Mar 12 2025 16 mins
In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice.
Find out how to run a discovery session, how having the right mindset is important in doing so, and the list of best questions to use for every call you will have that will best work for your business
________________
PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:
1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard
2. 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
4. 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