The Wize Way

From 3 people to 18. From one city to 10 states. From doing all the work to building a team that runs without you. Jeremy Eckert from Trail CPA has done what most firm owners are still trying to figure out, and in this episode, he breaks down exactly how it happened. In this conversation, Jeremy sits down with us for an honest reflection on what it really takes to grow a remote accounting firm at speed, make the right hires at the right time, and gradually step back from the day-to-day withou...

Is your firm suffering unnecessary churn because you’ve lost real connection with your staff? Most firm owners try to grow their teams without ever building the connection rhythms that actually keep people engaged. The result? Surprise resignations, scattered communication, and leaders stretched thin trying to hold everything together. In this episode of The Wize Way Podcast, the Wize coaching team breaks down how just 30 minutes a week can transform retention, performance, and clarity across...

Are you keeping track of the metrics that actually drive profit and control… or getting sidelined by vanity metrics that make you feel busy? In this episode of The Wize Way Podcast, Thomas breaks down the Fab 5 KPIs and why they’ve been refined over the last 10–15 years into a simple scoreboard that gives firm owners a full-spectrum view of how the business is really performing. You’ll learn: ✅ Why output metrics matter more than input metrics (and how to spot the difference) ✅ Th...

Most firm owners try to scale by tracking more numbers yet still feel stuck in the weeds. The result? KPI overload, inconsistent results, and a business that still depends too heavily on the owner. In this episode of The Wize Way Podcast, we unpack how SOPs are the missing link between KPIs and real performance. Not as paperwork, but as the operational muscle that turns targets into daily behaviour. Drawing from a live Wize coaching session, this conversation explores: ✅ Why KPIs fail when sy...

Most firm owners think pricing is a “numbers problem”… so they copy what the last accountant charged, slap on a fixed fee, and hope it works out. The result? Scope creep, shrinking margins, and a team that’s flat-out busy while the profit quietly disappears. In this episode of The Wize Way Podcast, Bren Ward sits down with Jamie Johns to break down the Wize approach to pricing, including: ✅ Why COGS % is the KPI that decides whether you live or die ✅ The real truth about value pricing v...

Most firm owners try to “scale the business” by working harder or hiring faster - but never fix the structural ceiling that keeps them stuck. The result? Constant firefighting, team bottlenecks, unpredictable results, and a firm that can’t run without them. In this episode of The Wize Way Podcast, we break down the real blueprint behind building a scalable, self-running firm - the same principles used inside $7M practices. You’ll learn: ✅ Why growth stalls when there’s no deep-and-narro...

Firm owners don’t realise they’re building a business that depends on them because they never truly delegate. They hand off tasks thinking they’re freeing themselves but without training, clarity, and follow-up, the work boomerangs right back, and the cycle of overwhelm continues. In this episode, Ed Chan breaks down the difference between delegation and abdication. He explains why doing 100 percent of a task or giving it away with no guidance keeps owners stuck, stressed, and unable to scal...

Most firm owners don’t realize they’ve built habits that keep them trapped inside their own business. They’re working harder, staying later, and solving every problem themselves - but every time they step in, they take the job back. In this episode of The Wize Way Podcast, Ed Chan breaks down the #1 habit that’s holding firm owners back - bypassing their team. He explains why every time you answer a client directly or fix an issue for your staff, you’re actually stopping your business from w...