The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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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
Available episodes
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Nov 1, 2023
Episode 71 - Facing the Fear of Failure - The Woodard Report Podcast
On this episode, Joe and Heather talk about failure. It's something we all experience in our lives, usually multiple times. The way you approach failure sets you up for success! This is a FUN, EXCITING topic and we shouldn't fear failure because doing so holds us back from achieving incredible success.
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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Oct 25, 2023
Episode 70 - Mergers and Acquisitions with Bob Lewis - The Woodard Report Podcast
On this episode, Joe speaks with Bob Lewis, one of the top 100 most influential individuals in the industry as recognized by Accounting Today. Bob is a mergers and acquisitons expert. He has a tremendous reputation with the top 200 accounting firms and what he is finding is that the top 500 firms are now buying the smaller, non-credentialed firms.
What is driving this trend and what is the impact on your business? Listen to find out!
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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Oct 18, 2023
Episode 69 - The Future of Client Accounting and Advisory Services - The Woodard Report Podcast
On this episode, Heather and Joe talk about the future of Client Accounting and Advisory Services.
The future of CAS (CAAS) will be a series of fusions:
* The general ledger and workflow solutions fusion
* The client communications and workflow fusion
* The fusion between humans and bots
* The fusion between credentialed and non-credentialed professionals
* The fusion between real and virtual worlds
* The fusion between accounting and advisory (for real this time)
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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Oct 11, 2023
Episode 68 - Process Optimization for Accounting Pros - The Woodard Report Podcast
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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Sep 20, 2023
Episode 67 - Dawn Brolin Rips It Up and Tries to LOSE Clients - The Woodard Report Podcast
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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Sep 13, 2023
Episode 66 - Intuit Assist discussion with Blake Oliver - The Woodard Report Podcast
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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Sep 6, 2023
Episode 65 - Change Management Strategies - The Woodard Report Podcast
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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Aug 30, 2023
Episode 64 - Service Excellence and the 10 Barriers - The Woodard Report Podcast
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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Aug 23, 2023
Episode 63 - Interview with Dr. Sabrina Starling, The Business Psychologist - The Woodard Report Podcast
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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Aug 16, 2023
Episode 62 - Quantum Computing Interview with Randy Johnston, co-founder of NMGI - The Woodard Report Podcast
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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Aug 9, 2023
Episode 61 - Interview with Jeff Seibert, CEO of Digits - The Woodard Report Podcast
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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Aug 2, 2023
Episode 60 - Innovation in Your Accounting Firm - The Woodard Report Podcast
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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Jul 19, 2023
Episode 59 - Interview with Randy Crabtree of Tri-Merit - The Woodard Report Podcast
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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Jun 14, 2023
Episode 58 - Interview with Daryl Davis - The Woodard Report Podcast
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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Jun 7, 2023
Episode 57 - Interview with Scotty Scarano - The Woodard Report Podcast
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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May 31, 2023
Episode 56 - Why Clients Do Not Value Your Services - The Woodard Report Podcast
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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May 24, 2023
Episode 55 - Interview with Heather Crider and Mark Schulman - The Woodard Report Podcast
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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May 17, 2023
Episode 54 - Interview with Amelia R. Earhart - The Woodard Report Podcast
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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May 10, 2023
Episode 53 - Conquering Task Overload - The Woodard Report Podcast
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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May 3, 2023
Episode 52 - Jason Staats Interview - The Woodard Report Podcast
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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Apr 26, 2023
Episode 51 - Process Documentation - The Woodard Report Podcast
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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Apr 19, 2023
Episode 50 - Document Deadlock - The Woodard Report Podcast
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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Apr 12, 2023
Episode 49 - Ron Baker Interview - The Woodard Report Podcast
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.
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Apr 5, 2023
Episode 48 - Artificial Intelligence - The Woodard Report Podcast
On this episode of The Woodard Report Podcast, Joe and Heather talk about Artificial Intelligence and the potential impact on the industry. To lead things off, Heather asks, "Is this even new at all?"
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Mar 8, 2023
Episode 47 - The Staffing Crisis - The Woodard Report Podcast
On this episode of The Woodard Report Podcast, Joe and Heather talk about the number one pain point in the industry right now. The key problem facing the accounting and bookkeeping industries right now is the staffing crisis.
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Feb 23, 2023
Episode 46 - That Stubborn Client - The Woodard Report Podcast
On this episode of The Woodard Report Podcast, Joe and Heather talk about "that" stubborn client. You know the one. Joe provides some insight into your relationship with a stubborn client and Heather adds some much needed context based on her personal experiences.
