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QuickBooks Online Cleanups: A Journey of Lessons Learned

Jumping into a QuickBooks Online cleanup can feel like a rollercoaster of surprises. Having handled countless cleanup...

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Sales Tax for eCommerce Accountants

In the ever-evolving world of eCommerce, we accountants must go beyond the usual number-crunching. We've got to dive...

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Copilot in Word: Create a Proposal

Copilot has quickly become a solid go-to resource for assistance in business tasks and intelligence gathering. The...

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In the News - March 11, 2024

This week's "In the News" article for The Woodard Report covers a wide array of topics, from the benefits of taking...

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Data Security for Accounting Firms

In today's digital world, keeping accounting data safe isn’t just a smart move for customer satisfaction - it's often...

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Common Marketing Mistakes to Avoid at Your Bookkeeping Firm

Marketing is one of those disciplines that requires both creativity and data-driven analysis. This can be an issue for...

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The Unspoken Truths Behind Accounting Firm Success

For accounting business owners, especially at the beginning of their entrepreneurial journey, it might take time to...

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How to Streamline Document Retrieval from QuickBooks Online

It's that time of year when auditors are requesting invoices or tax return preparers need supporting documentation....

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Using Copilot for Microsoft Teams Meetings

If you’re like me, you spend the day “meeting hopping” while having little time to capture action items and notes. In...

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Let’s Talk: Simple Self-Care

Here we are, cruising through the new year and pushing through the most demanding time for bookkeepers and accountants....

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