Joe Manzelli

Joe Manzelli is the Director, Bookkeeping Coaching for Woodard Consulting. Joe has been a leader in the paperless, digital office and incorporating workflow into accounting firm’s processes. He has joined with many like-minded professionals in embracing the power of the Cloud and in changing the profession as many know it. Joe is an advocate for new technologies that are pushing the profession past its’ comfort level to better serve their clients. His knowledge within these areas has lead to speaking at national conferences and guest speaking at numerous seminars and webinars to challenge thousands of CPAs and professionals to expand their view of themselves and the value they bring to their clients. In his role at Woodard Consulting he brings his past experiences and roles at Intuit and XCM Solutions to assist bookkeepers and small firms to create their ideal bookkeeping practices.

https://www.woodard.com

Recent Posts

A Lesson on Perseverance

Finger on the Pulse

How would you describe Deshauna Barber? Well, from the Main Stage at Scaling New Heights she self-described herself...

It Really Is Time to Get Your SHIFT Together!

Financial Advisory

Did you miss the main stage presentation at Scaling New Heights by Geni Whitehouse? Well if you did, you certainly...

It Really Is Time to Get Your SHIFT Together!

Defining the WHAT: Standardizing Your Processes

Modern Bookkeeping

You’ve probably heard of Simon Sinek and his famous TEDx “Start with Why”. In this article, I will start with WHY,...

Documenting standardized processes with checklists improves efficiencies for accountants and bookkeepers

Tips to Start Outsourcing

Modern Bookkeeping

Successful outsourcing only happens when you do your work ahead of time. Here are tips that can get you started in...

Follow these tips to successfully outsource

Considerations When Choosing an Outsourcing Company

Modern Bookkeeping

Both big and small companies may need to resort to outsourcing their business functions. Either they choose to...

When selecting to outsource bookkeeping functions, these factors should be considered

Outsourcing - Should I or Shouldn't I?

Modern Bookkeeping

In my career as a CPA, I have been asked about my thoughts on outsourcing, especially since I had worked at one of...

Accounting and bookkeeping practices should at least consider outsourcing

Building a Modern Client Accounting Services Practice

Modern Bookkeeping

Client Accounting Services (CAS) was once thought of as just bookkeeping, payroll, and after-the-fact reporting....

Working in a modern client accounting services practice involves more than it used to

Managing Information in a Work from Home Environment

COVID-19 drove many businesses to encourage remote work. However, many thought leaders are predicting that “work...

Step-by-Step: Using OneNote to Document Meetings

If you are like me, you are always looking for better ways to do things to create efficiencies as well as create...

Use OneNote to document meetings

A Bookkeeper’s Wish for 1099 Filing

Another 1099 filing season was passing. As I struggled to obtain information to file those pesky forms, I thought...

1099 on computer keyboard

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