Morgan Hines

Morgan Hines is an accomplished Partnership Leader at Thryv, an end-to-end client experience platform built for small businesses. She has a passion for helping Small Businesses compete and win against the ever-growing chains. With a background in Hospitality & SaaS, Morgan believes that the foundation of any successful business begins with putting the client first. Morgan's diverse industry experience, coupled with her studies in International Business & Finance brings a holistic view to any situation. Ongoing education allows her to keep up with new findings and market trends, through both traditional education and her diverse network. She is always excited to share her findings in daily conversations, articles or in person like at Woodard's events!

https://www.thryv.com/partners/

Recent Posts

How to Align Accounting Services to Your Clients' Goals

Operational Advisory

Increasing cash flow, boosting revenues, and finding the right pricing strategy can all transform a business. However,...

Continue Reading This Article

business goals

Retention Strategies for Accounting Firms: These Work!

Practice Growth

Should your accounting firm have a higher client retention rate? The average for financial services is 75%-84%.

Did you...

Continue Reading This Article

client retention

How to Make Accounting Firm Growth Predictable

Practice Growth

Managing and creating sustainable accounting firm growth is often challenging for one simple reason: the seasonal...

Continue Reading This Article

thryv

How to Talk to Clients About Inefficient Sales

Operational Advisory

You've crunched your client's numbers. You've evaluated where they were overspending and addressed their lack of...

Continue Reading This Article

bad sales

Help Clients Help You with Proactive Communication

In the fast-paced business world, the connection between a business owner and their accounting firm is vital, and that...

Continue Reading This Article

proactive

Refine Your Accounting Firm Marketing Strategy

Practice Growth

Do you feel overwhelmed by marketing? You shouldn't have to. What's more, you should be able to trust you've got the...

Continue Reading This Article

marketing

6 Time Management Tips for Busy Accounting Professionals

Practice Management

From juggling multiple client relationships to carving out time to analyze complex financial data on a strict deadline,...

Continue Reading This Article

time management

How Accountants Can Help Clients With Cash Flow

Financial Advisory

Cash is king for small businesses. According to a US Bank study, 82% of business owners said the inability to sustain...

Continue Reading This Article

cash flow

What Clients Really Want in Advisory Services

Financial Advisory

Many accountants are seeing their roles evolve far beyond crunching numbers and generating financial reports. Clients...

Continue Reading This Article

happy customer

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.