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 your firm, sharing practical insights on:

✅ Why weekly one-on-ones (through your leadership chain, not all on you) are critical to retention
✅ How to structure simple, repeatable one-on-ones around wins, goals, productivity, and development
✅ The meeting rhythm that creates calm: daily huddles, weekly manager touchpoints, and monthly all-hands
✅ How to build real connection so issues surface early, not through surprise resignations
✅ Practical ways to scale communication as your team grows, without burning yourself out

If you want a team that feels supported, aligned, and accountable, and a business that doesn’t depend on you being everywhere at once, this conversation is essential listening.

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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 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

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.

________________

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

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)
✅ The Fab 5: Revenue, Profitability, Lockup, Sales, and NPS, and what each one reveals
✅ Why write-ons / write-offs is often the hardest KPI to track, but the most powerful for protecting margin
✅ How KPI patterns tell a story and help you diagnose what’s actually happening inside the firm
✅ The monthly manager meeting rhythm that turns KPIs into ownership, accountability, and calm leadership

If you want to stop tracking numbers for the sake of it, and start using a KPI dashboard that makes decisions obvious, this episode is a must-listen.

________________

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