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 numbers

If 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.

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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:

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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

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