The Woodard Report Podcast: Featuring Heather Satterley And Joe Woodard podcast

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On 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…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 130 - (Part 1 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast 23:10

14 днів тому23:10

23:10

On 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…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Special Edition - Joe Woodard's guest appearance on After The First Million 47:00

21 день тому47:00

47:00

On 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…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 129 - Profit vs. Purpose: The Future of Accounting in a PE World - The Woodard Report Podcast 34:59

28 днів тому34:59

34:59

On this episode Heather speaks with Jennifer Wilson, Partner and Co-Founder of ConvergenceCoaching®, LLC, about the sweeping influence of private equity (PE) in the accounting profession and what it means for firm culture, leadership, and client relationships. Jennifer explains how PE’s drive for rapid growth and profit could clash with accounting's traditional values, which prioritize people and community alongside shareholders. They explore the challenges of integrating firms, managing change, and preserving trusted client relationships in an evolving landscape. About Jennifer WilsonJennifer Wilson is a nationally recognized accounting profession thought leader and speaker advocating for future leaders and driving firm innovation. You can connect with Jennifer at jen@convergencecoaching.com as well as on LinkedIn , Facebook , X/Twitter , and Instagram . Thank you to our show sponsor, Anchor! Anchor is the free-to-use and easy-to-trust platform reinventing how accounting firms handle proposals, invoices and payments, all for the same $5 per transaction since day one. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast 46:22

5 weeks тому46:22

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On 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 horizons." Getting Things Done by David Allen (catch him at Scaling New Heights) TV and Movie Quote: Heather quoted Batman Begins Joe quoted The Matrix: Reloaded Book of the Week: Good to Great by Jim Collins Favorite Social Posts: Heather mentioned Erin Reese on LinkedIn Joe mentioned Brenda C. CPA on X/Twitter The Woodard Report Article of the Week: Transforming SOPs from a Burden to a Competitive Advantage by Brandy Jordan Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out GetCanopy.com . Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 127 - Navigating Turbulent Tariff Times - The Woodard Report Podcast 32:42

6 weeks тому32:42

32:42

On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understanding the timeline for filing refund claims in the event of tariffs being invalidated, though he advises small firms to seek expert partners for these specialized and time-consuming processes. About Damon Pike Damon founded the Customs and International Trade Services (CITS) group within BDO's International Tax practice in 2019. With 36 years of experience helping multinational companies navigate the complex rules governing the cross-border movement of goods and services, he now serves as the Technical Practice Leader for the firm’s CITS team to support their mission of providing end-to-end global consulting services for all aspects of import/export planning and compliance. Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs, and tax professionals nationwide — the CorpNet Partner Program. 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 126 - Does your practice have termites? - The Woodard Report Podcast 51:45

7 weeks тому51:45

51:45

On 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 Enterprise on X/Twitter The Woodard Report Article of the Week: Say Less, Lead Better: Coaching in Real Life by Brandy Jordan Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for Accountants, CPAs, and Tax Professionals nationwide: the CorpNet Partner Program. 10X your firm’s revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report Podcast 31:43

8 weeks тому31:43

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On this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly want. Her keynote at Scaling New Heights 2025 will challenge professionals to embrace self-awareness, trust their instincts, and courageously chart a new path that aligns with their values. About Geni Whitehouse Geni is a keynote presenter, winery consultant, author, advisory trainer, and President of the ITA. You can learn more about her at GeniWhitehouse.com Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com . Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 124 - From High Jump to High Impact: Chaunte's Boundless Journey - The Woodard Report Podcast 31:42

9 weeks тому31:42

31:42

On 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 show sponsor, Canopy!Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com . Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 123 - Accounting's AI Revolution Is Here - The Woodard Report Podcast 30:13

10 weeks тому30:13

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On this episode Joe speaks with Liz Scott about the ongoing AI revolution in the accounting profession and how it's transforming the way firms handle data, reduce burnout, and deliver client insights. Liz breaks AI down into three key “buckets”: bookkeeping, data review, and client deliverables—explaining how each is being reshaped by AI-powered tools. They also discuss how AI enables accountants to move beyond compliance into impactful advisory roles. About Liz Scott Liz Scott advocates for the future of accounting technology and community, assisting accounting firms in utilizing AI, automation, and cybersecurity. Learn more about Liz at https://www.lizscottconsulting.com Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com . Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 122 - Maximizing ROI at Accounting Conferences - The Woodard Report Podcast 47:20