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Feb 15, 2021
Episode 45: Stacking Technologies for Extreme Automation
During this episode Joe Woodard addresses the different categories of bookkeeping automation technologies and how to "stack" these technologies to create extreme automation. If stacked correctly - and if the technology stack is complete - you could see up to 80% reduction in manual entry through the modernization and automation of bookkeeping productions! As part of Joe's address of this topic, he interviews Kalliopi Vlastas, General Manager of Receipt Bank US and the key role that data parsing plays in the automation process.
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Aug 31, 2020
Episode 44: Payroll and HR Services in the New Normal
In this episode Joe Woodard speaks with Tina Duncan, Payroll & HR Project Advisor at Aprio Cloud, one of the nation's leading and most technologically-driven client accounting services (i.e. bookkeeping) organizations in the world. Joe and Tina are joined by nationally-renowned PEO, payroll compliance and HR management expert Moses Balian to discuss client management and technology strategies and best practices for working with your clients in the areas of payroll compliance and payroll advisory.
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Jun 30, 2020
Episode 43: Practice Planning: Managing People (Part Two of a Six-Part Series)
In the second part of this six-part series (see Episode 39 for Part 1), Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, about managing people.
During this episode, Joe, Caleb and Chris discuss three key areas of management: Hiring, Evaluation and Retention, with best practices, practical methods, and tips and tricks that they have gleaned over a combined 40 years of managing teams.
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Jun 15, 2020
Episode 42: The Entrepreneurial Leap: A Conversation with Gino Wickman
During this episode, Joe Woodard talks with Gino Wickman - creator of the popular Entrepreneurial Operating System (EOS). During the episode, Gino discusses the key concepts in his new book called The Entrepreneurial Leap including the traits required for someone to be truly a successful entrepreneur and ways for advisors to protect the journey of their clients who are engaging in entrepreneurial initiatives.
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Apr 21, 2020
Episode 41: The Execution Factor: A Conversation with Kim Perell
During this episode Joe Woodard talks with Kim Perell, Scaling New Heights main stage presenter and author of the bestselling book The Execution Factor: The One Skill that Drives Success. During the conversation Joe and Kim discuss the 5 traits of consistent and effective execution: Vision, Passion, Action, Resiliency, and Relationships...and how each of these traits applies to small business advisors and their clients.
You can learn more about Kim Perell on her website at http://www.kimperell.com. Click here to purchase a copy of her book.
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Apr 13, 2020
Episode 40: Fix this Next: A Conversation with Mike Michalowicz
During this episode Joe has a conversation with Mike Michalowicz about his new book called Fix this Next. This latest book by Mike focuses on identifying the key areas of improvement within each small business and leaning into those areas with your small business clients. According to Mike, the role of the advisor is key, because small business owners lack the visibility and the objectivity to focus on what they need "fix next."
Click here to learn more about Mike's new book.
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Jan 30, 2020
Episode 39: Practice Planning: An Overview (Part One of a Six-Part Series)
In the first part of this six-part series, Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, to give an overview of practice planning.
During this episode, Joe, Caleb and Chris discuss practice planning, including the benefits of defining what you are trying to accomplish, the need to apply a strategy as you develop your practice plan and how to be intentional throughout the process. Listen as Joe, Caleb and Chris provide the five key components of practice planning.
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Aug 25, 2019
Episode 38: The Age of Brilliance
During this episode Joe talks Simon T. Bailey, author of two amazing books on Brilliance in your personal and professional life: Shift Your Brilliance: Harness the Power of You, and Release Your Brilliance: The Four Steps of Transforming Your Life and Revealing Your Genius to the World.
In their conversation, Joe and Simon focus heavily on intentional living, embracing professional purpose, and accomplishing unprecedented success by leveraging purpose to overcome fear, uncertainty and doubt.
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Apr 27, 2019
Episode 37: Understanding and Servicing Latino Owned Businesses
During this episode Joe talks with two leaders within the accounting profession who are passionate about empowering Latino-owned businesses. In fact, the Latino community represents one of the fastest growing demographics within the accounting profession.
During the episode we dispel some of the myths about Latino owned businesses, drill down on key needs and pain points experienced by Latino owned businesses and provide practical steps advisors can take to engage Latino owned businesses – even if you are not part of the Latino community.
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Feb 25, 2019
Episode 36: Client Experience - the Key to Practice Distinction
During this episode, Joe interviews Simon Bailey - World Renowned Speaker and author of the book SPARK Five Platinum Service Principles for Creating Customers for Life.
During the episode, Simon breaks down the acronym "SPARK" and introduces two additional terms, "VUCA," and "Duja Ve."
And...Simon and Joe connect these customer service principles to client transformation - the evolution of the accounting profession from those who solely offer compliance and bookkeeping services (back office work) to those who also provide - and primarily provide - business coaching (boardroom work).
