Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
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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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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast 47:21
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Play Later Play Later Lists Like LikedOn this episode Joe and Heather talk about their recent experience taking a business leadership course on artificial intelligence at Brown University, where they explored the different types of AI—narrow, agentic, and general—and how each impacts the future of accounting. They emphasize that AI is no longer optional for firms; it’s a competitive necessity, especially when paired with strategic data usage. Heather and Joe break down real-world applications—from automating blog writing and client communication to interpreting credit card statements and regulatory implications—urging accountants to experiment with AI now or risk falling behind. Thank you to our show sponsor, Brex!Brex accounting partners close client books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast 36:19
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Play Later Play Later Lists Like LikedOn this episode Joe Woodard speaks with Deb Defer, Director of CAS Consulting at Woodard, about how firms can turn client onboarding from a loss leader into a profitable, strategic phase of their CAS engagements. They explore pricing structures like evergreen retainers, volume-discounted cleanups, and onboarding fees to ensure firms aren’t losing money or undervaluing their services. The episode is packed with actionable advice for firms of all sizes looking to boost MRR and avoid getting stuck in once-a-year cleanup chaos. Thank you to our show sponsor, Bill — your financial operations platform.Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow, all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report Podcast 37:45
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Play Later Play Later Lists Like LikedOn this episode, Heather Satterley chats with Dave Olsen and Shane Rowley from Nimbl about a big question many accounting pros wrestle with: Should you keep your firm small and flexible or scale it up? Dave shares his personal journey of growing Nimbl from a solo practice into a thriving business with over 100 team members, while Shane talks openly about how he drove Nimbl's growth to $6 million in revenue (and what he learned along the way). You'll hear real-world stories, practical tips, and honest reflections about the challenges and rewards of growth, keeping your firm profitable without burning out, and protecting your firm's culture—even when things get messy. Whether you're ready to scale or happy staying small, this episode will help you find the clarity you need to build the business you truly want. Resources mentioned during the show: What You Do Is Who You Are: How to Create Your Business Culture by Ben Horowitz Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax professionals nationwide. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report Podcast 35:07
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Play Later Play Later Lists Like LikedOn this episode, Heather speaks with Todd Robinson, Director of Practice Engagement at Woodard, about the evolution of the accounting industry over the past two decades, from the early days of QuickBooks Online to today's AI-driven landscape. They explore the rise of Client Advisory Services (CAS), the growing interest of private equity in accounting firms, and the critical importance of adopting modern technology to stay competitive. Thank you to our show sponsor, Brex! Brex Accounting Partners close clients’ books faster, earn rewards for referrals, and attract new customers — all on Brex. Brex’s integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster, and elevate the overall client experience. To become a Brex Accounting Firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report Podcast 44:48
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Play Later Play Later Lists Like LikedOn this episode Joe speaks with Heather about why operations should be the next big focus in your practice. Heather emphasizes the importance of documenting and reflecting on current processes to identify areas for improvement. The discussion also covers aligning operational improvements with firm culture, broadening technology views with automation and AI, and practical steps to stay ahead in the coming year. TV and Movie Quote: Heather quoted The Office Joe quoted 1923 Book of the Week: The e-Myth by Michael Gerber Favorite Social Posts: Heather mentioned Ashley Francis on LinkedIn Joe mentioned Caleb Jenkins on X/Twitter The Woodard Report Article of the Week: Spring Cleaning for the Mind: Clearing Clutter for Greater Productivity by Kim Petro Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for Accountants, CPAs, and Tax Professionals nationwide: the CorpNet Partner Program. 10X your firm’s revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 114 - How to Restore Broken Trust with Clients - The Woodard Report Podcast 31:00