11 weeks тому47:20

47:20

On this episode Joe speaks with Heather about how to maximize your return on investment from conferences by attending with intention, identifying clear learning goals, and planning connections in advance. They dive into the “three threes” approach—three skills to learn, three tools to explore, and three people to meet—and emphasize the importance of self-awareness, authenticity, and pacing to make the most of any event. Link mentioned in the show: The Accounting Cornerstone Foundation Unveils Accounting Conference Scholarships TV and Movie Quote: Heather quoted Battlestar Galactica Joe quoted Much Ado about Nothing Book of the Week: Immunity to Change by Robert Kegan and Lisa Laskow Lahey Favorite Social Posts: Heather mentioned Melissa Miller Furgeson on LinkedIn Joe mentioned Blake Oliver on X/Twitter The Woodard Report Article of the Week: Top 21 Lessons from Serving on Conference Speaker Committees by Nancy McClelland Thank you to our show sponsor, Bill, your financial operations platform. Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 121 - IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity - The Woodard Report Podcast 36:35

12 weeks тому36:35

36:35

On 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. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 120 - Unlocking Growth: How CAS and AI Are Reshaping Accounting Firms - The Woodard Report Podcast 40:06

13 weeks тому40:06

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On 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 expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast 47:21

14 weeks тому47:21

47:21

On this episode Joe and Heather talk about their recent experience taking a business leadership course on artificial intelligence at Brown University, where they explored the different types of AI—narrow, agentic, and general—and how each impacts the future of accounting. They emphasize that AI is no longer optional for firms; it’s a competitive necessity, especially when paired with strategic data usage. Heather and Joe break down real-world applications—from automating blog writing and client communication to interpreting credit card statements and regulatory implications—urging accountants to experiment with AI now or risk falling behind. Thank you to our show sponsor, Brex!Brex accounting partners close client books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast 36:19

15 weeks тому36:19

36:19

On this episode Joe Woodard speaks with Deb Defer, Director of CAS Consulting at Woodard, about how firms can turn client onboarding from a loss leader into a profitable, strategic phase of their CAS engagements. They explore pricing structures like evergreen retainers, volume-discounted cleanups, and onboarding fees to ensure firms aren’t losing money or undervaluing their services. The episode is packed with actionable advice for firms of all sizes looking to boost MRR and avoid getting stuck in once-a-year cleanup chaos. Thank you to our show sponsor, Bill — your financial operations platform.Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow, all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report Podcast 37:45

16 weeks тому37:45

37:45

On this episode, Heather Satterley chats with Dave Olsen and Shane Rowley from Nimbl about a big question many accounting pros wrestle with: Should you keep your firm small and flexible or scale it up? Dave shares his personal journey of growing Nimbl from a solo practice into a thriving business with over 100 team members, while Shane talks openly about how he drove Nimbl's growth to $6 million in revenue (and what he learned along the way). You'll hear real-world stories, practical tips, and honest reflections about the challenges and rewards of growth, keeping your firm profitable without burning out, and protecting your firm's culture—even when things get messy. Whether you're ready to scale or happy staying small, this episode will help you find the clarity you need to build the business you truly want. Resources mentioned during the show: What You Do Is Who You Are: How to Create Your Business Culture by Ben Horowitz Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax professionals nationwide. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report Podcast 35:07

17 weeks тому35:07

35:07

On this episode, Heather speaks with Todd Robinson, Director of Practice Engagement at Woodard, about the evolution of the accounting industry over the past two decades, from the early days of QuickBooks Online to today's AI-driven landscape. They explore the rise of Client Advisory Services (CAS), the growing interest of private equity in accounting firms, and the critical importance of adopting modern technology to stay competitive. Thank you to our show sponsor, Brex! Brex Accounting Partners close clients’ books faster, earn rewards for referrals, and attract new customers — all on Brex. Brex’s integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster, and elevate the overall client experience. To become a Brex Accounting Firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report Podcast 44:48

18 weeks тому44:48

44:48

On this episode Joe speaks with Heather about why operations should be the next big focus in your practice. Heather emphasizes the importance of documenting and reflecting on current processes to identify areas for improvement. The discussion also covers aligning operational improvements with firm culture, broadening technology views with automation and AI, and practical steps to stay ahead in the coming year. TV and Movie Quote: Heather quoted The Office Joe quoted 1923 Book of the Week: The e-Myth by Michael Gerber Favorite Social Posts: Heather mentioned Ashley Francis on LinkedIn Joe mentioned Caleb Jenkins on X/Twitter The Woodard Report Article of the Week: Spring Cleaning for the Mind: Clearing Clutter for Greater Productivity by Kim Petro Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for Accountants, CPAs, and Tax Professionals nationwide: the CorpNet Partner Program. 10X your firm’s revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 114 - How to Restore Broken Trust with Clients - The Woodard Report Podcast 31:00

