Episode 45: Stacking Technologies for Extreme Automation
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 02/15/2021
Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreements, impacting many industries, including accounting. This rule affects businesses under FTC jurisdiction in the U.S., with certain exceptions like non-profits and businesses operating entirely overseas. Scope and Exceptions — The ban targets...
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Episode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion for this growing industry has led her to work with dozens of operators and provide training to over 700 accounting professionals eager to expand their knowledge and skills in servicing cannabis clients. About Bruce: Bruce Andersen founded...
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Episode 83 - Interview with Kelly Richmond Pope - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation: Kelly Richmond Pope's Background Her Early Interest in Accounting A Personal Anecdotes of Learning About Fraud Professional Encounters with Fraud Discussion on Whistleblowers Impact of Fraud on Victims and the Role of Emotional Connection Advice on Vigilance Against Fraud Changing Dynamics in the Accounting Profession Combining...
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Episode 82 - Randy Crabtree on Fostering a Positive Company Culture - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in the accounting industry, shares his insights and experiences on building a culture that promotes mental wellness and productivity. Here are the key points from their conversation: The Importance of Leadership in Cultivating Company Culture Defining Positive Company Culture ...
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Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are: Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software solutions (e.g. SOC2 or equal standards) As a bonus, here is an IRS document called, "" TV/Movie Segment “We’re not just numbers in a spreadsheet. We’re people with lives, families.” – Christine Bates from “Lawyers are the swords of...
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Episode 80 - Oh BOI! Does Beneficial Ownership Information reporting affect your firm? - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats. TV and Movie Quotes mentioned: Resident Alien (TV) Blackberry (movie) Books mentioned: Title: The Ideal Team Player Author: Patrick Lencioni Amazon Link: Favorite Social Posts: Thank you to our show sponsors: Expensify — The expense management app that does it all, for every business Rightworks —...
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Episode 79 - Interview with Dave Kersting, CEO of Capovario - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences have helped shape his business sense. Community is at the core of both Dave's conversation with Joe and his business, Capovario. 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
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Episode 78 - Dr. Michio Kaku, Quantum Computing - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe is joined by one of the most esteemed minds in the world of physics, Dr. Michio Kaku. He will be joining us on stage this year at Scaling New Heights! Dr. Kaku has written several books including The Physics of the Impossible. He has appeared on the History Channel television show, The Universe. His most recent works include information about Artificial Intelligence, quantum computing, robotics in business, and the impact these changing technologies have on culture. Most recently, he wrote the book Quantum Supremacy: How the Quantum Computer Revolution Will Change...
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Episode 77 - What is your firm's secret sauce? - The Woodard Report Podcast
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...
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Episode 76 - Is your price the right price? - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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...
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