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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
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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
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Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast
47:21
47:21
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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…
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Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast
36:19
36:19
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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 m…
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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
37:45
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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…
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Episode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report Podcast
35:07
35:07
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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 accounti…
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Episode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report Podcast
44:48
44:48
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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 automatio…
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Episode 114 - How to Restore Broken Trust with Clients - The Woodard Report Podcast
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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: Heath…
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Episode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report Podcast
46:17
46:17
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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 …
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Episode 112 - Ten Essentials of a Thriving Company Culture - The Woodard Report Podcast
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42:45
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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 f…
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Episode 111 - DOGE & Dollars: An Interview with Gene Marks - The Woodard Report Podcast
40:22
40:22
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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 …
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Episode 110 - Tech Trends & AI Insights: CES 2025 Recap with Randy Johnston - The Woodard Report Podcast
41:39
41:39
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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 …
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Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast
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46:47
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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…
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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
25:18
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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 …
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Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast
44:54
44:54
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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 …
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Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast
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40:40
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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 Jour…
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Episode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report Podcast
31:20
31:20
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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 Lin…
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Episode 104 - Bench, Business, and Better Decisions - The Woodard Report Podcast
37:01
37:01
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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…
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Episode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report Podcast
32:45
32:45
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On 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…
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Episode 102 - Is it burnout or moral injury? An interview with Ron Baker - The Woodard Report Podcast
39:55
39:55
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In 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 h…
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Episode 101 - Interview with Danielle Bornowski - The Woodard Report Podcast
31:36
31:36
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On 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 professi…
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Episode 100 - Special Edition: The US Election - The Woodard Report Podcast
24:53
24:53
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On 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 fost…
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Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast
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31:40
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On 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…
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Episode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report Podcast
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36:53
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On 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 Respon…
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Episode 97 - Interview with Jina Etienne - The Woodard Report Podcast
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42:26
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On 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 Et…
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Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast
37:08
37:08
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On 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…
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Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast
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42:01
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On 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 c…
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