19 weeks тому31:00

31:00

On this episode, Joe speaks with Heather about the complexities of trust—how it’s broken, why it happens, and most importantly, how to restore it in business and personal relationships. They outline a five-step approach to rebuilding trust, emphasizing self-awareness, assessing intent, and fostering meaningful resolutions. TV and Movie Quote: Heather quoted Eat, Pray, Love Joe quoted Rocky III Book of the Week: The Four Agreements by Don Miguel Ruiz / Janet Mills Favorite Social Posts: Heather mentioned Nancy McClelland on LinkedIn Joe mentioned Adam Markowitz on X/Twitter The Woodard Report Article of the Week: Woodard Welcomes Shirley Koss as Community and Member Success Manager Thank you to our show sponsor, Brex! Brex Accounting Partners close clients’ books faster, earn rewards for referrals, and attract new customers — all on Brex. Brex’s integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster, and elevate the overall client experience. To become a Brex Accounting Firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report Podcast 46:17

20 weeks тому46:17

46:17

On this episode, Heather and Joe talk about seven essential productivity hacks to help accountants and bookkeepers stay sane during the busy season. They cover strategies like the two-minute rule, email automation, mindset shifts, and the importance of setting boundaries to maintain efficiency and well-being. Joe also revisits The Execution Factor by Kim Perrell (from episode 41 of the Woodard Report podcast). TV and Movie Quote: Heather quoted Everything Everywhere All at Once Joe quoted Michael Corleone from the Godfather Book of the Week: The Execution Factor by Kim Perrell Joe interviewed Kim Perrell on episode 41 of The Woodard Report Podcast Favorite Social Posts: Heather mentioned Matt Tait of Decimal and his post on LinkedIn Joe mentioned Greg Kyte on X/Twitter as posted by The Soul of Enterprise The Woodard Report Article of the Week: Executive Orders: The Good, the Bad and the Impact on Business by Ryan Francis Thank you to our show sponsor, Bill! They are the intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow—all on one platform. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 112 - Ten Essentials of a Thriving Company Culture - The Woodard Report Podcast 42:45

21 weeks тому42:45

42:45

On this episode, Heather and Joe talk about the essentials of building a thriving company culture, breaking it down into three key categories: directional, interactive, and operational. They also discuss the importance of defining a company’s vision, mission, and purpose, fostering trust and servant leadership within teams. Books discussed in the first segment of the show: 5 Dysfunctions of a Team (Lencioni) The Advantage (Lencioni) The Servant Leader (Hunter) Measure What Matters (John Doerr) The Speed of Trust (Stephen M.R. Covey) Death by Meeting (Patrick Lencioni) Start with Why (Simon Sinek) TV and Movie Quote: Heather quoted Severance (Apple TV) Joe quoted Real Time with Bill Maher Book Quote: Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek The Woodard Report article highlighted during the show: 5 Ways We Used AI For Work Last Week: February 2025 Edition Thank you to our show sponsor, Truewind! Powered by AI, Truewind is a digital staff accountant that never sleeps, never gets sick, and always does its work. Completely predictable capacity planning. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 111 - DOGE & Dollars: An Interview with Gene Marks - The Woodard Report Podcast 40:22

22 weeks тому40:22

40:22

On this episode Joe speaks with Gene Marks about how the DOGE initiative is shaking up government spending and prompting a reexamination of fiscal policies that impact the accounting profession and small businesses. Gene breaks down the effects of IRS layoffs and ERC uncertainties offering strategic insights for navigating these turbulent economic shifts. About Gene Marks A past columnist for both The New York Times and The Washington Post, Gene now writes regularly for The Hill, The Philadelphia Inquirer, Forbes, Entrepreneur Magazine, The Washington Times, and The Guardian. Gene has written 5 books on business management, specifically geared towards small and medium sized companies. His most recent is Want More Cash?: 100+ Ideas And Strategies For Increasing Your Company's Cash Flow This Year . Gene owns and operates the Marks Group PC , a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses. Gene also hosts a very popular podcast with Paychex. To listen to the latest episodes, visit www.paychex.com/podcasts Resources mentioned during the show Gene Marks' consolidated website The World Trade Center Association Walter Isaacson's biography on Elon Musk Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 110 - Tech Trends & AI Insights: CES 2025 Recap with Randy Johnston - The Woodard Report Podcast 41:39

