Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
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The Craig Groeschel Leadership Podcast offers personal, practical coaching lessons that take the mystery out of leadership. In each episode of the Craig Groeschel Leadership Podcast, Craig brings you empowering insights and easy-to-understand takeaways you can use to lead yourself and lead your team. You’ll learn effective ways to grow as a leader, optimize your time, develop your team, and structure your organization.
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Leading Up is a top-ranking leadership podcast to help you work, lead, and live differently. In Season 7, we’ll shine a light on storytelling, and how it can help aspiring leaders communicate better. Alan Todd, VP of Leadership Development at Udemy, sits down with some of the most thoughtful and exciting leaders, practitioners, and thinkers. Together, we’ll help you unlock your potential and become an even better leader. New episodes drop every Wednesday, so be sure to follow the podcast to ...
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A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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It’s no secret that business owners want to receive positive reviews and customers want to have a positive experience. In Behind the Review, Yelp and Entrepreneur dig a little deeper on both accounts. Hosted by Yelp’s Small Business Expert, Emily Washcovick, Behind the Review features conversations with reviewers and business owners about their experiences—whether it was one star or five stars—giving listeners behind-the-scenes insights into what was really going on. Restaurants, plumbers, f ...
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Hosted by Chris Burns, We Have The Receipts is a bi-weekly all-access deep dive into Netflix Unscripted Reality! Each episode will bring you closer to the people behind the reality, with the free-flowing depth of podcast conversations and viral elements of TV’s best talk shows. We Have The Receipts is an upbeat, fan-first destination to uncover more insider secrets, more expert hot takes, and more off-the-rails drama from their favorite Netflix reality stars.
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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Innhold levert av Woodard Events. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Woodard Events eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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
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Innhold levert av Woodard Events. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Woodard Events eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 120 - Unlocking Growth: How CAS and AI Are Reshaping Accounting Firms - The Woodard Report Podcast 40:06
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LiktOn 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 our show sponsor, Bill! Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast 47:21
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Spill senere Spill senere Lister Lik LiktOn 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 communication to interpreting credit card statements and regulatory implications—urging accountants to experiment with AI now or risk falling behind. Thank you to our show sponsor, Brex!Brex accounting partners close client books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast 36:19
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Spill senere Spill senere Lister Lik LiktOn 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 once-a-year cleanup chaos. Thank you to our show sponsor, Bill — your financial operations platform.Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow, all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report Podcast 37:45
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Spill senere Spill senere Lister Lik LiktOn 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 honest reflections about the challenges and rewards of growth, keeping your firm profitable without burning out, and protecting your firm's culture—even when things get messy. Whether you're ready to scale or happy staying small, this episode will help you find the clarity you need to build the business you truly want. Resources mentioned during the show: What You Do Is Who You Are: How to Create Your Business Culture by Ben Horowitz Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax professionals nationwide. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report Podcast 35:07
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Spill senere Spill senere Lister Lik LiktOn 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 close clients’ books faster, earn rewards for referrals, and attract new customers — all on Brex. Brex’s integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster, and elevate the overall client experience. To become a Brex Accounting Firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report Podcast 44:48
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Spill senere Spill senere Lister Lik LiktOn 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 e-Myth by Michael Gerber Favorite Social Posts: Heather mentioned Ashley Francis on LinkedIn Joe mentioned Caleb Jenkins on X/Twitter The Woodard Report Article of the Week: Spring Cleaning for the Mind: Clearing Clutter for Greater Productivity by Kim Petro Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for Accountants, CPAs, and Tax Professionals nationwide: the CorpNet Partner Program. 10X your firm’s revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 114 - How to Restore Broken Trust with Clients - The Woodard Report Podcast 31:00
