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Basic Fraud Prevention for Small Business Owners

A colleague told me about a small business she works with where the bookkeeper embezzled $40,000 from the owner. While...

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Why Small Firms Must Consider Audits

The accounting industry is becoming increasingly complex in nature. Small accounting firms are no exception. To scale,...

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QuickBooks Limitations: A Professional's Guide to Data Extracts

As someone who has spent nearly three decades helping businesses leverage their financial data—with the last 12 years...

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How Accountants Can Use AI to Serve Clients Better

As accounting evolves, so do client expectations.

Your customers are looking for more than just accurate...

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Project Management Tips to Impress Bookkeeping Clients

Everyone knows the feeling of dread that hits when you realize you missed an important deadline or failed to remind...

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In the News – November 18, 2024

Want to become a CPA? It's a bit easier now. On this Monday, you can read more about that as well as ways to protect...

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Effective Client Communication: 2024 Woodard/Mango Accounting Report

Effective communication between accounting professionals and their clients is paramount in an industry driven by...

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Weeding the Garden: How Bookkeepers Can Let Clients Go

Whether you are just getting started as a bookkeeper or you have an established firm, ensuring clients are a good fit...

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Cloud Security: Everything You Need to Know

Worried about cloud security? You’re not alone. In an era where data is core to every business, concerns about where...

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The Woodard Report Podcast Hits 100 Episodes with a Special Post-Election Discussion

In The Woodard Report podcast’s 100th episode, hosts Joe Woodard and Heather Satterley dive into the impact of the 2024...

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