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5 Ways Accounting Firms Should Think About Analytics and Metrics

A good accounting service has a strong grasp on data: not just reports and financial documents from their clients, but...

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The Power of Documenting Processes: The Woodard Report Episode 51

In The Woodard Report Episode 51, hosts Joe Woodard and Heather Satterley discuss the importance of documenting...

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5 Things Clients Really Want From an Accounting Partner

A common misconception accountants hold is that they are to be out-of-sight record keepers, working in the background...

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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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