Joe Woodard - Podcast Details

Shows

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 126 - Does your practice have termites? - The Woodard Report PodcastOn this episode Joe speaks with Heather about identifying and removing toxic clients who undermine accounting and advisory practices. Joe shares a vivid metaphor—likening bad clients to termites in a home—and outlines a checklist to help firms define their ideal client profile based on profitability, behavior, scalability, and alignment with firm systems. TV and Movie Quote: Heather quoted Thelma and Louise Joe quoted Presumed Innocent Book of the Week: The Everyday Hero Manifesto by Robin Sharma Favorite Social Posts: Heather mentioned Candy Bellau on LinkedIn Joe mentioned The Soul of Ente...2025-06-1151 min

UnAccountable!Ep. 51: Goodbye Free API, Hello Joe Woodard, and Conference Critiques!Welcome back to Unaccountable! It’s episode 51 with your hosts: Tyler “Bean-Counting Banterer" Otto from Specialized Accounting, focusing on medium to large businesses in the glamorous hospitality and service industries.Jeremy "Journal Jester" Van Groll from Nonprofit Bookkeeping, a champion for nonprofits with his accounting expertise.We have a special guest: Joe Woodard, the founder of Woodard, a training and resource organization for accounting professionals. Joe is also the host of the annual Scaling New Heights conference for QuickBooks ProAdvisors.In Da News! How can we not talk about the One Big B...2025-06-0557 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report PodcastOn this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly want. Her keynote at Scaling New Heights 2025 will challenge professionals to embrace self-awareness, trust their instincts, and courageously chart a new path that aligns with their values. About Geni Whitehouse Geni is a keynote presenter, winery consultant, author, advisory trainer, and President of...2025-06-0431 min

THRIVE, a Paychex Business PodcastCEO Joe Woodard: Moving CPAs from Routine Tasks to Trusted Business AdvisorsSearching for fresh ways to grow your accounting practice or wondering how your CPA could better support your business? Don’t miss Gene’s conversation with one of his accounting idols, Joe Woodard. They explore how Client Advisory Services (CAS) can help accountants level up, boost their profits, and serve their clients in more meaningful ways. You’ll get practical tips for pricing your services, creating service packages that make clients happier (and more loyal), and using technology to turn the old controllership model on its head. Whether you’re an accountant ready to break free from the tax treadmil...2025-06-0332 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 124 - From High Jump to High Impact: Chaunte's Boundless Journey - The Woodard Report PodcastOn this episode, Joe speaks with Chaunté about how her journey as a four-time Olympian and breast cancer survivor has reshaped her understanding of resilience, faith, and purpose. She shares how her athletic discipline, mindset, and spiritual grounding prepared her to train for the Olympics even during chemotherapy—motivated not by medals, but by her mission to raise breast cancer awareness. From embracing failure in the high jump to facing life’s heaviest challenges head-on, Chaunté offers business professionals powerful lessons on showing up, stretching limits, and rising from setbacks to stand for something greater. Thank you to our...2025-05-2831 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 123 - Accounting's AI Revolution Is Here - The Woodard Report PodcastOn this episode Joe speaks with Liz Scott about the ongoing AI revolution in the accounting profession and how it's transforming the way firms handle data, reduce burnout, and deliver client insights. Liz breaks AI down into three key “buckets”: bookkeeping, data review, and client deliverables—explaining how each is being reshaped by AI-powered tools. They also discuss how AI enables accountants to move beyond compliance into impactful advisory roles. About Liz Scott Liz Scott advocates for the future of accounting technology and community, assisting accounting firms in utilizing AI, automation, and cybersecurity. Learn more about Liz at...2025-05-2130 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 122 - Maximizing ROI at Accounting Conferences - The Woodard Report PodcastOn this episode Joe speaks with Heather about how to maximize your return on investment from conferences by attending with intention, identifying clear learning goals, and planning connections in advance. They dive into the “three threes” approach—three skills to learn, three tools to explore, and three people to meet—and emphasize the importance of self-awareness, authenticity, and pacing to make the most of any event. Link mentioned in the show: The Accounting Cornerstone Foundation Unveils Accounting Conference Scholarships TV and Movie Quote: Heather quoted Battlestar Galactica Joe quoted Much Ado about Nothing Book of...2025-05-1447 min

The Soul of Enterprise: Business in the Transformation EconomyIn the Octagon: Eighth interview with Joe WoodardWhat do David Allen's Getting Things Done, Daniel Susskind's A World Without Work, and AppleTV's Severence have in common? They are all on the mind of Ron and Ed's Guest for this episode, Joe Woodard. This will be Joe's record-extending EIGHTH appearance on T$oE. He is always an audience favorite. So buckle up! As always it will be a fast-paced wide-ranging conversation with him.2025-05-0258 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 120 - Unlocking Growth: How CAS and AI Are Reshaping Accounting Firms - The Woodard Report PodcastOn this episode Joe speaks with Dan Hood, editor-in-chief of Accounting Today, about the latest trends from Accounting Today's research on the Top 100 firms, the explosive growth of Client Accounting Services (CAS), and how firms are adapting to staffing shortages and technological innovation. They dive into why CAS is the future growth engine for accounting firms, how leadership and process changes are critical, and the evolving role of AI as a near-future disruptor in the industry. Thank you to our show sponsor, Bill! Bill is the intelligent way to create and pay bills, send invoices, manage...2025-04-3040 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report PodcastOn 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...2025-04-2347 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report PodcastOn 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 inte...2025-04-1636 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report PodcastOn 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 C...2025-03-2644 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 114 - How to Restore Broken Trust with Clients - The Woodard Report PodcastOn 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 Repor...2025-03-1931 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report PodcastOn 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...2025-03-1246 min

After the First MillionBuilding a profitable firm you can grow with Joe WoodardRunning a firm takes more than expertise—it takes strategy, leadership, and the right mindset to scale.For Joe Woodard, CEO of Woodard, that mindset has been key. After starting as a practitioner, he built a career helping accountants break free from underpricing, inefficient processes, and technician thinking. He’s seen firsthand that success isn’t about working harder—it’s about structuring your firm for sustainable growth.In this episode, Joe shares why the right clients matter more than volume, how firms can move from bookkeeping to advisory, and what AI and offshoring mean for the in...2025-03-1249 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 111 - DOGE & Dollars: An Interview with Gene Marks - The Woodard Report PodcastOn 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 gear...2025-02-2640 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report PodcastOn 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...2025-02-1246 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report PodcastOn 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 u...2025-02-0525 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report PodcastOn 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 Th...2025-01-2944 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report PodcastOn 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 t...2025-01-2240 min

Be In The Drivers SeatThis week on the show is Dave Wulke, Service Manager with Joe Lunghamer ChevroletThis week on the show is Dave Wulke, Service Manager with Joe Lunghamer ChevroletConnect with Regina!Text (248) 218-9808Check out Joe Lunghamer's new and used inventory here on Regina's website!Website (Submit a credit application here)TikTokYouTubeInstagramFacebook (Cars)Facebook (Credit)Connect with Dr. Teresa!Call (248) 214-6678Website FacebookLinkedInConnect with Gill Garrett!FacebookInstagramTwitterLinkedIn 2025-01-1757 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 104 - Bench, Business, and Better Decisions - The Woodard Report PodcastOn 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...2025-01-0837 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 102 - Is it burnout or moral injury? An interview with Ron Baker - The Woodard Report PodcastIn 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...2024-12-0739 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 100 - Special Edition: The US Election - The Woodard Report PodcastOn 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 s...2024-11-1324 min

Broken Simulation with Sam Tripoli and Johnny Woodard#138: Sam, Trump Break Records on Joe Rogan's Podcast + Tony Hinchcliffe Controversy + Election TalkSam recaps his return to the Joe Rogan Experience podcast talks about becoming eskimo brothers with former president Donald Trump on this edition of Broken Simulation. We also discuss the election, the Tony Hinchcliffe controversy and how Joe Biden got him completely off the hook, and whether Kamala Harris will appear on Rogan as well. We end the show by running through the news.Sign up for Kalshi at www.kalshi.com/broken! The first 500 traders who deposit $50 will get a free $20 credit!More stuff: Get episodes early, and unedited, plus bonus episodes: www...2024-11-021h 25

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report PodcastOn 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 2024-10-2336 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 97 - Interview with Jina Etienne - The Woodard Report PodcastOn 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 ou...2024-10-1642 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 95 - Outsourcing and Offshoring Strategies - The Woodard Report PodcastOn 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...2024-09-1142 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 93 - Courageous Journeys in Accounting - The Woodard Report PodcastOn 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...2024-08-2837 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 91 - Top 50 Client Accounting Services Firms - The Woodard Report PodcastOn 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 B...2024-08-1446 min

