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PODCAST

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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

business management

All Episodes

33:33

Episode 29: Staying Current with Technology

The Woodard Report Podcast: Featuring Heather... ·

2017/05/09

The 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.

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35:28

Episode 28: Moving Beyond Bookkeeping and Compliance...

The Woodard Report Podcast: Featuring Heather... ·

2017/05/04

As 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.

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23:30

Episode 27: Building and Leading a Team

The Woodard Report Podcast: Featuring Heather... ·

2017/04/25

Why 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.

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31:03

Episode 26: Finding & Retaining the Right Clients

The Woodard Report Podcast: Featuring Heather... ·

2017/04/11

How 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.

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39:51

Episode 25: Becoming and Remaining Distinctive

The Woodard Report Podcast: Featuring Heather... ·

2017/03/28

The 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). These

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32:28

Episode 24: Sandra Wiley

The Woodard Report Podcast: Featuring Heather... ·

2017/01/03

In 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.

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33:38

Episode 23: Dawn Brolin

The Woodard Report Podcast: Featuring Heather... ·

2016/12/27

In 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 QuickBooks

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31:21

Episode 22: Robin Hall

The Woodard Report Podcast: Featuring Heather... ·

2016/12/20

In 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 technology

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33:14

Episode 21: Jan Haugo

The Woodard Report Podcast: Featuring Heather... ·

2016/12/06

In 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 social

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31:27

Episode 20: Ingrid Edstrom

The Woodard Report Podcast: Featuring Heather... ·

2016/12/02

In 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 the benefits

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31:39

Episode 19: Gary Boomer

The Woodard Report Podcast: Featuring Heather... ·

2016/11/11

This 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.

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26:20

Episode 18: Stephen M.R. Covey (Part 2)

The Woodard Report Podcast: Featuring Heather... ·

2016/11/02

Stephen 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.

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27:21

Episode 17: Stephen M.R. Covey (Part 1)

The Woodard Report Podcast: Featuring Heather... ·

2016/10/25

Stephen 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.

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32:23

Episode 16: Dawn Fotopulos

The Woodard Report Podcast: Featuring Heather... ·

2016/10/18

During 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.

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28:44

Episode 15: Daymond John

The Woodard Report Podcast: Featuring Heather... ·

2016/10/04

Joe 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.

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27:12

Episode 14: Paul Dunn

The Woodard Report Podcast: Featuring Heather... ·

2016/09/28

Over 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 accounting

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26:53

Episode 13: Joe Buissink

The Woodard Report Podcast: Featuring Heather... ·

2016/09/13

As 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 Heights 2016,

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29:20

Episode 12: Joe Woodard

The Woodard Report Podcast: Featuring Heather... ·

2016/09/06

During 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!

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27:40

Episode 11: Joe Woodard

The Woodard Report Podcast: Featuring Heather... ·

2016/08/30

During 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!

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31:54

Episode 10: Dawn Brolin

The Woodard Report Podcast: Featuring Heather... ·

2016/08/16

In 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.

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