Randy Crabtree

On this episode Heather gets a chance to interview Randy Crabtree of Tri-Merit Specialty Tax Professionals. They talk about burnout, why it is a problem particularly in the accounting space, as well as some exciting news for the upcoming Tri-Merit conference in August.

On this episode Heather gets a chance to interview Randy Crabtree of Tri-Merit Specialty Tax Professionals. They talk about burnout, why it is a problem particularly in the accounting space, as well as some exciting news for the upcoming Tri-Merit conference in August.

Episode 59 - Interview with Randy Crabtree of Tri-Merit - The Woodard Report Podcast

Daryl Davis

On this episode Joe gets a chance to interview Daryl Davis, an American R&amp;B and blues musician and activist, about his efforts to fight racism in the United States.

On this episode Joe gets a chance to interview Daryl Davis, an American R&amp;B and blues musician and activist, about his efforts to fight racism in the United States.

Episode 58 - Interview with Daryl Davis - The Woodard Report Podcast

On this episode Heather gets a chance to interview Scotty Scarano about how he ended up with the idea for Accounting High. If you've read this far then be sure to listen to the end. Especially if you want to hear Scotty rap. Or even if you don't.

On this episode Heather gets a chance to interview Scotty Scarano about how he ended up with the idea for Accounting High. If you've read this far then be sure to listen to the end. Especially if you want to hear Scotty rap. Or even if you don't.

Episode 57 - Interview with Scotty Scarano - The Woodard Report Podcast

On 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.

On 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.

Episode 56 - Why Clients Do Not Value Your Services - The Woodard Report Podcast

Mark Schulman

On this episode Joe is excited to speak with Heather Crider and Mark Schulman, mainstage presenters at the Scaling New Heights conference. Heather is a leading expert on high-performance growth, thought transformation, brain re-training, stress reduction, and burnout recovery. Mark has enjoyed an unprecedented career over the last 30 years as a first call drummer for world-class rock and pop artists.

On this episode Joe is excited to speak with Heather Crider and Mark Schulman, mainstage presenters at the Scaling New Heights conference. Heather is a leading expert on high-performance growth, thought transformation, brain re-training, stress reduction, and burnout recovery. Mark has enjoyed an unprecedented career over the last 30 years as a first call drummer for world-class rock and pop artists.

Episode 55 - Interview with Heather Crider and Mark Schulman - The Woodard Report Podcast

On this episode Joe is excited to speak with Amelia R. Earhart, the Scaling New Heights 2023 featured keynote speaker, a passionate aviatrix, a seeker of all things adventurous, and an accomplished public speaker.

On this episode Joe is excited to speak with Amelia R. Earhart, the Scaling New Heights 2023 featured keynote speaker, a passionate aviatrix, a seeker of all things adventurous, and an accomplished public speaker.

Episode 54 - Interview with Amelia R. Earhart - The Woodard Report Podcast

In this episode, Joe and Heather jump right into the topic of conquering task overload. They start with dispelling some myths and then get into the practicality of conquering task overload.

In this episode, Joe and Heather jump right into the topic of conquering task overload. They start with dispelling some myths and then get into the practicality of conquering task overload.

Episode 53 - Conquering Task Overload - The Woodard Report Podcast

Jason Staats

On this episode of The Woodard Report Podcast, Heather speaks with Jason Staats about accounting technology and automation tools such as Zapier, Make, and OpenAI. Together, Jason and Heather dive into and how we can leverage this technolgy in the accounting industry.

On this episode of The Woodard Report Podcast, Heather speaks with Jason Staats about accounting technology and automation tools such as Zapier, Make, and OpenAI. Together, Jason and Heather dive into and how we can leverage this technolgy in the accounting industry.

Episode 52 - Jason Staats Interview - The Woodard Report Podcast

On 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.

On 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.

Episode 51 - Process Documentation - 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.

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.

Episode 50 - Document Deadlock - The Woodard Report Podcast

We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast

Content packed episodes with great guests. Accountants should schedule time to listen each and every week!