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Play Later Play Later Lists Like LikedOn this episode, Joe speaks with Heather about the complexities of trust—how it’s broken, why it happens, and most importantly, how to restore it in business and personal relationships. They outline a five-step approach to rebuilding trust, emphasizing self-awareness, assessing intent, and fostering meaningful resolutions. TV and Movie Quote: Heather quoted Eat, Pray, Love Joe quoted Rocky III Book of the Week: The Four Agreements by Don Miguel Ruiz / Janet Mills Favorite Social Posts: Heather mentioned Nancy McClelland on LinkedIn Joe mentioned Adam Markowitz on X/Twitter The Woodard Report Article of the Week: Woodard Welcomes Shirley Koss as Community and Member Success Manager Thank you to our show sponsor, Brex! Brex Accounting Partners close clients’ books faster, earn rewards for referrals, and attract new customers — all on Brex. Brex’s integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster, and elevate the overall client experience. To become a Brex Accounting Firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report Podcast 46:17
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Play Later Play Later Lists Like LikedOn this episode, Heather and Joe talk about seven essential productivity hacks to help accountants and bookkeepers stay sane during the busy season. They cover strategies like the two-minute rule, email automation, mindset shifts, and the importance of setting boundaries to maintain efficiency and well-being. Joe also revisits The Execution Factor by Kim Perrell (from episode 41 of the Woodard Report podcast). TV and Movie Quote: Heather quoted Everything Everywhere All at Once Joe quoted Michael Corleone from the Godfather Book of the Week: The Execution Factor by Kim Perrell Joe interviewed Kim Perrell on episode 41 of The Woodard Report Podcast Favorite Social Posts: Heather mentioned Matt Tait of Decimal and his post on LinkedIn Joe mentioned Greg Kyte on X/Twitter as posted by The Soul of Enterprise The Woodard Report Article of the Week: Executive Orders: The Good, the Bad and the Impact on Business by Ryan Francis Thank you to our show sponsor, Bill! They are the intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow—all on one platform. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 112 - Ten Essentials of a Thriving Company Culture - The Woodard Report Podcast 42:45
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Play Later Play Later Lists Like LikedOn this episode, Heather and Joe talk about the essentials of building a thriving company culture, breaking it down into three key categories: directional, interactive, and operational. They also discuss the importance of defining a company’s vision, mission, and purpose, fostering trust and servant leadership within teams. Books discussed in the first segment of the show: 5 Dysfunctions of a Team (Lencioni) The Advantage (Lencioni) The Servant Leader (Hunter) Measure What Matters (John Doerr) The Speed of Trust (Stephen M.R. Covey) Death by Meeting (Patrick Lencioni) Start with Why (Simon Sinek) TV and Movie Quote: Heather quoted Severance (Apple TV) Joe quoted Real Time with Bill Maher Book Quote: Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek The Woodard Report article highlighted during the show: 5 Ways We Used AI For Work Last Week: February 2025 Edition Thank you to our show sponsor, Truewind! Powered by AI, Truewind is a digital staff accountant that never sleeps, never gets sick, and always does its work. Completely predictable capacity planning. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 111 - DOGE & Dollars: An Interview with Gene Marks - The Woodard Report Podcast 40:22
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Play Later Play Later Lists Like LikedOn this episode Joe speaks with Gene Marks about how the DOGE initiative is shaking up government spending and prompting a reexamination of fiscal policies that impact the accounting profession and small businesses. Gene breaks down the effects of IRS layoffs and ERC uncertainties offering strategic insights for navigating these turbulent economic shifts. About Gene Marks A past columnist for both The New York Times and The Washington Post, Gene now writes regularly for The Hill, The Philadelphia Inquirer, Forbes, Entrepreneur Magazine, The Washington Times, and The Guardian. Gene has written 5 books on business management, specifically geared towards small and medium sized companies. His most recent is Want More Cash?: 100+ Ideas And Strategies For Increasing Your Company's Cash Flow This Year . Gene owns and operates the Marks Group PC , a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses. Gene also hosts a very popular podcast with Paychex. To listen to the latest episodes, visit www.paychex.com/podcasts Resources mentioned during the show Gene Marks' consolidated website The World Trade Center Association Walter Isaacson's biography on Elon Musk Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 110 - Tech Trends & AI Insights: CES 2025 Recap with Randy Johnston - The Woodard Report Podcast 41:39
