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Leadership
Client Management
Wize Mentoring
Mentorship
Marketing
Accounting
Team Dynamics
Bookkeeping
Workflow Scheduling
Self-Awareness
Remote Work
Logistics
Covid-19
Accounting Firms
Trust
Delegation
Change Management
Church Finance
Onboarding Process
Employee Training

Feeling stuck in your firm or on the edge of rapid growth but don't know how to build the business so that it’s not reliant on you?

Join Bren Ward as he shares the insights, stories, strategies and tools that have helped transform the businesses and lives of our Wize Guys and hundreds of Accounting, CPA and bookkeeping firm owners around the world.

In each episode, Bren dives into the leadership... more

PublishesWeeklyEpisodes175Founded4 years ago
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ManagementBusinessHow ToEducation

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Latest Episodes

Most firm owners try to “fix the business” without ever fixing the real ceiling that’s holding them back. The result? Burnout, endless busyness, and a business that feels more like a cage than freedom.

In this episode of The Wize Way Podcast, Gay He... more

Most firm owners try to “fix the business” without ever fixing the real ceiling that’s holding them back. The result? Burnout, endless busyness, and a business that feels more like a cage than freedom.

In this episode of The Wize Way Podcast, Gay He... more

Most firm owners think SOPs are about writing endless manuals. The result? Overwhelm, wasted effort, and documents no one reads.

In this episode of The Wize Way Podcast, Thomas unpacks:

✅ Why SOPs should solve problems, not just document processes more

Onboarding That Boosts Retention

Most firm owners treat onboarding as a checklist. The result? Confused hires, wasted training, and early staff turnover.

In this episode of The Wize Way Podcast, Dani Bray unpacks:

✅ Why onboarding starts before da... more

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Recent Guests

Jamie Johns
Co Speaker and Firm Owner
Wize
Episode: Episode 131: Mindset Shift: How to Cultivate a Growth Mindset in Running a Business

Host

Bren Ward
Host who shares insights, strategies, and tools for transforming accounting and bookkeeping firms. He focuses on leadership, marketing, sales, and systems to help owners achieve their goals without burnout.

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Episode 125: Wize Factor Chat: Brett Angus & Jaycen Wilson - Element Accountant & Advisors
Q: Does the phrase 'building a business that runs without you' resonate with you?
We enjoy our work, but we want to work smarter and not overextend ourselves to maintain a happy work-life balance.
Episode 125: Wize Factor Chat: Brett Angus & Jaycen Wilson - Element Accountant & Advisors
Q: What would you tell your past selves about choosing this path?
Focus more on quality of life and work-life balance rather than just working long hours.
Episode 130: Wize Factor Chat: Jake Douglas - Church Finance Pros
Q: What would you say to that Jake if you could run into him down the street?
I should have gotten mentorship faster.
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
Q: What advice do you have for gaining buy-in for implementing timesheets?
It's crucial to convince key leaders in your firm first, explaining how timesheets contribute to the highest good for all concerned and running a successful business.
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
Q: How do you measure if your staff are productive without timesheets?
Timesheets are essential for measuring productivity, as they provide insight into the actual time spent on client work versus non-billable tasks.

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Frequently Asked Questions About The Wize Way

What is The Wize Way about and what kind of topics does it cover?

A resource aimed at accounting, CPA, and bookkeeping firm owners, which focuses on strategies for scaling and building sustainable businesses. The content emphasizes key topics like leadership, delegation, and creating a no-blame culture to enhance productivity and morale. Insights from successful firm owners and mentors provide actionable advice on transitioning from an owner-dependent model to one that operates independently, underscoring the importance of systems, time management, and effective hiring practices. The discussions frequently link personal and professional growth, fostering a balance that allows businesses to flourish without the owner being constantly involved.

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Which podcasts are similar to The Wize Way?

These podcasts share a similar audience with The Wize Way:

1. Straight Talk with Mark Bouris
2. Future Firm Accounting Podcast
3. Chanticleer
4. Buy Hold Sell, by Livewire Markets

How many episodes of The Wize Way are there?

The Wize Way launched 4 years ago and published 175 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Wize Way?

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Where can I see ratings and reviews for The Wize Way?

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What guests have appeared on The Wize Way?

Recent guests on The Wize Way include:

1. Jamie Johns

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