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Spill senere Spill senere Lister Lik LiktOn 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 mentioned Nancy McClelland on LinkedIn Joe mentioned Adam Markowitz on X/Twitter The Woodard Report Article of the Week: Woodard Welcomes Shirley Koss as Community and Member Success Manager Thank you to our show sponsor, Brex! Brex Accounting Partners close clients’ books faster, earn rewards for referrals, and attract new customers — all on Brex. Brex’s integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster, and elevate the overall client experience. To become a Brex Accounting Firm visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report Podcast 46:17
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Spill senere Spill senere Lister Lik LiktOn 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 Corleone from the Godfather Book of the Week: The Execution Factor by Kim Perrell Joe interviewed Kim Perrell on episode 41 of The Woodard Report Podcast Favorite Social Posts: Heather mentioned Matt Tait of Decimal and his post on LinkedIn Joe mentioned Greg Kyte on X/Twitter as posted by The Soul of Enterprise The Woodard Report Article of the Week: Executive Orders: The Good, the Bad and the Impact on Business by Ryan Francis Thank you to our show sponsor, Bill! They are the intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow—all on one platform. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 112 - Ten Essentials of a Thriving Company Culture - The Woodard Report Podcast 42:45
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Spill senere Spill senere Lister Lik LiktOn 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) The Speed of Trust (Stephen M.R. Covey) Death by Meeting (Patrick Lencioni) Start with Why (Simon Sinek) TV and Movie Quote: Heather quoted Severance (Apple TV) Joe quoted Real Time with Bill Maher Book Quote: Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek The Woodard Report article highlighted during the show: 5 Ways We Used AI For Work Last Week: February 2025 Edition Thank you to our show sponsor, Truewind! Powered by AI, Truewind is a digital staff accountant that never sleeps, never gets sick, and always does its work. Completely predictable capacity planning. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 111 - DOGE & Dollars: An Interview with Gene Marks - The Woodard Report Podcast 40:22
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Spill senere Spill senere Lister Lik LiktOn 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 Inquirer, Forbes, Entrepreneur Magazine, The Washington Times, and The Guardian. Gene has written 5 books on business management, specifically geared towards small and medium sized companies. His most recent is Want More Cash?: 100+ Ideas And Strategies For Increasing Your Company's Cash Flow This Year . Gene owns and operates the Marks Group PC , a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses. Gene also hosts a very popular podcast with Paychex. To listen to the latest episodes, visit www.paychex.com/podcasts Resources mentioned during the show Gene Marks' consolidated website The World Trade Center Association Walter Isaacson's biography on Elon Musk Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 110 - Tech Trends & AI Insights: CES 2025 Recap with Randy Johnston - The Woodard Report Podcast 41:39
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Spill senere Spill senere Lister Lik LiktOn 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 been a leading figure in technology for over 40 years. Inducted into the Accounting Hall of Fame in 2011, he has remained a Top 25 Thought Leader in Accounting from 2011 through 2024. His continued influence in the profession is highlighted by his recognition in the 2024 Accounting Today Top 100 Most Influential People in Accounting—his twenty-first consecutive year on that list. In addition, Randy authors a monthly column and hosts a weekly podcast for The CPA Practice Advisor, contributes to the Journal of Accountancy, writes for various accounting and technology publications, and has published numerous books. Connect with Randy: www.randyjohnston.com www.technologybestpractices.com www.nmgi.com www.k2e.com Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast 46:47
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Spill senere Spill senere Lister Lik LiktOn 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 efficiency, improve client relationships, and establish a sustainable, high-performing practice. Resources: It’s NOT Just the Numbers via CPA Trendlines CFO Services: A Practical How-To Guide for Accountants by Penny Breslin, Paula White, Damien Greathead Connect with our guests: Connect with Penny on LinkedIn Connect with Damien on LinkedIn Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report Podcast 25:18
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Spill senere Spill senere Lister Lik LiktOn 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 Decimal.com - Let Decimal Solve Financial Operations Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast 44:54
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Spill senere Spill senere Lister Lik LiktOn this episode, Joe and Heather dive into the major trends and challenges shaping 2025 for accounting professionals. They discuss the growing impact of artificial intelligence, policy shifts under the new U.S. presidency, and evolving business models in the industry. Recommended Reading: The Future of the Professions - Daniel Susskin 5 Best Books About Artificial Intelligence - The New York Times TV and Movie Quotes: From Heather: RuPaul's Drag Race From Joe: The Most Reluctant Convert Book Segment: Revenge of the Tipping Point by Malcolm Gladwell The Woodard Report article: Design Thinking—A Mindset for Firms Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast 40:40