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Play Later Play Later Lists Like LikedOn this episode, Heather speaks with Randy about the latest technology trends from the Consumer Electronics Show (CES). They discuss standout innovations, including AI-powered laptops, wireless monitors, and new productivity tools like foldable screens and ergonomic keyboards. Randy also highlights concerns over the lack of new products from major brands like Nikon and Canon, as well as the evolving role of AI in business security and client data protection. About Our Guest: Randy Johnston, MCS, has been a leading figure in technology for over 40 years. Inducted into the Accounting Hall of Fame in 2011, he has remained a Top 25 Thought Leader in Accounting from 2011 through 2024. His continued influence in the profession is highlighted by his recognition in the 2024 Accounting Today Top 100 Most Influential People in Accounting—his twenty-first consecutive year on that list. In addition, Randy authors a monthly column and hosts a weekly podcast for The CPA Practice Advisor, contributes to the Journal of Accountancy, writes for various accounting and technology publications, and has published numerous books. Connect with Randy: www.randyjohnston.com www.technologybestpractices.com www.nmgi.com www.k2e.com Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast 46:47
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Play Later Play Later Lists Like LikedOn this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice. Resources: It’s NOT Just the Numbers via CPA Trendlines CFO Services: A Practical How-To Guide for Accountants by Penny Breslin, Paula White, Damien Greathead Connect with our guests: Connect with Penny on LinkedIn Connect with Damien on LinkedIn Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report Podcast 25:18
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Play Later Play Later Lists Like LikedOn this episode, Joe speaks with Matt Tait, CEO of Decimal, about the integration of AI in the accounting industry, highlighting Decimal's transition to the AI-native ledger platform, Puzzle. Matt shares his thoughts on how Puzzle can automate up to 90% of routine tasks, improve client experiences, and enhance workflow scalability. His perspective on the implied partnership between tech and accounting firms is refreshing and not to be missed. Episode Resources: Connect with Matt Tait on LinkedIn Decimal.com - Let Decimal Solve Financial Operations Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast 44:54
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Play Later Play Later Lists Like LikedOn this episode, Joe and Heather dive into the major trends and challenges shaping 2025 for accounting professionals. They discuss the growing impact of artificial intelligence, policy shifts under the new U.S. presidency, and evolving business models in the industry. Recommended Reading: The Future of the Professions - Daniel Susskin 5 Best Books About Artificial Intelligence - The New York Times TV and Movie Quotes: From Heather: RuPaul's Drag Race From Joe: The Most Reluctant Convert Book Segment: Revenge of the Tipping Point by Malcolm Gladwell The Woodard Report article: Design Thinking—A Mindset for Firms Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast 40:40
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Play Later Play Later Lists Like LikedOn this episode, Joe and Heather explore key insights from the 2024 AICPA CAS Benchmark Survey, highlighting the evolution of CPA and non-credentialed practices post-COVID, including growth trends, advisory services, and the increasing role of technology. Download the 2024 CAS Benchmark Survey Read " Surveying a Shifting Landscape " from The CPA Journal TV and Movie Quote: Heather quoted Deadpool (so the entire quote is effectively redacted due to language) and Joe quoted X-Men: Days of Future Past Book Quote: Your Best Year Ever by Michael Hyatt The Woodard Report article highlighted during the show: ADHD: Beyond the Stereotypes in the Workplace Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report Podcast 31:20
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Play Later Play Later Lists Like LikedOn this episode, Heather speaks with Allanté Collier, founder of Streamline and Scale, about leveraging AI to boost efficiency and scalability in small businesses. They discuss practical ways AI can handle repetitive tasks, enhance marketing strategies, and streamline operations to free up time for growth and creativity. Connect with Allanté on LinkedIn Streamline & Scale helps Industry Leaders and Organizations build (lean) teams and businesses that run themselves in any economy. Check out this free training for leaders in demand from Streamline and Scale Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 104 - Bench, Business, and Better Decisions - The Woodard Report Podcast 37:01
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Play Later Play Later Lists Like LikedOn this episode, Joe and Heather explore the sudden closure and acquisition of Bench, the venture-backed bookkeeping and accounting firm, diving into its implications for the accounting industry, private equity, and an AI-driven future. They also discuss the challenges of balancing client-focused service with profit motives, highlight key takeaways from Andy Stanley's book Better Decisions, Fewer Regrets, and share their favorite quotes and social media insights of the week. More about Bench TV/Movie quote of the week — Dune: Prophecy Book of the week — Better Decisions, Fewer Regrets by Andy Stanley Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report Podcast 32:45
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Play Later Play Later Lists Like LikedOn this episode Heather speaks with Deborah Defer, Director of CAS Consulting at Woodard, about the transformative role of artificial intelligence in the accounting industry. They explore Deborah's extensive career journey, her insights from attending the Digital CPA conference, and the exponential growth in AI adoption. Most importantly, they talk about the importance of blending technology with human expertise. Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 102 - Is it burnout or moral injury? An interview with Ron Baker - The Woodard Report Podcast 39:55
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Play Later Play Later Lists Like LikedIn this episode, Joe Woodard talks to Ron Baker about the concept of moral injury as a more accurate explanation for what is often misdiagnosed as burnout, especially in the accounting and medical professions. They explore how moral injury arises when professionals face systemic or situational pressures that force them to act against their deeply held beliefs, creating anxiety and dissatisfaction. This issue is more profound than the surface-level symptoms of burnout and is rooted in the disconnect between the transactional nature of modern work environments and the purpose-driven calling many professionals feel. You can learn more about Ron Baker at TheSoulOfEnterprise.com and Verasage.com Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 101 - Interview with Danielle Bornowski - The Woodard Report Podcast 31:36
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Play Later Play Later Lists Like LikedOn this episode, Heather Satterley interviews Danielle Bornowski, the CEO of DQB Strategies, who is a marketing strategist helping business owners make smart marketing decisions that don't feel like slimy sales. Danielle believes that customer reviews are an unsung hero in marketing that can do a lot to help people grow their business. For professional firms, they help to document the customer journey and inform services, which in turn, allows accounting pros to provide a unique experience and set themselves apart from everyone else. From DBQ Strategies, here is a copy-and-paste template you can use to ask for customer reviews: DBQstrategies.marketing/reviews Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 100 - Special Edition: The US Election - The Woodard Report Podcast 24:53
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Play Later Play Later Lists Like LikedOn this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships. As always, the Woodard organization remains apolitical and fosters an internal environment where varying perspectives can thrive. Books mentioned during this episode: Radical Candor by Kim Scott Infinite Game by Simon Sinek Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast 31:40
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Play Later Play Later Lists Like LikedOn 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 ranging topics discussed in this episode: Candy's Career Background Building Resilience Community Support Overcoming Pricing Struggles Importance of Mindset Creating a Positive Work Environment Practical Advice for Accountants Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report Podcast 36:53
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Play Later Play Later Lists Like LikedOn 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 Response from the NATP Update: Intuit Responds to Controversial Tax Ad Following NATP Feedback Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 97 - Interview with Jina Etienne - The Woodard Report Podcast 42:26
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Play Later Play Later Lists Like LikedOn 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 Etienne Consulting where her mission is to shatter unseen barriers. Additional work from Jina: 2024 season of D&I One-on-One CPA Trendlines Podcast on decoupling DEIB "A Holistic Approach to Diversity" Podcast on ADHD called "The Distracted Elephant" Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast 37:08
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Play Later Play Later Lists Like LikedOn 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, can be found at Insightful Accounting using this link . Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast 42:01
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Play Later Play Later Lists Like LikedOn 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 company size and can even addressed how this practice can be great for small firms and solo practitioners. TV and Movie Segment: Heather is rewatching Game of Thrones and loves this quote from Daenerys Targaryen: "I'm not going to stop the wheel, I'm going to break it". Joe talked about this quote from Rings of Power: "What cannot be known hollows the mind. Fill it not with guesswork." Book Segment: Dare to Lead by Brene Brown . The author also has a great TEDTalk called, " The power of vulnerability " Social Media Segment: Heather mentioned this X post from @LilyTranTax and Joe mentioned a random X post with an amazing play on words. Here is a link to the image Joe referenced. Woodard Report Article Recommendation: Heather recommended " Thriving in Accounting: The Importance of Lifelong Learning " Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast 36:42