Valuable content!!

I&#39;ve been hoping Joe Woodard would do a podcast for a LONG time and it&#39;s finally here! Joe has amazing content. Very relevant and valuable information. Joe Woodard&#39;s podcast will make you a more knowledgeable professional.

YES!

We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out <a href="http://ScalingNewHeights.com" rel="nofollow" target="_blank">ScalingNewHeights.com</a> for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit <a href="https://www.woodard.com/podcast" rel="nofollow" target="_blank">https://www.woodard.com/podcast</a>

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Paul Dunn

Over 10 years ago, Paul Dunn and Ron Baker co-authored a book called The Firm of the Future. The book focused on the nature of work accountants should provide, the distinction between service workers and knowledge workers, and effectiveness as the key measurement for the professions. We are now in the “future” – measured chronologically, based on the publication date of the book. So, Joe Woodard interviews Paul Dunn in a “look back” approach and asks Paul the key question: “How has the accounting profession embraced, or failed to embrace, the key challenges presented by this iconic text.”

Over 10 years ago, Paul Dunn and Ron Baker co-authored a book called The Firm of the Future. The book focused on the nature of work accountants should provide, the distinction between service workers and knowledge workers, and effectiveness as the key measurement for the professions. We are now in the “future” – measured chronologically, based on the publication date of the book. So, Joe Woodard interviews Paul Dunn in a “look back” approach and asks Paul the key question: “How has the accounting profession embraced, or failed to embrace, the key challenges presented by this iconic text.”

Episode 14: Paul Dunn

Dawn Fotopulos

During this episode, Joe speaks with Dawn Fotopulos, associate professor at The King's College and award-winning author of "Accounting for the Numberphobic: A Survival Guide for Small Business Owners". Joe and Dawn discuss how accountants are uniquely positioned to not only support the success of small business clients, but also to stem the staggering rate of small business failure in America.

During this episode, Joe speaks with Dawn Fotopulos, associate professor at The King's College and award-winning author of "Accounting for the Numberphobic: A Survival Guide for Small Business Owners". Joe and Dawn discuss how accountants are uniquely positioned to not only support the success of small business clients, but also to stem the staggering rate of small business failure in America.

Episode 16: Dawn Fotopulos

The profession is crowded. There are hundreds of thousands of CPAs, tax preparers and bookkeepers actively practicing in the United States alone. The profession is also commoditized. Crowding, massive national franchises and technology shifts cause many practitioners to compete on price - to use price point as their distinction. In this podcast, we take this challenge head on with two of the nation's leading practitioners (Laura Redmond of Redmond Accounting and Steve King of GrowthForce). These cutting-edge leaders perpetually create distinction in their firms in the areas of culture, service delivery, efficiency, and effectiveness (i.e. value) to increase margins in an increasingly competitive and commoditized profession.

The profession is crowded. There are hundreds of thousands of CPAs, tax preparers and bookkeepers actively practicing in the United States alone. The profession is also commoditized. Crowding, massive national franchises and technology shifts cause many practitioners to compete on price - to use price point as their distinction. In this podcast, we take this challenge head on with two of the nation's leading practitioners (Laura Redmond of Redmond Accounting and Steve King of GrowthForce). These cutting-edge leaders perpetually create distinction in their firms in the areas of culture, service delivery, efficiency, and effectiveness (i.e. value) to increase margins in an increasingly competitive and commoditized profession.

Episode 25: Becoming and Remaining Distinctive

In this episode Mark Wickersham – a global thought leader on value pricing for bookkeepers and accountants – shares practice, proven and workable approaches to client pricing. During our conversation Mark addresses many of the profession’s biggest objections to – and challenges around – value pricing and provides practice steps to effective pricing strategies.

In this episode Mark Wickersham – a global thought leader on value pricing for bookkeepers and accountants – shares practice, proven and workable approaches to client pricing. During our conversation Mark addresses many of the profession’s biggest objections to – and challenges around – value pricing and provides practice steps to effective pricing strategies.