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Spill senere Spill senere Lister Lik LiktOn this episode, Joe and Heather explore key insights from the 2024 AICPA CAS Benchmark Survey, highlighting the evolution of CPA and non-credentialed practices post-COVID, including growth trends, advisory services, and the increasing role of technology. Download the 2024 CAS Benchmark Survey Read " Surveying a Shifting Landscape " from The CPA Journal TV and Movie Quote: Heather quoted Deadpool (so the entire quote is effectively redacted due to language) and Joe quoted X-Men: Days of Future Past Book Quote: Your Best Year Ever by Michael Hyatt The Woodard Report article highlighted during the show: ADHD: Beyond the Stereotypes in the Workplace Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report Podcast 31:20
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Spill senere Spill senere Lister Lik LiktOn this episode, Heather speaks with Allanté Collier, founder of Streamline and Scale, about leveraging AI to boost efficiency and scalability in small businesses. They discuss practical ways AI can handle repetitive tasks, enhance marketing strategies, and streamline operations to free up time for growth and creativity. Connect with Allanté on LinkedIn Streamline & Scale helps Industry Leaders and Organizations build (lean) teams and businesses that run themselves in any economy. Check out this free training for leaders in demand from Streamline and Scale Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 104 - Bench, Business, and Better Decisions - The Woodard Report Podcast 37:01
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Spill senere Spill senere Lister Lik LiktOn this episode, Joe and Heather explore the sudden closure and acquisition of Bench, the venture-backed bookkeeping and accounting firm, diving into its implications for the accounting industry, private equity, and an AI-driven future. They also discuss the challenges of balancing client-focused service with profit motives, highlight key takeaways from Andy Stanley's book Better Decisions, Fewer Regrets, and share their favorite quotes and social media insights of the week. More about Bench TV/Movie quote of the week — Dune: Prophecy Book of the week — Better Decisions, Fewer Regrets by Andy Stanley Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report Podcast 32:45
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Spill senere Spill senere Lister Lik LiktOn this episode Heather speaks with Deborah Defer, Director of CAS Consulting at Woodard, about the transformative role of artificial intelligence in the accounting industry. They explore Deborah's extensive career journey, her insights from attending the Digital CPA conference, and the exponential growth in AI adoption. Most importantly, they talk about the importance of blending technology with human expertise. Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 102 - Is it burnout or moral injury? An interview with Ron Baker - The Woodard Report Podcast 39:55
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Spill senere Spill senere Lister Lik LiktIn this episode, Joe Woodard talks to Ron Baker about the concept of moral injury as a more accurate explanation for what is often misdiagnosed as burnout, especially in the accounting and medical professions. They explore how moral injury arises when professionals face systemic or situational pressures that force them to act against their deeply held beliefs, creating anxiety and dissatisfaction. This issue is more profound than the surface-level symptoms of burnout and is rooted in the disconnect between the transactional nature of modern work environments and the purpose-driven calling many professionals feel. You can learn more about Ron Baker at TheSoulOfEnterprise.com and Verasage.com Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 101 - Interview with Danielle Bornowski - The Woodard Report Podcast 31:36
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Spill senere Spill senere Lister Lik LiktOn this episode, Heather Satterley interviews Danielle Bornowski, the CEO of DQB Strategies, who is a marketing strategist helping business owners make smart marketing decisions that don't feel like slimy sales. Danielle believes that customer reviews are an unsung hero in marketing that can do a lot to help people grow their business. For professional firms, they help to document the customer journey and inform services, which in turn, allows accounting pros to provide a unique experience and set themselves apart from everyone else. From DBQ Strategies, here is a copy-and-paste template you can use to ask for customer reviews: DBQstrategies.marketing/reviews Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 100 - Special Edition: The US Election - The Woodard Report Podcast 24:53
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Spill senere Spill senere Lister Lik LiktOn this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships. As always, the Woodard organization remains apolitical and fosters an internal environment where varying perspectives can thrive. Books mentioned during this episode: Radical Candor by Kim Scott Infinite Game by Simon Sinek Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast 31:40
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Spill senere Spill senere Lister Lik LiktOn this show, Heather Satterley speaks with Candy Bellau about her personal journey in the accounting industry, touching on resilience, pricing, and the power of community. Candy shares valuable insights from her experiences, especially on overcoming business struggles, and offers guidance for accountants facing similar challenges. Some of the wide ranging topics discussed in this episode: Candy's Career Background Building Resilience Community Support Overcoming Pricing Struggles Importance of Mindset Creating a Positive Work Environment Practical Advice for Accountants Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report Podcast 36:53
36:53 Spill senere Spill senere Lister Lik Likt36:53
