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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

42:01

Episode 95 - Outsourcing and Offshoring Strategies -...

The Woodard Report Podcast: Featuring Heather... ·

2024/09/11

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 company size and can even addressed how this practice can be great for small firms and solo practitioners. TV and Movie Segment: Heather is rewatching

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36:42

Episode 94 — David Hartley - Partner-in-charge -...

The Woodard Report Podcast: Featuring Heather... ·

2024/09/04

On this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA" About David Hartley: Dave is the partner-in-charge of advisory at Anders with over three decades of experience serving both public and privately-held businesses, showcasing his unique blend of technological

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37:37

Episode 93 - Courageous Journeys in Accounting - The...

The Woodard Report Podcast: Featuring Heather... ·

2024/08/28

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Monica Davis: After a demanding corporate accounting job and personal health crisis, Monica courageously shifted to a bookkeeping role, eventually starting

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36:06

Episode 92 - Robert Nordlander, CPA and retired IRS...

The Woodard Report Podcast: Featuring Heather... ·

2024/08/21

On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax Secrets: What Every Defense Attorney Should Know: An Insider’s Guide to Evaluating Every Stage of a Criminal Tax Investigation Unpaid Payroll Taxes:

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46:50

Episode 91 - Top 50 Client Accounting Services Firms...

The Woodard Report Podcast: Featuring Heather... ·

2024/08/14

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rather than individuals within the practice. Nominations will open in November, applications in January, and the selection process in February. Joe and Heather

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40:46

Episode 90 - The Revenue Reset: Correcting Pricing on...

The Woodard Report Podcast: Featuring Heather... ·

2024/08/07

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking. The full revenue reset process is available to Woodard members. More information is at this link: https://www.woodard.com/membership-overview TV and

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30:39

Episode 89 - The Complexities of Expense Management...

The Woodard Report Podcast: Featuring Heather... ·

2024/07/31

On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit Cards Impact of Spend Management on Accounting Practices This episode wraps up with a summary of the key benefits of using advanced spend

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44:15

Episode 88 - Is Bookkeepping Dead? - The Woodard...

The Woodard Report Podcast: Featuring Heather... ·

2024/06/05

On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights This episode is a deep dive into the transformation of bookkeeping, encouraging professionals to anticipate changes and adapt strategically. Thank you to our show

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25:52

Episode 87 - Nicole Davis' Journey in Accountancy -...

The Woodard Report Podcast: Featuring Heather... ·

2024/05/29

On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis: Nicole (Butler) Davis is the founder and CEO at Butler-Davis Tax & Accounting, LLC. She brings almost two decades of experience in accounting, tax, financial management and advisory services to clients of all

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33:19

Episode 86 - Why don't Accountants love selling? -...

The Woodard Report Podcast: Featuring Heather... ·

2024/05/15

On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko: Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales

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52:12

Episode 85 - SPECIAL EDITION on Non-Compete...

The Woodard Report Podcast: Featuring Heather... ·

2024/04/29

On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreements, impacting many industries, including accounting. This rule affects businesses under FTC jurisdiction in the U.S., with certain exceptions like

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35:37

Episode 84 - Cannabis Accounting with Naomi Granger...

The Woodard Report Podcast: Featuring Heather... ·

2024/04/24

On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion for this growing industry has led her to work with dozens of operators and provide training to over 700 accounting professionals eager to expand their

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36:49

Episode 83 - Interview with Kelly Richmond Pope - The...

The Woodard Report Podcast: Featuring Heather... ·

2024/04/17

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation: Kelly Richmond Pope's Background Her Early Interest in Accounting A Personal Anecdotes of Learning About Fraud Professional Encounters with Fraud Discussion on Whistleblowers Impact of Fraud on Victims and the Role of Emotional Connection Advice

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27:47

Episode 82 - Randy Crabtree on Fostering a Positive...

The Woodard Report Podcast: Featuring Heather... ·

2024/03/27

On 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 conversation: The

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44:24

Episode 81 - The 5 Technology Fails Most Prevalent In...

The Woodard Report Podcast: Featuring Heather... ·

2024/03/13

On 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 your Tax &

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46:09

Episode 80 - Oh BOI! Does Beneficial Ownership...

The Woodard Report Podcast: Featuring Heather... ·

2024/03/06

On 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:

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25:57

Episode 79 - Interview with Dave Kersting, CEO of...

The Woodard Report Podcast: Featuring Heather... ·

2024/02/28

On 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 about the

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33:53

Episode 78 - Dr. Michio Kaku, Quantum Computing - The...

The Woodard Report Podcast: Featuring Heather... ·

2024/02/21

On 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. Most

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45:53

Episode 77 - What is your firm's secret sauce? - The...

The Woodard Report Podcast: Featuring Heather... ·

2024/02/14

What 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 sponsor:

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43:50

Episode 76 - Is your price the right price? - The...

The Woodard Report Podcast: Featuring Heather... ·

2024/02/07

Is 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 sponsor:

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