On this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships.

As always, the Woodard organization remains apolitical and fosters an internal environment where varying perspectives can thrive.

Books mentioned during this episode:

• Radical Candor by Kim Scott
• Infinite Game by Simon Sinek

Thank you to our show sponsor, Truewind!

• Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare.

Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley speaks with Candy Bellau about her personal journey in the accounting industry, touching on resilience, pricing, and the power of community. Candy shares valuable insights from her experiences, especially on overcoming business struggles, and offers guidance for accountants facing similar challenges. Some of the wide ranging topics discussed in this episode:

• Candy's Career Background
• Building Resilience
• Community Support
• Overcoming Pricing Struggles
• Importance of Mindset
• Creating a Positive Work Environment
• Practical Advice for Accountants

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

On this show, Heather and Joe discuss the Intuit "Tax Breakup" advertising campaign and the industry reaction. Here are some important links for this special edition of the Woodard Report Podcast:

• The Tax Breakup Commercial
• What Intuit’s 2024 Investor Day Means for ProAdvisors in an AI-Driven World
• Intuit's Tax Breakup Campaign Sparks Strong Response from the NATP
• Update: Intuit Responds to Controversial Tax Ad Following NATP Feedback

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

On this show, Joe Woodard speaks with Jina Etienne about reimagining and redefining Diversity, Equity, and Inclusion (DEI), as well as exploring its broader implications beyond common perceptions. 

Jina is CEO of Etienne Consulting, LLC. She is a consultant, coach, facilitator, and speaker on inclusivity and belonging. Jina's work can be found at Etienne Consulting where her mission is to shatter unseen barriers.

Additional work from Jina:

• 2024 season of D&I One-on-One
• CPA Trendlines Podcast on decoupling DEIB
• "A Holistic Approach to Diversity"
• Podcast on ADHD called "The Distracted Elephant"

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

On this show, Heather Satterley speaks with William "Bill" Murphy about the newly announced Intuit Enterprise Suite, a major release targeting mid-market businesses aimed at companies with sales over $3 million and up to 250 employees.

Bill Murphy's work, including his predictions about Intuit Enterprise Suite prior to it being officially announced, can be found at Insightful Accounting using this link.

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

On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode:

• Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on company size and can even addressed how this practice can be great for small firms and solo practitioners.
• TV and Movie Segment: Heather is rewatching Game of Thrones and loves this quote from Daenerys Targaryen: "I'm not going to stop the wheel, I'm going to break it". Joe talked about this quote from Rings of Power: "What cannot be known hollows the mind. Fill it not with guesswork."
• Book Segment: Dare to Lead by Brene Brown. The author also has a great TEDTalk called, "The power of vulnerability"
• Social Media Segment: Heather mentioned this X post from @LilyTranTax and Joe mentioned a random X post with an amazing play on words. Here is a link to the image Joe referenced.
• Woodard Report Article Recommendation: Heather recommended "Thriving in Accounting: The Importance of Lifelong Learning"

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

On this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. 

Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA"

About David Hartley: Dave is the partner-in-charge of advisory at Anders with over three decades of experience serving both public and privately-held businesses, showcasing his unique blend of technological expertise and CPA proficiency. With a background in C-suite leadership and consulting, he specializes in helping middle-market businesses grow while focusing on innovation and technology. Dave’s cumulative experience, gained across a variety of roles in multiple industries, allows him to contribute to building the CPA firm of the future at Anders. In this capacity, he steers the advisory practice, orchestrating its strategic direction and propelling growth. As a former CIO, his experience enables him to find innovative technology uses to make businesses more successful. His insights are featured on LinkedIn, at industry conferences and in popular publications. By sharing his thought leadership across numerous platforms, Dave empowers fellow CPAs to revolutionize their firms, seamlessly integrate technology and adopt novel business paradigms.

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

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession.

• Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti.
• Monica Davis: After a demanding corporate accounting job and personal health crisis, Monica courageously shifted to a bookkeeping role, eventually starting her own firm. Despite initial setbacks including job loss due to COVID-19 layoffs, she utilized continuous learning and networking opportunities to successfully build her business.
• Michelle Mitchell: Michelle shared her journey of returning to the workforce and starting her own firm while managing multiple sclerosis. She chose to keep her condition private while building her practice, demonstrating strength and resilience.

Joe and Heather also discussed their regular show segments.

• TV and Movie Segment: Joe recently watched Dark Matter on Apple TV+. It's a deep sci-fi show for those who are fans. Heather has gone back into the catalog and really enjoyed re-watching The Fellowship of the Ring.
• Book Segment: Joe discussed "David and Goliath: Underdogs, Misfits, and the Art of Battling Giants" by Malcolm Gladwell
• Social Media Segment: Both Joe and Heather talked about ALL of the amazing posts from Scaling New Heights and how many of them are focused on community and contain words of encouragement.
• Woodard Report Article Recommendation: Heather recommended the "Top 50 Accounting Services Practices"

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

On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author.

Here are links to Robert's books:

• Erase the Penalty: A Tax Professional's Guide to Abatement
• Criminal Tax Secrets: What Every Defense Attorney Should Know: An Insider’s Guide to Evaluating Every Stage of a Criminal Tax Investigation
• Unpaid Payroll Taxes: A Time Bomb You Can Defuse

To learn more about Robert, please visit Nordlander CPA, PLLC

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

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rather than individuals within the practice.

Nominations will open in November, applications in January, and the selection process in February.

• TV and Movie Segment: Joe recently watched House of Lies and Heather revisited a favorite movie, The Curious Case of Benjamin Button.
• Book Segment: Joe discussed The Advantage by Patrick Lencioni
• Social Media Segment: Heather enjoyed this LinkedIn post from Terrell Turner and Joe shared an X post from Luke Templin.
• Woodard Report Article Recommendation: Heather recommended 4 Inspiring Vacation Types for Accounting Professionals

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

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast:

• The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking. The full revenue reset process is available to Woodard members. More information is at this link: https://www.woodard.com/membership-overview
• TV and Movie Segment: As always, Joe and Heather share quotes from recent shows they've watched and bring it back around to a relevant business topic. Joe recently watched The Acolyte and Heather binged House of the Dragon.
• Book Segment: Heather discussed "The Courage to Be Disliked," which talks about Alfred Adler's psychology theory focused on future-oriented living over being tethered to past traumas.
• Social Media Segment: Both Heather and Joe shared a social post, including one about the need for every business to have a specialist akin to an Olympic athlete who excels in one area. The AICPA Client Termination Letter Checklist can be found at this link.
• Woodard Report Article Recommendation: Heather recommended an article on managing seasonal revenue spikes for bookkeeping firms.

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