))
We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
…
continue reading
1
Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast
31:40
31:40
Play later
Play later
Lists
Like
Liked
31:40
On this show, Heather Satterley speaks with Candy Bellau about her personal journey in the accounting industry, touching on resilience, pricing, and the power of community. Candy shares valuable insights from her experiences, especially on overcoming business struggles, and offers guidance for accountants facing similar challenges. Some of the wide…
…
continue reading
1
Episode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report Podcast
36:53
36:53
Play later
Play later
Lists
Like
Liked
36:53
On this show, Heather and Joe discuss the Intuit "Tax Breakup" advertising campaign and the industry reaction. Here are some important links for this special edition of the Woodard Report Podcast: The Tax Breakup Commercial What Intuit’s 2024 Investor Day Means for ProAdvisors in an AI-Driven World Intuit's Tax Breakup Campaign Sparks Strong Respon…
…
continue reading
1
Episode 97 - Interview with Jina Etienne - The Woodard Report Podcast
42:26
42:26
Play later
Play later
Lists
Like
Liked
42:26
On this show, Joe Woodard speaks with Jina Etienne about reimagining and redefining Diversity, Equity, and Inclusion (DEI), as well as exploring its broader implications beyond common perceptions. Jina is CEO of Etienne Consulting, LLC. She is a consultant, coach, facilitator, and speaker on inclusivity and belonging. Jina's work can be found at Et…
…
continue reading
1
Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast
37:08
37:08
Play later
Play later
Lists
Like
Liked
37:08
On this show, Heather Satterley speaks with William "Bill" Murphy about the newly announced Intuit Enterprise Suite, a major release targeting mid-market businesses aimed at companies with sales over $3 million and up to 250 employees. Bill Murphy's work, including his predictions about Intuit Enterprise Suite prior to it being officially announced…
…
continue reading
1
Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast
42:01
42:01
Play later
Play later
Lists
Like
Liked
42:01
On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode: Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on c…
…
continue reading
1
Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast
36:42
36:42
Play later
Play later
Lists
Like
Liked
36:42
On this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA" About David Hartley: Dave is the partner-in-charge of…
…
continue reading
1
Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast
37:37
37:37
Play later
Play later
Lists
Like
Liked
37:37
On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Mon…
…
continue reading
1
Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast
36:06
36:06
Play later
Play later
Lists
Like
Liked
36:06
On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax…
…
continue reading
1
Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast
46:50
46:50
Play later
Play later
Lists
Like
Liked
46:50
On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rathe…
…
continue reading
1
Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast
40:46
40:46
Play later
Play later
Lists
Like
Liked
40:46
On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking.…
…
continue reading
1
Episode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report Podcast
30:39
30:39
Play later
Play later
Lists
Like
Liked
30:39
On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit…
…
continue reading
1
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast
44:15
44:15
Play later
Play later
Lists
Like
Liked
44:15
On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights This episode is a deep …
…
continue reading
1
Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast
25:52
25:52
Play later
Play later
Lists
Like
Liked
25:52
On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis: Nicole (Butler) Davis is the founder and CEO at Butler-Dav…
…
continue reading
1
Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast
33:19
33:19
Play later
Play later
Lists
Like
Liked
33:19
On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko: Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs…
…
continue reading
1
Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast
52:12
52:12
Play later
Play later
Lists
Like
Liked
52:12
On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreeme…
…
continue reading
1
Episode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report Podcast
35:37
35:37
Play later
Play later
Lists
Like
Liked
35:37
On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion …
…
continue reading
1
Episode 83 - Interview with Kelly Richmond Pope - The Woodard Report Podcast
36:49
36:49
Play later
Play later
Lists
Like
Liked
36:49
On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation: Kelly Richmond Pope's Background Her Early Interest in Accounting A Personal Anecdotes of Learning About …
…
continue reading
1
Episode 82 - Randy Crabtree on Fostering a Positive Company Culture - The Woodard Report Podcast
27:47
27:47
Play later
Play later
Lists
Like
Liked
27:47
On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in the accounting industry, shares…
…
continue reading
1
Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast
44:24
44:24
Play later
Play later
Lists
Like
Liked
44:24
On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are: Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software …
…
continue reading
1
Episode 80 - Oh BOI! Does Beneficial Ownership Information reporting affect your firm? - The Woodard Report Podcast
46:09
46:09
Play later
Play later
Lists
Like
Liked
46:09
On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats. TV and Movie Quotes mentioned: Resident Alien (TV) Blackberry (m…
…
continue reading
1
Episode 79 - Interview with Dave Kersting, CEO of Capovario - The Woodard Report Podcast
25:57
25:57
Play later
Play later
Lists
Like
Liked
25:57
On this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences have helped shape his business sense. Community is at the core of both Dave's conversation with Joe and his…
…
continue reading
1
Episode 78 - Dr. Michio Kaku, Quantum Computing - The Woodard Report Podcast
33:53
33:53
Play later
Play later
Lists
Like
Liked
33:53
On this episode Joe is joined by one of the most esteemed minds in the world of physics, Dr. Michio Kaku. He will be joining us on stage this year at Scaling New Heights! Dr. Kaku has written several books including The Physics of the Impossible. He has appeared on the History Channel television show, The Universe. His most recent works include inf…
…
continue reading
1
Episode 77 - What is your firm's secret sauce? - The Woodard Report Podcast
45:53
45:53
Play later
Play later
Lists
Like
Liked
45:53
What is it that sets you apart from competitors? That is, what is the secret sauce that your firm brings to the world? There are several ways to differentiate your practice from the rest of the competition so in this episode Joe and Heather dive into how you stand out. If you don't currently stand out, how should you? Ultimately, this requires you …
…
continue reading
1
Episode 76 - Is your price the right price? - The Woodard Report Podcast
43:50
43:50
Play later
Play later
Lists
Like
Liked
43:50
Is you price the right price and what are the hidden costs that cause you to be less profitable than you should be? This episode is based on the strategic pricing workshop offered by Woodard. We've seen people go through the workshop and find $50,000 to $75,000 in underpricing (or more!). The people who come to this workshop have no idea how grossl…
…
continue reading
1
Episode 75 - Taking the Power Back - The Woodard Report Podcast
44:18
44:18
Play later
Play later
Lists
Like
Liked
44:18
On this episode, Heather and Joe talk about the psychodynamics of client relationships, otherwise known as taking the power back in client relationships. There is a pyschological power struggle in any relationship and it takes on a unique angle when it comes to Client Accounting Services. This isn't about a power trip or ego struggle. This is all a…
…
continue reading