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Jan 20, 2019
Episode 35: Emergency Measures for Critical Small Business Issues
During this episode Joe speaks with Dawn Fotopulos, author of the award winning book Accounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies - both short and long term.
During the conversations, Dawn and Joe discuss the latest studies and research on the state of small business and practical steps accountants and bookkeepers can take...immediately and with little preparation...to address acute problems most small business owners face.
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Nov 25, 2018
Episode 34: Conquering Task Overload
In this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally and personally.
Accounting professionals are never truly "task-free." Their lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe's strategies detailed in this episode will empower you to tame task overload and turn responses to life's inputs into intentional, thoughtful, and highly effective actions in your practice and your life.
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Oct 29, 2018
Episode 33: Preparing Yourself and Your Clients for Succession
In this episode, Joe Woodard interviews guest Peter Hickey, an internationally-renowned expert on succession and exit planning and author of The One Page Exit Plan.
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Sep 15, 2018
Episode 32: The Transformative Advisor
In this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, defining small business transformation and addressing four key challenges accountants and bookkeepers face in moving, figuratively, from the back office to the board room with their clients.
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Nov 15, 2017
Episode 31: Practical Value Pricing
In this episode Mark Wickersham – a global thought leader on value pricing for bookkeepers and accountants – shares practice, proven and workable approaches to client pricing. During our conversation Mark addresses many of the profession’s biggest objections to – and challenges around – value pricing and provides practice steps to effective pricing strategies.
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Jun 2, 2017
Episode 30: Intuit's Partnership with Accounting Professionals
In this final week leading up to SNH 2017 we will hear from Rich Preece. Rich is the Global Accountant Segment Leader at Intuit and heads up all of Intuits partnership programs, products, and services for accounting professionals. In this podcast, Joe Woodard talks with Rich about how Intuit is incorporating customers in their innovation process, and the impact of mobile technology and the gig economy on the accounting industry. Be sure to catch Rich’s keynote presentation June 5, 2017 on the Scaling New Heights live web stream.
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May 9, 2017
Episode 29: Staying Current with Technology
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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May 4, 2017
Episode 28: Moving Beyond Bookkeeping and Compliance into the Role of Advisor
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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Apr 25, 2017
Episode 27: Building and Leading a Team
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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Apr 11, 2017
Episode 26: Finding & Retaining the Right Clients
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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Mar 28, 2017
Episode 25: Becoming and Remaining Distinctive
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 cutting-edge leaders perpetually create distinction in their firms in the areas of culture, service delivery, efficiency, and effectiveness (i.e. value) to increase margins in an increasingly competitive and commoditized profession.
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Jan 3, 2017
Episode 24: Sandra Wiley
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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Dec 27, 2016
Episode 23: Dawn Brolin
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 ProAdvisors in today’s changing technological landscape within the accounting profession.
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Dec 20, 2016
Episode 22: Robin Hall
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 landscape.
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Dec 6, 2016
Episode 21: Jan Haugo
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 networks, and building a membership base of 500 members so far.
During this episode we will discuss the future of bookkeeping, the relationship between and accounting and bookkeeping, and the role of bookkeepers with Cash Flow and Analysis.
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Dec 2, 2016
Episode 20: Ingrid Edstrom
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 and strategies of networking and community building, both online and face to face.
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Nov 11, 2016
Episode 19: Gary Boomer
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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Nov 2, 2016
Episode 18: Stephen M.R. Covey (Part 2)
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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Oct 25, 2016
Episode 17: Stephen M.R. Covey (Part 1)
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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Oct 18, 2016
Episode 16: Dawn Fotopulos
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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Oct 4, 2016
Episode 15: Daymond John
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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Sep 28, 2016
Episode 14: Paul Dunn
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 profession embraced, or failed to embrace, the key challenges presented by this iconic text.”
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Sep 13, 2016
Episode 13: Joe Buissink
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, Joe Buissink presented a keynote presentation detailing the power of brand, the connection between brand and professional passion, and how accounting professionals can invigorate their relationships with their clients. This podcast episode is an extension of Joe’s powerful keynote presentation.
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Sep 6, 2016
Episode 12: Joe Woodard
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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Aug 30, 2016
Episode 11: Joe Woodard
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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Aug 15, 2016
Episode 10: Dawn Brolin
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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Aug 9, 2016
Episode 09: Mike Michalowicz
During this episode Joe Woodard interviews Mike Michalowicz, author of the exciting new book Surge and instructor for Woodard Institute on marketing strategies for accounting practices. During the podcast Joe and Mike will discuss market trends and ways accountants can leverage those trends, combined with service innovations and niche specialization, to grow their practices.
