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Hard Lessons Taught Me the Value of Process

When I took over my mom’s bookkeeping practice along with the client base, there were no systems and processes in...

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Do Your Rates Reflect Your Value?

Recently, I polled a group of accounting professionals about how frequently they raise their rates and found that only...

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Why I Had to Fire My Mother

My firm was started by my mother and I had worked in her bookkeeping firm for years while working towards my CPA...

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A Practice with Only Ideal Clients: Your Fantasy or Your Future?

I grew up sailing off the shores of Savannah, GA. As a sailing family we were in a constant battle against barnacles....

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Tax Extensions - What They Mean for You

With guidance from the IRS still trickling in, some tax preparers are less than impressed. “I’m ok with the extended...

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Transforming My Life and My Practice

In November of 2019 I shared this post with the Woodard Alliance online community forum. "This year I struggled. I...

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A Tax Season Like No Other

Tax season. Those two words are the life blood of many an accountant and tax preparer – and simultaneously conjure...

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Building and Leading a Team (Part 2)

*This article is derived from a webinar that occurred in 2017. Its content remains relevant to the accounting industry...

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Building and Leading a Team (Part 1)

*This article is derived from a webinar that occurred in 2017. Its content remains relevant to the accounting industry...

Continue Reading This Article