The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
89 episodes - English - Latest episode: 13 days 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
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 ...
Episode 36: Client Experience - the Key to Practice Distinction
February 26, 2019 01:55 - 23 minutes - 32.1 MBDuring this episode, Joe interviews Simon Bailey - World Renowned Speaker and author of the book SPARK Five Platinum Service Principles for Creating Customers for Life. During the episode, Simon breaks down the acronym "SPARK" and introduces two additional terms, "VUCA," and "Duja Ve." And...Simon and Joe connect these customer service principles to client transformation - the evolution of the accounting profession from those who solely offer compliance and bookkeeping services (back o...
Episode 35: Emergency Measures for Critical Small Business Issues
January 20, 2019 05:15 - 28 minutes - 39.2 MBDuring this episode Joe speaks with Dawn Fotopulos, author of the award winning book Accounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies - both short and long term. During the conversations, Dawn and Joe discuss the latest studies and research on the state of small business and practical steps accountants and bookkeepers can take...immediately and with little preparation...to address acute problems mos...
Episode 34: Conquering Task Overload
November 25, 2018 18:11 - 29 minutes - 39.7 MBIn this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally and personally. Accounting professionals are never truly "task-free." Their lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe's strategies detailed in this episode will empower you to tame task overload and turn responses to life's inputs into intentional, thoughtful, and highly effective ...
Episode 33: Preparing Yourself and Your Clients for Succession
October 29, 2018 22:06 - 27 minutes - 37.7 MBIn this episode, Joe Woodard interviews guest Peter Hickey, an internationally-renowned expert on succession and exit planning and author of The One Page Exit Plan.
Episode 32: The Transformative Advisor
September 15, 2018 20:53 - 30 minutes - 41.8 MBIn this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, defining small business transformation and addressing four key challenges accountants and bookkeepers face in moving, figuratively, from the back office to the board room with their clients.
Episode 31: Practical Value Pricing
November 15, 2017 05:00 - 29 minutes - 41.1 MBIn this episode Mark Wickersham – a global thought leader on value pricing for bookkeepers and accountants – shares practice, proven and workable approaches to client pricing. During our conversation Mark addresses many of the profession’s biggest objections to – and challenges around – value pricing and provides practice steps to effective pricing strategies.
Episode 30: Intuit's Partnership with Accounting Professionals
June 02, 2017 21:20 - 39 minutes - 54.1 MBIn this final week leading up to SNH 2017 we will hear from Rich Preece. Rich is the Global Accountant Segment Leader at Intuit and heads up all of Intuits partnership programs, products, and services for accounting professionals. In this podcast, Joe Woodard talks with Rich about how Intuit is incorporating customers in their innovation process, and the impact of mobile technology and the gig economy on the accounting industry. Be sure to catch Rich’s keynote presentation June 5, 2017 on...
Episode 29: Staying Current with Technology
May 09, 2017 04:00 - 33 minutes - 46.2 MBThe world of technology is rapidly expanding, with the number of small business applications growing seemingly overnight. Accounting professionals struggle with maintaining their client workload while juggling the daunting task of learning about and implementing new technology. In this podcast, Joe speaks with Michelle Long and Alicia Katz Pollock about how to tackle the challenge of staying current with technology.
Episode 28: Moving Beyond Bookkeeping and Compliance into the Role of Advisor
May 04, 2017 18:14 - 35 minutes - 48.9 MBAs technology continues to expand and integrate with accounting software, many of the day to day operations of bookkeeping and compliance have become automated. Technological advances have opened the door to accounting professionals to allow them to move firmly into the realm of small business advisor. In this podcast episode, Joe speaks with Robin Hall and Gale Kirsopp these opportunities.
Episode 27: Building and Leading a Team
April 25, 2017 04:00 - 23 minutes - 32.5 MBWhy did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers, and not very much to do with the desire to lead a team. In this episode, Joe speaks with Clayton Oates about hiring, challenges with team members, and key advice for accountants who want to be better leaders.
