- [spm role](https://www.wizementoring.com/tag/spm-role/)
- [senior production manager](https://www.wizementoring.com/tag/senior-production-manager/)
- [key performance indicators](https://www.wizementoring.com/tag/key-performance-indicators/)
- [managing people](https://www.wizementoring.com/tag/managing-people/)
- [mentoring](https://www.wizementoring.com/tag/mentoring/)
- [the importance of having a mentor](https://www.wizementoring.com/tag/the-importance-of-having-a-mentor/)
- [why you need a mentor](https://www.wizementoring.com/tag/why-you-need-a-mentor/)
- [Tiered pricing](https://www.wizementoring.com/tag/tiered-pricing/)
- [Pricing strategies for accounting firms](https://www.wizementoring.com/tag/pricing-strategies-for-accounting-firms/)
- [Professional services pricing models](https://www.wizementoring.com/tag/professional-services-pricing-models/)
- [Tiered pricing benefits](https://www.wizementoring.com/tag/tiered-pricing-benefits/)
- [Multi-level pricing for firms](https://www.wizementoring.com/tag/multi-level-pricing-for-firms/)
- [Accounting and bookkeeping pricing](https://www.wizementoring.com/tag/accounting-and-bookkeeping-pricing/)
- [Pricing tiers for professional services](https://www.wizementoring.com/tag/pricing-tiers-for-professional-services/)
- [Flexible pricing models](https://www.wizementoring.com/tag/flexible-pricing-models/)
- [Value-based pricing for accountants](https://www.wizementoring.com/tag/value-based-pricing-for-accountants/)
- [Tiered pricing strategy for firms](https://www.wizementoring.com/tag/tiered-pricing-strategy-for-firms/)
- [How to implement tiered pricing](https://www.wizementoring.com/tag/how-to-implement-tiered-pricing/)
- [Accounting firm profitability](https://www.wizementoring.com/tag/accounting-firm-profitability/)
- [Pricing models for bookkeeping](https://www.wizementoring.com/tag/pricing-models-for-bookkeeping/)
- [Custom pricing structures for firms](https://www.wizementoring.com/tag/custom-pricing-structures-for-firms/)
- [Increase sales with tiered pricing](https://www.wizementoring.com/tag/increase-sales-with-tiered-pricing/)
- [Tiered pricing examples](https://www.wizementoring.com/tag/tiered-pricing-examples/)
- [Best pricing models for accountants](https://www.wizementoring.com/tag/best-pricing-models-for-accountants/)
- [Competitive pricing for accounting firms](https://www.wizementoring.com/tag/competitive-pricing-for-accounting-firms/)
- [Client retention through pricing strategies](https://www.wizementoring.com/tag/client-retention-through-pricing-strategies/)
- [Boost revenue with tiered pricing](https://www.wizementoring.com/tag/boost-revenue-with-tiered-pricing/)
- [the wize way](https://www.wizementoring.com/tag/the-wize-way/)
- [rule of 33](https://www.wizementoring.com/tag/rule-of-33/)
- [the rule of 33%](https://www.wizementoring.com/tag/the-rule-of-33/)
- [mentor](https://www.wizementoring.com/tag/mentor/)
- [how to find a mentor](https://www.wizementoring.com/tag/how-to-find-a-mentor/)

## Team Category

- [The Wize Guys](https://www.wizementoring.com/team_category/the-wize-guys/)
- [Your Mentor Team](https://www.wizementoring.com/team_category/your-mentor-team/)
- [The Wize Crew](https://www.wizementoring.com/team_category/the-wize-crew/)
- [Thomas](https://www.wizementoring.com/team_category/thomas/)
- [Tim](https://www.wizementoring.com/team_category/tim/)
- [Kristy](https://www.wizementoring.com/team_category/kristy/)
- [Delaine](https://www.wizementoring.com/team_category/delaine/)
- [Samee](https://www.wizementoring.com/team_category/samee/)
- [Krizzia](https://www.wizementoring.com/team_category/krizzia/)
- [Sohail](https://www.wizementoring.com/team_category/sohail/)
- [Selina](https://www.wizementoring.com/team_category/selina/)
- [Danielle](https://www.wizementoring.com/team_category/danielle/)
- [Chang](https://www.wizementoring.com/team_category/chang/)
- [Claudia](https://www.wizementoring.com/team_category/claudia/)
- [Brenton](https://www.wizementoring.com/team_category/brenton-the-wize-guys/)
- [Ed](https://www.wizementoring.com/team_category/ed/)
- [Jamie](https://www.wizementoring.com/team_category/jamie/)
- [Abi](https://www.wizementoring.com/team_category/abi/)
- [Jin](https://www.wizementoring.com/team_category/jin/)
- [The Wize Coaches](https://www.wizementoring.com/team_category/the-wize-coaches/)
- [Alison](https://www.wizementoring.com/team_category/alison/)
- [Raul Acevedo](https://www.wizementoring.com/team_category/raul-acevedo/)

## Vid Testimonial Category

- [For Wize Growth](https://www.wizementoring.com/vid_testimonial_category/for-wize-growth/)
- [For Wize Talent](https://www.wizementoring.com/vid_testimonial_category/for-wize-talent/)
- [For Wize Mentoring](https://www.wizementoring.com/vid_testimonial_category/for-wize-mentoring/)

## Event Category

- [Wize Event](https://www.wizementoring.com/event_category/wize-event/)
- [Wize Live](https://www.wizementoring.com/event_category/wizelive/)

## Calendar Category

- [January 2023](https://www.wizementoring.com/calendar_category/january-2023/)
- [March 2023](https://www.wizementoring.com/calendar_category/march-2023/)
- [July 2023](https://www.wizementoring.com/calendar_category/july-2023/)

## Product Categories

- [Board](https://www.wizementoring.com/product_categories/board/)
- [Tax Account Firm](https://www.wizementoring.com/product_categories/tax-account-firm/)
- [Banking](https://www.wizementoring.com/product_categories/banking/)