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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Trustedadvisor Podcasts
2nd Generation Insurance Broker/Agent. Boutique Family Owned and Operated Service. Father and Son giving unique perspective on the #insurance marketplace. (212) 687-2525, [email protected] #idgat50 #futureinsurance #millenial #trustedadvisor
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Episode 153 - Accidental Accountant to Trusted Advisor: Navigating Nonprofits, Pricing, and the Future of AI - The Woodard Report Podcast
31:45
31:45
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On this episode of the Woodard Report podcast, Joe speaks with Megan Tarnow about her journey as an "accidental accountant" who built a successful niche practice serving nonprofits and the unique challenges that come with pricing, staffing, and mission-driven work. Megan shares practical insights on why clean data, strong advisory relationships, an…
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Episode 152 - From Disruption to Empowerment: What's Shaping the Future of Accounting - The Woodard Report Podcast
40:36
40:36
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40:36
On this episode of the Woodard Report podcast, Joe and Heather speak about major shifts in the accounting profession, including new partnership and franchise models that are democratizing technology and intellectual property for firms of all sizes. They explore how innovation, hospitality-driven client experiences, and intentional generosity can he…
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Episode 151 - From Time Sheets to Transformation: Blake Oliver's Blueprint for Modern Accounting Firms - The Woodard Report Podcast
34:13
34:13
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34:13
On this episode of the Woodard Report podcast, Joe speaks with Blake Oliver about his new book, Building a Sustainable Accounting Firm, and the shift from transactional, hourly-based accounting to outcome-driven, productized services. Blake explains how firms can escape the "transactional treadmill" by redesigning pricing, redistributing workload t…
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Episode 150 - From Root Canals to Real Purpose: Dr. Short's Journey of Identity and Impact - The Woodard Report Podcast
34:48
34:48
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34:48
On this episode of the Woodard Report podcast, Joe speaks with Dr. Rico D. Short about his remarkable rise from a single-parent household to becoming a world-class endodontist, author, and speaker, and how faith, mentorship, and identity shaped every step of his journey. They explore how finding your true identity and purpose, rather than comparing…
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Episode 149 - Intuit's Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - The Woodard Report Podcast
38:17
38:17
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38:17
On this episode of the Woodard Report podcast, Joe and Heather talk about major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically…
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Episode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report Podcast
29:00
29:00
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29:00
On this episode of the Woodard Report podcast, Joe speaks with Keila Hill-Trawick about how boutique accounting firms can thrive by prioritizing deep relationships, proactive communication, and intentional growth. Keila shares how Little Fish Accounting creates a high-touch client experience through streamlined processes, boundaries that protect te…
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Episode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - The Woodard Report Podcast
32:18
32:18
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32:18
On this episode of the Woodard Report podcast, Heather speaks with Shirley Koss about the importance of human connection and vulnerability in the accounting profession. Shirley shares insights from her travels to industry events, where she's noticed how many professionals feel isolated in remote work environments. Together, she and Heather discuss …
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Episode 146 - Innovation, Influence, and the "Let Them" Mindset: Navigating Change in Accounting and Beyond - The Woodard Report Podcast
41:15
41:15
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41:15
On this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence? Current events — Tax firm Andersen to file publicly for IPO a…
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Episode 145 - Hooking Big Fish: Strategic Growth that Lasts - The Woodard Report Podcast
30:43
30:43
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30:43
On this episode of the Woodard Report podcast, Joe speaks with Gail Crosley about how accounting firms can achieve sustainable, profitable growth through strategy rather than chance. Gail breaks down the difference between opportunistic and strategic growth, using her "fishing" analogy to show how narrowing focus, identifying ideal client profiles,…
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Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast
31:33
31:33
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On this episode of the Woodard Report podcast, Heather speaks with Kristen Keats about how to bring joy back into accounting. Kristen is a CPA and industry leader, with over twenty years experience serving small businesses and self-employed clients. With Heather, she shares her mission to create more meaningful, balanced, and fulfilling work for ac…
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Episode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - The Woodard Report Podcast
32:59
32:59
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32:59
On this episode of the Woodard Report podcast, Joe speaks with Jeff about the future of AI in accounting and how predictive models can transform bookkeeping accuracy. Jeff shares how his company, Digits, leverages AI not to replace accountants but to streamline workflows, reduce errors, and give professionals more time for higher-value work. They a…
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Episode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - The Woodard Report Podcast
36:54
36:54
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36:54
On this episode of the Woodard Report podcast, Heather speaks with Madeline Reeves about the evolution of advisory services in accounting and how firms can confidently transition from transactional work to advisory relationships. Madeline shares insights from her Advisory Amplified Roadshow, a national event series designed to give accounting profe…
