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
…
continue reading
Trustedadvisor Podcasts
2nd Generation Insurance Broker/Agent. Boutique Family Owned and Operated Service. Father and Son giving unique perspective on the #insurance marketplace. (212) 687-2525, [email protected] #idgat50 #futureinsurance #millenial #trustedadvisor
…
continue reading
1
Episode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - The Woodard Report Podcast
36:54
36:54
Play later
Play later
Lists
Like
Liked
36:54
On 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 profe…
…
continue reading
1
Episode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - The Woodard Report Podcast
38:08
38:08
Play later
Play later
Lists
Like
Liked
38:08
On 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 …
…
continue reading
1
Episode 140 - Tariffs, AI, and the Future of Accounting - The Woodard Report Podcast
35:01
35:01
Play later
Play later
Lists
Like
Liked
35:01
On 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 resha…
…
continue reading
1
Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast
40:42
40:42
Play later
Play later
Lists
Like
Liked
40:42
On 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 …
…
continue reading
1
Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report Podcast
40:56
40:56
Play later
Play later
Lists
Like
Liked
40:56
On 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 learni…
…
continue reading
1
Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast
32:17
32:17
Play later
Play later
Lists
Like
Liked
32:17
On 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 abs…
…
continue reading
1
Episode 136 - From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting - The Woodard Report Podcast
27:33
27:33
Play later
Play later
Lists
Like
Liked
27:33
On 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 accounti…
…
continue reading
1
Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast
36:47
36:47
Play later
Play later
Lists
Like
Liked
36:47
On 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 j…
…
continue reading
1
Episode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report Podcast
34:09
34:09
Play later
Play later
Lists
Like
Liked
34:09
On 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 o…
…
continue reading
1
Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast
25:42
25:42
Play later
Play later
Lists
Like
Liked
25:42
On 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 acco…
…
continue reading
1
Episode 132 - Metrics, Mayhem, and the Million-Dollar Wake-Up Call - The Woodard Report Podcast
40:28
40:28
Play later
Play later
Lists
Like
Liked
40:28
On 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-dr…
…
continue reading
1
Episode 131 - (Part 2 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
33:01
33:01
Play later
Play later
Lists
Like
Liked
33:01
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 Steph…
…
continue reading
1
Episode 130 - (Part 1 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
23:10
23:10
Play later
Play later
Lists
Like
Liked
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 Chu…
…
continue reading
1
Special Edition - Joe Woodard's guest appearance on After The First Million
47:00
47:00
Play later
Play later
Lists
Like
Liked
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 $…
…
continue reading
1
Episode 129 - Profit vs. Purpose: The Future of Accounting in a PE World - The Woodard Report Podcast
34:59
34:59
Play later
Play later
Lists
Like
Liked
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'…
…
continue reading
1
Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast
46:22
46:22
Play later
Play later
Lists
Like
Liked
46:22
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…
…
continue reading
1
Episode 127 - Navigating Turbulent Tariff Times - The Woodard Report Podcast
32:42
32:42
Play later
Play later
Lists
Like
Liked
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 understan…
…
continue reading
1
Episode 126 - Does your practice have termites? - The Woodard Report Podcast
51:45
51:45
Play later
Play later
Lists
Like
Liked
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 s…
…
continue reading
1
Episode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report Podcast
31:43
31:43
Play later
Play later
Lists
Like
Liked
31:43
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 …
…
continue reading
1
Episode 124 - From High Jump to High Impact: Chaunte's Boundless Journey - The Woodard Report Podcast
31:42
31:42
Play later
Play later
Lists
Like
Liked
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 h…
…
continue reading
1
Episode 123 - Accounting's AI Revolution Is Here - The Woodard Report Podcast
30:13
30:13
Play later
Play later
Lists
Like
Liked
30:13
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 to…
…
continue reading
1
Episode 122 - Maximizing ROI at Accounting Conferences - The Woodard Report Podcast
47:20
47:20
Play later
Play later
Lists
Like
Liked
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 o…
…
continue reading
1
Episode 121 - IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity - The Woodard Report Podcast
36:35
36:35
Play later
Play later
Lists
Like
Liked
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 engagem…
…
continue reading
1
Episode 120 - Unlocking Growth: How CAS and AI Are Reshaping Accounting Firms - The Woodard Report Podcast
40:06
40:06
Play later
Play later
Lists
Like
Liked
40:06
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 …
…
continue reading
1
Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast
47:21
47:21
Play later
Play later
Lists
Like
Liked
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 ne…
…
continue reading
