Cathy Roth

Why do you write like you're running out of time? When I place my figurative pen on paper, that song from Hamilton often runs through my mind! As the Senior Editor of The Woodard Report, I take great pride and pleasure in publishing educational articles, news pieces, and relevant information about the accounting and bookkeeping professions to empower small business advisors to transform small business. With two Master's degrees (Business Administration and Accounting) and extensive experience in small business operations, financial analytics, and back-office operations, I know enough to know that I don't know everything. So, I rely on skilled professionals and inspirational and educational thought leaders as primary contributors to The Woodard Report. However, you will see articles with my byline; my fingers itch for that figurative pen!

https://report.woodard.com/articles

Recent Posts

Workbook: Data Security Evaluation, Implementation and Documentation

Business Technology

According to a recent Woodard poll, two-thirds of accountants, bookkeepers and tax preparers do not have a formal plan...

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Workbook: Data Security Evaluation, Implementation and Documentation

Offering the Technology Your Clients Want

Modern Practice

Are you thinking, "Another article about technology? We get it already!" As an accountant or bookkeeper, your comfort...

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Offering the Technology Your Clients Want

What is QuickBooks Checking?

Finger on the Pulse

Last month, Intuit announced QuickBooks Checking. What is it? How can it benefit you and your clients?

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QuickBooks Checking

Tax Season: Review Your Data Security Now!

Business Technology

You might think that you are securing your client data, but are you really? Surely Nieman Marcus thought they had full...

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Your data may not be as secure as you think

Do You Need an Email Intervention?

Professional Development

Recently, I was in a video meeting with someone who showed me their email inbox, and I hope I hid my shock when I saw...

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Achieve and maintain a zero inbox

Intuit Survey Results on Small- and Mid-Sized Business

Finger on the Pulse

Intuit's recent survey results provide valuable information to help accountants and bookkeepers meet their client...

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Intuit Survey Results on Small- and Mid-Sized Business

Intuit's Predictions for 2022 Small Business Start-Ups

Operational Advisory

Intuit is a data-driven company. In November of 2021, the company commissioned a survey of 8,000 U.S. employees to...

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Intuit's Predictions for 2022 Small Business Start-Ups

How to Elevate Your Payroll Services

Management Advisory

Bookkeeping is commoditized. Entering debits and credits is basically the same, regardless of who is doing the entry -...

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Learn to elevate your payroll services

Bookkeepers and Accountants Can Assist Restaurant Clients

Operational Advisory

We all read the headlines about the impact of COVID on restaurants as many of them were forced to close and those who...

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Bookkeepers and Accountants Can Assist Restaurant Clients

IRS Reminders for Individual Taxpayers

Tax Preparation

The IRS has been announcing reminders for individual taxpayers, who have additional factors to consider when they file...

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IRS Reminders for Individual Taxpayers

The Woodard Report provides educational articles, news pieces and relevant information to advance the understanding and knowledge surrounding the accounting profession and technologies connected to that profession.