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 to reduce seasonality, and adopting recurring, standardized service packages that elevate client experience.
About Blake Oliver Among many other things, Blake founded Earmark so listeners can earn continuing professional education credits for listening to his shows and many more accounting and tax podcasts. The goal of the Earmark app is to make it easy and fun for fellow CPAs to learn and earn CPE every week. Because if you learn every week, it's easy to get the hours you need without stress. And we could all use a little less stress in our lives.
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
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard