The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

What is it that sets you apart from competitors? That is, what is the secret sauce that your firm brings to the world? There are several ways to differentiate your practice from the rest of the competition so in this episode Joe and Heather dive into how you stand out. If you don't currently stand out, how should you? Ultimately, this requires you to answer the question, "What is your vision, mission, and purpose?" (Hint: Being the low cost leader is not the answer.) Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

Is you price the right price and what are the hidden costs that cause you to be less profitable than you should be? This episode is based on the strategic pricing workshop offered by Woodard. We've seen people go through the workshop and find $50,000 to $75,000 in underpricing (or more!). The people who come to this workshop have no idea how grossly underpriced their services can be. Overcome the fear factor and learn from Joe and Heather about how to take action. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe talk about the psychodynamics of client relationships, otherwise known as taking the power back in client relationships. There is a pyschological power struggle in any relationship and it takes on a unique angle when it comes to Client Accounting Services. This isn't about a power trip or ego struggle. This is all about balance. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather speaks with Michelle Mitchell of Mitchell Consulting. Michelle seeks to create financial freedom for women entrepreneurs by bridging the gap in their knowledge to create confident CEOs. Heather and Michelle talk about gender parity and women in accounting — both what we have been doing and what we should be doing to push the needle. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather speaks with Ingrid Edstrom. She's known as the Priestess of Profits and co-founder of the Accounting Alchemy network. As the Priestess of Profits, she offers consulting services for Tours & Activities businesses, speaks publicly, and provides leading-edge accountant education services, resources and consulting to businesses in need. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather speaks with Sharrin Fuller of Glass Wallet Ventures. Sharrin shares her experience as the CEO of Glass Wallet Ventures and a Managing Partner in two thriving accounting firms. She's an exit expert and runs a program that helps you go from Scaleable to Saleable. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/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

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

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

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