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Play Later Play Later Lists Like LikedOn 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 advisory at Anders with over three decades of experience serving both public and privately-held businesses, showcasing his unique blend of technological expertise and CPA proficiency. With a background in C-suite leadership and consulting, he specializes in helping middle-market businesses grow while focusing on innovation and technology. Dave’s cumulative experience, gained across a variety of roles in multiple industries, allows him to contribute to building the CPA firm of the future at Anders. In this capacity, he steers the advisory practice, orchestrating its strategic direction and propelling growth. As a former CIO, his experience enables him to find innovative technology uses to make businesses more successful. His insights are featured on LinkedIn, at industry conferences and in popular publications. By sharing his thought leadership across numerous platforms, Dave empowers fellow CPAs to revolutionize their firms, seamlessly integrate technology and adopt novel business paradigms. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast 37:37
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Play Later Play Later Lists Like LikedOn 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. Monica Davis: After a demanding corporate accounting job and personal health crisis, Monica courageously shifted to a bookkeeping role, eventually starting her own firm. Despite initial setbacks including job loss due to COVID-19 layoffs, she utilized continuous learning and networking opportunities to successfully build her business. Michelle Mitchell: Michelle shared her journey of returning to the workforce and starting her own firm while managing multiple sclerosis. She chose to keep her condition private while building her practice, demonstrating strength and resilience. Joe and Heather also discussed their regular show segments. TV and Movie Segment: Joe recently watched Dark Matter on Apple TV+. It's a deep sci-fi show for those who are fans. Heather has gone back into the catalog and really enjoyed re-watching The Fellowship of the Ring. Book Segment: Joe discussed "David and Goliath: Underdogs, Misfits, and the Art of Battling Giants" by Malcolm Gladwell Social Media Segment: Both Joe and Heather talked about ALL of the amazing posts from Scaling New Heights and how many of them are focused on community and contain words of encouragement. Woodard Report Article Recommendation: Heather recommended the " Top 50 Accounting Services Practices " Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast 36:06
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Play Later Play Later Lists Like LikedOn 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 Secrets: What Every Defense Attorney Should Know: An Insider’s Guide to Evaluating Every Stage of a Criminal Tax Investigation Unpaid Payroll Taxes: A Time Bomb You Can Defuse To learn more about Robert, please visit Nordlander CPA, PLLC Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50
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Play Later Play Later Lists Like LikedOn 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 rather than individuals within the practice. Nominations will open in November, applications in January, and the selection process in February. Joe and Heather also discussed their regular show segments. TV and Movie Segment: Joe recently watched House of Lies and Heather revisited a favorite movie, The Curious Case of Benjamin Button . Book Segment: Joe discussed The Advantage by Patrick Lencioni Social Media Segment: Heather enjoyed this LinkedIn post from Terrell Turner and Joe shared an X post from Luke Templin . Woodard Report Article Recommendation: Heather recommended 4 Inspiring Vacation Types for Accounting Professionals Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast 40:46
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Play Later Play Later Lists Like LikedOn 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. The full revenue reset process is available to Woodard members. More information is at this link: https://www.woodard.com/membership-overview TV and Movie Segment: As always, Joe and Heather share quotes from recent shows they've watched and bring it back around to a relevant business topic. Joe recently watched The Acolyte and Heather binged House of the Dragon. Book Segment: Heather discussed " The Courage to Be Disliked ," which talks about Alfred Adler's psychology theory focused on future-oriented living over being tethered to past traumas. Social Media Segment: Both Heather and Joe shared a social post, including one about the need for every business to have a specialist akin to an Olympic athlete who excels in one area. The AICPA Client Termination Letter Checklist can be found at this link . Woodard Report Article Recommendation: Heather recommended an article on managing seasonal revenue spikes for bookkeeping firms . Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report Podcast 30:39
