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Grateful To Be An Accountant

You know what I am this holiday season? Grateful. 

Grateful that I chose to be an accountant. Yes, I said it out loud....

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Lead Qualification: Turning Interest Into Ideal Clients

When your practice is growing, it can feel counterintuitive to turn away potential clients. It’s easy to just assume...

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Building a Boutique Firm That Actually Feels Boutique

In episode 148 of the Woodard Report Podcast, host Joe Woodard speaks with Keila Hill-Trawick, founder of Build to...

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5 Ways AI-Revolutionized Accountants Are Dominating Local Markets

The shift is already here. You don’t need to scroll LinkedIn long to see that accountants are talking about AI...

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Building Client Loyalty During Year-End Planning Season

At the end of the year, your clients are staring down deadlines, scrambling through receipts, and second-guessing their...

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JB Advisory Group: A Leader in CAS

In the picturesque town of Lafayette, Colorado, JB Advisory Group is making a remarkable impact in the Client Advisory...

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Accept Bounced Check Payments by Card in QuickBooks Online

Here’s a tricky situation I recently encountered which really made me stop and think in order to find a solution. The...

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Innovation, Influence and Mindset: Navigating Change in Accounting

In episode 146 of The Woodard Report Podcast, hosts Joe Woodard and Heather Satterley explore major shifts shaping the...

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Finding Connection in an Isolated Profession: Building Community Through Vulnerability

In episode 147 of The Woodard Report Podcast, host Heather Satterley sits down with Woodard’s Manager of Communities...

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Accounting Professionals: It’s Time to Step Out of Your Comfort Zone

It’s easy to get comfortable in accounting. We build routines, rely on systems we know, and stick to what works…because...

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