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The Wize Way toBuild a Firm That Runs Without You

The number #1 business coaching community for accounting firm owners who want more time, money and freedom in their lives.

Get started for $97

You're not alone.

Most owners never imagined their firm would end up running them.

You set out to build a business that gave you freedom, but somewhere along the way, the dream got buried under endless demands.

Instead of more time, you've got less. Instead of more control, you're stuck in the weeds.

The business that was meant to set you free now feels like a job you can't escape.

At Wize, we see this story every day. Owners start with big ambitions: more time, more flexibility, more life.

But without the right systems and team structure, the firm becomes all-consuming.

The result?

Missed family moments, cancelled holidays, and even the basics - like a good night's sleep - feel out of reach.

The good news: it doesn't have to stay this way. The Wize approach is built to help you reclaim your time, build a business that runs without you, and finally get back to the life you imagined.

What would it mean for you to have a business that truly gives you freedom - where would you start if you knew it was possible?

Read the full letter

Trusted by thousands of entrepreneurial firm owners across 40+ countries. A community built by accountants, for accountants.

Your Pathway to freedom

Follow the 101 steps of our Wize Freedom Map to build a business that runs without you by clarifying your current state, mapping your path, taking focused action, and relentlessly tracking results.

Let's Begin

Your command centre for mastering
people, process, and performance.

Lead better. Systemise faster. Drive real results with less stress and more control.

Build a high-performing, happy team and stop being the bottleneck.

With WizeHub, you can design scalable teams, define roles, track performance, develop capacity plans, coach your people, and create real accountability – so your team steps up and you can step back.

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Get organised. Grow with confidence.

WizeHub helps you bring order to the chaos -streamline workflows, create clear SOPs, delegate with ease, and train your team without second-guessing. Build a firm that runs smoothly because it’s highly organised.

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Lead with clarity. Make decisions that move the needle.

WizeHub does what your accounting software can’t -delivering live scoreboards that track what really matters: team performance, profitability, capacity, and growth. Stay focused, stay accountable, and stay in control.

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Build a firm that works for you - not because of you.

WizeHub is the only platform built to help accountants design a business -not default into one. Step back from the day-to-day, implement scalable systems, and build a firm that delivers both profit and freedom -without everything relying on you.

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Your WizeHub Membership Inclusions

Streamline operations, lead your team, and boost performance with tools built for accounting firm owners. Explore how WizeHub supports firms of every size and stage.

Fab5 Metrics

Track the five key KPIs that drive profitability and firm performance.

Freedom Vault

Wizerai

Wize Scorecards

Evaluate your strengths – both personal and firm-wide – and uncover a clear roadmap to scalable success.

Lifestyle & Income Designer

Plan your ideal work-life reality and create an income strategy to match.

Budget & Capacity Planner

Design and build teams to optimize workload and maximize profitability.

Meetings Centre

Run structured, high-impact meetings that drive accountability and results.

Policies & Procedures Factory

Systemize your firm with ready-to-use policies and scalable workflows.

CRM

Manage leads, automate follow-ups, and convert prospects into clients.

Client Portfolios

Get a 360° view of your clients to deliver better service and retention.

Bookkeeping Quoter

Generate accurate pricing quotes instantly and streamline client onboarding.

M&A tools

Team Designer

Growth Planner

Weekly Coaching Calls

1:1 Wizehub Coaching

Wizetribe Community

Leadership Training

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I built a business that runs without me – and so can you.

Running a firm isn’t about doing it all yourself. It’s about building the people and processes so it can run without you. With the same tools and training in the WizeHub Membership, I turned Sky Accountants into a $7 million firm that grows, performs, and delivers – even when I’m not there. It wasn’t easy, but it was worth it!

– Jamie Johns, Founder & CEO of Sky Accountants / CoFounder & CEO of Wize Mentoring

“We scaled to $7M and 50 staff and feel in complete control using the WizeHub as our command centre.”

Paul DowlerDirector, Sky Accountants

“As COO, I would be flying blind without the WizeHub. I use it daily to help us drive our growth.”

Charmaine MidorandaCOO, Sky Accountants

“We doubled our team, increased revenue 300%, and I fully stepped into the CEO seat.”

Kristy FairbarnCEO, Business Oasis Bookkeeping

“We’ve gone from chaos to hyper organised after using Wizehub’s tools and trainings.”

Thomas S PhabmixayGM, TMS Financial

“Wize guided my family firm through the toughest and most turbulent period in our business’ history. We wouldn’t exist today without them.”

Tim CausbrookGM, Causbrooks

“After 4 years in Wize Growth, I’ve filled out our org chart, have 63 staff with offshore members, grown 300%, navigated an acquisition, have a dashboard for our management team to track results, and reduced my hours worked back to normal. I highly recommend.”

Russell MunzCEO & Founder, Community Financials

“I’ve gone from 80+ hours weeks burning out, to giving the entire team 4-day workweeks.”

Leah HallCEO, Lift Accounting

“Wize and the WizeHub gave me my life back. I now have the knowledge and tools to take action and build the kind of business I’ve always dreamed of – a business to be proud of, with a team that’s finding joy and meaning in the work we do together.”

Jennifer HickeyCEO, TaxStore

“80% less owner time in delivery, 35% boost in team efficiency – we’re finally running like a business.”

