Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

The Advisory Value Formula: How to Charge Based on Impact, Not Hours - Part 1

Editor's Note:  This article is part 1 of a 3-part series on value pricing for advisory services. 

As an accounting firm...

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How to Reclaim Your Agency and Lead with Intention - Part 2

Editor's Note: This is part 2 of a 2-part series based on Joe Woodard's keynote at Scaling New Heights 2025. Listen and...

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How a Centralized Client Portal Transforms Your Firm’s Efficiency and Client Satisfaction

If your productive hours are spent chasing documents and payments instead of handling client work, you’re not just...

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Succession and Exit Strategies - Laying the Groundwork for a Seamless Transition

In the lifecycle of an accounting firm, the day will come when its founder must step back. Whether that moment is five...

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Reset, Recharge and Rise After Scaling New Heights

Yes, The Post-Conference Roller Coaster is a Thing! 

It’s been a few weeks since Scaling New Heights took place, and...

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In the News - July 21, 2025

It’s been a few weeks since our last news roundup — we were wrapping up an incredible Scaling New Heights and taking a...

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How to Reclaim Your Agency and Lead with Intention - Part 1

In a special edition of The Woodard Report Podcast, Joe Woodard takes the stage at the annual Practice Advancement...

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How to Audit Your Client Experience (and How It Makes Your Life Easier)

Between looming deadlines, constantly shifting tax laws, and somehow even heavier workloads than last year, client...

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Scaling New Heights® 2026: Bold Strategies for our Strange New World

The theme for Scaling New Heights 2026, "Strange New World' was announced last month at the Scaling New Heights 2025...

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10 Simple Productivity Tips for the Chronically Distracted

Whether you're working from home or in an office, or frankly, anywhere with distractions, staying focused can be a...

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