Episode Details

Building a thriving accounting firm is impossible without the right systems - but most firm owners are still creating SOPs from scratch, one painful document at a time.

In this episode of The Wize Way Podcast, Kristy and the Wize Team break down the real secret to scaling your firm without chaos and it all comes down to building a centralised policy factory.

✅ Why having an SOP for your SOPs is the most important system you'll ever create 

✅ The simple impact vs. ease framework for knowing which SOPs to tackle first 

✅ How to delegate SOP creation so it's never all on the firm owner 

✅ The tools top firms are using to build, store and share SOPs (Loom, Scribe, ClickUp and more) 

✅ How to onboard new team members so they're productive from day one

If you're a firm owner tired of things falling through the cracks, frustrated by inconsistent team performance, and ready to finally step back from the day-to-day, this conversation is a must-listen.

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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. Download our famous Wize Freedom 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 

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3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here