Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 05/15/2024
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights This episode is a deep dive into the transformation of bookkeeping, encouraging professionals to anticipate changes and adapt strategically. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about...
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Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis: Nicole (Butler) Davis is the founder and CEO at Butler-Davis Tax & Accounting, LLC. She brings almost two decades of experience in accounting, tax, financial management and advisory services to clients of all sizes in real estate, construction, retail, financial and legal services industries....
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Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko: Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides...
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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
info_outlineOn this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller.
About Amy Franko:
Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides growth-oriented organizations to significantly improve their results through B2B sales strategy and sales team skill development.
Here are a few key points from their conversation:
- Selling Skills
- Leadership and Development in Your Firm
- The Intrapreneurial Approach
- Networking and Referrals
Check out Amy's book and website:
Thank you to our show sponsor!
- Rightworks — All your accounting apps, unified in the cloud
Learn more about the show and our sponsors at Woodard.com/podcast