Cover image of The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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 Scaling... Read more

Ranked #1

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Episode 14: Paul Dunn

Episode 14: Paul Dunn

Over 10 years ago, Paul Dunn and Ron Baker co-authored a book called The Firm of the Future. The book focused on the nat... Read more

28 Sep 2016

27mins

Ranked #2

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Episode 16: Dawn Fotopulos

Episode 16: Dawn Fotopulos

During this episode, Joe speaks with Dawn Fotopulos, associate professor at The King's College and award-winning author ... Read more

18 Oct 2016

32mins

Ranked #3

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Episode 25: Becoming and Remaining Distinctive

Episode 25: Becoming and Remaining Distinctive

The profession is crowded. There are hundreds of thousands of CPAs, tax preparers and bookkeepers actively practicing in... Read more

28 Mar 2017

39mins

Ranked #4

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Episode 31: Practical Value Pricing

Episode 31: Practical Value Pricing

In this episode Mark Wickersham – a global thought leader on value pricing for bookkeepers and accountants – shares prac... Read more

15 Nov 2017

29mins

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Ranked #5

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Episode 20: Ingrid Edstrom

Episode 20: Ingrid Edstrom

In Part 1 of our series featuring the Most Powerful Women in Accounting 2016, Joe speaks with Ingrid Edstrom. Ingrid has... Read more

2 Dec 2016

31mins

Ranked #6

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Episode 29: Staying Current with Technology

Episode 29: Staying Current with Technology

The world of technology is rapidly expanding, with the number of small business applications growing seemingly overnight... Read more

9 May 2017

33mins

Ranked #7

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Episode 27: Building and Leading a Team

Episode 27: Building and Leading a Team

Why did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers... Read more

25 Apr 2017

23mins

Ranked #8

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Episode 28: Moving Beyond Bookkeeping and Compliance into the Role of Advisor

Episode 28: Moving Beyond Bookkeeping and Compliance into the Role of Advisor

As technology continues to expand and integrate with accounting software, many of the day to day operations of bookkeepi... Read more

4 May 2017

35mins

Ranked #9

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Episode 26: Finding & Retaining the Right Clients

Episode 26: Finding & Retaining the Right Clients

How do you measure the success of your practice? Many accounting professionals work diligently to increase the number of... Read more

11 Apr 2017

31mins

Ranked #10

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Episode 23: Dawn Brolin

Episode 23: Dawn Brolin

In Part 4 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Dawn Brolin. Dawn is the m... Read more

27 Dec 2016

33mins

Ranked #11

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Episode 22: Robin Hall

Episode 22: Robin Hall

In Part 3 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Robin Hall. Robin is the C... Read more

20 Dec 2016

31mins

Ranked #12

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Episode 30: Intuit's Partnership with Accounting Professionals

Episode 30: Intuit's Partnership with Accounting Professionals

In this final week leading up to SNH 2017 we will hear from Rich Preece.  Rich is the Global Accountant Segment Leader a... Read more

2 Jun 2017

39mins

Ranked #13

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Episode 36: Client Experience - the Key to Practice Distinction

Episode 36: Client Experience - the Key to Practice Distinction

During this episode, Joe interviews Simon Bailey - World Renowned Speaker and author of the book SPARK Five Platinum Ser... Read more

26 Feb 2019

23mins

Ranked #14

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Episode 24: Sandra Wiley

Episode 24: Sandra Wiley

In Part 5 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Sandra Wiley. Sandra is th... Read more

3 Jan 2017

32mins

Ranked #15

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Episode 35: Emergency Measures for Critical Small Business Issues

Episode 35: Emergency Measures for Critical Small Business Issues

During this episode Joe speaks with Dawn Fotopulos, author of the award winning book Accounting for the Numberphobic abo... Read more

20 Jan 2019

28mins

Ranked #16

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Episode 32: The Transformative Advisor

Episode 32: The Transformative Advisor

In this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, def... Read more

15 Sep 2018

30mins

Ranked #17

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Episode 34: Conquering Task Overload

Episode 34: Conquering Task Overload

In this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally an... Read more

25 Nov 2018

29mins

Ranked #18

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Episode 38: The Age of Brilliance

Episode 38: The Age of Brilliance

During this episode Joe talks Simon T. Bailey, author of two amazing books on Brilliance in your personal and profession... Read more

26 Aug 2019

21mins

Ranked #19

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Episode 37: Understanding and Servicing Latino Owned Businesses

Episode 37: Understanding and Servicing Latino Owned Businesses

During this episode Joe talks with two leaders within the accounting profession who are passionate about empowering Lati... Read more

27 Apr 2019

22mins

Ranked #20

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Episode 39: Practice Planning: An Overview (Part One of a Six-Part Series)

Episode 39: Practice Planning: An Overview (Part One of a Six-Part Series)

In the first part of this six-part series, Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software ... Read more

30 Jan 2020

27mins

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