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TWR Podcast Episode 86: Why Don't Accountants Love Selling?

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

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How to Manage Client Onboarding and Relationships

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

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The Top 5 Client Care Metrics for Accountants

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

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The Power of Empathy and Care: Navigating Conflicting Expectations with a Valued Client

Introduction:

In the accounting industry, I am not just a numbers cruncher but also a builder of meaningful...

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How to Sail Through Tax Season This Year

2023 started off with a BANG, didn’t it? January flew by and now that February is over, many of the Woodard Report...

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Making Security EASY for Clients Must be a Top Priority for All Firms

If you are like most firms, you have secure solutions for clients to use when sending sensitive information to your...

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