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Thoughts on How to Book “GoFundMe” Expenses

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

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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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