Steve MajorosCEO, Cycle CPA

IS THIS YOU?...

The WizeHub community isn’t for everyone. So ask yourself…

Can you relate to any of these challenges?

Constantly running out of time and working long hours just to keep up?

Struggling to find and keep top talent, leading to capacity bottlenecks?

Work piling up on your desk because delegation isn’t working?

Feeling like growth only brings more pain and complexity, not freedom?

Burnout from juggling client work, admin, hiring, and performance management?

Cash flow issues and unpredictable profitability?

No clear plan or system for scaling the business beyond yourself?

Difficulty building a team that takes real ownership and responsibility?

Frustration with manual processes and lack of effective technology?

Get started for $97

Membership

WizeHub Membership

$97

Private Community of Entrepreneurial Firm Owners
Virtual Growth Business Planning Session
WizeHub Coaching System Access for 2 Users
Live 1:1 WizeHub Onboarding
WizeVault Training & Tools Access (500hrs & tools)
Live Weekly Coaching Calls for owners + team
24/7 coaching and community access
$1,000 Discount WizeTalent Hiring vouchers
Cancel Anytime

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Everything You Need to Know

What is WizeHub Membership?

WizeHub Membership gives you access to Wize Mentoring's business operating system, tools, and resources designed specifically for accounting and bookkeeping firm owners who want to scale their business, systemise operations, and build a firm that runs without them.
Who is WizeHub Membership for?

It's for firm owners who are ready to move beyond being the bottleneck, want to develop leaders, and are committed to building a profitable, scalable business that doesn't rely on them day-to-day.
What problems does WizeHub solve?

WizeHub helps you eliminate chaos, delegate effectively, build a strong team, implement proven systems, and track the metrics that matter—so you can grow with confidence and regain control of your time.
What tools and features are included?

You get access to business intelligence dashboards, team structure and capacity planning, growth and budget planning, task management, meeting templates, client and team NPS tracking, CRM tools, and more—all tailored for accounting and bookkeeping firms.
How quickly will I see results?

Results depend on your level of engagement and implementation, but most firm owners start seeing improvements in team performance, delegation, and clarity within the first few months.
Is WizeHub suitable for small firms or just larger practices?

WizeHub is designed to support firms of any size—from solo owners to multi-partner practices—by providing scalable systems and frameworks that grow with your business.
What support is available to members?

Members have access to the WizeHub Knowledge Centre, step-by-step guides, templates, and the Wize Mentoring community for ongoing support and best practice sharing.
Can I try WizeHub before committing?

Details on trials or demos can be found on the Wize Mentoring website or by contacting the support team directly.
How do I get started?

Sign up through the Wize Mentoring website, and you'll receive onboarding instructions to set up your firm profile, invite your team, and start using the tools right away.

The Wize Way toBuild a Firm That Runs Without You

You're not alone.

Most owners never imagined their firm would end up running them.

You set out to build a business that gave you freedom, but somewhere along the way, the dream got buried under endless demands.

Instead of more time, you've got less. Instead of more control, you're stuck in the weeds.

The business that was meant to set you free now feels like a job you can't escape.

At Wize, we see this story every day. Owners start with big ambitions: more time, more flexibility, more life.

But without the right systems and team structure, the firm becomes all-consuming.

The result?

Missed family moments, cancelled holidays, and even the basics - like a good night's sleep - feel out of reach.

The good news: it doesn't have to stay this way. The Wize approach is built to help you reclaim your time, build a business that runs without you, and finally get back to the life you imagined.

What would it mean for you to have a business that truly gives you freedom - where would you start if you knew it was possible?

Jamie Johns

Trusted by thousands of entrepreneurial firm owners across 40+ countries. A community built by accountants, for accountants.

Your Pathway to freedom

Discover

Plan

Execute

Measure

Your command centre for mastering people, process, and performance.

Build a high-performing, happy team and stop being the bottleneck.

Get organised. Grow with confidence.

Lead with clarity. Make decisions that move the needle.

Build a firm that works for you - not because of you.

Your WizeHub Membership Inclusions

Fab5 Metrics

Freedom Vault

Wizerai

Wize Scorecards

Lifestyle & Income Designer

Budget & Capacity Planner

Meetings Centre

Policies & Procedures Factory

CRM

Client Portfolios

Bookkeeping Quoter

M&A tools

Team Designer

Growth Planner

Weekly Coaching Calls

1:1 Wizehub Coaching

Wizetribe Community

Leadership Training

I built a business that runs without me – and so can you.

IS THIS YOU?...

Can you relate to any of these challenges?

Constantly running out of time and working long hours just to keep up?

Struggling to find and keep top talent, leading to capacity bottlenecks?

Work piling up on your desk because delegation isn’t working?

Feeling like growth only brings more pain and complexity, not freedom?

Burnout from juggling client work, admin, hiring, and performance management?

Cash flow issues and unpredictable profitability?

No clear plan or system for scaling the business beyond yourself?

Difficulty building a team that takes real ownership and responsibility?

Frustration with manual processes and lack of effective technology?

Membership

WizeHub Membership

Everything You Need to Know

Here's what you'll unlock with your 30-day WizeHub trial:

Your command centre for mastering
people, process, and performance.