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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
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Daves I Know Podcast

Don't Be A Dick Productions

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Two Daves (Woodard and Cox) from Dallas, Texas, talking about old man punk rock stories, tattoos, travel, and they even talk about politics without being dicks to each other. Dave Woodard - old punk, tattoo shop owner, world traveler, and front man for legendary punk bands such as; Hellions, Billyclub, Pornlab, Protest, Speedealer, and more. Dave Cox - old punk, engineer, world traveler, podcast producer, and bass/guitar/trumpet player for not-so-legendary (punk, rockabilly, Texas country, a ...
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What is belonging? Can it help us counter the anxiety and polarization of our modern world? Join Civic Commons’ Frank Nam as he interviews community stewards about how we can work together differently to build a thriving greater Seattle region.
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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…
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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…
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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 …
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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 …
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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…
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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 …
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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…
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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…
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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…
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In this episode, the Daves take a look back at Jan 6, 2021 from a non-partisan standpoint. Dave W leans left and Dave C leans right, but both share a healthy distrust of the government and can debate the topic without being dicks. The conversation takes several turns away from Jan 6, as only The Daves can do, but they quickly learn that it might al…
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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 …
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In this episode, we sit down with Jonathan Jeter. Jonathan is the drummer for legendary Dallas band Reverend Horton Heat as well as the lead vocalist, guitar player, and songwriter for his namesake band, Jonathan Jeter and the Revelators. We talk about everything from touring, to musical influences, to all kinds of random stuff. Enjoy!…
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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…
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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…
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This week, the Daves spend some time with Sammytown Sam McBride of the iconic East Bay punk band Fang. We talk about a little bit of everything, from the early East Bay punk scene of the early 80's, to his time in prison, addiction, recovery, tour stories, and a lot more. You're not going to want to miss this amazing, and very open, conversation.…
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On this episode, Heather speaks with Michelle Mitchell of Mitchell Consulting. Michelle seeks to create financial freedom for women entrepreneurs by bridging the gap in their knowledge to create confident CEOs. Heather and Michelle talk about gender parity and women in accounting — both what we have been doing and what we should be doing to push th…
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On this episode, Heather speaks with Ingrid Edstrom. She's known as the Priestess of Profits and co-founder of the Accounting Alchemy network. As the Priestess of Profits, she offers consulting services for Tours & Activities businesses, speaks publicly, and provides leading-edge accountant education services, resources and consulting to businesses…
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On this episode, Heather speaks with Sharrin Fuller of Glass Wallet Ventures. Sharrin shares her experience as the CEO of Glass Wallet Ventures and a Managing Partner in two thriving accounting firms. She's an exit expert and runs a program that helps you go from Scaleable to Saleable. Thank you to our show sponsor: Expensify — the expense manageme…
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One of the 4 Practices of Belonging is Advocacy. In the latest edition of the We Belong Here podcast, we are gracious to explore this topic in detailIn 2017, Richard Rothstein published The Color of Law: A Forgotten History of How Our Government Segregated America. It clearly spelled out the non-accidental history of racial segregation in the Unite…
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On this episode, Joe and Heather talk about failure. It's something we all experience in our lives, usually multiple times. The way you approach failure sets you up for success! This is a FUN, EXCITING topic and we shouldn't fear failure because doing so holds us back from achieving incredible success. Thank you to our show sponsors: Expensify — th…
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On this episode, Joe speaks with Bob Lewis, one of the top 100 most influential individuals in the industry as recognized by Accounting Today. Bob is a mergers and acquisitons expert. He has a tremendous reputation with the top 200 accounting firms and what he is finding is that the top 500 firms are now buying the smaller, non-credentialed firms. …
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On this episode, Heather and Joe talk about the future of Client Accounting and Advisory Services. The future of CAS (CAAS) will be a series of fusions: The general ledger and workflow solutions fusion The client communications and workflow fusion The fusion between humans and bots The fusion between credentialed and non-credentialed professionals …
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On this episode, Heather and Joe talk about things that help accountants with various things, otherwise known as process improvement strategies or process optimization. We all have process but the question is, "How do we manage process?" Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle…
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"Center community. And center the synthesizing of multiple viewpoints to create a better outcome. It's all sort of an act of civic and cultural deejaying. Like you're trying to take two sources and bring them together to create a better outcome." - Randy EngstromThis episode explores the intersection of Arts & Culture & Belonging. The US Surgeon Ge…
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