Shows
The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 157 - From Bookkeeping to Business Coach: Collaboration, Advisory, and AI Done Right - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Tanya Hilts about how bookkeepers can move from compliance work into true advisory by leading with better questions, leaning into collaboration, and building confidence through real-time financial conversations. Tanya shares how AI tools like ChatGPT, Claude, and Perplexity can help generate smarter client questions and speed up analysis, while emphasizing that the real "threat" isn't AI itself, but professionals who learn to use it well. About Tanya Hilts Tanya Hilts, CPB, FCPB is an award-winning accounting pro helping firms adopt practical AI, tighten processes, and g...
2026-01-2831 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 156 - From Tax Filing to "Ask Luca": Guardrails for AI and Client Boundaries - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe and Heather speak about major January updates in the accounting space, including the IRS's Free File program and why Joe prefers a subsidized third-party prep model over direct IRS filing. They also dig into how large firms like RSM are rolling out tightly governed generative AI tools (like "Ask Luca"), and what that teaches smaller firms about AI quality being driven by both model capability and data control. Current events — IRS got rid of Direct File and is promoting Free File RSM lauched its own Generative AI To...
2026-01-2150 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 155 - Try the Train: New-Year Tech, Big Hope, and the Power of "No" - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe and Heather speak about early-2026 accounting and tech happenings, including new CPE training for Intuit Enterprise Suite, and why leaning into AI skills can create outsized professional value. Current events — Introduction to Intuit Enterprise Suite Training Rapid AI adoption with growing AI skills requirements TV/Movie quote of the week — Victoria House of David Excellent things we learned — Mind Magic: The Neuroscience of Manifestation and How It Changes Everything The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results Member spotlight — Jodi Plet...
2026-01-1434 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather speaks with Nancy McClelland, CPA about her journey as the "Dancing Accountant" and how embracing authenticity, community connection, and people skills has shaped her firm and career. They explore the importance of trust, niching, and collaboration between bookkeepers and tax professionals. About Nancy McClelland, CPANancy The Dancing Accountant is a CPA on a lifelong mission to educate the professionals who support small businesses and their communities. She runs 'Ask a CPA', a Q&A membership for bookkeepers who want to learn to prepare "tax-ready" books; co-hosts "...
2025-12-3142 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 153 - Accidental Accountant to Trusted Advisor: Navigating Nonprofits, Pricing, and the Future of AI - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Megan Tarnow about her journey as an "accidental accountant" who built a successful niche practice serving nonprofits and the unique challenges that come with pricing, staffing, and mission-driven work. Megan shares practical insights on why clean data, strong advisory relationships, and a controller-level mindset matter more than ever, especially as AI begins to reshape bookkeeping and analysis. About Megan Tarnow Megan Genest Tarnow is a long-time QuickBooks ProAdvisor with over 25 years working at the intersection of QuickBooks and nonprofits. Connect with Megan on LinkedIn...
2025-12-2431 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 152 - From Disruption to Empowerment: What's Shaping the Future of Accounting - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe and Heather speak about major shifts in the accounting profession, including new partnership and franchise models that are democratizing technology and intellectual property for firms of all sizes. They explore how innovation, hospitality-driven client experiences, and intentional generosity can help advisors stand out while navigating talent shortages and industry change. Current events — The 2025 top 100 most influential people in accounting Pilot anounced the launch of a partnership program with local, independent, bookkeeping practices TV/Movie quote of the week — The Diplomat Red Dragon Excellent things we l...
2025-12-1740 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 151 - From Time Sheets to Transformation: Blake Oliver's Blueprint for Modern Accounting Firms - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Blake Oliver about his new book, Building a Sustainable Accounting Firm, and the shift from transactional, hourly-based accounting to outcome-driven, productized services. Blake explains how firms can escape the "transactional treadmill" by redesigning pricing, redistributing workload to reduce seasonality, and adopting recurring, standardized service packages that elevate client experience. About Blake Oliver Among many other things, Blake founded Earmark so listeners can earn continuing professional education credits for listening to his shows and many more accounting and tax podcasts. The goal of the Earmark app...