Spill senere Spill senere Lister Lik LiktOn this show, Heather and Joe discuss the Intuit "Tax Breakup" advertising campaign and the industry reaction. Here are some important links for this special edition of the Woodard Report Podcast: The Tax Breakup Commercial What Intuit’s 2024 Investor Day Means for ProAdvisors in an AI-Driven World Intuit's Tax Breakup Campaign Sparks Strong Response from the NATP Update: Intuit Responds to Controversial Tax Ad Following NATP Feedback Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 97 - Interview with Jina Etienne - The Woodard Report Podcast 42:26
42:26 Spill senere Spill senere Lister Lik Likt42:26
Spill senere Spill senere Lister Lik LiktOn this show, Joe Woodard speaks with Jina Etienne about reimagining and redefining Diversity, Equity, and Inclusion (DEI), as well as exploring its broader implications beyond common perceptions. Jina is CEO of Etienne Consulting, LLC. She is a consultant, coach, facilitator, and speaker on inclusivity and belonging. Jina's work can be found at Etienne Consulting where her mission is to shatter unseen barriers. Additional work from Jina: 2024 season of D&I One-on-One CPA Trendlines Podcast on decoupling DEIB "A Holistic Approach to Diversity" Podcast on ADHD called "The Distracted Elephant" Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast 37:08
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Spill senere Spill senere Lister Lik LiktOn this show, Heather Satterley speaks with William "Bill" Murphy about the newly announced Intuit Enterprise Suite, a major release targeting mid-market businesses aimed at companies with sales over $3 million and up to 250 employees. Bill Murphy's work, including his predictions about Intuit Enterprise Suite prior to it being officially announced, can be found at Insightful Accounting using this link . Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast 42:01
42:01 Spill senere Spill senere Lister Lik Likt42:01
Spill senere Spill senere Lister Lik LiktOn 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 Game of Thrones and loves this quote from Daenerys Targaryen: "I'm not going to stop the wheel, I'm going to break it". Joe talked about this quote from Rings of Power: "What cannot be known hollows the mind. Fill it not with guesswork." Book Segment: Dare to Lead by Brene Brown . The author also has a great TEDTalk called, " The power of vulnerability " Social Media Segment: Heather mentioned this X post from @LilyTranTax and Joe mentioned a random X post with an amazing play on words. Here is a link to the image Joe referenced. Woodard Report Article Recommendation: Heather recommended " Thriving in Accounting: The Importance of Lifelong Learning " Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast 36:42
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Spill senere Spill senere Lister Lik LiktOn 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 expertise and CPA proficiency. With a background in C-suite leadership and consulting, he specializes in helping middle-market businesses grow while focusing on innovation and technology. Dave’s cumulative experience, gained across a variety of roles in multiple industries, allows him to contribute to building the CPA firm of the future at Anders. In this capacity, he steers the advisory practice, orchestrating its strategic direction and propelling growth. As a former CIO, his experience enables him to find innovative technology uses to make businesses more successful. His insights are featured on LinkedIn, at industry conferences and in popular publications. By sharing his thought leadership across numerous platforms, Dave empowers fellow CPAs to revolutionize their firms, seamlessly integrate technology and adopt novel business paradigms. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast 37:37
37:37 Spill senere Spill senere Lister Lik Likt37:37
Spill senere Spill senere Lister Lik LiktOn 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 her own firm. Despite initial setbacks including job loss due to COVID-19 layoffs, she utilized continuous learning and networking opportunities to successfully build her business. Michelle Mitchell: Michelle shared her journey of returning to the workforce and starting her own firm while managing multiple sclerosis. She chose to keep her condition private while building her practice, demonstrating strength and resilience. Joe and Heather also discussed their regular show segments. TV and Movie Segment: Joe recently watched Dark Matter on Apple TV+. It's a deep sci-fi show for those who are fans. Heather has gone back into the catalog and really enjoyed re-watching The Fellowship of the Ring. Book Segment: Joe discussed "David and Goliath: Underdogs, Misfits, and the Art of Battling Giants" by Malcolm Gladwell Social Media Segment: Both Joe and Heather talked about ALL of the amazing posts from Scaling New Heights and how many of them are focused on community and contain words of encouragement. Woodard Report Article Recommendation: Heather recommended the " Top 50 Accounting Services Practices " Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast 36:06
36:06 Spill senere Spill senere Lister Lik Likt36:06
Spill senere Spill senere Lister Lik LiktOn 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: A Time Bomb You Can Defuse To learn more about Robert, please visit Nordlander CPA, PLLC Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
1 Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50
46:50 Spill senere Spill senere Lister Lik Likt46:50
Spill senere Spill senere Lister Lik LiktOn 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 also discussed their regular show segments. TV and Movie Segment: Joe recently watched House of Lies and Heather revisited a favorite movie, The Curious Case of Benjamin Button . Book Segment: Joe discussed The Advantage by Patrick Lencioni Social Media Segment: Heather enjoyed this LinkedIn post from Terrell Turner and Joe shared an X post from Luke Templin . Woodard Report Article Recommendation: Heather recommended 4 Inspiring Vacation Types for Accounting Professionals Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast…
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