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Play Later Play Later Lists Like LikedOn 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 Cards Impact of Spend Management on Accounting Practices This episode wraps up with a summary of the key benefits of using advanced spend management systems like Fyle to handle the complexities of modern business expenses. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15
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Play Later Play Later Lists Like LikedOn 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 dive into the transformation of bookkeeping, encouraging professionals to anticipate changes and adapt strategically. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast 25:52
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Play Later Play Later Lists Like LikedOn 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-Davis Tax & Accounting, LLC. She brings almost two decades of experience in accounting, tax, financial management and advisory services to clients of all sizes in real estate, construction, retail, financial and legal services industries. Nicole specializes in tax strategy and planning, small business accounting, pharmacy accounting and construction accounting. Here are a few key points from their conversation: Nicole's Background and Career Start Her Health Challenges What did Treatment and Recovery Look Like? Emotional and Business Insights Advice and Encouragement Check out Nicole's website: Butler-Davis Tax & Accounting Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast 33:19
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Play Later Play Later Lists Like LikedOn 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. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides growth-oriented organizations to significantly improve their results through B2B sales strategy and sales team skill development. Here are a few key points from their conversation: Selling Skills Leadership and Development in Your Firm The Intrapreneurial Approach Networking and Referrals Check out Amy's book and website: AmyFranko.com The Modern Seller Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast 52:12
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Play Later Play Later Lists Like LikedOn 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 agreements, impacting many industries, including accounting. This rule affects businesses under FTC jurisdiction in the U.S., with certain exceptions like non-profits and businesses operating entirely overseas. Scope and Exceptions — The ban targets all types of workers, including employees, contractors, and sole proprietors. Some businesses tried to argue for exceptions, but none were granted specific relief. However, non-profits have different standards based on their operational nature. Broader Implications — Joe and Heather discussed the noncompete ruling factually and also share their views on how this ruling could affect business dynamics, particularly the balance of power between large and small businesses, and the mobility of workers within the accounting industry. Important links: The safe harbor language mentioned by Joe at the 22 minute mark of the podcast can be found at this link . FTC press release FTC final rule Thank you to our show sponsors! Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report Podcast 35:37
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Play Later Play Later Lists Like LikedOn 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 for this growing industry has led her to work with dozens of operators and provide training to over 700 accounting professionals eager to expand their knowledge and skills in servicing cannabis clients. About Bruce: Bruce Andersen founded CannabisCPA.Tax which is a premier boutique resource to the legal cannabis industry in the areas of tax, audit, accounting, and consulting. The firm is based in Los Angeles with the bulk of its client base in California. The firm also has clients in twenty other cannabis friendly states. The firm’s client base includes cultivators, distributors, retailers, and manufacturers. It is a division of AndersenCPA.Com. Here are a few key points from their conversation: Growth and Complexity of the Cannabis Industry Navigating Legal and Regulatory Frameworks Accounting and Banking Challenges in the Industry Future Outlook and Growth Potential of the Industry Education and Resources for Accountants through the National Association of Cannabis Accounting and Tax Professionals (NACAT Pros) Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 83 - Interview with Kelly Richmond Pope - The Woodard Report Podcast 36:49
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Play Later Play Later Lists Like LikedOn 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 Fraud Professional Encounters with Fraud Discussion on Whistleblowers Impact of Fraud on Victims and the Role of Emotional Connection Advice on Vigilance Against Fraud Changing Dynamics in the Accounting Profession Combining Passions and Careers Kelly's work includes: Fool Me Once - A book by Kelly on Amazon All the Queen's Horses - A documentary by Kelly available on YouTube More accountants are leaving the field than joining. What’s going on? - A BigThink talk by Kelly Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 82 - Randy Crabtree on Fostering a Positive Company Culture - The Woodard Report Podcast 27:47
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Play Later Play Later Lists Like LikedOn 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 his insights and experiences on building a culture that promotes mental wellness and productivity. Here are the key points from their conversation: The Importance of Leadership in Cultivating Company Culture Defining Positive Company Culture Micromanagement vs. Empowerment The Balance Between Process and Flexibility Outcome-Based Work Environment Employee Empowerment and Role Fit The Financial Benefits of a Positive Culture Diversity and Inclusivity in Building Company Culture Don't forget to check out the book mentioned during the podcast. Measure What Matters by John Doerr Thank you to our show sponsors! Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast 44:24
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Play Later Play Later Lists Like LikedOn 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 solutions (e.g. SOC2 or equal standards) As a bonus, here is an IRS document called, " Creating a Written Information Security Plan for your Tax & Accounting Practice " TV/Movie Segment “We’re not just numbers in a spreadsheet. We’re people with lives, families.” – Christine Bates from Mr. Bates vs The Post Office “Lawyers are the swords of this century. Words are weapons now. I need you to learn how to use them.” – John Dutton from Yellowstone Book Segment Firm Forward by Edi Osborne Amazon link Favorite Social Posts "The trick isn’t to get away from the pain. The trick is to find something so important that the pain ceases to matter at all." — Mark Manson on Twitter/X The Woodard Report Article 4 Key Questions Bookkeepers Have for Their Clients' Tax Professional Thank you to our show sponsors! Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 80 - Oh BOI! Does Beneficial Ownership Information reporting affect your firm? - The Woodard Report Podcast 46:09
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Play Later Play Later Lists Like LikedOn 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 (movie) Books mentioned: Title: The Ideal Team Player Author: Patrick Lencioni Amazon Link: https://a.co/d/6zzDYA5 Favorite Social Posts: https://twitter.com/JStaatsCPA/status/1761085927345242459 https://www.linkedin.com/posts/adriandparker_your-company-doesnt-have-a-diversity-problem-activity-7168981738910601216-9iMh/ Thank you to our show sponsors: Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 79 - Interview with Dave Kersting, CEO of Capovario - The Woodard Report Podcast 25:57
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Play Later Play Later Lists Like LikedOn 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 business, Capovario. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 78 - Dr. Michio Kaku, Quantum Computing - The Woodard Report Podcast 33:53
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Play Later Play Later Lists Like LikedOn 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 information about Artificial Intelligence, quantum computing, robotics in business, and the impact these changing technologies have on culture. Most recently, he wrote the book Quantum Supremacy: How the Quantum Computer Revolution Will Change Everything Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 77 - What is your firm's secret sauce? - The Woodard Report Podcast 45:53
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Play Later Play Later Lists Like LikedWhat 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 to answer the question, "What is your vision, mission, and purpose?" (Hint: Being the low cost leader is not the answer.) Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 76 - Is your price the right price? - The Woodard Report Podcast 43:50
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Play Later Play Later Lists Like LikedIs 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 grossly underpriced their services can be. Overcome the fear factor and learn from Joe and Heather about how to take action. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 75 - Taking the Power Back - The Woodard Report Podcast 44:18
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Play Later Play Later Lists Like LikedOn 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 about balance. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 74 - Michelle Mitchell on Creating Confident Women CEOs - The Woodard Report Podcast 36:28
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Play Later Play Later Lists Like LikedOn 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 the needle. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 73 - Ingrid Edstrom talks about Accounting Alchemy - The Woodard Report Podcast 31:59
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Play Later Play Later Lists Like LikedOn 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 in need. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 72 - Sharrin Fuller of Glass Wallet Ventures - The Woodard Report Podcast 32:34
