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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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What Every Accountant Should Know About Inventory Management

Inventory management plays a crucial role in the financial health of businesses. For accounting professionals,...

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Intuit QuickBooks Unveils Global App Store for Tailored SMB Solutions

Intuit QuickBooks has announced the launch of its rest-of-world app store, a move aimed at creating a more powerful...

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The Woodard Report Podcast: Episode 49 A Conversation with Ron Baker

Recently, I had the pleasure of hosting Ron Baker, the co-founder of VeraSage Institute (and Accounting Hall of Fame...

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How You Can Move From Accounting to FP&A

As an accounting firm, you provide value to your clients by giving them confidence. They have confidence in their...

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