2025-12-1034 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 150 - From Root Canals to Real Purpose: Dr. Short's Journey of Identity and Impact - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Dr. Rico D. Short about his remarkable rise from a single-parent household to becoming a world-class endodontist, author, and speaker, and how faith, mentorship, and identity shaped every step of his journey. They explore how finding your true identity and purpose, rather than comparing yourself to others, can unlock your greatest potential, and how perseverance through personal and professional adversity can transform both your life and leadership. About Dr. Rico D. Short Dr. Short is a board-certified endodontist, author, professor, and international speaker. He...
2025-12-0334 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 149 - Intuit's Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe and Heather talk about major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically to a changing profession. Current events — Intuit Accounting Suite launch Intuit opening a total of 600 on premises locations throughout the U.S. TV/Movie quote of the week — How to Train Your Dragon IT chapter 2 Excellent things we lear...
2025-11-2638 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Keila Hill-Trawick about how boutique accounting firms can thrive by prioritizing deep relationships, proactive communication, and intentional growth. Keila shares how Little Fish Accounting creates a high-touch client experience through streamlined processes, boundaries that protect team capacity, and a focus on year-round partnership rather than transactions. She and Joe also discuss why saying "no" to misaligned clients is essential to delivering consistently excellent service. About Keila Hill-TrawickKeila leads the strategy and vision at Little Fish Accounting, ensuring every client experience is personal, strategic, and...
2025-11-1929 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather speaks with Shirley Koss about the importance of human connection and vulnerability in the accounting profession. Shirley shares insights from her travels to industry events, where she's noticed how many professionals feel isolated in remote work environments. Together, she and Heather discuss ways to combat loneliness—through authentic communication, intentional outreach, and community engagement—reminding listeners that showing vulnerability and reaching out can strengthen both personal well-being and professional relationships. About Shirley Koss At Woodard, we believe that strong communities drive professional growth. Whether you're a CPA, tax...
2025-11-1232 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 146 - Innovation, Influence, and the "Let Them" Mindset: Navigating Change in Accounting and Beyond - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence? Current events — Tax firm Andersen to file publicly for IPO as soon as this week Karbon acquires Aider to deliver the future of AI-powered accounting and bookkeeping TV/Movie quote of the week — Heather mentioned the movie "The Greatest Showman" Joe mentioned both "Dune Prophecy" and "Lost in Space" Excellent things we le...
2025-11-0541 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 145 - Hooking Big Fish: Strategic Growth that Lasts - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Gail Crosley about how accounting firms can achieve sustainable, profitable growth through strategy rather than chance. Gail breaks down the difference between opportunistic and strategic growth, using her "fishing" analogy to show how narrowing focus, identifying ideal client profiles, and evaluating market conditions lead to lasting success. She also explains how firms can adapt when industries shift and reveals her three key elements of growth. Service, channel, and target can help firms thrive organically rather than through mergers. About Gale Crosley Gale Crosley, CPA, CGMA, i...
2025-10-2930 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather speaks with Kristen Keats about how to bring joy back into accounting. Kristen is a CPA and industry leader, with over twenty years experience serving small businesses and self-employed clients. With Heather, she shares her mission to create more meaningful, balanced, and fulfilling work for accountants by focusing on client relationships, fair pricing, and team connection. Together, they discuss shifting from burnout and billable hours toward a mindset of empowerment, communication, and purpose where both clients and accountants thrive. About Kristen KeatsKristen launched her career at...
2025-10-2231 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Jeff about the future of AI in accounting and how predictive models can transform bookkeeping accuracy. Jeff shares how his company, Digits, leverages AI not to replace accountants but to streamline workflows, reduce errors, and give professionals more time for higher-value work. They also explore the difference between generative and predictive AI, the role of accountants in reviewing outputs, and why firms must adapt quickly or risk being outpaced by competitors. About Jeff Seibert Jeff Seibert is the co-founder and CEO of Digits, where he's...
2025-10-1532 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather speaks with Madeline Reeves about the evolution of advisory services in accounting and how firms can confidently transition from transactional work to advisory relationships. Madeline shares insights from her Advisory Amplified Roadshow, a national event series designed to give accounting professionals practical tools for productizing advisory services, building stronger client connections, and leveraging AI to unlock efficiency. About Madeline Reeves Madeline Reeves' career has centered around working with accounting firms to help elevate understanding by providing education & coaching around cloud based technology. Learn more about M...
