Podcast Episodes
Back to SearchEpisode 221: How To Market Your Firm When You Have No Time For Marketing
Season 3 Episode 221
Jamie Johns is in his accounting firm about one day a week, and he still gets a tip out to his clients every week without setting aside hours to writ…
3 hours ago
Episode 220: The 40/35/25 Rule: How to Tell If Your Firm Is Actually Profitable
Season 3 Episode 220
A firm can run for twenty years without anyone looking closely at profitability. Revenue grows, the team grows, everyone is busy, and the assumption …
1 week ago
Episode 219: The Real Reason Marketing Keeps Failing in Accounting Firms
Season 3 Episode 219
Marketing is the one part of a firm that most owners have already tried and already given up on. They hired an agency, or handed the socials to a jun…
2 weeks ago
Episode 218: Inside WizeHub: How Firm Owners Build Freedom One Step at a Time
Have you ever finished a training, felt completely clear on what to do next, and then looked up three months later to find nothing in your firm had a…
3 weeks ago
Episode 217: Right Person, Right Seat: How Accounting Firm Owners Get Both
Before Tim met Ed Chan in 2019, hiring at his firm worked the way it does in
most firms. Someone said "we need more staff," so they threw more bodies …
4 weeks ago
Episode 216: The Vision, Mission, and Values System for Accounting Firm Owners
Season 3 Episode 216
Kristy Fairbairn wrote her vision, mission, and values early in her business journey. She pinned them above her desk and told nobody. Not her team, n…
1 month ago
Episode 215: The 90/10 Shift That Made Ed Chan's Firm Run Without Him
Season 3 Episode 215
Someone once told Ed Chan he should write a checklist. He was working 100 hours a week, so his answer was the obvious one. Where was he supposed to f…
1 month, 1 week ago
Episode 214: Inside the WizeHub: How to Spot an Unhappy Employee Before They Quit
Have you ever lost a great team member out of nowhere, with no warning signs and no explanation that made sense?
In this episode, Raul takes us inside…
1 month, 2 weeks ago
Episode 213: How to Recruit When You Don't Have a Recruitment Team
Season 3 Episode 213
Every hire that goes wrong can usually be traced back to one step someone decided to skip. Not because they were careless, but because they were busy…
1 month, 3 weeks ago
Episode 212: The Simple Weekly Rhythm That Keeps Your Sales Pipeline Moving
Season 3 Episode 212
There is a version of your pipeline where every lead has a clear next step and someone responsible for it. Getting there takes 30 minutes a week.
In t…
2 months ago