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

Setting Up a Business for Spouses: Steps to Take

The decision to start a business can be a hard one. There are many factors to consider, including the financial risks,...

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adding technology inc: Leading the Way in CAS

In the vibrant city of Ventura, CA, adding technology is making a significant impact in the Client Advisory Services...

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The Business Case for Feminine Leadership in Accounting

Walk into a partner meeting at many accounting firms and you’ll notice something’s missing. It lacks diversity at the...

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Hooking Big Fish: Strategic Growth that Lasts

In episode 145 of the Woodard Report Podcast, host Joe Woodard sits down with growth strategist and consultant Gale...

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Courageous Delegation: Scaling with Trust and Intention

This summer, I had the honor of teaching my Courageous Delegation workshop at the Scaling New Heights conference. In...

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Wiss: Leading the Way in CAS

In the vibrant community of Florham Park, NJ, Wiss is making a significant impact in the Client Advisory Services (CAS)...

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Is Intuit Committed to Rebuilding Trust with Accountants?

I’ve been part of the Intuit ProAdvisor program since its inception. Over the years, I’ve built two firms, worked with...

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Small Is Mighty: Grow Better, Not Bigger

I run a firm with 2.5 people. Two full time. One part time. We do great work. We make great money. I sleep at night.

...

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Nicholynn Advisors: A Leader in CAS

In the serene town of Chester, MD, Nicholynn Advisors is making a significant impact in the Client Advising Services...

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Intuit Announces the New Accountant Suite at Intuit Connect

LAS VEGAS — Oct. 28, 2025 — LAS VEGAS — Oct. 28, 2025 — I sat down with Intuit’s Ted Callahan to discuss the new Intuit...

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