Episode 26: Finding & Retaining the Right Clients
April 11, 2017 04:35 - 31 minutes - 42.8 MBHow do you measure the success of your practice? Many accounting professionals work diligently to increase the number of clients engaged, without developing and implementing a process for acquiring and retaining the right clients. In this podcast, Joe speaks with two powerful practitioners (Patricia Hendrix of Ten Key Business Solutions and Hector Garcia of Quick Bookkeeping & Accounting) about client acquisition and retention strategies.
Episode 25: Becoming and Remaining Distinctive
March 28, 2017 13:33 - 39 minutes - 54.9 MBThe profession is crowded. There are hundreds of thousands of CPAs, tax preparers and bookkeepers actively practicing in the United States alone. The profession is also commoditized. Crowding, massive national franchises and technology shifts cause many practitioners to compete on price - to use price point as their distinction. In this podcast, we take this challenge head on with two of the nation's leading practitioners (Laura Redmond of Redmond Accounting and Steve King of GrowthForce)....
Episode 24: Sandra Wiley
January 03, 2017 05:00 - 32 minutes - 44.8 MBIn Part 5 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Sandra Wiley. Sandra is the President of Boomer Consulting, Inc. and has been consistently recognized as one of the most influential people in accounting. In this episode, Joe and Sandra discuss integral aspects of firm management, including the characteristics of a strong leader and how create a working team culture, as well as concrete actions to move your firm to the Client Advisory Services model.
Episode 23: Dawn Brolin
December 27, 2016 05:00 - 33 minutes - 46.4 MBIn Part 4 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Dawn Brolin. Dawn is the managing member of Powerful Accounting, an accounting and consulting firm that recently added a powerful niche to their services – IRS audit & bankruptcy accounting. Joe and Dawn discuss her journey from sole practitioner to firm builder, how she has created standard processes and procedures to maximize her firm’s growth, and some of the challenges and opportunities for Quic...
Episode 22: Robin Hall
December 20, 2016 05:00 - 31 minutes - 43.2 MBIn Part 3 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Robin Hall. Robin is the CEO and principal professional of VARC Solutions, one of the nation’s largest and most respected QuickBooks and QuickBase consulting firms. Joe and Robin discuss her journey from sole practitioner to firm builder, the challenges she faced reaching her goals, and some of the amazing and unprecedented opportunities for QuickBooks ProAdvisors in today’s drastically shifting tec...
Episode 21: Jan Haugo
December 06, 2016 22:39 - 33 minutes - 45.8 MBIn Part 2 of our series featuring the Most Powerful Women in Accounting 2016, Joe speaks with Jan Haugo. Last year, Jan took her passion, expertise and thought leadership in the bookkeeping profession to a whole new level by starting up the Unites States member association of the Institute of Certified Bookkeepers. Since then, she has achieved massively increased recognition of the bookkeeping profession by setting stricter standards, forging new partnerships, establishing meetup groups and ...
Episode 20: Ingrid Edstrom
December 02, 2016 22:00 - 31 minutes - 43.4 MBIn Part 1 of our series featuring the Most Powerful Women in Accounting 2016, Joe speaks with Ingrid Edstrom. Ingrid has received awards and recognitions including Top 40 Under 40, 2016 Most Powerful Women in Accounting, and Insightful Accountant’s 2016 Top 100 ProAdvisor, and she is passionate about building online communities. Her successes and innovations with networking earned Ingrid recognition in Intuit’s 2015 Firm of the Future contest. During this episode we will drill down on ...
Episode 19: Gary Boomer
November 11, 2016 20:32 - 31 minutes - 43.7 MBThis week’s guest, Gary Boomer, is a highly acclaimed thought leader and is recognized in the accounting profession as the leading authority on technology and firm management. In this episode, Joe and Gary discuss the advisory services model, leadership, and the connection between the two.
Episode 18: Stephen M.R. Covey (Part 2)
November 02, 2016 19:17 - 26 minutes - 36.3 MBStephen M. R. Covey, the New York Times and #1 Wall Street Journal bestselling author of The SPEED of Trust: The One Thing that Changes Everything, speaks with Joe Woodard about the role of trust in business. During this episode, Joe and Stephen will discuss the various aspects of trust, including personal, professional and organizational trust, and how that trust is key to effective client and firm leadership.
