Episode 45: Stacking Technologies for Extreme Automation
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 02/15/2021
Episode 114 - How to Restore Broken Trust with Clients - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe speaks with Heather about the complexities of trust—how it’s broken, why it happens, and most importantly, how to restore it in business and personal relationships. They outline a five-step approach to rebuilding trust, emphasizing self-awareness, assessing intent, and fostering meaningful resolutions. TV and Movie Quote: Heather quoted Eat, Pray, Love Joe quoted Rocky III Book of the Week: Favorite Social Posts: Heather mentioned Nancy McClelland on LinkedIn Joe mentioned Adam Markowitz on X/Twitter The Woodard Report Article of the Week: Learn more about...
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Episode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather and Joe talk about seven essential productivity hacks to help accountants and bookkeepers stay sane during the busy season. They cover strategies like the two-minute rule, email automation, mindset shifts, and the importance of setting boundaries to maintain efficiency and well-being. Joe also revisits The Execution Factor by Kim Perrell (from episode 41 of the Woodard Report podcast). TV and Movie Quote: Heather quoted Everything Everywhere All at Once Joe quoted Michael Corleone from the Godfather Book of the Week: by Kim Perrell Joe interviewed Kim Perrell ...
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Episode 112 - Ten Essentials of a Thriving Company Culture - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather and Joe talk about the essentials of building a thriving company culture, breaking it down into three key categories: directional, interactive, and operational. They also discuss the importance of defining a company’s vision, mission, and purpose, fostering trust and servant leadership within teams. Books discussed in the first segment of the show: TV and Movie Quote: Heather quoted Severance (Apple TV) Joe quoted Real Time with Bill Maher Book Quote: by Simon Sinek The Woodard Report article highlighted during the show: Thank you to our show...
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Episode 111 - DOGE & Dollars: An Interview with Gene Marks - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe speaks with Gene Marks about how the DOGE initiative is shaking up government spending and prompting a reexamination of fiscal policies that impact the accounting profession and small businesses. Gene breaks down the effects of IRS layoffs and ERC uncertainties offering strategic insights for navigating these turbulent economic shifts. About Gene Marks A past columnist for both The New York Times and The Washington Post, Gene now writes regularly for The Hill, The Philadelphia Inquirer, Forbes, Entrepreneur Magazine, The Washington Times, and The Guardian. Gene has...
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Episode 110 - Tech Trends & AI Insights: CES 2025 Recap with Randy Johnston - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather speaks with Randy about the latest technology trends from the Consumer Electronics Show (CES). They discuss standout innovations, including AI-powered laptops, wireless monitors, and new productivity tools like foldable screens and ergonomic keyboards. Randy also highlights concerns over the lack of new products from major brands like Nikon and Canon, as well as the evolving role of AI in business security and client data protection. About Our Guest: Randy Johnston, MCS, has been a leading figure in technology for over 40 years. Inducted into the Accounting Hall of...
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Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice....
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Episode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe speaks with Matt Tait, CEO of Decimal, about the integration of AI in the accounting industry, highlighting Decimal's transition to the AI-native ledger platform, Puzzle. Matt shares his thoughts on how Puzzle can automate up to 90% of routine tasks, improve client experiences, and enhance workflow scalability. His perspective on the implied partnership between tech and accounting firms is refreshing and not to be missed. Episode Resources: - Let Decimal Solve Financial Operations Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite...
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Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe and Heather dive into the major trends and challenges shaping 2025 for accounting professionals. They discuss the growing impact of artificial intelligence, policy shifts under the new U.S. presidency, and evolving business models in the industry. Recommended Reading: - Daniel Susskin TV and Movie Quotes: From Heather: RuPaul's Drag Race From Joe: The Most Reluctant Convert Book Segment: by Malcolm Gladwell The Woodard Report article: Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work....
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Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe and Heather explore key insights from the 2024 AICPA CAS Benchmark Survey, highlighting the evolution of CPA and non-credentialed practices post-COVID, including growth trends, advisory services, and the increasing role of technology. Read "" from The CPA Journal TV and Movie Quote: Heather quoted Deadpool (so the entire quote is effectively redacted due to language) and Joe quoted X-Men: Days of Future Past Book Quote: The Woodard Report article highlighted during the show: Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to...
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Episode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather speaks with Allanté Collier, founder of Streamline and Scale, about leveraging AI to boost efficiency and scalability in small businesses. They discuss practical ways AI can handle repetitive tasks, enhance marketing strategies, and streamline operations to free up time for growth and creativity. Streamline & Scale helps Industry Leaders and Organizations build (lean) teams and businesses that run themselves in any economy. for leaders in demand from Streamline and Scale Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite...
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