Broken Simulation with Sam Tripoli and Johnny Woodard#131: What's the Beef with Joe Rogan? + Bill Gates Is Still a Creep + Talking TFH Changes with XG in StudioOur friend XG from TFH joins us as we discuss the outpouring of criticism aimed at Joe Rogan, and how surprising it is that some of it is from comedians. We also discuss a change in Tin Foil Hat's format, why House of the Dragon's finale was a failure, RFK Jr.'s bizarre bear incident, and the latest revelation about how big a creep Bill Gates is. Oh, and some people think the Hawk Tuah girl is trans.More stuff: Get episodes early, and unedited, plus bonus episodes: www.rokfin.com/brokensimulation or www.patreon.com...2024-08-121h 20

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report PodcastOn 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...2024-08-0740 min

Broken Simulation with Sam Tripoli and Johnny Woodard#130: Can Kamala Win? (Joe Rogan Thinks So) + Olympics Psyops + Trump's Ear + Jason Ellis is NextCan Kamala Harris win? Joe Rogan seems to think so. Are these Olympics a giant psyop? Probably. Also this week, even more puzzling information is revealed about the Trump shooting, including the fact that he was on stage for minutes while police surrounded the would-be assassin's perch. Oh, and why doesn't Trump have a mark on his ear? One last thing: Sam makes a bold prediction about Jason Ellis.More stuff: Get episodes early, and unedited, plus bonus episodes: www.rokfin.com/brokensimulation or www.patreon.com/brokensimulationWatch Broken Simulation: https...2024-08-052h 19

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report PodcastOn 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. T...2024-07-3130 min

Broken Simulation with Sam Tripoli and Johnny Woodard#129: Is Joe Biden Dead? + Elon Musk's Breaking Point + Notorious B.I.G. a Phony?With so much happening around the world, we had to get a Broken Simulation in to discuss the most pressing issues of the day, like Sam's bowel habits. We also consider whether Joe Biden is alive, why Kamala Harris cannot win, and a sobering revelation from Elon Musk.To start the show Sam shares some devastating news about the standing of Notorious B.I.G. as an artist.More stuff: Get episodes early, and unedited, plus bonus episodes: www.rokfin.com/brokensimulation or www.patreon.com/brokensimulationWatch Broken...2024-07-241h 35

The Successful Bookkeeper PodcastEP421: Spotlight - Joe Woodard - Conquering The Pricing & Service Dilemma“We are in a supply/demand economy that favours the suppliers. And it's economics 101, if you have a supply shortage that can’t meet all the demand of the market, then you increase price.” -Joe Woodard Compliance is one of the biggest realms of challenge for bookkeepers, but it also provides consistent opportunity. The rules and regulations change so frequently that it can be hard to keep up, and if we feel that way, just imagine how non-bookkeeping businesses feel about it. Supply and demand rule the market, and there is always going to be a s...2024-06-0639 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 88 - Is Bookkeepping Dead? - The Woodard Report PodcastOn 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 sho...2024-06-0544 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report PodcastOn 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 se...2024-05-2925 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report PodcastOn 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...2024-04-2952 min

The Accounting PodcastDelivering Nuclear Value in AccountingJoe Woodard joins Blake and David to examine how accountants and bookkeepers can increase the value of their services in the eyes of their clients. Joe introduces the Cobb value curve, illustrating how differentiation and relative value impact pricing. He emphasizes the importance of offering unique, high-value services like controllership and financial planning to stand out from commoditized offerings and command premium prices.Meet Our Guest, Joe WoodardLinkedIn: https://www.linkedin.com/in/quickbooksadvisorTwitter: https://twitter.com/joewoodardLearn more about WoodardWebsite: http://www...2024-04-1629 min

Impact PricingDecoding the Emotion and Solution-Driven Sales Approach with Joe WoodardJoe Woodard's vision is to "transform small businesses through small business advisors." And in the service of that vision he and his team educate, coach, provide resources and build communities for small business advisors, with the overarching goal of empowering them to play a powerful, high-impact advisory role with their clients. In this episode Joe shares strategies for Infusing feelings and solutions into your pricing models that drive people's buying decisions. Why you have to check out today’s podcast: Find out effective strategies for your sales approach Discover effective hiring strategies to...2024-04-0833 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 82 - Randy Crabtree on Fostering a Positive Company Culture - The Woodard Report PodcastOn 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...2024-03-2727 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report PodcastOn 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’r...2024-03-1344 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 80 - Oh BOI! Does Beneficial Ownership Information reporting affect your firm? - The Woodard Report PodcastOn 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...2024-03-0646 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 79 - Interview with Dave Kersting, CEO of Capovario - The Woodard Report PodcastOn 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 2024-02-2825 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 78 - Dr. Michio Kaku, Quantum Computing - The Woodard Report PodcastOn 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...2024-02-2133 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 77 - What is your firm's secret sauce? - The Woodard Report PodcastWhat 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...2024-02-1445 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 76 - Is your price the right price? - The Woodard Report PodcastIs 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, fo...2024-02-0743 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 75 - Taking the Power Back - The Woodard Report PodcastOn 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 2024-01-2444 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 71 - Facing the Fear of Failure - The Woodard Report PodcastOn 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 2023-11-0144 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 70 - Mergers and Acquisitions with Bob Lewis - The Woodard Report PodcastOn 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 Fyl...2023-10-2540 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 69 - The Future of Client Accounting and Advisory Services - The Woodard Report PodcastOn 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 mess...2023-10-1842 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 68 - Process Optimization for Accounting Pros - The Woodard Report PodcastOn 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 2023-10-1144 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 65 - Change Management Strategies - The Woodard Report PodcastOn 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.2023-09-0638 min

Broken Simulation with Sam Tripoli and Johnny Woodard#98: "OldSchool.Black" + Joe Rogan AI Experience + FBI Busts Itself + Metallica + Howard SternThe FBI busts itself, the Joe Rogan A.I. Experience somehow perseveres, Sam's recalls an appearance on Howard Stern, and we cast ourselves in an AI-generated new season of Game of Thrones on this week's edition of Broken Simulation!More stuff:Get episodes early, and unedited, plus bonus episodes: www.rokfin.com/brokensimulation or www.patreon.com/brokensimulationWatch Broken Simulation: https://www.youtube.com/channel/UCob18bx1jaU1HYPCPNRnyogSocial media:Twitter: @fatdragonpro, @johnnywoodardInstagram: @samtripoli, @johnnyawoodardThe outro song is "Growing Growing...2023-08-072h 06

Accounting High156 Let Your Vision Guide Your Mission on Purpose (feat. Joe Woodard)Episode 156 FACULTY: Joe Woodard CLASS: #GuidePosts TITLE: Let Your Vision Guide Your Mission on Purpose In this podcast episode, Scott interviews Joe Woodard of Scaling New Heights, CEO of Woodard. The episode covers valuable insights into the accounting industry's evolution, the significance of industry events, the importance of differentiation and branding, and Joe Woodard's experiences and perspectives throughout his career. Joe shares his personal story of how he entered the accounting field. The early days of cloud technology and Joe's experience in starting a consulting practice. 2023-06-2646 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 56 - Why Clients Do Not Value Your Services - The Woodard Report PodcastOn this episode Joe and Heather talk about why clients do not value your services. They start with the first reason which is that you sell the wrong "product" and then go through the rest of Joe's list from there.2023-05-3140 min $Business Strategy for CPA\'s$ Business Strategy for CPA's244 Get More from Technology with Joe Woodard*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink. Here today to talk with me about effectively leveraging technology is my guest, Joe Woodard. Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. He's the host of Scaling New Heights, one of the wo...2023-05-1747 min

The Soul of Enterprise: Business in the Transformation EconomyFifth interview with Joe WoodardRon and Ed welcome back Joe Woodard, CEO of Woodard and host of the Scaling New Heights Conference at which Ron and Ed will be delivering keynotes and sessions. We'll chat about the conference and likely foray into AI and other issues facing the accounting profession. If you have a question for Joe, please Tweet us - @asktsoe.2023-05-0556 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 51 - Process Documentation - The Woodard Report PodcastOn this episode of The Woodard Report Podcast, Heather and Joe take on the topic of process documentation and how you "don't have time" to document all of your processes.2023-04-2641 min

Impact PricingHow Subscription Business Model is Revolutionizing Pricing with Joe WoodardAs the founder and CEO, Joe Woodard empowers small business advisors to transform small businesses. He works toward this vision as the host of the annual Scaling New Heights conference, the host of Woodard Alliance, the head of Woodard Institute and various speaking and writing engagements he performs throughout the accounting and bookkeeping professions. In this episode, Joe discusses how to design a subscription pricing model that prioritizes building strong relationships with clients, empowering them, and generating a long-term impact on their businesses. This approach also helps increase the lifetime value of clients. W...2023-04-2430 min

