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Weekly WizeAdvisory coaching calls
Live coaching calls every week to keep you on track, growing, and accountable.
Start your wizeadvisory™ journey.
The Wize Way to
Become a Wize Certified Coach™ - a 5-month certified program for accounting and bookkeeping professionals. Deliver high-impact coaching using proven Wize frameworks, the full WizeHub platform, and a step-by-step playbook. Certified credential. Unlimited team members. ROI from month one.
Certified credential Unlimited team members ROI from month one
Wize Certified Coach™
Jennifer Hickey
TaxStore / Accountant Ready Services
5-month certification complete
New coaching revenue
$6k+/ month
Trusted by 500+
growing firms
growing firms
The shift
Move from historical reporting to future-focused strategy.
Historical reportingWhere you are
Strategic coachingWhere you're going
Why now
7 reasons the smartest firms are launching coaching.
Coaching is the new service lineWhat you get
Everything you need to coach, included.
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2 live workshops a year
In-person training intensives in May and November to sharpen your craft.
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Dedicated Wize Certified Coach 24/7
On-tap WizeAdvisory coaching support whenever you need it, plus a private cohort chat group.
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101 Freedom Map Pathway projects
Step-by-step projects to coach your clients through every stage of growth and scale.
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Full WizeHub platform
The complete white-labelled platform you use to deliver coaching and tools to your clients.
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Coaching Playbook
The step-by-step handbook for how to attract, convert, and deliver your coaching offer.
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Wize Certified Coach™ designation
Earn the official badge - with a pathway toward ICF accreditation as the program is formally accredited.
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5-month structured journey
- 1Deliver Business Plan
- 2Deliver Coaching
- 3Attract
- 4Convert
- 5Support & Certify
Inside the program
The WizeAdvisory Community.
Member story
How Jennifer turned advisory into a $6k+/month service line.
Advisory case study
Jennifer Hickey
TaxStore / Accountant Ready Services
Wize Certified Coach · 5 months + ongoing
$6k+
New monthly coaching revenue
3
Team members certified
60d
To first paying coaching client
From compliance shop to coaching firm - $6,000+/mo in new advisory revenue.
The challenge
Jennifer's firm had tried 'doing advisory' three times. Each attempt fizzled out within months because there was no real offer, no delivery system, and no way for the team to run it without her.
The outcome
Within six months, TaxStore was generating $6,000+/month in new coaching revenue, with two team members delivering most of it. Client retention on coaching clients is materially higher than on pure-compliance clients.
The approach
- 1Completed the 5-month Wize Certified Coach™ program - Deliver, Attract, Convert, Support & Certify.
- 2Productised three coaching packages built on the WizeHub platform - priced and positioned for SME clients.
- 3Trained two team members under the same certification at no extra cost - so delivery wasn't bottlenecked on Jennifer.
- 4Launched to existing client base first; converted 4 paying coaching clients in the first 60 days.
This gave me a plug-and-play coaching business inside our firm. We're now generating over $6,000/month from coaching without adding overhead.
More from WizeAdvisory members
Different firms. Same direction.
The WizeHub platform is the missing piece. Our advisory clients see the same dashboard we use to run our own firm - and that builds instant trust.
Steve Majoras
CEO, Cycle CPA
We replaced two annual compliance conversations with twelve strategic ones. Client lifetime value has more than doubled.
CM
Catherine M.
Founder, Catherine & Co
Getting the Wize Certified Coach badge changed how clients see us. We're no longer 'their accountant' - we're their business coach.
Russell Munz
CEO, Community Financials
The playbook is genuinely plug-and-play. I'd tried building advisory three times before - this is the first version that actually scales.
Paul Dowler
Director, Sky Accountants
On camera
Hear from WizeAdvisory clients.
Katie Bryan and Justin Flavel share how WizeAdvisory changed their firms.
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Katie Bryan
Founder & CEO of Propeller Advisory
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Justin Flavel
CEO of Omnis
FAQ
Questions, answered.
Still weighing it up?
Talk it through with a Wize specialist and get a straight answer for your firm.
Book a Discovery CallA 5-month certified business coaching program built specifically for accounting and bookkeeping firm owners and their teams. You learn to deliver coaching using Wize IP, frameworks, and the WizeHub platform - then keep your certification for life.
Five months across three phases: Coach Delivery (vision, team, KPIs, systems, pricing, marketing frameworks), Sales & Marketing (attract and convert coaching clients), and Operations (deliver a first-class client experience).
Unlimited. One firm-level investment covers as many of your team as you want to certify - at no extra cost.
10 coaching clients at $3,500/month is $35,000/month - roughly $420,000/year - for 20–30 hours of delivery time per month. One client typically covers your ongoing investment from month one.
Yes - you earn the Wize Certified Coach™ designation. We're also working with the International Coaching Federation toward formal ICF accreditation, with graduates positioned for globally recognised certification.
Wize Certified Firm support continues at $1,500/month - weekly coaching calls, ongoing CPD, 24/7 support, full WizeHub access, and two live workshop intensives per year.
Clients subscribe at $300/month per client. You receive 25% lifetime trailing income ($75/month per client) - 10 clients alone offsets your ongoing costs.
Better together
Pairs well with the rest of the ecosystem.
Ready to become a Wize Certified Coach?
Book a call with a Wize specialist for a straight conversation about where you are and what becoming a Wize Certified Coach would look like from here.
Book a Discovery Call