2025-10-0836 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather and Joe speak about upcoming regulatory changes that could ease the burden on government contractors and the potential disruption of the proposed HIRE Act, which would heavily tax outsourced accounting labor. They also dive into how the profession must adapt to staffing shortages, the evolving role of CPAs and noncredentialed accountants, and the transformative impact of AI on jobs. Current events — White House proposes to get rid of 60 accounting requirements for contractors Will the HIRE Act hurt outsourcing? TV/Movie quote of the week — Heather ment...
2025-10-0138 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 140 - Tariffs, AI, and the Future of Accounting - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather and Joe speak about the Supreme Court's pending decision on tariffs, how it could trigger massive refunds for businesses, and why accountants need to prepare now. They also discuss Ernst & Young's $1 billion investment in AI, exploring how automation might relieve staffing shortages while reshaping the profession. Current events — Refunds on Tariffs if Supreme Court rules them Unconstitutional Ernst & Young (EY) pledged $1 billion to advanced AI and workforce development TV/Movie quote of the week — RuPaul's Drag Race All Stars Joe mentioned Game of Thrones Exce...
2025-09-2435 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather speaks with Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI tools like Gamma.app and Google's Notebook LM. About Byron PatrickByron K. Patrick, CPA, is an innovator who thrives at the intersection of accounting and technology. Rejecting traditional accounting roles early on, Byron founded Simplified Innovations, an IT firm built specifically for CPAs. He expanded his...
2025-09-1740 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather and Joe speak about the Gen Z workplace, Microsoft's research on which jobs are most vulnerable to AI disruption, and how accountants can interpret numbers much like mathematicians describe the inexpressible. They also share TV and movie quotes that highlight the importance of continuous learning, spotlight a Woodard member's practice transformation, and discuss hiring strategies that ensure stronger, more intentional teams. Current events — GenZ needs extra praise Jobs Most at Risk from AI - Report from Microsoft TV/Movie quote of the week — Heather mentioned Foun...
2025-09-1040 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather speaks with Lisa Rothstein about the power of visual storytelling and how even simple drawings can transform complex financial conversations. Lisa, a New Yorker cartoonist and author of Drawing Your Genius, explains her "three C's" framework—character, concepts, and context—as tools to make abstract ideas tangible, engaging, and memorable. About Lisa RothsteinLisa Rothstein is a New Yorker cartoonist and author of "Drawing Out Your Genius" who helps business professionals communicate using simple drawings. Learn more about Lisa at: Amazon Thank you to our...
2025-09-0332 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 136 - From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe and Heather speak about the latest IRS leadership turnover and the growing shift in CPA licensure requirements, including Illinois' move from the 150-hour to the 120-hour rule. They also share insights on how AI is reshaping opportunities in the profession, discuss the value of niching for accounting firms, and reflect on lessons from pop culture quotes. Referenced during the show: Current events — Billy Long out as IRS commissioner after less than two months Illinois signs new CPA pathways bill TV/Movie quote of the we...
2025-08-2727 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Ed Kless about Threshold, the philosophy behind it, and why transformation is the next evolution for professional services. They explore the progression of economic value—from commodities to transformation—emphasizing that true change means guiding clients to become something new, not just delivering services. Ed explains how accountants and advisors can embrace this revelation to move beyond transactions, avoid burnout, and position themselves for lasting impact. Read the Threshold REVELATION at this link. About Ed Kless Ed Kless is the co-founder of Threshold, a pr...
2025-08-2036 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe speaks with Ron Baker about the ethics of pricing and how lessons from airline yield management can apply to accounting practices. They explore the "good, bad, and ugly" sides of dynamic and AI-driven pricing, the distinction between price transparency and pricing transparency, and the importance of maintaining adaptive capacity to serve top clients. Drawing parallels to hotels' pricing integrity, they emphasize that firms should focus on delivering transformative outcomes rather than selling every available hour. About Ron Baker Ronald J. Baker started his CPA career in 1984 with...
2025-08-1334 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero's strategic $2.5 billion acquisition of Melio and what it signals for the future of accounting software ecosystems. Referenced during the show: Current events — KPMG Alum helps save 165 Texas flash flood victims Xero Acquires Melio for 2.5 billion dollars TV/Movie quote of the week — Heather mentioned Strange New Worlds Joe mentioned Foundation Ex...
