The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
86 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 5 ratingsWe 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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Episodes
Episode 82 - Randy Crabtree on Fostering a Positive Company Culture - The Woodard Report Podcast
March 27, 2024 16:30 - 27 minutes - 38.2 MBOn this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in the accounting industry, shares his insights and experiences on building a culture that promotes mental wellness and productivity. Here are the key points from their conversatio...
Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast
March 13, 2024 16:30 - 44 minutes - 61 MBOn this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are: Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software solutions (e.g. SOC2 or equal standards) As a bonus, here is an IRS document called, "Creating a Written Information Security Plan for y...
Episode 80 - Oh BOI! Does Beneficial Ownership Information reporting affect your firm? - The Woodard Report Podcast
March 06, 2024 17:30 - 46 minutes - 63.4 MBOn this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats. TV and Movie Quotes mentioned: Resident Alien (TV) Blackberry (movie) Books mentioned: Title: The Ideal Team Player Author: Patrick Lencioni Amazon Link: https://a.co/d/6zzDYA5 Favorite Social Posts...
Episode 79 - Interview with Dave Kersting, CEO of Capovario - The Woodard Report Podcast
February 28, 2024 17:30 - 25 minutes - 23.8 MBOn this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences have helped shape his business sense. Community is at the core of both Dave's conversation with Joe and his business, Capovario. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more ...
Episode 78 - Dr. Michio Kaku, Quantum Computing - The Woodard Report Podcast
February 21, 2024 17:30 - 33 minutes - 46.5 MBOn this episode Joe is joined by one of the most esteemed minds in the world of physics, Dr. Michio Kaku. He will be joining us on stage this year at Scaling New Heights! Dr. Kaku has written several books including The Physics of the Impossible. He has appeared on the History Channel television show, The Universe. His most recent works include information about Artificial Intelligence, quantum computing, robotics in business, and the impact these changing technologies have on culture. M...
Episode 77 - What is your firm's secret sauce? - The Woodard Report Podcast
February 14, 2024 17:30 - 45 minutes - 63 MBWhat is it that sets you apart from competitors? That is, what is the secret sauce that your firm brings to the world? There are several ways to differentiate your practice from the rest of the competition so in this episode Joe and Heather dive into how you stand out. If you don't currently stand out, how should you? Ultimately, this requires you to answer the question, "What is your vision, mission, and purpose?" (Hint: Being the low cost leader is not the answer.) Thank you to our show...
Episode 76 - Is your price the right price? - The Woodard Report Podcast
February 07, 2024 17:30 - 43 minutes - 60.2 MBIs you price the right price and what are the hidden costs that cause you to be less profitable than you should be? This episode is based on the strategic pricing workshop offered by Woodard. We've seen people go through the workshop and find $50,000 to $75,000 in underpricing (or more!). The people who come to this workshop have no idea how grossly underpriced their services can be. Overcome the fear factor and learn from Joe and Heather about how to take action. Thank you to our show spon...
Episode 75 - Taking the Power Back - The Woodard Report Podcast
January 24, 2024 17:30 - 44 minutes - 60.8 MBOn this episode, Heather and Joe talk about the psychodynamics of client relationships, otherwise known as taking the power back in client relationships. There is a pyschological power struggle in any relationship and it takes on a unique angle when it comes to Client Accounting Services. This isn't about a power trip or ego struggle. This is all about balance. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about th...
Episode 74 - Michelle Mitchell on Creating Confident Women CEOs - The Woodard Report Podcast
January 17, 2024 17:30 - 36 minutes - 50.1 MBOn this episode, Heather speaks with Michelle Mitchell of Mitchell Consulting. Michelle seeks to create financial freedom for women entrepreneurs by bridging the gap in their knowledge to create confident CEOs. Heather and Michelle talk about gender parity and women in accounting — both what we have been doing and what we should be doing to push the needle. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the ...
Episode 73 - Ingrid Edstrom talks about Accounting Alchemy - The Woodard Report Podcast
January 10, 2024 17:30 - 31 minutes - 43.9 MBOn this episode, Heather speaks with Ingrid Edstrom. She's known as the Priestess of Profits and co-founder of the Accounting Alchemy network. As the Priestess of Profits, she offers consulting services for Tours & Activities businesses, speaks publicly, and provides leading-edge accountant education services, resources and consulting to businesses in need. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the sh...
