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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

32:42

Episode 127 - Navigating Turbulent Tariff Times - The...

The Woodard Report Podcast: Featuring Heather... ·

2025/06/18

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 understanding the timeline for filing refund claims in the event of tariffs being invalidated, though he advises small firms to seek expert partners for these

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51:45

Episode 126 - Does your practice have termites? - The...

The Woodard Report Podcast: Featuring Heather... ·

2025/06/11

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 systems. TV and Movie Quote: Heather quoted Thelma and Louise Joe quoted Presumed Innocent Book of the Week: The Everyday Hero Manifesto by Robin

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31:43

Episode 125 - Geni Whitehouse’s Journey to Authentic...

The Woodard Report Podcast: Featuring Heather... ·

2025/06/04

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 want. Her keynote at Scaling New Heights 2025 will challenge professionals to embrace self-awareness, trust their instincts, and courageously chart a new

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31:42

Episode 124 - From High Jump to High Impact:...

The Woodard Report Podcast: Featuring Heather... ·

2025/05/28

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 her mission to raise breast cancer awareness. From embracing failure in the high jump to facing life’s heaviest challenges head-on, Chaunté offers business

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30:13

Episode 123 - Accounting's AI Revolution Is Here -...

The Woodard Report Podcast: Featuring Heather... ·

2025/05/21

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 tools. They also discuss how AI enables accountants to move beyond compliance into impactful advisory roles. About Liz Scott Liz Scott advocates for the

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47:20

Episode 122 - Maximizing ROI at Accounting...

The Woodard Report Podcast: Featuring Heather... ·

2025/05/14

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 of self-awareness, authenticity, and pacing to make the most of any event. Link mentioned in the show: The Accounting Cornerstone Foundation Unveils

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36:35

Episode 121 - IRS Shakeups, AI Breakthroughs: Turning...

The Woodard Report Podcast: Featuring Heather... ·

2025/05/07

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 engagements. Additionally, the conversation explores innovative approaches and practical insights for building trust and delivering superior advisory services

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40:06

Episode 120 - Unlocking Growth: How CAS and AI Are...

The Woodard Report Podcast: Featuring Heather... ·

2025/04/30

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 accounting firms, how leadership and process changes are critical, and the evolving role of AI as a near-future disruptor in the industry. Thank you to

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47:21

Episode 119 - Counting on Change: How AI is Rewriting...

The Woodard Report Podcast: Featuring Heather... ·

2025/04/23

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 necessity, especially when paired with strategic data usage. Heather and Joe break down real-world applications—from automating blog writing and client

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36:19

Episode 118 - The Price Is Right: Turning Onboarding...

The Woodard Report Podcast: Featuring Heather... ·

2025/04/16

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 money or undervaluing their services. The episode is packed with actionable advice for firms of all sizes looking to boost MRR and avoid getting stuck in

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37:45

Episode 117 - Grow or Stay Small? Finding Your Firm's...

The Woodard Report Podcast: Featuring Heather... ·

2025/04/09

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 about how he drove Nimbl's growth to $6 million in revenue (and what he learned along the way). You'll hear real-world stories, practical tips, and

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35:07

Episode 116 - The Gold Rush of Accounting: Tech, AI &...

The Woodard Report Podcast: Featuring Heather... ·

2025/04/02

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 accounting firms, and the critical importance of adopting modern technology to stay competitive. Thank you to our show sponsor, Brex! Brex Accounting Partners

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44:48

Episode 115 - Why Operations Should Be the Next Big...

The Woodard Report Podcast: Featuring Heather... ·

2025/03/26

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 automation and AI, and practical steps to stay ahead in the coming year. TV and Movie Quote: Heather quoted The Office Joe quoted 1923 Book of the Week: The

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31:00

Episode 114 - How to Restore Broken Trust with...

The Woodard Report Podcast: Featuring Heather... ·

2025/03/19

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: Heather quoted Eat, Pray, Love Joe quoted Rocky III Book of the Week: The Four Agreements by Don Miguel Ruiz / Janet Mills Favorite Social Posts: Heather

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46:17

Episode 113 - Seven Busy Season Productivity Hacks to...

The Woodard Report Podcast: Featuring Heather... ·

2025/03/12

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 by Kim Perrell (from episode 41 of the Woodard Report podcast). TV and Movie Quote: Heather quoted Everything Everywhere All at Once Joe quoted Michael

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42:45

Episode 112 - Ten Essentials of a Thriving Company...

The Woodard Report Podcast: Featuring Heather... ·

2025/03/05

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 first segment of the show: 5 Dysfunctions of a Team (Lencioni) The Advantage (Lencioni) The Servant Leader (Hunter) Measure What Matters (John Doerr)

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40:22

Episode 111 - DOGE & Dollars: An Interview with Gene...

The Woodard Report Podcast: Featuring Heather... ·

2025/02/26

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 shifts. About Gene Marks A past columnist for both The New York Times and The Washington Post, Gene now writes regularly for The Hill, The Philadelphia

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41:39

Episode 110 - Tech Trends & AI Insights: CES 2025...

The Woodard Report Podcast: Featuring Heather... ·

2025/02/19

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 brands like Nikon and Canon, as well as the evolving role of AI in business security and client data protection. About Our Guest: Randy Johnston, MCS, has

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46:47

Episode 109 - Mastering the Back Office: The BOSS...

The Woodard Report Podcast: Featuring Heather... ·

2025/02/12

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 ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance

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25:18

Episode 108 - The Puzzle Piece Fits: AI Evolution in...

The Woodard Report Podcast: Featuring Heather... ·

2025/02/05

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 on the implied partnership between tech and accounting firms is refreshing and not to be missed. Episode Resources: Connect with Matt Tait on LinkedIn

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147 results

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