Episode 31: Practical Value Pricing

Ingrid Edstrom

In Part 1 of our series featuring the Most Powerful Women in Accounting 2016, Joe speaks with Ingrid Edstrom. Ingrid has received awards and recognitions including Top 40 Under 40, 2016 Most Powerful Women in Accounting, and Insightful Accountant’s 2016 Top 100 ProAdvisor, and she is passionate about building online communities. Her successes and innovations with networking earned Ingrid recognition in Intuit’s 2015 Firm of the Future contest.   During this episode we will drill down on the benefits and strategies of networking and community building, both online and face to face.

In Part 1 of our series featuring the Most Powerful Women in Accounting 2016, Joe speaks with Ingrid Edstrom. Ingrid has received awards and recognitions including Top 40 Under 40, 2016 Most Powerful Women in Accounting, and Insightful Accountant’s 2016 Top 100 ProAdvisor, and she is passionate about building online communities. Her successes and innovations with networking earned Ingrid recognition in Intuit’s 2015 Firm of the Future contest. During this episode we will drill down on the benefits and strategies of networking and community building, both online and face to face.

Episode 20: Ingrid Edstrom

The world of technology is rapidly expanding, with the number of small business applications growing seemingly overnight. Accounting professionals struggle with maintaining their client workload while juggling the daunting task of learning about and implementing new technology. In this podcast, Joe speaks with Michelle Long and Alicia Katz Pollock about how to tackle the challenge of staying current with technology.

The world of technology is rapidly expanding, with the number of small business applications growing seemingly overnight. Accounting professionals struggle with maintaining their client workload while juggling the daunting task of learning about and implementing new technology. In this podcast, Joe speaks with Michelle Long and Alicia Katz Pollock about how to tackle the challenge of staying current with technology.

Episode 29: Staying Current with Technology

Why did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers, and not very much to do with the desire to lead a team. In this episode, Joe speaks with Clayton Oates about hiring, challenges with team members, and key advice for accountants who want to be better leaders.

Why did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers, and not very much to do with the desire to lead a team. In this episode, Joe speaks with Clayton Oates about hiring, challenges with team members, and key advice for accountants who want to be better leaders.

Episode 27: Building and Leading a Team

As technology continues to expand and integrate with accounting software, many of the day to day operations of bookkeeping and compliance have become automated. Technological advances have opened the door to accounting professionals to allow them to move firmly into the realm of small business advisor. In this podcast episode, Joe speaks with Robin Hall and Gale Kirsopp these opportunities.

As technology continues to expand and integrate with accounting software, many of the day to day operations of bookkeeping and compliance have become automated. Technological advances have opened the door to accounting professionals to allow them to move firmly into the realm of small business advisor. In this podcast episode, Joe speaks with Robin Hall and Gale Kirsopp these opportunities.

Episode 28: Moving Beyond Bookkeeping and Compliance into the Role of Advisor

How do you measure the success of your practice? Many accounting professionals work diligently to increase the number of clients engaged, without developing and implementing a process for acquiring and retaining the right clients. In this podcast, Joe speaks with two powerful practitioners (Patricia Hendrix of Ten Key Business Solutions and Hector Garcia of Quick Bookkeeping &amp; Accounting) about client acquisition and retention strategies. 

How do you measure the success of your practice? Many accounting professionals work diligently to increase the number of clients engaged, without developing and implementing a process for acquiring and retaining the right clients. In this podcast, Joe speaks with two powerful practitioners (Patricia Hendrix of Ten Key Business Solutions and Hector Garcia of Quick Bookkeeping &amp; Accounting) about client acquisition and retention strategies.

Episode 26: Finding & Retaining the Right Clients

Dawn Brolin

In Part 4 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Dawn Brolin. Dawn is the managing member of Powerful Accounting, an accounting and consulting firm that recently added a powerful niche to their services – IRS audit &amp; bankruptcy accounting. Joe and Dawn discuss her journey from sole practitioner to firm builder, how she has created standard processes and procedures to maximize her firm’s growth, and some of the challenges and opportunities for QuickBooks ProAdvisors in today’s changing technological landscape within the accounting profession.

