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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

44:56

Episode 68 - Process Optimization for Accounting Pros...

The Woodard Report Podcast: Featuring Heather... ·

2023/10/11

On 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

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44:24

Episode 67 - Dawn Brolin Rips It Up and Tries to LOSE...

The Woodard Report Podcast: Featuring Heather... ·

2023/09/20

On 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.

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32:02

Episode 66 - Intuit Assist discussion with Blake...

The Woodard Report Podcast: Featuring Heather... ·

2023/09/13

On 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.

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38:58

Episode 65 - Change Management Strategies - The...

The Woodard Report Podcast: Featuring Heather... ·

2023/09/06

On 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.

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42:53

Episode 64 - Service Excellence and the 10 Barriers -...

The Woodard Report Podcast: Featuring Heather... ·

2023/08/30

On 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.

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34:44

Episode 63 - Interview with Dr. Sabrina Starling, The...

The Woodard Report Podcast: Featuring Heather... ·

2023/08/23

On 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.

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37:49

Episode 62 - Quantum Computing Interview with Randy...

The Woodard Report Podcast: Featuring Heather... ·

2023/08/16

On 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.

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30:17

Episode 61 - Interview with Jeff Seibert, CEO of...

The Woodard Report Podcast: Featuring Heather... ·

2023/08/09

On 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.

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44:45

Episode 60 - Innovation in Your Accounting Firm - The...

The Woodard Report Podcast: Featuring Heather... ·

2023/08/02

On 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.

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37:12

Episode 59 - Interview with Randy Crabtree of...

The Woodard Report Podcast: Featuring Heather... ·

2023/07/19

On 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.

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42:44

Episode 58 - Interview with Daryl Davis - The Woodard...

The Woodard Report Podcast: Featuring Heather... ·

2023/06/14

On 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.

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40:26

Episode 57 - Interview with Scotty Scarano - The...

The Woodard Report Podcast: Featuring Heather... ·

2023/06/07

On 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.

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40:44

Episode 56 - Why Clients Do Not Value Your Services -...

The Woodard Report Podcast: Featuring Heather... ·

2023/05/31

On 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.

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33:14

Episode 55 - Interview with Heather Crider and Mark...

The Woodard Report Podcast: Featuring Heather... ·

2023/05/24

On 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.

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29:12

Episode 54 - Interview with Amelia R. Earhart - The...

The Woodard Report Podcast: Featuring Heather... ·

2023/05/17

On 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.

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43:00

Episode 53 - Conquering Task Overload - The Woodard...

The Woodard Report Podcast: Featuring Heather... ·

2023/05/10

In 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.

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37:29

Episode 52 - Jason Staats Interview - The Woodard...

The Woodard Report Podcast: Featuring Heather... ·

2023/05/03

On 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.

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41:01

Episode 51 - Process Documentation - The Woodard...

The Woodard Report Podcast: Featuring Heather... ·

2023/04/26

On 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.

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36:08

Episode 50 - Document Deadlock - The Woodard Report...

The Woodard Report Podcast: Featuring Heather... ·

2023/04/19

On 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.

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34:05

Episode 49 - Ron Baker Interview - The Woodard Report...

The Woodard Report Podcast: Featuring Heather... ·

2023/04/12

On 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.

en

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