If you are ready to transform your practice into a business, take our quick assessment and see how WizeGrowth can help you.
Your journey to building a business that gives you freedom and follows the Wize Way starts here. Be mentored by experienced firm owners who have successfully scaled their businesses and live a life full of choices.
We will openly provide you with all of our knowledge, experience, strategies and tools to help you successfully execute our proprietary WizeGrowth Journey Plan. If you are ready to transform and get results, take the assessment and see if WizeGrowth is for you.
Click the 🎯 bullseye button on the left if you agree, or ‘x’ if not.
As business owners and operators we all want these things:
Build a business that works for you and truly gives you freedom…
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 excited at the prospect of working with you and your team.
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 on how to build successful businesses.
Chan & Naylor is the model firm studied by students when completing their MBA at the University of Queensland and for Accounting students passing their CPA exams.
As a way of giving back to the Accounting Industry, Ed now contributes at a Board and Strategic level to many independent Accountancy Firms, helping them improve their efficiencies and run better businesses, resulting in better work-life balance through Wize Mentoring.
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 Firm of The Year award.
Sky Accountants was included as one of the top 57 accounting firms worldwide, in the book, “The World’s Most Inspiring Accountants”, by UK journalist Steve Pipe.
These days Jamie oversees the growth of the Sky group’s various businesses and mentors selected clientele. Jamie is a founder and Mentor for Wize Mentoring. Having freed up his time from Sky Accountants, he now devotes it to sharing his wizdom and experience with other firm owners.
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 and is responsible for helping grow our Wize Tribe of practice owners around the world whilst broadening Wize’s product and service offering to cater for their needs.
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 Wize Way to his own firm has sparked a deeper desire to help other accounting and bookkeeping firm owners gain control of their practice.
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 that will allow the practice owner to remove themselves from the day-to-day operations of the practice and focus on scaling the business.
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 with their day-to-day bookkeeping needs, payroll, and end of month/quarterly bookkeeping reconciliations.
With her expertise, she is able to further support small to large businesses and ensure that they know they are not alone to navigate the current economic client. It has always been her mission to help as many firm owners as she can. Being a Wize mentor and with the Wize Way, she gets to empower business owners to reduce workload, gain more flexibility and essentially build a business that can run without them.
Design: Helping you set the foundations of your firm so that it can scale sustainably without being reliant on you doing everything.
Recruit: Helping you develop a high-performing team that is productive, profitable, and fulfilled.
Scale: Helping you turn on the marketing tap and accelerate the growth of your fee base with ideal new clients and services.
Turn on performance dashboard
Map your withdrawal pathway
Create deep-narrow teams
Hire A-players
Micro-train managers
Install extraordinary systems
Master business tuck-ins
Monetize your knowledge
Attract ideal new clients
A HIGH PERFORMANCE TEAM
A SUCCESSFUL ENTERPRISE
AN INDEPENDENT BUSINESS
Who is this for?
WizeGrowth is designed specifically for accounting and bookkeeping practice owners who want to save money and time on staff and systems, increase revenue, find new ideal clients and reduce their working hours.
Our mentors own profitable practices themselves and our training is suitable for any accounting or bookkeeping business around the world.
What you get with WizeGrowth…
WizeGrowth will openly provide you with all of our knowledge, experience, strategies and tools to help you successfully deploy and execute your WizeGrowth Plan.
As well as personal guidance, you get access to a range of workshops, tools and conferences to help you grow your practice.
You get access to 1:1 business planning workshops, monthly 1:1 board meetings, dedicated Wize Mentor team, monthly masterclass, and quarterly live group workshops.
Invest in your success
We have applied every strategy we share ourselves in order to grow our businesses. Join for the right reasons, implement what we teach for yourself and you will notice incredible results within 12 months. Your membership comes with a 90-day cooling-off period so you can join risk-free.
Lets put everything in place so you have a business that grows and runs independently of you. Hear from our members…
The resources I’ve had access to via the Wize Vault have been tremendous in helping us get on the right track. The Wize Guys are so interactive and responsive to my questions and the support from the Wize Community has been so valuable.
so
valuable
Wize has changed my life! Being able to talk to the Wize guys, they’ve actually experienced the same pain points as us and they have the step-by-step blueprint to overcome different blockages in the business. Growing my business has been a lot easier thanks to Wize.
changed
my life
Wize teaches you how to be a business owner, not an employee. A lot of program teaches you about sales but practice management is the key that allows you to drive sales both internally and externally. Once you can serve your clients efficiently, you’ll skyrocket.
management
is the key
Membership is ongoing and can be paid as an annual fee or in monthly instalments. We also recommend that we work together for a minimum of 15 months to achieve maximum, lasting results for you.
MENTOR MEETINGS
To set you up for success, you will work with the Wize Mentor Team via private scheduled sessions in what we call Foundation Planning Sessions. Initially, we will conduct 2 x 1:1 Foundation Planning Sessions.
These foundation planning sessions are used to develop your WizeHub including – a growth plan, org chart, team structure, capacity plan and firm Fab5 financial KPI Dashboard.
MONTHLY BOARD MEETINGS
Every month following your foundation planning sessions, you will meet with a Wize Mentor for a 1hr Board Meeting via zoom. This meeting will address your action plan progress, financial performance, and operational issues / challenges / opportunities.
CHECK-IN CALLS
You will be able to access the Wize Mentor team for 30minute check-in calls as required.
YOUR WIZE GROWTH BOARD
You will be introduced to your own WizeGrowth Accountability board. This board consists of up to 8 firms in the program of a similar size and progress (non-competing) to learn, share and be accountable to. You will meet with these forms in our quarterly workshops.
MONTHLY MASTERCLASS
Each month we will host an online 2hr masterclass on the last Friday of each month. This will be for members to roll up their sleeves with a guest delivering expert knowledge and strategies on a particular area of your firm.
WIZEGROWTH QUARTERLY GROUP WORKSHOPS
These workshops are delivered online for all WizeGrowth firms and allow you to meet with your board to discuss action plans and seek counsel from the group. You will receive timely advice and allow you to allocate time to work ON your firm.
WizeGrowth has members implementing The Wize Way in over 6 countries. Talking to people in different countries, we’ve realised that business owners across the globe are facing the same challenges in growing their firms.
So whilst our accents and language may be geared towards our home country of Australia, Wize is a global community.
We always say that we are Accountants first and mentors second. Two of our Wize Mentoring Founders, Ed Chan & Jamie Johns have started, built and still remain owners of their own Accounting and Bookkeeping businesses. Our entire mentor team are owner-operators of accounting or bookkeeping firms who are also implementing with great success the Wize Way.
Strapped for time to work on your practice but still want to grow in the next 12 months? Our hands-on mentoring will get you there so much sooner.
Take our quick assessment to see if you qualify for WizeGrowth. We only have limited slots for growth members so secure yours today!
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