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Joe Woodard on The Impact Pricing Podcast

In a recent, engaging episode of the Impact Pricing podcast, Mark Stiving and Joe Woodard dove into a powerful...

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Ask Robina - April 25, 2023

Hi Robina!

I am not sure if this is a topic you cover but would appreciate advice on purchasing a home. My fiancé and...

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Conferencia FIT: Empowering Latinos in Finance, Innovation, and Tech

The third annual Conferencia FIT (Finance, Innovation, and Technology), scheduled for May 23 - 25, 2023, in Miami,...

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From Accountant to Tax Advisor

As an accountant, you have noticed that compliance work, such as bookkeeping and tax preparation, is becoming...

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5 Steps to an Effective FP&A Client Meeting

As you start to incorporate Financial Planning & Analysis (FP&A) into your advisory services, you might feel uncertain...

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The Woodard Report Episode 50: The Document Deadlock

This week's episode of The Woodard Report Podcast with Joe Woodard and Heather Satterley includes an exciting lineup of...

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The Proper Warehouse Setup for Maximum Efficiency

In today's fast-paced and competitive business world, it is a must for inventory businesses to be able to quickly turn...

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Ask Robina - March 18, 2023

Hi Robina!I own my own bookkeeping business and trying to my client list. I keep getting referred to people who don’t...

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Numbers with Meaning: The Journey to Becoming the Concierge CPA

Note from the editor:

We're excited to have Jackie Meyer as a new columnist on The Woodard Report! She will be...

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