Join Us on our
next WizeLive
Mentoring Clinics
Accelerate your bookkeeping or
accounting practice growth
with the right mentoring, tools and
resources!
Wize 2023 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 – Keeping your team healthy – More Givers and Less Takers
Theme – PEOPLE
28 February 2023 – 12:00 – 1:00 PM AEST
Topic – Your Sales PlayBook: Implementing this in your own practice
Theme – PERFORMANCE
14 March 2023 – 8:00-9:00 AM AEST
Topic – Build a garden that attracts butterflies – Invest in Marketing and not Sales
Theme – PERFORMANCE
28 March 2023 – 12:00 – 1:00 PM AEST
Topic – Analyzing your Quad Activities
Theme – PROCESSES
11 April 2023 – 8:00-9:00 AM AEST
Topic – Testing out a candidate on speed and accuracy before hiring!
Theme – PEOPLE
9 May 2023 – 8:00-9:00 AM AEST
Topic – Pros and Cons of having an Offshore Team – Challenges in managing remote teams
Theme – PEOPLE
30 May 2023 – 12:00 – 1:00 PM AEST
Topic – “Systems Dependent” and not “People Dependent”
Theme – PERFORMANCE
13 June 2023 – 8:00-9:00 AM AEST
Topic – 3 Barriers to Growth- Leadership, Logistics and Marketing
Theme – PERFORMANCE
27 June 2023 – 12:00 – 1:00 PM AEST
Topic – Your Firm’s Meeting Rhythms – Get this downpat
Theme – PROCESSES
11 July 2023 – 8:00-9:00 AM AEST
Topic – Tracking the right metrics- your Fab 5 Dashboard
Theme – PROCESSES
25 July 2023 – 12:00 – 1:00 PM AEST
Topic – Annual Staff Reviews – Important for business and employee morale
Theme – PEOPLE
8 August 2023 – 8:00-9:00 AM AEST
Topic – Offshore and local holiday work arrangements
Theme – PEOPLE
29 August 2023 – 12:00 – 1:00 PM AEST
Topic – Before you leap! M & A 101
Theme – PERFORMANCE
12 September 2023 – 8:00-9:00 AM AEST
Topic – In-depth analysis of The Wize Capacity Planner
Theme – PERFORMANCE
26 September 2023 – 12:00 – 1:00 PM AEST
Topic – Have you started trekking the road to freedom? Act Now!
Theme – PROCESSES
10 October 2023 – 8:00-9:00 AM AEST
Topic – What to expect when replacing yourself as the Client Manager
Theme – PROCESSES
31 October 2023 – 12:00 – 1:00 PM AEST
Topic – Senior Production Manager and Senior Client Manager Role definitions
Theme – PEOPLE
14 November 2023 – 8:00-9:00 AM AEST
Topic – “Championship Team” versus a “Team of Champions”
Theme – PEOPLE
28 November 2023 – 12:00 – 1:00 PM AEST
Topic – Being at the top of your client’s minds – keeping them as clients forever
Theme – PERFORMANCE
12 December 2023 – 8:00-9:00 AM AEST
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the WizeGrowth
2023 Calendar
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