Episode 72 - Sharrin Fuller of Glass Wallet Ventures - The Woodard Report Podcast
December 06, 2023 17:30 - 32 minutes - 44.7 MBOn this episode, Heather speaks with Sharrin Fuller of Glass Wallet Ventures. Sharrin shares her experience as the CEO of Glass Wallet Ventures and a Managing Partner in two thriving accounting firms. She's an exit expert and runs a program that helps you go from Scaleable to Saleable. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast
Episode 71 - Facing the Fear of Failure - The Woodard Report Podcast
November 01, 2023 16:30 - 44 minutes - 60.8 MBOn this episode, Joe and Heather talk about failure. It's something we all experience in our lives, usually multiple times. The way you approach failure sets you up for success! This is a FUN, EXCITING topic and we shouldn't fear failure because doing so holds us back from achieving incredible success. Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show a...
Episode 70 - Mergers and Acquisitions with Bob Lewis - The Woodard Report Podcast
October 25, 2023 16:30 - 40 minutes - 55 MBOn this episode, Joe speaks with Bob Lewis, one of the top 100 most influential individuals in the industry as recognized by Accounting Today. Bob is a mergers and acquisitons expert. He has a tremendous reputation with the top 200 accounting firms and what he is finding is that the top 500 firms are now buying the smaller, non-credentialed firms. What is driving this trend and what is the impact on your business? Listen to find out! Thank you to our show sponsors: Expensify — the expe...
Episode 69 - The Future of Client Accounting and Advisory Services - The Woodard Report Podcast
October 18, 2023 16:30 - 42 minutes - 57.8 MBOn this episode, Heather and Joe talk about the future of Client Accounting and Advisory Services. The future of CAS (CAAS) will be a series of fusions: The general ledger and workflow solutions fusion The client communications and workflow fusion The fusion between humans and bots The fusion between credentialed and non-credentialed professionals The fusion between real and virtual worlds The fusion between accounting and advisory (for real this time) Thank you to our show spo...
Episode 68 - Process Optimization for Accounting Pros - The Woodard Report Podcast
October 11, 2023 16:30 - 44 minutes - 61.7 MBOn this episode, Heather and Joe talk about things that help accountants with various things, otherwise known as process improvement strategies or process optimization. We all have process but the question is, "How do we manage process?" Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast
Episode 67 - Dawn Brolin Rips It Up and Tries to LOSE Clients - The Woodard Report Podcast
September 20, 2023 16:30 - 44 minutes - 61 MBOn this episode Joe speaks with Dawn Brolin who is trying to LOSE clients. Has she lost her mind? Listen to Dawn talk about serving 250 clients, doing average work, and coming to the realization that there is a better way.
Episode 66 - Intuit Assist discussion with Blake Oliver - The Woodard Report Podcast
September 13, 2023 16:30 - 32 minutes - 44 MBOn this episode Joe speaks with Blake Oliver of Earmark and The Accounting Podcast. They start with a conversation about Intuit Assist and then dive deeper into the topic of general artificial intelligence.
Episode 65 - Change Management Strategies - The Woodard Report Podcast
September 06, 2023 16:30 - 38 minutes - 53.5 MBOn this episode Heather and Joe talk about change management strategies because as Joe jokes, "We all love change." Actually, people don't dislike change. They dislike being changed. So how can we be better with change? Joe and Heather have some great advice for you.
Episode 64 - Service Excellence and the 10 Barriers - The Woodard Report Podcast
August 30, 2023 16:30 - 42 minutes - 58.9 MBOn this episode Heather and Joe talk about service excellence and the 10 barriers between your practice and performing distinctive, powerful, high impact services that are wealth generating for your clients.
Episode 63 - Interview with Dr. Sabrina Starling, The Business Psychologist - The Woodard Report Podcast
August 23, 2023 16:30 - 34 minutes - 47.7 MBOn this episode Heather is joined by Dr. Sabrina Starling, The Business Psychologist and author of the How To Hire The Best series, The 4 Week Vacation®, and founder of Tap the Potential.
Episode 62 - Quantum Computing Interview with Randy Johnston, co-founder of NMGI - The Woodard Report Podcast
August 16, 2023 16:30 - 37 minutes - 51.9 MBOn this episode Joe speaks with Randy Johnston, co-founder of NGMI about the quantum computing revolution. Randy has been in the business of providing managed services before the term existed. Now, Randy is one of the nations leading thought leaders in the accounting industry.
