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Top Invoicing Mistakes Trade Contractors Should Avoid

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

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From Bookkeeper to Coach: Advisory and AI Done Right

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

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When Clients Don’t Send W-9s: A 1099 Standoff

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...

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Cleanup Season: How to Present the Three Paths Forward

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...

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It’s That Time Again: Year-End Cleanup Calls

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...

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Holiday Generosity Without Turning Your Firm Into a Charity

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

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Start the New Year Strong: Audit, Optimize, Automate

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...

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Step-by-Step Marketing for Accountants and Bookkeepers

In an industry where expertise builds trust; marketing builds visibility.

You could be the most qualified bookkeeper...

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Blake Oliver’s Blueprint for Modern Accounting Firms

In episode 151of The Woodard Report Podcast, Joe Woodard welcomes a familiar voice in the profession: Blake Oliver,...

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Culture is a Competitive Advantage for Remote Teams

Ask any firm owner today what keeps them up at night, and you'll probably hear the same themes I've been hearing all...

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