The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

On this episode of The Woodard Report Podcast, Heather speaks with Jason Staats about accounting technology and automation tools such as Zapier, Make, and OpenAI. Together, Jason and Heather dive into and how we can leverage this technolgy in the accounting industry.

On this episode of The Woodard Report Podcast, Heather and Joe take on the topic of process documentation and how you "don't have time" to document all of your processes.

On this episode of The Woodard Report Podcast, Heather and Joe take on the topic of document deadlock and how to get the information you need to do your job.

On this episode of The Woodard Report Podcast, Heather speaks with Ron Baker about his new book Time's Up and the shift to a subscription pricing model.

On this episode of The Woodard Report Podcast, Joe and Heather talk about Artificial Intelligence and the potential impact on the industry. To lead things off, Heather asks, "Is this even new at all?"

On this episode of The Woodard Report Podcast, Joe and Heather talk about the number one pain point in the industry right now. The key problem facing the accounting and bookkeeping industries right now is the staffing crisis.

On this episode of The Woodard Report Podcast, Joe and Heather talk about "that" stubborn client. You know the one. Joe provides some insight into your relationship with a stubborn client and Heather adds some much needed context based on her personal experiences.

During this episode Joe Woodard addresses the different categories of bookkeeping automation technologies and how to "stack" these technologies to create extreme automation. If stacked correctly - and if the technology stack is complete - you could see up to 80% reduction in manual entry through the modernization and automation of bookkeeping productions! As part of Joe's address of this topic, he interviews Kalliopi Vlastas, General Manager of Receipt Bank US and the key role that data parsing plays in the automation process.

In this episode Joe Woodard speaks with Tina Duncan, Payroll & HR Project Advisor at Aprio Cloud, one of the nation's leading and most technologically-driven client accounting services (i.e. bookkeeping) organizations in the world. Joe and Tina are joined by nationally-renowned PEO, payroll compliance and HR management expert Moses Balian to discuss client management and technology strategies and best practices for working with your clients in the areas of payroll compliance and payroll advisory.

In the second part of this six-part series (see Episode 39 for Part 1), Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, about managing people. During this episode, Joe, Caleb and Chris discuss three key areas of management: Hiring, Evaluation and Retention, with best practices, practical methods, and tips and tricks that they have gleaned over a combined 40 years of managing teams.