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Play Later Play Later Lists Like LikedOn 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 management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 71 - Facing the Fear of Failure - The Woodard Report Podcast 44:17
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Play Later Play Later Lists Like LikedOn 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 — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 70 - Mergers and Acquisitions with Bob Lewis - The Woodard Report Podcast 40:04
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Play Later Play Later Lists Like LikedOn 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. What is driving this trend and what is the impact on your business? Listen to find out! Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 69 - The Future of Client Accounting and Advisory Services - The Woodard Report Podcast 42:05
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Play Later Play Later Lists Like LikedOn 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 The fusion between real and virtual worlds The fusion between accounting and advisory (for real this time) Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 68 - Process Optimization for Accounting Pros - The Woodard Report Podcast 44:56
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Play Later Play Later Lists Like LikedOn 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 — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 67 - Dawn Brolin Rips It Up and Tries to LOSE Clients - The Woodard Report Podcast 44:24
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Play Later Play Later Lists Like LikedOn this episode Joe speaks with Dawn Brolin who is trying to LOSE clients. Has she lost her mind? Listen to Dawn talk about serving 250 clients, doing average work, and coming to the realization that there is a better way.
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 66 - Intuit Assist discussion with Blake Oliver - The Woodard Report Podcast 32:02
32:02 Play Later Play Later Lists Like Liked32:02
Play Later Play Later Lists Like LikedOn this episode Joe speaks with Blake Oliver of Earmark and The Accounting Podcast. They start with a conversation about Intuit Assist and then dive deeper into the topic of general artificial intelligence.
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 65 - Change Management Strategies - The Woodard Report Podcast 38:58
38:58 Play Later Play Later Lists Like Liked38:58
Play Later Play Later Lists Like LikedOn this episode Heather and Joe talk about change management strategies because as Joe jokes, "We all love change." Actually, people don't dislike change. They dislike being changed. So how can we be better with change? Joe and Heather have some great advice for you.
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 64 - Service Excellence and the 10 Barriers - The Woodard Report Podcast 42:53
42:53 Play Later Play Later Lists Like Liked42:53
Play Later Play Later Lists Like LikedOn this episode Heather and Joe talk about service excellence and the 10 barriers between your practice and performing distinctive, powerful, high impact services that are wealth generating for your clients.
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 63 - Interview with Dr. Sabrina Starling, The Business Psychologist - The Woodard Report Podcast 34:44
34:44 Play Later Play Later Lists Like Liked34:44
Play Later Play Later Lists Like LikedOn this episode Heather is joined by Dr. Sabrina Starling, The Business Psychologist and author of the How To Hire The Best series, The 4 Week Vacation®, and founder of Tap the Potential.
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 62 - Quantum Computing Interview with Randy Johnston, co-founder of NMGI - The Woodard Report Podcast 37:49
37:49 Play Later Play Later Lists Like Liked37:49
Play Later Play Later Lists Like LikedOn this episode Joe speaks with Randy Johnston, co-founder of NGMI about the quantum computing revolution. Randy has been in the business of providing managed services before the term existed. Now, Randy is one of the nations leading thought leaders in the accounting industry.
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 61 - Interview with Jeff Seibert, CEO of Digits - The Woodard Report Podcast 30:17
30:17 Play Later Play Later Lists Like Liked30:17
Play Later Play Later Lists Like LikedOn this episode Heather speaks with Jeff Seibert, co-founder and CEO of Digits. Jeff joined us on stage at Scaling New Heights for an amazing keynote and talked about The Social Dilemma (the documentary) and the future of artificial intelligence. This interview is a continuation of that great keynote conversation.…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 60 - Innovation in Your Accounting Firm - The Woodard Report Podcast 44:45
44:45 Play Later Play Later Lists Like Liked44:45
Play Later Play Later Lists Like LikedOn this episode Joe and Heather talk about innovation in accounting firms, both the importance of innovation and how we can cultivate a culture of innovation within our firms.
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