Let’s have an honest moment together: You get a lot of emails. I send a lot of emails.

And yes, I know some of you...

The quiet cost of reactive tax planning

Every spring, small-business owners walk into tax season hoping for a surprise...

On episode 150 of The Woodard Report Podcast, Joe Woodard sits down with Dr. Rico Short, an endodontist by profession...

My phone chimed with a new text alert from Donna, “Well, this is interesting.” A screen shot of the Intuit Announcement...

In the bustling city of Boston, Massachusetts, Juna Financial Solutions is making a remarkable impact in Client...

It’s been a little while since our last roundup, and we’re excited to be back with a fresh edition and big savings on...

It might sound funny, but your coffee maker may have a better handle on client retention than you do.

In episode 149 of The Woodard Report Podcast, Joe Woodard and Heather Satterley return fresh from the Woodard Summit,...

Between client requests, looming deadlines, and closing out projects, year-end can feel like a sprint to the finish....

In the thriving community of Murfreesboro, TN, Tru Financial Solutions is making a substantial impact in the Client...