2025-08-0625 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 132 - Metrics, Mayhem, and the Million-Dollar Wake-Up Call - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather speaks with Brittany Brown about the painful lessons and courageous decisions that transformed her fast-growing firm, Ledger Gurus. Brittany shares how rapid expansion masked deep inefficiencies, ultimately resulting in nearly $1 million in lost profit, and how embracing accountability, data-driven metrics, and tough cultural shifts helped reverse course. She also discusses her evolving leadership philosophy, her passion for team building, and her new mission to reshape CAS education through university partnerships. About Brittany Brown Brittany Brown is the Founder and CEO of LedgerGurus, an industry leading ecommerce accounting...
2025-07-3040 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 131 - (Part 2 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report PodcastOn this episode, Joe Woodard continues his conversation from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. He shares a heartfelt message on living with agency through autonomy, aspiration, accountability, and authenticity, weaving in personal stories and lessons from leaders like Andy Stanley and Stephen Covey. Through powerful examples he challenges listeners to embrace "agency," defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life. Learn more about the show and our sponsors at Woodard.com/podcast
2025-07-2333 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 130 - (Part 1 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report PodcastOn this episode, Joe Woodard comes to us from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. Joe reflects on the importance of realizing that our days are numbered in order to live with intention, balancing work and life while pursuing meaningful contributions. Through powerful examples—from Winston Churchill to Rudy—he challenges listeners to embrace "agency," defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life. Learn more about the show and our sponsors at Woodard.com/podcast
2025-07-1623 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardSpecial Edition - Joe Woodard's guest appearance on After The First MillionOn this episode Joe Woodard is interviewed by Matt Tate, CEO of Decimal, about how accounting and bookkeeping firm owners can scale past the "messy middle" and into million-dollar practices. Joe emphasizes defining an ideal client, building outcome-driven service offerings, and pricing based on value rather than effort. He breaks down the path to $1M as achievable with just 32 right-fit clients, and explains how process, tech, outsourcing, and mindset shifts—especially moving from technician to business owner—are key to scalable success. Learn more about the show and our sponsors at Woodard.com/podcast
2025-07-0947 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 128 - Living the Zero Inbox Lifestyle - The Woodard Report PodcastOn this episode Joe and Heather speak about conquering the email inbox using the "Zero Inbox" lifestyle and how it transforms both productivity and peace of mind. Joe walks listeners through a practical, judgment-free system based on David Allen's productivity method using the four D's—Delete, Delegate, Do, and Defer—while Heather shares real-world encouragement for anyone overwhelmed by digital clutter. Referenced during the show: David Allen says, "You can have a mind like water if you will place everything into a system that you trust and you check regularly that is prioritized and is on time...
2025-06-2546 minThe 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 minThe 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 minThe 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 Li...
2025-05-2130 minThe 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...
2025-05-1447 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 121 - IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity - The Woodard Report PodcastOn this episode Heather speaks with Eric Green, Founder of the Tax Rep Network, about leveraging expert tax representation to empower business advisors in streamlining client services. They delve into how Eric's extensive experience as a tax attorney and founder of the tax rep network aids in enhancing efficiency and effectiveness in client engagements. Additionally, the conversation explores innovative approaches and practical insights for building trust and delivering superior advisory services. 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. B...
2025-05-0736 min
Biblical Leadership @ WorkDeborah McGee - Author and CEO of PZI GroupSend us a textIn this episode of the Biblical Leadership at Work podcast, host Jason Woodard interviews Deborah McGee, a seasoned leader with over 30 years of experience in international operations, consulting, finance, manufacturing, and government. Deborah started her career at a big four accounting firm and later founded PZI International Group. She is also the author of 'The Leadership Attitude: Inspiring Success Through Authenticity and Passion.' Support the showBe sure to rate and follow our podcast!
2025-05-0152 minThe 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 minThe 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 to o...
2025-04-2347 minThe 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 intelligent wa...
2025-04-1636 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report PodcastOn 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...
2025-04-0937 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report PodcastOn 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 aut...
2025-04-0235 minBiblical Leadership @ WorkBrandon West - Founder of PHOS CreativeSend us a textIn this episode of the Biblical Leadership at Work podcast, host Jason Woodard interviews Brandon West, the founder and Chief Purpose Officer of PHOS Creative. Brandon details his path from a university student pursuing classical studies to establishing a successful digital marketing agency. He discusses the trials he and his wife faced early on, including the loss of their mothers and raising a family while building a business. Emphasizing purpose-driven leadership, Brandon shares how integrating faith into the workplace has shaped his company culture and his own leadership style. He also reflects on...
2025-04-0153 minThe 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 minThe 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 Report Art...
2025-03-1931 minThe 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 minBiblical Leadership @ WorkNate Miersma - Business Leader, Culture Builder, Combat VeteranSend us a textIn this episode of the Biblical Leadership at Work podcast, host Jason Woodard interviews Nate Miersma, whose career spans both military and corporate leadership. Nate's journey includes 11 years in the U.S. Army, where he served as a company commander with combat deployments, and nearly 20 years at Stryker in strategic roles. Currently, Nate leads the orthopedics division at Conmed Corporation. A devoted Christian, he integrates his faith into his leadership style, emphasizing integrity, transparency, and team wellbeing. Nate discusses his educational path, career transitions, and the pivotal moments and struggles that shaped his...
2025-03-011h 00The 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 615 Podcast004 - Mike Caussin and Parker Woodard :: Parenting and Businessing During COVIDMike Caussin and Parker Woodard: Nick's friend Mike Caussin (former NFL football player and co-host of the podcast Whine Down with Jana Kramer and Michael Caussin) and younger brother Parker Woodard stop by to discuss the challenges of parenting young children while running a business during the Covid Pandemic. In this hilarious episode, the boys sit down with a bottle of bourbon and have "real talk!" SUBSCRIBE to The 615 Podcast! Follow Nick:www.nickwoodard.com@nickwoodardrealtor Fifteen year veteran Realtor, N...
2025-02-221h 08The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 110 - Tech Trends & AI Insights: CES 2025 Recap with Randy Johnston - The Woodard Report PodcastOn 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...
2025-02-1941 minThe 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 minThe 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 minThe 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 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report PodcastOn 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 sof...
2025-01-1531 minThe 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 minBiblical Leadership @ WorkCEO of Our Daily Bread - Matt LucasSend us a textIn this episode of the Biblical Leadership at Work podcast, host Jason Woodard welcomes Matt Lucas, President and CEO of Our Daily Bread Ministries. They discuss Matt's unexpected career path from aspiring educator to leading a major global ministry, emphasizing the role of faith and biblical principles in leadership. Matt shares insights on managing a large, diverse team and coping with the intricacies of an international ministry, including dealing with geopolitical challenges. The conversation also delves into Matt’s personal faith journey, his approach to leadership, his family life, and...
2025-01-0149 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report PodcastOn 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...
2024-12-2332 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 101 - Interview with Danielle Bornowski - The Woodard Report PodcastOn 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...
2024-11-1831 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 99 - Interview with Candy Bellau - The Woodard Report PodcastOn 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 ab...
2024-10-3031 minThe 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 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report PodcastOn 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
2024-09-2537 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report PodcastOn 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 b...
2024-09-0436 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report PodcastOn 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
2024-08-2136 minThe 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 minThe 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 minThe 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 minThe 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 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 86 - Why don't Accountants love selling? - The Woodard Report PodcastOn 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 thei...
2024-05-1533 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report PodcastOn 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...
2024-04-2435 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 83 - Interview with Kelly Richmond Pope - The Woodard Report PodcastOn 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
2024-04-1736 minThe 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 minThe 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're...
2024-03-1344 minThe 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 minThe 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 minThe 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 minThe 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 minThe 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 minThe 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 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 74 - Michelle Mitchell on Creating Confident Women CEOs - The Woodard Report Podcast On this episode, Heather speaks with Michelle Mitchell of Mitchell Consulting. Michelle seeks to create financial freedom for women entrepreneurs by bridging the gap in their knowledge to create confident CEOs. Heather and Michelle talk about gender parity and women in accounting — both what we have been doing and what we should be doing to push 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
2024-01-1736 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 73 - Ingrid Edstrom talks about Accounting Alchemy - The Woodard Report PodcastOn 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
2024-01-1031 minThe Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 72 - Sharrin Fuller of Glass Wallet Ventures - The Woodard Report PodcastOn 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
2023-12-0632 min