Episode 45: Stacking Technologies for Extreme Automation
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 02/15/2021
Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe speaks with Ed Kless about Threshold, the philosophy behind it, and why transformation is the next evolution for professional services. They explore the progression of economic value—from commodities to transformation—emphasizing that true change means guiding clients to become something new, not just delivering services. Ed explains how accountants and advisors can embrace this revelation to move beyond transactions, avoid burnout, and position themselves for lasting impact. . About Ed Kless Ed Kless is the co-founder of Threshold, a...
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Episode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe speaks with Ron Baker about the ethics of pricing and how lessons from airline yield management can apply to accounting practices. They explore the "good, bad, and ugly" sides of dynamic and AI-driven pricing, the distinction between price transparency and pricing transparency, and the importance of maintaining adaptive capacity to serve top clients. Drawing parallels to hotels' pricing integrity, they emphasize that firms should focus on delivering transformative outcomes rather than selling every available hour. About Ron Baker Ronald J....
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Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero’s strategic $2.5 billion acquisition of Melio and what it signals for the future of accounting software ecosystems. Referenced during the show: Current events — TV/Movie quote of the week — Heather mentioned Joe mentioned Excellent things we learned — The Woodard Report article of the week — Thank you to our...
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Episode 132 - Metrics, Mayhem, and the Million-Dollar Wake-Up Call - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Heather speaks with Brittany Brown about the painful lessons and courageous decisions that transformed her fast-growing firm, Ledger Gurus. Brittany shares how rapid expansion masked deep inefficiencies, ultimately resulting in nearly $1 million in lost profit, and how embracing accountability, data-driven metrics, and tough cultural shifts helped reverse course. She also discusses her evolving leadership philosophy, her passion for team building, and her new mission to reshape CAS education through university partnerships. About Brittany Brown...
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Episode 131 - (Part 2 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe Woodard continues his conversation from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. He shares a heartfelt message on living with agency through autonomy, aspiration, accountability, and authenticity, weaving in personal stories and lessons from leaders like Andy Stanley and Stephen Covey. Through powerful examples he challenges listeners to embrace “agency,” defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life. Learn more about the show and...
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Episode 130 - (Part 1 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe Woodard comes to us from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. Joe reflects on the importance of realizing that our days are numbered in order to live with intention, balancing work and life while pursuing meaningful contributions. Through powerful examples—from Winston Churchill to Rudy—he challenges listeners to embrace “agency,” defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life. Learn more about the show and our sponsors at
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Special Edition - Joe Woodard's guest appearance on After The First Million
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe Woodard is interviewed by Matt Tate, CEO of Decimal, about how accounting and bookkeeping firm owners can scale past the “messy middle” and into million-dollar practices. Joe emphasizes defining an ideal client, building outcome-driven service offerings, and pricing based on value rather than effort. He breaks down the path to $1M as achievable with just 32 right-fit clients, and explains how process, tech, outsourcing, and mindset shifts—especially moving from technician to business owner—are key to scalable success. Learn more about the show and our sponsors at
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Episode 129 - Profit vs. Purpose: The Future of Accounting in a PE World - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Heather speaks with Jennifer Wilson, Partner and Co-Founder of ConvergenceCoaching®, LLC, about the sweeping influence of private equity (PE) in the accounting profession and what it means for firm culture, leadership, and client relationships. Jennifer explains how PE’s drive for rapid growth and profit could clash with accounting's traditional values, which prioritize people and community alongside shareholders. They explore the challenges of integrating firms, managing change, and preserving trusted client relationships in an evolving landscape. About Jennifer...
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Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe and Heather speak about conquering the email inbox using the “Zero Inbox” lifestyle and how it transforms both productivity and peace of mind. Joe walks listeners through a practical, judgment-free system based on David Allen’s productivity method using the four D's—Delete, Delegate, Do, and Defer—while Heather shares real-world encouragement for anyone overwhelmed by digital clutter. Referenced during the show: David Allen says, "You can have a mind like water if you will place everything into a system that you trust and you check regularly that is prioritized...
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Episode 127 - Navigating Turbulent Tariff Times - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understanding the timeline for filing refund claims in the event of tariffs being invalidated, though he advises small firms to seek expert partners for these specialized and time-consuming processes. About Damon Pike Damon founded the Customs and...
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