Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 04/16/2025
Episode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly want. Her keynote at Scaling New Heights 2025 will challenge professionals to embrace self-awareness, trust their instincts, and courageously chart a new path that aligns with their values. About Geni Whitehouse Geni is a keynote presenter, winery...
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Episode 124 - From High Jump to High Impact: Chaunte's Boundless Journey - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe speaks with Chaunté about how her journey as a four-time Olympian and breast cancer survivor has reshaped her understanding of resilience, faith, and purpose. She shares how her athletic discipline, mindset, and spiritual grounding prepared her to train for the Olympics even during chemotherapy—motivated not by medals, but by her mission to raise breast cancer awareness. From embracing failure in the high jump to facing life’s heaviest challenges head-on, Chaunté offers business professionals powerful lessons on showing up, stretching limits, and rising from setbacks...
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Episode 123 - Accounting's AI Revolution Is Here - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe speaks with Liz Scott about the ongoing AI revolution in the accounting profession and how it's transforming the way firms handle data, reduce burnout, and deliver client insights. Liz breaks AI down into three key “buckets”: bookkeeping, data review, and client deliverables—explaining how each is being reshaped by AI-powered tools. They also discuss how AI enables accountants to move beyond compliance into impactful advisory roles. About Liz Scott Liz Scott advocates for the future of accounting technology and community, assisting accounting firms in utilizing AI,...
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Episode 122 - Maximizing ROI at Accounting Conferences - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe speaks with Heather about how to maximize your return on investment from conferences by attending with intention, identifying clear learning goals, and planning connections in advance. They dive into the “three threes” approach—three skills to learn, three tools to explore, and three people to meet—and emphasize the importance of self-awareness, authenticity, and pacing to make the most of any event. Link mentioned in the show: TV and Movie Quote: Heather quoted Battlestar Galactica Joe quoted Much Ado about Nothing Book of the Week: by Robert Kegan and...
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Episode 121 - IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Heather speaks with Eric Green, Founder of the Tax Rep Network, about leveraging expert tax representation to empower business advisors in streamlining client services. They delve into how Eric’s extensive experience as a tax attorney and founder of the tax rep network aids in enhancing efficiency and effectiveness in client engagements. Additionally, the conversation explores innovative approaches and practical insights for building trust and delivering superior advisory services. Thank you to our show sponsor, Brex!Brex accounting partners close clients books faster, earn...
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Episode 120 - Unlocking Growth: How CAS and AI Are Reshaping Accounting Firms - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe speaks with Dan Hood, editor-in-chief of Accounting Today, about the latest trends from Accounting Today's research on the Top 100 firms, the explosive growth of Client Accounting Services (CAS), and how firms are adapting to staffing shortages and technological innovation. They dive into why CAS is the future growth engine for accounting firms, how leadership and process changes are critical, and the evolving role of AI as a near-future disruptor in the industry. Thank you to our show sponsor, Bill! Bill is the intelligent way to create and pay bills, send invoices, manage...
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Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe and Heather talk about their recent experience taking a business leadership course on artificial intelligence at Brown University, where they explored the different types of AI—narrow, agentic, and general—and how each impacts the future of accounting. They emphasize that AI is no longer optional for firms; it’s a competitive necessity, especially when paired with strategic data usage. Heather and Joe break down real-world applications—from automating blog writing and client communication to interpreting credit card statements and regulatory implications—urging...
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Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Joe Woodard speaks with Deb Defer, Director of CAS Consulting at Woodard, about how firms can turn client onboarding from a loss leader into a profitable, strategic phase of their CAS engagements. They explore pricing structures like evergreen retainers, volume-discounted cleanups, and onboarding fees to ensure firms aren’t losing money or undervaluing their services. The episode is packed with actionable advice for firms of all sizes looking to boost MRR and avoid getting stuck in once-a-year cleanup chaos. Thank you to our show sponsor, Bill — your financial operations...
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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...
info_outlineOn this episode Joe Woodard speaks with Deb Defer, Director of CAS Consulting at Woodard, about how firms can turn client onboarding from a loss leader into a profitable, strategic phase of their CAS engagements. They explore pricing structures like evergreen retainers, volume-discounted cleanups, and onboarding fees to ensure firms aren’t losing money or undervaluing their services. The episode is packed with actionable advice for firms of all sizes looking to boost MRR and avoid getting stuck in once-a-year cleanup chaos.
Thank you to our show sponsor, Bill — your financial operations platform.
Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow, all in one platform.
Learn more about the show and our sponsors at Woodard.com/podcast