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Seen, Not Skipped: Winning Customers in a Visual First World

When every scroll is a competition for attention, design isn’t just decoration — it’s strategy. Whether you’re an...

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Why Firms that Ditch the One-Off Tax Return Will Win in 2026

The accounting industry is changing fast. Clients no longer see value in a firm that only shows up once a year to file...

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How Accounting Firms Can Build Competitive Pricing Models

We’ve been having the same conversations about pricing for over a decade now, ever since Ron Baker released his...

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Crossing the Threshold: Redefining Transformation in Business

In episode 135 of The Woodard Report Podcast, Joe Woodard is joined by Ed Kless, co-founder of Threshold, to explore...

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Pricing Ethics: From Airplanes to Accounting Practices

In episode 134 of The Woodard Report, Joe Woodard sits down with Ron Baker, co-founder of Threshold and renowned...

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Nailing Your Niche: Stop Taking Everyone as a Client

Editor's Note: This article was co-written by Samantha Hallburn and Candy Bellau

Let’s be real. Most of us started our...

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Scaling Advisory Revenue: Advanced Strategies for Sustainable Growth

Editor's Note: This article is part 3 of a 3-part series on value pricing for advisory services. View all of the...

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Ditch the Clock: How to Convert Your Advisory Services to Value Pricing

Editor's Note: This article is part 2 of a 3-part series on value pricing for advisory services. View all of the...

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Build a Brand That Filters Out the Wrong Clients

I promise that there is a difference between running a practice and running yourself into the ground. 

Many accounting...

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The Advisory Value Formula: How to Charge Based on Impact, Not Hours - Part 1

Editor's Note:  This article is part 1 of a 3-part series on value pricing for advisory services. 

As an accounting firm...

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