Tax season has a way of giving firms a false sense of profitability. When the calendar is packed, and everything moves...

I saw a post from an accountant recently that stopped me mid-scroll. “My team spent X hours helping clients this year.”...

By February, most accounting firms don’t need a performance review to know something is off. Tax season work is moving...

Trade contractors, like HVAC, plumbing, electrical, and mechanical businesses, don’t usually struggle because they...

In episode 157 of the Woodard Report Podcast, Joe Woodard sat down with Tanya Hilts, owner of Cloud Business Services...

It’s January 7, and back in November, I sent the client a list of every vendor who needed a W-9. I did it early while...

Editor’s Note: This article is part 2 of a 2-part series on year-end cleanup season. View all of the articles in this...

Editor’s Note: This article is part 1 of a 2-part series on year-end cleanup season. View all of the articles in this...

Every December, the “Spirit of Giving” ramps up. You get the emails about giving back, the posts about gratitude, the...

If you’re like most firms, you’re on track to wrap up 2025 with the same promise you make every year: The next busy...