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.

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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

Most firm owners don’t hit a growth ceiling because they lack talent in their team.

They hit it because they haven’t built ownership in their team yet.

The result? Managers who stay dependent. Performance conversations that feel emotional. And a firm that can’t scale because everything still rolls back up to the owner.

In this Wize Coaching Call, Tim breaks down the simplest (and most powerful) lever to create alignment and accountability in your firm: a monthly strategic meeting built on objective KPIs — plus the “no bypass” rule that stops you from accidentally sabotaging your leaders as they grow.

Inside the session, you’ll learn:

✅ Why most firms hit a real ceiling around $500k–$1M revenue (and what actually breaks through it)
✅ The monthly KPI rhythm that builds ownership mindset in client managers
✅ How to coach performance through the “story behind the numbers” (without personal conflict)
✅ Why “no bypass” is the hidden skill behind scalable leadership and real delegation

✅ The metrics that reveal whether your firm is truly healthy: revenue, productivity, write-offs, lockup, growth, and NPS

If you want a firm that grows beyond your personal capacity — and a team that performs without constant rescue — this 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

Most firm owners try to scale by tracking more numbers yet still feel stuck in the weeds. The result? KPI overload, inconsistent results, and a business that still depends too heavily on the owner.

In this episode of The Wize Way Podcast, we unpack how SOPs are the missing link between KPIs and real performance. Not as paperwork, but as the operational muscle that turns targets into daily behaviour. Drawing from a live Wize coaching session, this conversation explores:

✅ Why KPIs fail when systems don’t support them
✅ How SOP ownership drives accountability for results
✅ The link between micro-training and consistent KPI outcomes
✅ How to get buy-in so teams act on the numbers, not just report them

If your KPIs look good on paper but don’t change how work gets done, this 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