Episode 61 - Interview with Jeff Seibert, CEO of Digits - The Woodard Report Podcast
August 09, 2023 16:30 - 30 minutes - 41.6 MBOn this episode Heather speaks with Jeff Seibert, co-founder and CEO of Digits. Jeff joined us on stage at Scaling New Heights for an amazing keynote and talked about The Social Dilemma (the documentary) and the future of artificial intelligence. This interview is a continuation of that great keynote conversation.
Episode 60 - Innovation in Your Accounting Firm - The Woodard Report Podcast
August 02, 2023 16:30 - 44 minutes - 61.5 MBOn this episode Joe and Heather talk about innovation in accounting firms, both the importance of innovation and how we can cultivate a culture of innovation within our firms.
Episode 59 - Interview with Randy Crabtree of Tri-Merit - The Woodard Report Podcast
July 19, 2023 16:30 - 37 minutes - 51.1 MBOn 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 58 - Interview with Daryl Davis - The Woodard Report Podcast
June 14, 2023 16:30 - 42 minutes - 58.7 MBOn this episode Joe gets a chance to interview Daryl Davis, an American R&B and blues musician and activist, about his efforts to fight racism in the United States.
Episode 57 - Interview with Scotty Scarano - The Woodard Report Podcast
June 07, 2023 16:30 - 40 minutes - 55.5 MBOn 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 56 - Why Clients Do Not Value Your Services - The Woodard Report Podcast
May 31, 2023 16:30 - 40 minutes - 55.9 MBOn 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 55 - Interview with Heather Crider and Mark Schulman - The Woodard Report Podcast
May 24, 2023 16:30 - 33 minutes - 45.6 MBOn 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 54 - Interview with Amelia R. Earhart - The Woodard Report Podcast
May 17, 2023 16:30 - 29 minutes - 40.1 MBOn 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 53 - Conquering Task Overload - The Woodard Report Podcast
May 10, 2023 16:30 - 43 minutes - 59.1 MBIn 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 52 - Jason Staats Interview - The Woodard Report Podcast
May 03, 2023 16:30 - 37 minutes - 51.5 MBOn 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 51 - Process Documentation - The Woodard Report Podcast
April 26, 2023 16:30 - 41 minutes - 56.3 MBOn 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 50 - Document Deadlock - The Woodard Report Podcast
April 19, 2023 16:30 - 36 minutes - 49.6 MBOn 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 49 - Ron Baker Interview - The Woodard Report Podcast
April 12, 2023 16:30 - 34 minutes - 46.8 MBOn this episode of The Woodard Report Podcast, Heather speaks with Ron Baker about his new book Time's Up and the shift to a subscription pricing model.
Episode 48 - Artificial Intelligence - The Woodard Report Podcast
April 05, 2023 12:30 - 44 minutes - 61.6 MBOn this episode of The Woodard Report Podcast, Joe and Heather talk about Artificial Intelligence and the potential impact on the industry. To lead things off, Heather asks, "Is this even new at all?"
Episode 47 - The Staffing Crisis - The Woodard Report Podcast
March 08, 2023 20:30 - 42 minutes - 57.7 MBOn this episode of The Woodard Report Podcast, Joe and Heather talk about the number one pain point in the industry right now. The key problem facing the accounting and bookkeeping industries right now is the staffing crisis.
Episode 46 - That Stubborn Client - The Woodard Report Podcast
February 23, 2023 14:57 - 38 minutes - 53.1 MBOn this episode of The Woodard Report Podcast, Joe and Heather talk about "that" stubborn client. You know the one. Joe provides some insight into your relationship with a stubborn client and Heather adds some much needed context based on her personal experiences.
Episode 45: Stacking Technologies for Extreme Automation
February 15, 2021 15:12 - 39 minutes - 54.5 MBDuring this episode Joe Woodard addresses the different categories of bookkeeping automation technologies and how to "stack" these technologies to create extreme automation. If stacked correctly - and if the technology stack is complete - you could see up to 80% reduction in manual entry through the modernization and automation of bookkeeping productions! As part of Joe's address of this topic, he interviews Kalliopi Vlastas, General Manager of Receipt Bank US and the key role that data pars...
