Join Us on our
next WizeLive
Mentoring Clinics
Accelerate your bookkeeping or
accounting practice growth
with the right mentoring, tools and
resources!
Wize 2024 events
you don’t want to miss…
WizeLive Monthly ClinicsSpend 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.
- 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!
- 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 from each other while using Wize strategies
- 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.
Throughout the year,
we will talk about…
We have distilled the Wize Way of building a business that can run without you down to 3 fundamental areas of focus and 9 core strategies.
Each month of the year and at all WizeGrowth events we will hone in on these specific areas:
Process
Developing the blueprint for building the business that provides for your ideal lifestyle and then laying solid foundations for growing a business that can run independently of you.
People
We are in the people business. Becoming masters of recruitment, team structuring and leadership is vital to your success
Performance
Once you have the right foundations and the right team in place, you can scale a successful enterprise that isn’t reliant on you and will pay you a passive income.
Focusing on the Process, People and Performance strategies will ultimately give you more time, money, meaning and freedom.
Join us on
the next live!
These clinics are 1 hour in length, delivered
via zoom, and focus
on a chosen Wize strategy.
It includes an open Q&A so there is a great opportunity for you or your team
to join in if you have any burning questions to be answered by the Wize Mentors.
WizeLive Mentoring Clinic Topics
Topic – Firm transformation starts with the owner: becoming a better leader
Theme – PEOPLE
13 February 2024 – 08:00 – 09:00 AM AEDT
Hosted by – Kristy
Topic – Build the people and they’ll build your firm – How to structure your team into Finders, Minders and Grinders that are geared for success
Theme – PEOPLE
27 February 2024 – 12:00 – 01:00 PM AEDT
Hosted by – Thomas
Topic – The path to a 7-hour work week – How to build a scalable business that can run without you
Theme – PROCESS
12 March 2024 – 8:00-9:00 AM AEDT
Hosted by – Kristy
Topic – How to buy back your time – The 4 week quad- activity project that will change your life
Theme – PROCESS
26 March 2024 – 12:00 – 1:00 PM AEDT
Hosted by – Thomas
Topic – Are your clients happy or about to leave? How to implement an effective client feedback Net Promoter Score system
Theme – PERFORMANCE
09 April 2024 – 8:00-9:00 AM AEDT
Hosted by – Kristy
Topic – 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
Theme – PERFORMANCE
23 April 2024 – 12:00-01:00 PM AEDT
Hosted by – Tim
Topic – Traffic flow can kill your firm – Learn how to manage your firm’s communication and production traffic like a pro
Theme – PEOPLE
14 May 2024 – 8:00-9:00 AM AEDT
Hosted by – Kristy
Topic – The best meeting in the world – How to run a daily huddle and transform the results your team gets
Theme – PEOPLE
28 May 2024 – 12:00 – 1:00 PM AEDT
Hosted by – Tim
Topic – Mining the gold in your own backyard: How to develop your menu of services and unlock millions in new business
Theme – PROCESS
11 June 2024 – 8:00-9:00 AM AEDT
Hosted by – Thomas
Topic – Schedule your work! How to back control using our workflow scheduler master system
Theme – PROCESS
25 June 2024 – 12:00 – 1:00 PM AEDT
Hosted by – Tim
Topic – What does a high performing leader do every day in their firm? Find out in this 1-hour Leadership Training
Theme – PERFORMANCE
09 July 2024 – 8:00-9:00 AM AEDT
Hosted by – Kristy
Topic – The only 5 KPI’s you need to track in your firm if you want to scale – Our Fab5 KPI Dashboard Deep Dive
Theme – PERFORMANCE
23 July 2024 – 12:00 – 1:00 PM AEDT
Hosted by – Thomas
Topic – Building a team in another country – How to dramatically change future of your firm using our Wize offshoring strategy
Theme – PEOPLE
13 August 2024 – 8:00-9:00 AM AEDT
Hosted by – Tim
Topic – Can’t find staff? How to skill up graduate accountants in 12 weeks flat – guest spot for Thomas
Theme – PEOPLE
27 August 2024 – 12:00 – 1:00 PM AEDT
Hosted by – Thomas
Topic – Do you know your capacity? How to plan and measure the heart of a profitable practice using the Wize Capacity Planner system
Theme – PROCESS
10 September 2024 – 8:00-9:00 AM AEDT
Hosted by – Kristy
Topic – The better the marketing the easier the sales – How to build a marketing machine so sellling becomes simple
Theme – PROCESS
24 September 2024 – 12:00 – 1:00 PM AEDT
Hosted by – Tim
Topic – Write offs be gone! How to increase your team’s productivity without increasing write offs
Theme – PERFORMANCE
08 October 2024 – 8:00-9:00 AM AEDT
Hosted by – Thomas
Topic – The 101 M & A Masterclass – The top 10 things to look for in a potential acquisition
Theme – PERFORMANCE
22 October 2024 – 12:00 – 1:00 PM AEDT
Hosted by – Kristy
Topic – Retain your best employees – How to build a great culture in your firm
Theme – PEOPLE
12 November 2024 – 8:00-9:00 AM AEDT
Hosted by – Tim
Topic – The ultimate Accountant Candidate Testing System – How and what to test every candidate on before hiring them – deep dive with Thomas
Theme – PEOPLE
26 November 2024 – 12:00 – 1:00 PM AEDT
Hosted by – Thomas
Topic – Buy back your time – How to systematically withdraw from working IN your firm
Theme – PROCESS
10 December 2024 – 8:00-9:00 AM AEDT
Hosted by – Kristy
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