Episode 17: Stephen M.R. Covey (Part 1)
October 25, 2016 04:00 - 27 minutes - 37.8 MBStephen M. R. Covey, the New York Times and #1 Wall Street Journal bestselling author of The SPEED of Trust: The One Thing that Changes Everything, speaks with Joe Woodard about the role of trust in business. During this episode, Joe and Stephen will discuss the various aspects of trust, including personal, professional and organizational trust, and how that trust is key to effective client and firm leadership.
Episode 16: Dawn Fotopulos
October 18, 2016 04:00 - 32 minutes - 44.7 MBDuring this episode, Joe speaks with Dawn Fotopulos, associate professor at The King's College and award-winning author of "Accounting for the Numberphobic: A Survival Guide for Small Business Owners". Joe and Dawn discuss how accountants are uniquely positioned to not only support the success of small business clients, but also to stem the staggering rate of small business failure in America.
Episode 15: Daymond John
October 04, 2016 16:49 - 28 minutes - 39.6 MBJoe Woodard interviews Daymond John, Co-Host of ABC's "Shark Tank" about his own experiences as an entrepreneur and business owner, suggestions for entrepreneurs (based on the principles of Daymond's new book The Power of Broke), and specific ways Daymond believes accountants are integral to small business success.
Episode 14: Paul Dunn
September 28, 2016 17:39 - 27 minutes - 37.6 MBOver 10 years ago, Paul Dunn and Ron Baker co-authored a book called The Firm of the Future. The book focused on the nature of work accountants should provide, the distinction between service workers and knowledge workers, and effectiveness as the key measurement for the professions. We are now in the “future” – measured chronologically, based on the publication date of the book. So, Joe Woodard interviews Paul Dunn in a “look back” approach and asks Paul the key question: “How has the accou...
Episode 13: Joe Buissink
September 13, 2016 04:00 - 26 minutes - 37.1 MBAs a world renowned photographer, Joe Buissink has documented weddings for celebrities like Jennifer Lopez, Christina Aguilera, and Kelsey Grammar. Joe has been profiled by Good Morning America, People magazine and a wide range of other media organizations, and he holds several high profile professional distinctions including the International Leadership Award in Photography issued by the United Nations and Canon’s highly coveted “Explorer of Light” designation. During Scaling New Heig...
Episode 12: Joe Woodard
September 06, 2016 04:00 - 29 minutes - 40.5 MBDuring this episode, Joe Woodard addresses 5 pillars (characteristics) of an epic practice. Part 3 of the series is a continuation of Episodes 8, in which Joe lays the foundational qualities of an Epic Practice from the main stage of Scaling New Heights 2016. Joe will wrap up the series in this episode with the 5 final qualities every practice should strive to achieve to become differentiated, effective, innovative and…EPIC!
Episode 11: Joe Woodard
August 30, 2016 17:39 - 27 minutes - 38.2 MBDuring this episode, Joe Woodard addresses 5 pillars (characteristics) of an epic practice. Part 2 of the series is a continuation of Episode 8, in which Joe lays the foundational qualities of an Epic Practice from the main stage of Scaling New Heights 2016. Joe will wrap up the series in Part 3 with 5 additional qualities every practice should strive to achieve to become differentiated, effective, innovative and…EPIC!
Episode 10: Dawn Brolin
August 16, 2016 03:55 - 31 minutes - 44 MBIn this week’s episode Joe interviews Dawn Brolin, Certified Public Accountant and Managing Member of Powerful Accounting, llc. Dawn has been featured on MSNBC’s Your Business and has spoken at Intuit Quickbooks Connect, as well as CPA Society Shows and Scaling New Heights. Dawn is an expert on fraud and forensic accounting and will be talking with Joe about best practices to protect and build your business.
Episode 09: Mike Michalowicz
August 09, 2016 04:00 - 24 minutes - 34.1 MBDuring this episode Joe Woodard interviews Mike Michalowicz, author of the exciting new book Surge and instructor for Woodard Institute on marketing strategies for accounting practices. During the podcast Joe and Mike will discuss market trends and ways accountants can leverage those trends, combined with service innovations and niche specialization, to grow their practices.