Episode 44: Payroll and HR Services in the New Normal
August 31, 2020 18:09 - 28 minutes - 39.3 MBIn this episode Joe Woodard speaks with Tina Duncan, Payroll & HR Project Advisor at Aprio Cloud, one of the nation's leading and most technologically-driven client accounting services (i.e. bookkeeping) organizations in the world. Joe and Tina are joined by nationally-renowned PEO, payroll compliance and HR management expert Moses Balian to discuss client management and technology strategies and best practices for working with your clients in the areas of payroll compliance and payroll advi...
Payroll and HR Services in the New Normal
August 31, 2020 18:09 - 28 minutes - 39.3 MBIn this episode Joe Woodard speaks with Tina Duncan, Payroll & HR Project Advisor at Aprio Cloud, one of the nation's leading and most technologically-driven client accounting services (i.e. bookkeeping) organizations in the world. Joe and Tina are joined by nationally-renowned PEO, payroll compliance and HR management expert Moses Balian to discuss client management and technology strategies and best practices for working with your clients in the areas of payroll compliance and payroll advi...
Episode 43: Practice Planning: Managing People (Part Two of a Six-Part Series)
June 30, 2020 17:41 - 39 minutes - 54.2 MBIn the second part of this six-part series (see Episode 39 for Part 1), Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, about managing people. During this episode, Joe, Caleb and Chris discuss three key areas of management: Hiring, Evaluation and Retention, with best practices, practical methods, and tips and tricks that they have gleaned over a combined 40 years of managing teams.
Episode 42: The Entrepreneurial Leap: A Conversation with Gino Wickman
June 15, 2020 12:34 - 27 minutes - 37.7 MBDuring this episode, Joe Woodard talks with Gino Wickman - creator of the popular Entrepreneurial Operating System (EOS). During the episode, Gino discusses the key concepts in his new book called The Entrepreneurial Leap including the traits required for someone to be truly a successful entrepreneur and ways for advisors to protect the journey of their clients who are engaging in entrepreneurial initiatives.
The Execution Factor: A Conversation with Kim Perell
April 21, 2020 19:40 - 29 minutes - 40.1 MBDuring this episode Joe Woodard talks with Kim Perell, Scaling New Heights main stage presenter and author of the bestselling book The Execution Factor: The One Skill that Drives Success. During the conversation Joe and Kim discuss the 5 traits of consistent and effective execution: Vision, Passion, Action, Resiliency, and Relationships...and how each of these traits applies to small business advisors and their clients. You can learn more about Kim Perell on her website at http://www...
Episode 41: The Execution Factor: A Conversation with Kim Perell
April 21, 2020 19:40 - 29 minutes - 40.1 MBDuring this episode Joe Woodard talks with Kim Perell, Scaling New Heights main stage presenter and author of the bestselling book The Execution Factor: The One Skill that Drives Success. During the conversation Joe and Kim discuss the 5 traits of consistent and effective execution: Vision, Passion, Action, Resiliency, and Relationships...and how each of these traits applies to small business advisors and their clients. You can learn more about Kim Perell on her website at http://www...
Fix this Next: A Conversation with Mike Michalowicz
April 13, 2020 18:49 - 23 minutes - 32.3 MBDuring this episode Joe has a conversation with Mike Michalowicz about his new book called Fix this Next. This latest book by Mike focuses on identifying the key areas of improvement within each small business and leaning into those areas with your small business clients. According to Mike, the role of the advisor is key, because small business owners lack the visibility and the objectivity to focus on what they need "fix next." Click here to learn more about Mike's new book.
Episode 40: Fix this Next: A Conversation with Mike Michalowicz
April 13, 2020 18:49 - 23 minutes - 32.3 MBDuring this episode Joe has a conversation with Mike Michalowicz about his new book called Fix this Next. This latest book by Mike focuses on identifying the key areas of improvement within each small business and leaning into those areas with your small business clients. According to Mike, the role of the advisor is key, because small business owners lack the visibility and the objectivity to focus on what they need "fix next." Click here to learn more about Mike's new book.
Episode 39: Practice Planning: An Overview (Part One of a Six-Part Series)
January 30, 2020 21:35 - 27 minutes - 37.1 MBIn 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 pr...
Practice Planning: An Overview (Part One of a Six-Part Series)
January 30, 2020 21:35 - 27 minutes - 37.1 MBIn 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 pr...
Episode 38: The Age of Brilliance
August 26, 2019 02:19 - 21 minutes - 29.3 MBDuring 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 37: Understanding and Servicing Latino Owned Businesses
April 27, 2019 21:34 - 22 minutes - 31 MBDuring 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 ...