Who takes up most of your firm's time? Often it's the clients paying the least.

In this episode, Wize mentor Thomas Phabmixay shows accounting and bookkeeping firm owners how to rank their clients from A to D, so the firm's time and attention go to the clients who matter most. He uses the Wizer AI Coach to turn examples of a firm's best and worst clients into a scoring system, a reusable prompt for grading clients from emails and call transcripts, and a draft SOP your team can follow.

You'll learn:
✅ How to use AI to build a client grading framework from your best and worst clients
✅ How a 1-to-5 scoring system places every client into an A, B, C, or D category
✅ The prompt that grades clients from raw transcripts, emails, and staff notes
✅ Why your C and D clients tend to take up the most time and attention
✅ How to define your ideal client starting with your top 10
✅ The criteria to rank on: revenue, ease of working together, complexity, referrals, growth potential, and openness to advice
✅ How senior and assistant client managers split A and B clients from C and D clients
✅ Why every client's ranking needs to be visible in your CRM

If you've ever felt like a handful of difficult clients are running your team's week, this episode will change the way you think about where your firm's time should go.

Part of this episode is a live demo, so if you want to see the Wizer AI Coach build a client scoring system as Thomas works through it, tune in to the episode on YouTube.

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

A new team member's impression of your firm starts well before their first day. If their email isn't set up, the team doesn't know they're arriving, and your SOPs are buried where no one can find them; even a strong hire can start to wonder whether they've made the right move.

In this episode, Dani Bray, Head of WizeTalent, and Kristy Fairbairn, Wize mentor, break down what a strong onboarding process looks like in an accounting firm. They cover what to sort before day one, how to set clear goals for the first 90 days, and the early hiring mistake that taught Kristy to be upfront about where her firm was at.

You'll learn:
✅ What to have sorted before a new hire's first day
✅ How onboarding buddies and intro calls build rapport in remote teams
✅ How to spot adaptability when hiring experienced team members
✅ How to set 30- and 90-day goals, KPIs, and performance reviews from the start
✅ How to use Loom SOPs, recorded training and shadowing to speed up learning
✅ How to tell when a performance issue is really an onboarding gap

If you've ever hired someone great and watched them struggle through their first few months, this episode will change the way you think about onboarding.

________________

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

Ed Chan started his firm from a home office with no money for marketing and grew it to around $2.2 million in three years on referrals alone.

This is the habit that built it.

In this episode of The Wize Way, Ed breaks down how he turned every job into a referral, why the last 20 minutes of the work matters more than the hours before it, and what he built afterwards so the clients kept arriving without him.

You'll learn:
✅ Why relationship work earns referrals and transactional work does not
✅ The 20 minutes of a job that delivers most of its value to the client
✅ What kind of clients advertising brings you, and the problems they create later
✅ The goodwill maths Ed uses to justify spending 5% of turnover on marketing
✅ Why the marketing tap can never be switched off once it is running
✅ How more marketing reduces how good your salespeople need to be

If you are the reason new work walks through your door, this episode will change the way you think about what your firm would do without you.

________________

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