Episode 08: Joe Woodard
August 02, 2016 04:00 - 34 minutes - 48.2 MBThis episode kicks off a multi-part series related to the theme of Scaling New Heights 2016 – “The Epic Practice.” The series begins with Joe Woodard’s keynote that launched the 2016 conference. During the keynote, Joe drew from the powerful stories of ancient Greek mythology to highlight the characteristics of The Epic Practice like endurance, resilience, and focus. “The Epic Practice” series will continue with Joe Woodard in future episodes in which Joe will cover 3 adjectives per episode,...
Episode 07: Gregg Bossen
July 12, 2016 04:00 - 31 minutes - 43.1 MBNonprofits can be intimating for and unappealing to accounting professionals because of three misunderstandings: Nonprofits cannot afford to pay my fees, nonprofits have highly complex reporting needs that my firm cannot handle well, and annual audits are problematic due to underpaid and understaffed accounting departments within the organization. As an extension of the latter, many accounting practices incorrectly conclude they must have an audit practice to support nonprofits in any meanin...
Episode 06: Ron Baker
July 05, 2016 04:00 - 29 minutes - 41.3 MBJoe Woodard and Ron Baker discuss the ground breaking book The Future of the Professions by Richard and Daniel Susskind. In this groundbreaking book, the authors cover the way AI is impacting all professions and the authors also make projections about changes AI will force upon the professions. The changes center around the way AI will disseminate and interpret knowledge through "cognitive assistants," replacing the knowledge curation role that is currently the foundation of all professional...
Episode 05: Mark Wickersham
June 28, 2016 04:00 - 34 minutes - 47.6 MBMark Wickersham is a world-renowned expert on pricing for accounting firms and the author of numerous books including Effective Pricing for Accountants and How to Build a Better Business and Make More Money: Simple Ideas that Really Work for Entrepreneurs. In this interview Mark guides you through the process of creating high value services and determining an appropriate price for those services. As Mark teaches us in this episode, value pricing (unlike fixed pricing) begins with the project...
Episode 04: Rob Nixon
June 14, 2016 04:00 - 35 minutes - 49.6 MBRob Nixon is the founder and CEO of Panalitix, a coaching and professional education community for accountants. Rob is also the author of the book Remaining Relevant: The Future of the Accounting Profession. During this interview Rob describes the "Now Leader" and focuses on eight key areas where accountants can (and should) play a stronger role with their clients. Tune in as Rob walks our podcast audience through the type of focused client leadership that produces meaningful, measurable and...
Episode 03: Mike Michalowicz
June 07, 2016 04:00 - 27 minutes - 37.4 MBMike Michalowicz is a small business and startup expert and the author of Profit First, The Pumpkin Plan and Surge. During this interview Mike discussing small changes businesses can make to yield surprisingly large…or as he says…"colossal" results. Mike and Joe touch on the principles of his new book called Surge and briefly discuss the power of specialization. (Mike presented a keynote address and a breakout session at Scaling New Heights 2016.)
Episode 02: Frank Abagnale Part 2
May 31, 2016 04:00 - 29 minutes - 40.1 MBFrank Abagnale is a world renowned fraud expert, portrayed by Leonardo DiCaprio in the movie "Catch Me if You Can." In part 2 of this interview, Frank brings his decades of experience working with the FBI and numerous companies (including Intuit) into an interview focused on how accountants can help their clients detect and prevent fraud and embezzlement. Did you know you should never throw away a printer or that you should never copy sensitive information on a publically accessible copier? ...
Episode 01: Frank Abagnale
May 22, 2016 16:00 - 30 minutes - 42 MBFrank Abagnale is a world renowned fraud expert, portrayed by Leonardo DiCaprio in the movie "Catch Me if You Can." In this two-part interview, Frank brings his decades of experience working with the FBI and numerous companies (including Intuit) into an interview focused on how accountants can help their clients detect and prevent fraud and embezzlement. Did you know you should never throw away a printer or that you should never copy sensitive information on a publically accessible copier? I...