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The Wize WayAuthor: Wize Mentoring for Accountants and Bookkeepers
Feeling stuck in your firm or on the edge of rapid growth but don't know how to build the business so that its 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, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out. His interviews with his Wize co-founders and community of Wize firm owners are inspiring and transformational. Subscribe to transform your challenges into opportunities and build a business that can run without you. Language: en-gb Genres: Business, Education, How To, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 188: How to Run Your Firm in 5 Metrics
Thursday, 29 January, 2026
Are you tracking dozens of numbers but still unsure how your firm is really performing? More data does not equal more clarity. What matters is knowing which five metrics actually drive decisions.In this episode of The Wize Way Podcast, Wize Mentor Thomas breaks down the Fab 5, the five high-level KPIs every firm owner should be watching if they want clarity, control, and sustainable growth:✅ Why revenue and profitability only matter when viewed through the right lens ✅ How fees won and lost reveal your future hiring needs months in advance ✅ The hidden story behind WIP, lockup, and cash flow ✅ Why client and team NPS quietly drive referrals, retention, and performance ✅ How to use benchmarks to spot problems early without getting buried in numbersIf you want to stop tracking everything and start focusing on what actually moves your firm forward, this conversation will give you a practical framework to lead with confidence.________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. 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 3. 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 4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here