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Episode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - The Woodard Report Podcast
38:08
38:08
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38:08
On this episode of the Woodard Report podcast, Heather and Joe speak about upcoming regulatory changes that could ease the burden on government contractors and the potential disruption of the proposed HIRE Act, which would heavily tax outsourced accounting labor. They also dive into how the profession must adapt to staffing shortages, the evolving …
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Episode 140 - Tariffs, AI, and the Future of Accounting - The Woodard Report Podcast
35:01
35:01
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35:01
On this episode of the Woodard Report podcast, Heather and Joe speak about the Supreme Court's pending decision on tariffs, how it could trigger massive refunds for businesses, and why accountants need to prepare now. They also discuss Ernst & Young's $1 billion investment in AI, exploring how automation might relieve staffing shortages while resha…
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Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast
40:42
40:42
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40:42
On this episode of the Woodard Report podcast, Heather speaks with Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI …
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Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report Podcast
40:56
40:56
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On this episode of the Woodard Report podcast, Heather and Joe speak about the Gen Z workplace, Microsoft's research on which jobs are most vulnerable to AI disruption, and how accountants can interpret numbers much like mathematicians describe the inexpressible. They also share TV and movie quotes that highlight the importance of continuous learni…
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Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast
32:17
32:17
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On this episode of the Woodard Report podcast, Heather speaks with Lisa Rothstein about the power of visual storytelling and how even simple drawings can transform complex financial conversations. Lisa, a New Yorker cartoonist and author of Drawing Your Genius, explains her "three C's" framework—character, concepts, and context—as tools to make abs…
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Episode 136 - From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting - The Woodard Report Podcast
27:33
27:33
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27:33
On this episode of the Woodard Report podcast, Joe and Heather speak about the latest IRS leadership turnover and the growing shift in CPA licensure requirements, including Illinois' move from the 150-hour to the 120-hour rule. They also share insights on how AI is reshaping opportunities in the profession, discuss the value of niching for accounti…
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Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast
36:47
36:47
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On this episode of the Woodard Report podcast, Joe speaks with Ed Kless about Threshold, the philosophy behind it, and why transformation is the next evolution for professional services. They explore the progression of economic value—from commodities to transformation—emphasizing that true change means guiding clients to become something new, not j…
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Episode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report Podcast
34:09
34:09
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34:09
On this episode of the Woodard Report podcast, Joe speaks with Ron Baker about the ethics of pricing and how lessons from airline yield management can apply to accounting practices. They explore the "good, bad, and ugly" sides of dynamic and AI-driven pricing, the distinction between price transparency and pricing transparency, and the importance o…
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Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast
25:42
25:42
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On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero's strategic $2.5 billion acquisition of Melio and what it signals for the future of acco…
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Episode 132 - Metrics, Mayhem, and the Million-Dollar Wake-Up Call - The Woodard Report Podcast
40:28
40:28
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On this episode of the Woodard Report podcast, Heather speaks with Brittany Brown about the painful lessons and courageous decisions that transformed her fast-growing firm, Ledger Gurus. Brittany shares how rapid expansion masked deep inefficiencies, ultimately resulting in nearly $1 million in lost profit, and how embracing accountability, data-dr…
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Episode 131 - (Part 2 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
33:01
33:01
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33:01
On this episode, Joe Woodard continues his conversation from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. He shares a heartfelt message on living with agency through autonomy, aspiration, accountability, and authenticity, weaving in personal stories and lessons from leaders like Andy Stanley and Steph…
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Episode 130 - (Part 1 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
23:10
23:10
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23:10
On this episode, Joe Woodard comes to us from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. Joe reflects on the importance of realizing that our days are numbered in order to live with intention, balancing work and life while pursuing meaningful contributions. Through powerful examples—from Winston Chu…
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Special Edition - Joe Woodard's guest appearance on After The First Million
47:00
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On this episode Joe Woodard is interviewed by Matt Tate, CEO of Decimal, about how accounting and bookkeeping firm owners can scale past the "messy middle" and into million-dollar practices. Joe emphasizes defining an ideal client, building outcome-driven service offerings, and pricing based on value rather than effort. He breaks down the path to $…
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