Broken Simulation with Sam Tripoli and Johnny Woodard#84: "The Phantom Shart" + A.I. Joe Rogan + Star Wars Twitter WarsSam recaps his Toronto trip, then we listen to a Joe Rogan A.I. podcast that made us both uncomfortable.Also this week, Johnny gets into nerd fights on Twitter, and we have more mental illness, atrocities, and a suite of other A.I. news items.Visit www.netsuite.com/broken to get the visibility and control you need to weather any storm.More stuff:Get episodes early, and unedited, plus bonus episodes: www.rokfin.com/brokensimulation or www.patreon.com/brokensimulationWatch Broken Simulation: https://www.youtube.com/channel...2023-04-212h 06

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 50 - Document Deadlock - The Woodard Report Podcast On this episode of The Woodard Report Podcast, Heather and Joe take on the topic of document deadlock and how to get the information you need to do your job. 2023-04-1936 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 48 - Artificial Intelligence - The Woodard Report Podcast On this episode of The Woodard Report Podcast, Joe and Heather talk about Artificial Intelligence and the potential impact on the industry. To lead things off, Heather asks, "Is this even new at all?" 2023-04-0544 min

Tax Rep Network with Eric Green138. Getting Your Tax Practice to Soar! with Joe WoodardJoining Eric on this week’s podcast is the founder of the largest Accounting Technology show Scaling New Heights, Joe Woodard. On this show Joe and Eric discuss ways to improve your practice so you can stop “flapping” and start soaring, the theme of this year’s Scaling New Heights Conference in St. Louis this June. Eric and Joe also get into some of the highlights of this year’s show and what attendees can expect. Note, Eric will be speaking at Scaling New Heights on an IRS track of five sessions he created specifically for the show. 2023-03-1643 min

Broken Simulation with Sam Tripoli and Johnny Woodard#79: "Wide Stance" + Bigfoot Theater + Fake Joe Rogan AI AdsThis week we talk about creepy fake AI advertising featuring Joe Rogan, whether having a wide stance should be criminalized, and Bigfoot Theater makes its return.Also this week we talk about South Park, the timing of Ari Shaffir's comedy special, and then we watch an incredible police chase/shootout. More stuff:Get episodes early, and unedited, plus bonus episodes: www.rokfin.com/brokensimulation or www.patreon.com/brokensimulationWatch Broken Simulation: https://www.youtube.com/channel/UCob18bx1jaU1HYPCPNRnyogSocial media:Twitter: @fatdragonpro, @johnnywoodardInstagram: @samtripoli...2023-03-102h 00

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 47 - The Staffing Crisis - The Woodard Report Podcast On this episode of The Woodard Report Podcast, Joe and Heather talk about the number one pain point in the industry right now. The key problem facing the accounting and bookkeeping industries right now is the staffing crisis. 2023-03-0842 min

The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 46 - That Stubborn Client - The Woodard Report PodcastOn this episode of The Woodard Report Podcast, Joe and Heather talk about "that" stubborn client. You know the one. Joe provides some insight into your relationship with a stubborn client and Heather adds some much needed context based on her personal experiences.2023-02-2338 min

The Accounting PodcastTurboTax LIVE for S Corp Pricing RevealedSponsorsOnPay - https://cloudaccountingpodcast.promo/onpayFreshBooks - https://cloudaccountingpodcast.promo/freshbooksLiscio - https://cloudaccountingpodcast.promo/liscioNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeRSVP for the Cloud Accounting Podcast Party!DECEMBER 7TH7 PM to 9 PMChandelier Lounge Cosmopolitan Hotel Las Vegashttps://cloudacctpod.link/partyShow NotesRSVP for the Cloud Accounting Podcast PartyDECEMBER 7T...2022-11-171h 05

Be In The Drivers SeatEp. 042 - The Team is Family and the Importance of the Community w/ Joe LunghamerJoe Lunghamer has been a pillar in the Waterford and Pontiac area for decades. I've been a salesperson at Joe Lunghamer Chevrolet in Waterford, MI since 2010. Took a short hiatus towards the end of 2010 but have been back since 2020.Joe leads with love and treats his team like family. Joe fosters a family atmosphere with his team and that's why he retains his sales team for years. He gives to his team and his team wants to reciprocate, but that principle also goes beyond the four walls of his dealership and into his family and the community.2022-09-241h 05