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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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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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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36:47
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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40:28
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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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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Episode 129 - Profit vs. Purpose: The Future of Accounting in a PE World - The Woodard Report Podcast
34:59
34:59
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On this episode Heather speaks with Jennifer Wilson, Partner and Co-Founder of ConvergenceCoaching®, LLC, about the sweeping influence of private equity (PE) in the accounting profession and what it means for firm culture, leadership, and client relationships. Jennifer explains how PE’s drive for rapid growth and profit could clash with accounting'…
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Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast
46:22
46:22
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On this episode Joe and Heather speak about conquering the email inbox using the “Zero Inbox” lifestyle and how it transforms both productivity and peace of mind. Joe walks listeners through a practical, judgment-free system based on David Allen’s productivity method using the four D's—Delete, Delegate, Do, and Defer—while Heather shares real-world…
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Episode 127 - Navigating Turbulent Tariff Times - The Woodard Report Podcast
32:42
32:42
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On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understan…
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Episode 126 - Does your practice have termites? - The Woodard Report Podcast
51:45
51:45
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On this episode Joe speaks with Heather about identifying and removing toxic clients who undermine accounting and advisory practices. Joe shares a vivid metaphor—likening bad clients to termites in a home—and outlines a checklist to help firms define their ideal client profile based on profitability, behavior, scalability, and alignment with firm s…
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Episode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report Podcast
31:43
31:43
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On this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly …
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Episode 124 - From High Jump to High Impact: Chaunte's Boundless Journey - The Woodard Report Podcast
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On this episode, Joe speaks with Chaunté about how her journey as a four-time Olympian and breast cancer survivor has reshaped her understanding of resilience, faith, and purpose. She shares how her athletic discipline, mindset, and spiritual grounding prepared her to train for the Olympics even during chemotherapy—motivated not by medals, but by h…
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Episode 123 - Accounting's AI Revolution Is Here - The Woodard Report Podcast
30:13
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On this episode Joe speaks with Liz Scott about the ongoing AI revolution in the accounting profession and how it's transforming the way firms handle data, reduce burnout, and deliver client insights. Liz breaks AI down into three key “buckets”: bookkeeping, data review, and client deliverables—explaining how each is being reshaped by AI-powered to…
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Episode 122 - Maximizing ROI at Accounting Conferences - The Woodard Report Podcast
47:20
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On this episode Joe speaks with Heather about how to maximize your return on investment from conferences by attending with intention, identifying clear learning goals, and planning connections in advance. They dive into the “three threes” approach—three skills to learn, three tools to explore, and three people to meet—and emphasize the importance o…
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Episode 121 - IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity - The Woodard Report Podcast
36:35
36:35
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36:35
On this episode Heather speaks with Eric Green, Founder of the Tax Rep Network, about leveraging expert tax representation to empower business advisors in streamlining client services. They delve into how Eric’s extensive experience as a tax attorney and founder of the tax rep network aids in enhancing efficiency and effectiveness in client engagem…
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Episode 120 - Unlocking Growth: How CAS and AI Are Reshaping Accounting Firms - The Woodard Report Podcast
40:06
40:06
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40:06
On 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 …
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Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast
47:21
47:21
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On 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 ne…
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Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast
36:19
36:19
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On 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 m…
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Episode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report Podcast
37:45
37:45
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On 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…
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Episode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report Podcast
35:07
35:07
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35:07
On 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 accounti…
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Episode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report Podcast
44:48
44:48
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On 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 automatio…
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Episode 114 - How to Restore Broken Trust with Clients - The Woodard Report Podcast
31:00
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On 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: Heath…
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Episode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report Podcast
46:17
46:17
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On 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 …
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