A colleague told me about a small business she works with where the bookkeeper embezzled $40,000 from the owner. While...

Transitioning legacy clients from compliance-focused services to more advisory-based offerings isn't always...

Managing financials has become more complex than ever. With various spending methods, it can be exceedingly challenging...

Lawyers need accounting services, too—that said, not every firm that provides these services to its clients is equipped...

No matter your industry, having a financial expert advising you on business matters can be the difference between...

Accounting is a crucial industry where the effort that enables businesses to scale and thrive compliantly isn’t always...

The relationship between CFOs and the data used for decision-making is quite straightforward; it is built on trust....

Let’s examine the pros and cons of having a Chart of Accounts and, therefore, a profit and loss statement (P&L), which...

Have you been considering outsourcing the tax functions of your CPA firms? You are not alone.

It's a common...

In a special edition of The Woodard Report podcast, Joe Woodard and Heather Satterley discussed the significant...