23 weeks тому41:39

41:39

On this episode, Heather speaks with Randy about the latest technology trends from the Consumer Electronics Show (CES). They discuss standout innovations, including AI-powered laptops, wireless monitors, and new productivity tools like foldable screens and ergonomic keyboards. Randy also highlights concerns over the lack of new products from major brands like Nikon and Canon, as well as the evolving role of AI in business security and client data protection. About Our Guest: Randy Johnston, MCS, has been a leading figure in technology for over 40 years. Inducted into the Accounting Hall of Fame in 2011, he has remained a Top 25 Thought Leader in Accounting from 2011 through 2024. His continued influence in the profession is highlighted by his recognition in the 2024 Accounting Today Top 100 Most Influential People in Accounting—his twenty-first consecutive year on that list. In addition, Randy authors a monthly column and hosts a weekly podcast for The CPA Practice Advisor, contributes to the Journal of Accountancy, writes for various accounting and technology publications, and has published numerous books. Connect with Randy: www.randyjohnston.com www.technologybestpractices.com www.nmgi.com www.k2e.com Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast 46:47

24 weeks тому46:47

46:47

On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice. Resources: It’s NOT Just the Numbers via CPA Trendlines CFO Services: A Practical How-To Guide for Accountants by Penny Breslin, Paula White, Damien Greathead Connect with our guests: Connect with Penny on LinkedIn Connect with Damien on LinkedIn Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report Podcast 25:18

25 weeks тому25:18

25:18

On this episode, Joe speaks with Matt Tait, CEO of Decimal, about the integration of AI in the accounting industry, highlighting Decimal's transition to the AI-native ledger platform, Puzzle. Matt shares his thoughts on how Puzzle can automate up to 90% of routine tasks, improve client experiences, and enhance workflow scalability. His perspective on the implied partnership between tech and accounting firms is refreshing and not to be missed. Episode Resources: Connect with Matt Tait on LinkedIn Decimal.com - Let Decimal Solve Financial Operations Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast 44:54

26 weeks тому44:54

44:54

On this episode, Joe and Heather dive into the major trends and challenges shaping 2025 for accounting professionals. They discuss the growing impact of artificial intelligence, policy shifts under the new U.S. presidency, and evolving business models in the industry. Recommended Reading: The Future of the Professions - Daniel Susskin 5 Best Books About Artificial Intelligence - The New York Times TV and Movie Quotes: From Heather: RuPaul's Drag Race From Joe: The Most Reluctant Convert Book Segment: Revenge of the Tipping Point by Malcolm Gladwell The Woodard Report article: Design Thinking—A Mindset for Firms Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast 40:40

27 weeks тому40:40

40:40

On this episode, Joe and Heather explore key insights from the 2024 AICPA CAS Benchmark Survey, highlighting the evolution of CPA and non-credentialed practices post-COVID, including growth trends, advisory services, and the increasing role of technology. Download the 2024 CAS Benchmark Survey Read " Surveying a Shifting Landscape " from The CPA Journal TV and Movie Quote: Heather quoted Deadpool (so the entire quote is effectively redacted due to language) and Joe quoted X-Men: Days of Future Past Book Quote: Your Best Year Ever by Michael Hyatt The Woodard Report article highlighted during the show: ADHD: Beyond the Stereotypes in the Workplace Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report Podcast 31:20

28 weeks тому31:20

31:20

On this episode, Heather speaks with Allanté Collier, founder of Streamline and Scale, about leveraging AI to boost efficiency and scalability in small businesses. They discuss practical ways AI can handle repetitive tasks, enhance marketing strategies, and streamline operations to free up time for growth and creativity. Connect with Allanté on LinkedIn Streamline & Scale helps Industry Leaders and Organizations build (lean) teams and businesses that run themselves in any economy. Check out this free training for leaders in demand from Streamline and Scale Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 104 - Bench, Business, and Better Decisions - The Woodard Report Podcast 37:01

29 weeks тому37:01

37:01

On this episode, Joe and Heather explore the sudden closure and acquisition of Bench, the venture-backed bookkeeping and accounting firm, diving into its implications for the accounting industry, private equity, and an AI-driven future. They also discuss the challenges of balancing client-focused service with profit motives, highlight key takeaways from Andy Stanley's book Better Decisions, Fewer Regrets, and share their favorite quotes and social media insights of the week. More about Bench TV/Movie quote of the week — Dune: Prophecy Book of the week — Better Decisions, Fewer Regrets by Andy Stanley Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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Episode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report Podcast 32:45

31 weeks тому32:45