Onboarding an accountancy client is not just a matter of admin. Done well, it will set you up for a long-lasting and...

One of my clients used their business checking account to pay $150 to a GoFundMe account. I was provided a receipt,...

Providing financial services for small businesses isn’t always just about managing your client’s books. Depending on...

It's well-known in the accounting and bookkeeping space that tax season is taxing on your mental health. For business...

For business owners, working with experts who provide accounting, bookkeeping, and consultancy services can be the...

In the latest episode of The Woodard Report Podcast, Joe Woodard and Heather Satterley speak with renowned author and...

In February 2024, the inflation rate spiked by 3.2% from the previous year. Since 2023, there has been speculation...

Intuit hosted a webinar on Wednesday, April 24th, 2024, in which they announced imminent updates for one of their live...

Client onboarding is a significant milestone for accounting firms when it comes to determining growth and success, but...

Most people have a very specific idea of metrics and KPIs. They think about sales, expenses, and other financial...