In Part 4 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Dawn Brolin. Dawn is the managing member of Powerful Accounting, an accounting and consulting firm that recently added a powerful niche to their services – IRS audit &amp; bankruptcy accounting. Joe and Dawn discuss her journey from sole practitioner to firm builder, how she has created standard processes and procedures to maximize her firm’s growth, and some of the challenges and opportunities for QuickBooks ProAdvisors in today’s changing technological landscape within the accounting profession.

Episode 23: Dawn Brolin

In Part 3 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Robin Hall. Robin is the CEO and principal professional of VARC Solutions, one of the nation’s largest and most respected QuickBooks and QuickBase consulting firms. Joe and Robin discuss her journey from sole practitioner to firm builder, the challenges she faced reaching her goals, and some of the amazing and unprecedented opportunities for QuickBooks ProAdvisors in today’s drastically shifting technology landscape.

In Part 3 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Robin Hall. Robin is the CEO and principal professional of VARC Solutions, one of the nation’s largest and most respected QuickBooks and QuickBase consulting firms. Joe and Robin discuss her journey from sole practitioner to firm builder, the challenges she faced reaching her goals, and some of the amazing and unprecedented opportunities for QuickBooks ProAdvisors in today’s drastically shifting technology landscape.

Episode 22: Robin Hall

In this final week leading up to SNH 2017 we will hear from Rich Preece.  Rich is the Global Accountant Segment Leader at Intuit and heads up all of Intuits partnership programs, products, and services for accounting professionals.  In this podcast, Joe Woodard talks with Rich about how Intuit is incorporating customers in their innovation process, and the impact of mobile technology and the gig economy on the accounting industry.  Be sure to catch Rich’s keynote presentation June 5, 2017 on the Scaling New Heights live web stream.

In this final week leading up to SNH 2017 we will hear from Rich Preece.  Rich is the Global Accountant Segment Leader at Intuit and heads up all of Intuits partnership programs, products, and services for accounting professionals.  In this podcast, Joe Woodard talks with Rich about how Intuit is incorporating customers in their innovation process, and the impact of mobile technology and the gig economy on the accounting industry.  Be sure to catch Rich’s keynote presentation June 5, 2017 on the Scaling New Heights live web stream.

Episode 30: Intuit's Partnership with Accounting Professionals

During this episode, Joe interviews Simon Bailey - World Renowned Speaker and author of the book SPARK Five Platinum Service Principles for Creating Customers for Life.  During the episode, Simon breaks down the acronym "SPARK" and introduces two additional terms, "VUCA," and "Duja Ve."  And...Simon and Joe connect these customer service principles to client transformation - the evolution of the accounting profession from those who solely offer compliance and bookkeeping services (back office work) to those who also provide - and primarily provide - business coaching (boardroom work).

During this episode, Joe interviews Simon Bailey - World Renowned Speaker and author of the book SPARK Five Platinum Service Principles for Creating Customers for Life.  During the episode, Simon breaks down the acronym "SPARK" and introduces two additional terms, "VUCA," and "Duja Ve."  And...Simon and Joe connect these customer service principles to client transformation - the evolution of the accounting profession from those who solely offer compliance and bookkeeping services (back office work) to those who also provide - and primarily provide - business coaching (boardroom work).

Episode 36: Client Experience - the Key to Practice Distinction

Sandra Wiley

In Part 5 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Sandra Wiley. Sandra is the President of Boomer Consulting, Inc. and has been consistently recognized as one of the most influential people in accounting. In this episode, Joe and Sandra discuss integral aspects of firm management, including the characteristics of a strong leader and how create a working team culture, as well as concrete actions to move your firm to the Client Advisory Services model.

In Part 5 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Sandra Wiley. Sandra is the President of Boomer Consulting, Inc. and has been consistently recognized as one of the most influential people in accounting. In this episode, Joe and Sandra discuss integral aspects of firm management, including the characteristics of a strong leader and how create a working team culture, as well as concrete actions to move your firm to the Client Advisory Services model.

