Episode 45: Stacking Technologies for Extreme Automation
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 02/15/2021
Episode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather Satterley chats with Dave Olsen and Shane Rowley from Nimbl about a big question many accounting pros wrestle with: Should you keep your firm small and flexible or scale it up? Dave shares his personal journey of growing Nimbl from a solo practice into a thriving business with over 100 team members, while Shane talks openly about how he drove Nimbl's growth to $6 million in revenue (and what he learned along the way). You'll hear real-world stories, practical tips, and honest reflections about the challenges and rewards of growth, keeping your firm profitable without...
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Episode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather speaks with Todd Robinson, Director of Practice Engagement at Woodard, about the evolution of the accounting industry over the past two decades, from the early days of QuickBooks Online to today's AI-driven landscape. They explore the rise of Client Advisory Services (CAS), the growing interest of private equity in accounting firms, and the critical importance of adopting modern technology to stay competitive. Thank you to our show sponsor, Brex! Brex Accounting Partners close clients’ books faster, earn rewards for referrals, and attract new customers — all on...
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Episode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe speaks with Heather about why operations should be the next big focus in your practice. Heather emphasizes the importance of documenting and reflecting on current processes to identify areas for improvement. The discussion also covers aligning operational improvements with firm culture, broadening technology views with automation and AI, and practical steps to stay ahead in the coming year. TV and Movie Quote: Heather quoted The Office Joe quoted 1923 Book of the Week: Favorite Social Posts: Heather mentioned Joe mentioned The Woodard Report Article of the...
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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: Thank you to our...
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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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