The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard Episode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report Podcast
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 team capacity, and a focus on year-round partnership rather than transactions. She and Joe also discuss why saying "no" to misaligned clients is essential to delivering consistently excellent service.
About Keila Hill-TrawickKeila leads the strategy and vision at Little Fish Accounting, ensuring every client experience is personal, strategic, and rooted in real-world expertise. As a seasoned entrepreneur herself, she understands the unique challenges that come with building and scaling a business with a small, intentional team.
Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com.
Learn more about the show and our sponsors at Woodard.com/podcast