The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Mar 26 2025 100 ep. 35 mins 13
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard artwork

We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Episode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report Podcast

Mar 26 2025 44 mins  
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 s

Episode 114 - How to Restore Broken Trust with Clients - The Woodard Report Podcast

Mar 19 2025 31 mins  
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

Episode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report Podcast

Mar 12 2025 46 mins  
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

Episode 112 - Ten Essentials of a Thriving Company Culture - The Woodard Report Podcast

Mar 05 2025 42 mins  
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: 5 Dy

Episode 111 - DOGE & Dollars: An Interview with Gene Marks - The Woodard Report Podcast

Feb 26 2025 40 mins  
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 co

Episode 110 - Tech Trends & AI Insights: CES 2025 Recap with Randy Johnston - The Woodard Report Podcast

Feb 19 2025 41 mins  
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 we

Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast

Feb 12 2025 46 mins  
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 technol

Episode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report Podcast

Feb 05 2025 25 mins  
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

Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast

Jan 29 2025 44 mins  
On this episode, Joe and Heather dive into the major trends and challenges shaping 2025 for accounting professionals. They discuss the growing impact of artificial intelligence, policy shifts under the new U.S. presidency, and evolving business models in the industry. Recommended Reading: The Future of the Professions - Daniel Susskin 5 Best Books About Artificial Intelligence

Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast

Jan 22 2025 40 mins  
On this episode, Joe and Heather explore key insights from the 2024 AICPA CAS Benchmark Survey, highlighting the evolution of CPA and non-credentialed practices post-COVID, including growth trends, advisory services, and the increasing role of technology. Download the 2024 CAS Benchmark Survey Read "Surveying a Shifting Landscape" from The CPA Journal TV and Movie Quote: Heather