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Aug 2, 2016
Episode 08: Joe Woodard
This episode kicks off a multi-part series related to the theme of Scaling New Heights 2016 – “The Epic Practice.” The series begins with Joe Woodard’s keynote that launched the 2016 conference. During the keynote, Joe drew from the powerful stories of ancient Greek mythology to highlight the characteristics of The Epic Practice like endurance, resilience, and focus. “The Epic Practice” series will continue with Joe Woodard in future episodes in which Joe will cover 3 adjectives per episode, challenging all accountants to be not just competent, not just efficient, not just profitable…but also heroic.
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Jul 12, 2016
Episode 07: Gregg Bossen
Nonprofits can be intimating for and unappealing to accounting professionals because of three misunderstandings: Nonprofits cannot afford to pay my fees, nonprofits have highly complex reporting needs that my firm cannot handle well, and annual audits are problematic due to underpaid and understaffed accounting departments within the organization. As an extension of the latter, many accounting practices incorrectly conclude they must have an audit practice to support nonprofits in any meaningful or profitable way.
During this episode Joe Woodard and Gregg Bossen, one the nation’s leading advisors to nonprofit organizations, discuss the opportunity and address the challenges around working with nonprofits to give you renewed confidence in the niche and to provide some practical tips and best practices reaching nonprofit organizations as clients.
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Jul 5, 2016
Episode 06: Ron Baker
Joe Woodard and Ron Baker discuss the ground breaking book The Future of the Professions by Richard and Daniel Susskind. In this groundbreaking book, the authors cover the way AI is impacting all professions and the authors also make projections about changes AI will force upon the professions. The changes center around the way AI will disseminate and interpret knowledge through "cognitive assistants," replacing the knowledge curation role that is currently the foundation of all professionals. After discussing the coming changes, Ron and Joe discuss ways accountants can monitor the changes and respond proactively to protect the vital role they play with their clients.
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Jun 28, 2016
Episode 05: Mark Wickersham
Mark Wickersham is a world-renowned expert on pricing for accounting firms and the author of numerous books including Effective Pricing for Accountants and How to Build a Better Business and Make More Money: Simple Ideas that Really Work for Entrepreneurs. In this interview Mark guides you through the process of creating high value services and determining an appropriate price for those services. As Mark teaches us in this episode, value pricing (unlike fixed pricing) begins with the projection of the client's value proposition - the measureable benefit to the client - to determine price.
(Mark presented a keynote presentation and a breakout session at Scaling New Heights 2016. Both of Mark's presentations focused on value pricing for accountants.)
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Jun 14, 2016
Episode 04: Rob Nixon
Rob Nixon is the founder and CEO of Panalitix, a coaching and professional education community for accountants. Rob is also the author of the book Remaining Relevant: The Future of the Accounting Profession. During this interview Rob describes the "Now Leader" and focuses on eight key areas where accountants can (and should) play a stronger role with their clients. Tune in as Rob walks our podcast audience through the type of focused client leadership that produces meaningful, measurable and lasting results.
(Rob presented a breakout session on high impact leadership at Scaling New Heights 2016.)
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Jun 7, 2016
Episode 03: Mike Michalowicz
Mike Michalowicz is a small business and startup expert and the author of Profit First, The Pumpkin Plan and Surge. During this interview Mike discussing small changes businesses can make to yield surprisingly large…or as he says…"colossal" results. Mike and Joe touch on the principles of his new book called Surge and briefly discuss the power of specialization.
(Mike presented a keynote address and a breakout session at Scaling New Heights 2016.)
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May 31, 2016
Episode 02: Frank Abagnale Part 2
Frank Abagnale is a world renowned fraud expert, portrayed by Leonardo DiCaprio in the movie "Catch Me if You Can." In part 2 of this interview, Frank brings his decades of experience working with the FBI and numerous companies (including Intuit) into an interview focused on how accountants can help their clients detect and prevent fraud and embezzlement. Did you know you should never throw away a printer or that you should never copy sensitive information on a publically accessible copier? If not…this episode is a must!
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May 22, 2016
Episode 01: Frank Abagnale
Frank Abagnale is a world renowned fraud expert, portrayed by Leonardo DiCaprio in the movie "Catch Me if You Can." In this two-part interview, Frank brings his decades of experience working with the FBI and numerous companies (including Intuit) into an interview focused on how accountants can help their clients detect and prevent fraud and embezzlement. Did you know you should never throw away a printer or that you should never copy sensitive information on a publically accessible copier? If not…this episode is a must!
(Frank taught classes on small business fraud at Scaling New Heights 2014 and 2015 and presented a keynote address at Scaling New Heights 2014.)
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