Are you stuck doing low-level admin tasks in your firm—wondering why growth feels impossible? In this episode, we unpack the hidden trap many firm owners fall into: thinking they’re “working on the business” while drowning in emails, client follow-ups, and team support.

We reveal why hiring another accountant won’t solve the problem—and how the right admin support can unlock your time and allow you to lead strategically. You’ll learn how to calculate your effective hourly rate, why delegation fails without systems, and how to train admin support to help you scale with confidence.

This is about more than just hiring—it’s about freeing yourself from the day-to-day so you can build a scalable, systemized firm that runs without you.

Here are the key Takeaways:

• Why doing $20 tasks is costing your firm thousands
• The first hire you should make—and how to onboard them the right way
• How to delegate without losing control or compromising quality
• What it really takes to build a firm that thrives independently of the owner

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, discover what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer.

Want to scale your firm with better leadership? Listen now!

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan tackle one of the biggest challenges for firm owners: letting go of the work.

Ed explains why true growth comes from shifting from doing to managing—and how learning to delegate effectively can transform your firm.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, we have a The WizeFactor Chat with Gary Doran, founder of Crescendo CPA

Gary shares his journey from a solo practice to leading a thriving 11-person firm — without being stuck in the day-to-day operations.

Also, he reveals the key turning points that helped him step back from client work, the systems that allowed his team to run the business smoothly, and the mindset shifts that made it all possible. He also shares the biggest lesson he’d tell his younger self and why embracing leadership is the key to scaling sustainably.

If you’ve ever wondered how to build a firm that grows beyond you, this episode is a must-listen!

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Jamie Johns tackle the often-debated necessity of timesheets in the accounting sector.

Despite modern trends towards fixed pricing, Jamie makes a compelling argument for why timesheets are far from obsolete and are essential for anyone aiming to build a business that can operate independently of its owner.

• The reasons why we need to keep timesheets and why timesheets are not dead and, in fact, are critical if you want to build a business that runs without you.
• How to get buy-in from your entire team and build a culture of high performance using timesheets.
• How to handle the nay-sayers of using timesheets.

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice.

Find out how to run a discovery session, how having the right mindset is important in doing so, and the list of best questions to use for every call you will have that will best work for your business

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Hiring the right team members can make or break your accounting or bookkeeping firm. But let’s be real — hiring isn’t an exact science.

Many firm owners rush the process, skip critical steps, or make costly mistakes that impact their team and bottom line.

In this episode of The Wize Way Podcast, WizeTalent Coach Dani and Kristy Fairbairn dive deep into the 5 biggest hiring mistakes that could be costing your firm thousands (or more).

Discover 1 bonus mistake that many firms still make. They discuss why hiring offshore can be a game-changer and how WizeTalent’s 44-step hiring process ensures firms find and retain top talent.

If you’re struggling with hiring or want to build a team that truly supports your firm’s growth, this episode is packed with actionable insights to help you hire smarter and avoid costly missteps.

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

"If you don't find a way to make money while you sleep, you will work until you die" - Warren Buffett

In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Jamie walks through the transition of operating a personal exertion income firm as opposed to transitioning to a passive income firm.

Most Accountants are trapped in their business and are stuck in the model of exerting their own time and energy to earn a good portion of the fees the firm generates. This model doesn't allow the owner to ever work ON the business, take time away from the business, or really scale the business in any significant way.

So, the goal of this video is to get you in the mindset of starting to ask the questions you need to ask in relation to beginning the "withdrawal" process in your business. What do you need to do to start withdrawing from each role you currently fulfill in the business?

________________

PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here