The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

During this episode Joe speaks with Dawn Fotopulos, author of the award winning book Accounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies - both short and long term.  During the conversations, Dawn and Joe discuss the latest studies and research on the state of small business and practical steps accountants and bookkeepers can take...immediately and with little preparation...to address acute problems most small business owners face.

In this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally and personally. Accounting professionals are never truly "task-free." Their lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe's strategies detailed in this episode will empower you to tame task overload and turn responses to life's inputs into intentional, thoughtful, and highly effective actions in your practice and your life.

In this episode, Joe Woodard interviews guest Peter Hickey, an internationally-renowned expert on succession and exit planning and author of The One Page Exit Plan. 

In this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, defining small business transformation and addressing four key challenges accountants and bookkeepers face in moving, figuratively, from the back office to the board room with their clients.

In this episode Mark Wickersham – a global thought leader on value pricing for bookkeepers and accountants – shares practice, proven and workable approaches to client pricing. During our conversation Mark addresses many of the profession’s biggest objections to – and challenges around – value pricing and provides practice steps to effective pricing strategies.

In this final week leading up to SNH 2017 we will hear from Rich Preece.  Rich is the Global Accountant Segment Leader at Intuit and heads up all of Intuits partnership programs, products, and services for accounting professionals.  In this podcast, Joe Woodard talks with Rich about how Intuit is incorporating customers in their innovation process, and the impact of mobile technology and the gig economy on the accounting industry.  Be sure to catch Rich’s keynote presentation June 5, 2017 on the Scaling New Heights live web stream.

The world of technology is rapidly expanding, with the number of small business applications growing seemingly overnight. Accounting professionals struggle with maintaining their client workload while juggling the daunting task of learning about and implementing new technology. In this podcast, Joe speaks with Michelle Long and Alicia Katz Pollock about how to tackle the challenge of staying current with technology.

As technology continues to expand and integrate with accounting software, many of the day to day operations of bookkeeping and compliance have become automated. Technological advances have opened the door to accounting professionals to allow them to move firmly into the realm of small business advisor. In this podcast episode, Joe speaks with Robin Hall and Gale Kirsopp these opportunities.

Why did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers, and not very much to do with the desire to lead a team. In this episode, Joe speaks with Clayton Oates about hiring, challenges with team members, and key advice for accountants who want to be better leaders.

How do you measure the success of your practice? Many accounting professionals work diligently to increase the number of clients engaged, without developing and implementing a process for acquiring and retaining the right clients. In this podcast, Joe speaks with two powerful practitioners (Patricia Hendrix of Ten Key Business Solutions and Hector Garcia of Quick Bookkeeping & Accounting) about client acquisition and retention strategies.