Episode 24: Sandra Wiley

During this episode Joe speaks with Dawn Fotopulos, author of the award winning book Accounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies - both short and long term.  During the conversations, Dawn and Joe discuss the latest studies and research on the state of small business and practical steps accountants and bookkeepers can take...immediately and with little preparation...to address acute problems most small business owners face.

During this episode Joe speaks with Dawn Fotopulos, author of the award winning book Accounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies - both short and long term.  During the conversations, Dawn and Joe discuss the latest studies and research on the state of small business and practical steps accountants and bookkeepers can take...immediately and with little preparation...to address acute problems most small business owners face.

Episode 35: Emergency Measures for Critical Small Business Issues

In this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, defining small business transformation and addressing four key challenges accountants and bookkeepers face in moving, figuratively, from the back office to the board room with their clients.

In this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, defining small business transformation and addressing four key challenges accountants and bookkeepers face in moving, figuratively, from the back office to the board room with their clients.

Episode 32: The Transformative Advisor

In this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally and personally. Accounting professionals are never truly "task-free." Their lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe's strategies detailed in this episode will empower you to tame task overload and turn responses to life's inputs into intentional, thoughtful, and highly effective actions in your practice and your life.

In this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally and personally. Accounting professionals are never truly "task-free." Their lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe's strategies detailed in this episode will empower you to tame task overload and turn responses to life's inputs into intentional, thoughtful, and highly effective actions in your practice and your life.

Episode 34: Conquering Task Overload

During this episode Joe talks Simon T. Bailey, author of two amazing books on Brilliance in your personal and professional life: Shift Your Brilliance: Harness the Power of You, and Release Your Brilliance: The Four Steps of Transforming Your Life and Revealing Your Genius to the World. In their conversation, Joe and Simon focus heavily on intentional living, embracing professional purpose, and accomplishing unprecedented success by leveraging purpose to overcome fear, uncertainty and doubt.

During this episode Joe talks Simon T. Bailey, author of two amazing books on Brilliance in your personal and professional life: Shift Your Brilliance: Harness the Power of You, and Release Your Brilliance: The Four Steps of Transforming Your Life and Revealing Your Genius to the World. In their conversation, Joe and Simon focus heavily on intentional living, embracing professional purpose, and accomplishing unprecedented success by leveraging purpose to overcome fear, uncertainty and doubt.

Episode 38: The Age of Brilliance

During this episode Joe talks with two leaders within the accounting profession who are passionate about empowering Latino-owned businesses. In fact, the Latino community represents one of the fastest growing demographics within the accounting profession.  During the episode we dispel some of the myths about Latino owned businesses, drill down on key needs and pain points experienced by Latino owned businesses and provide practical steps advisors can take to engage Latino owned businesses – even if you are not part of the Latino community.

During this episode Joe talks with two leaders within the accounting profession who are passionate about empowering Latino-owned businesses. In fact, the Latino community represents one of the fastest growing demographics within the accounting profession.  During the episode we dispel some of the myths about Latino owned businesses, drill down on key needs and pain points experienced by Latino owned businesses and provide practical steps advisors can take to engage Latino owned businesses – even if you are not part of the Latino community.

Episode 37: Understanding and Servicing Latino Owned Businesses

In the first part of this six-part series, Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, to give an overview of practice planning. During this episode, Joe, Caleb and Chris discuss practice planning, including the benefits of defining what you are trying to accomplish, the need to apply a strategy as you develop your practice plan and how to be intentional throughout the process. Listen as Joe, Caleb and Chris provide the five key components of practice planning.

In the first part of this six-part series, Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, to give an overview of practice planning. During this episode, Joe, Caleb and Chris discuss practice planning, including the benefits of defining what you are trying to accomplish, the need to apply a strategy as you develop your practice plan and how to be intentional throughout the process. Listen as Joe, Caleb and Chris provide the five key components of practice planning.

Episode 39: Practice Planning: An Overview (Part One of a Six-Part Series)

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