On this episode, Heather Satterley interviews Danielle Bornowski, the CEO of DQB Strategies, who is a marketing strategist helping business owners make smart marketing decisions that don't feel like slimy sales. Danielle believes that customer reviews are an unsung hero in marketing that can do a lot to help people grow their business. For professional firms, they help to document the customer journey and inform services, which in turn, allows accounting pros to provide a unique experience and set themselves apart from everyone else. From DBQ Strategies, here is a copy-and-paste template you can use to ask for customer reviews: DBQstrategies.marketing/reviews Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships. As always, the Woodard organization remains apolitical and fosters an internal environment where varying perspectives can thrive. Books mentioned during this episode: Radical Candor by Kim Scott Infinite Game by Simon Sinek Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley speaks with Candy Bellau about her personal journey in the accounting industry, touching on resilience, pricing, and the power of community. Candy shares valuable insights from her experiences, especially on overcoming business struggles, and offers guidance for accountants facing similar challenges. Some of the wide ranging topics discussed in this episode: Candy's Career Background Building Resilience Community Support Overcoming Pricing Struggles Importance of Mindset Creating a Positive Work Environment Practical Advice for Accountants Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather and Joe discuss the Intuit "Tax Breakup" advertising campaign and the industry reaction. Here are some important links for this special edition of the Woodard Report Podcast: The Tax Breakup Commercial What Intuit’s 2024 Investor Day Means for ProAdvisors in an AI-Driven World Intuit's Tax Breakup Campaign Sparks Strong Response from the NATP Update: Intuit Responds to Controversial Tax Ad Following NATP Feedback Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Joe Woodard speaks with Jina Etienne about reimagining and redefining Diversity, Equity, and Inclusion (DEI), as well as exploring its broader implications beyond common perceptions.  Jina is CEO of Etienne Consulting, LLC. She is a consultant, coach, facilitator, and speaker on inclusivity and belonging. Jina's work can be found at Etienne Consulting where her mission is to shatter unseen barriers. Additional work from Jina: 2024 season of D&I One-on-One CPA Trendlines Podcast on decoupling DEIB "A Holistic Approach to Diversity" Podcast on ADHD called "The Distracted Elephant" Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley speaks with William "Bill" Murphy about the newly announced Intuit Enterprise Suite, a major release targeting mid-market businesses aimed at companies with sales over $3 million and up to 250 employees. Bill Murphy's work, including his predictions about Intuit Enterprise Suite prior to it being officially announced, can be found at Insightful Accounting using this link. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode: Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on company size and can even addressed how this practice can be great for small firms and solo practitioners. TV and Movie Segment: Heather is rewatching Game of Thrones and loves this quote from Daenerys Targaryen: "I'm not going to stop the wheel, I'm going to break it". Joe talked about this quote from Rings of Power: "What cannot be known hollows the mind. Fill it not with guesswork." Book Segment: Dare to Lead by Brene Brown. The author also has a great TEDTalk called, "The power of vulnerability" Social Media Segment: Heather mentioned this X post from @LilyTranTax and Joe mentioned a random X post with an amazing play on words. Here is a link to the image Joe referenced. Woodard Report Article Recommendation: Heather recommended "Thriving in Accounting: The Importance of Lifelong Learning" Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals.  Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA" About David Hartley: Dave is the partner-in-charge of advisory at Anders with over three decades of experience serving both public and privately-held businesses, showcasing his unique blend of technological expertise and CPA proficiency. With a background in C-suite leadership and consulting, he specializes in helping middle-market businesses grow while focusing on innovation and technology. Dave’s cumulative experience, gained across a variety of roles in multiple industries, allows him to contribute to building the CPA firm of the future at Anders. In this capacity, he steers the advisory practice, orchestrating its strategic direction and propelling growth. As a former CIO, his experience enables him to find innovative technology uses to make businesses more successful. His insights are featured on LinkedIn, at industry conferences and in popular publications. By sharing his thought leadership across numerous platforms, Dave empowers fellow CPAs to revolutionize their firms, seamlessly integrate technology and adopt novel business paradigms. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Monica Davis: After a demanding corporate accounting job and personal health crisis, Monica courageously shifted to a bookkeeping role, eventually starting her own firm. Despite initial setbacks including job loss due to COVID-19 layoffs, she utilized continuous learning and networking opportunities to successfully build her business. Michelle Mitchell: Michelle shared her journey of returning to the workforce and starting her own firm while managing multiple sclerosis. She chose to keep her condition private while building her practice, demonstrating strength and resilience. Joe and Heather also discussed their regular show segments. TV and Movie Segment: Joe recently watched Dark Matter on Apple TV+. It's a deep sci-fi show for those who are fans. Heather has gone back into the catalog and really enjoyed re-watching The Fellowship of the Ring. Book Segment: Joe discussed "David and Goliath: Underdogs, Misfits, and the Art of Battling Giants" by Malcolm Gladwell Social Media Segment: Both Joe and Heather talked about ALL of the amazing posts from Scaling New Heights and how many of them are focused on community and contain words of encouragement. Woodard Report Article Recommendation: Heather recommended the "Top 50 Accounting Services Practices" Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax Secrets: What Every Defense Attorney Should Know: An Insider’s Guide to Evaluating Every Stage of a Criminal Tax Investigation Unpaid Payroll Taxes: A Time Bomb You Can Defuse To learn more about Robert, please visit Nordlander CPA, PLLC Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rather than individuals within the practice. Nominations will open in November, applications in January, and the selection process in February. Joe and Heather also discussed their regular show segments. TV and Movie Segment: Joe recently watched House of Lies and Heather revisited a favorite movie, The Curious Case of Benjamin Button. Book Segment: Joe discussed The Advantage by Patrick Lencioni Social Media Segment: Heather enjoyed this LinkedIn post from Terrell Turner and Joe shared an X post from Luke Templin. Woodard Report Article Recommendation: Heather recommended 4 Inspiring Vacation Types for Accounting Professionals Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking. The full revenue reset process is available to Woodard members. More information is at this link: https://www.woodard.com/membership-overview TV and Movie Segment: As always, Joe and Heather share quotes from recent shows they've watched and bring it back around to a relevant business topic. Joe recently watched The Acolyte and Heather binged House of the Dragon. Book Segment: Heather discussed "The Courage to Be Disliked," which talks about Alfred Adler's psychology theory focused on future-oriented living over being tethered to past traumas. Social Media Segment: Both Heather and Joe shared a social post, including one about the need for every business to have a specialist akin to an Olympic athlete who excels in one area. The AICPA Client Termination Letter Checklist can be found at this link. Woodard Report Article Recommendation: Heather recommended an article on managing seasonal revenue spikes for bookkeeping firms. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit Cards Impact of Spend Management on Accounting Practices  This episode wraps up with a summary of the key benefits of using advanced spend management systems like Fyle to handle the complexities of modern business expenses. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights  This episode is a deep dive into the transformation of bookkeeping, encouraging professionals to anticipate changes and adapt strategically. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis:  Nicole (Butler) Davis is the founder and CEO at Butler-Davis Tax & Accounting, LLC. She brings almost two decades of experience in accounting, tax, financial management and advisory services to clients of all sizes in real estate, construction, retail, financial and legal services industries. Nicole specializes in tax strategy and planning, small business accounting, pharmacy accounting and construction accounting.  Here are a few key points from their conversation: Nicole's Background and Career Start Her Health Challenges What did Treatment and Recovery Look Like? Emotional and Business Insights Advice and Encouragement  Check out Nicole's website: Butler-Davis Tax & Accounting Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko:  Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides growth-oriented organizations to significantly improve their results through B2B sales strategy and sales team skill development. Here are a few key points from their conversation: Selling Skills Leadership and Development in Your Firm The Intrapreneurial Approach Networking and Referrals Check out Amy's book and website: AmyFranko.com The Modern Seller Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreements, impacting many industries, including accounting. This rule affects businesses under FTC jurisdiction in the U.S., with certain exceptions like non-profits and businesses operating entirely overseas. Scope and Exceptions — The ban targets all types of workers, including employees, contractors, and sole proprietors. Some businesses tried to argue for exceptions, but none were granted specific relief. However, non-profits have different standards based on their operational nature. Broader Implications — Joe and Heather discussed the noncompete ruling factually and also share their views on how this ruling could affect business dynamics, particularly the balance of power between large and small businesses, and the mobility of workers within the accounting industry. Important links: The safe harbor language mentioned by Joe at the 22 minute mark of the podcast can be found at this link. FTC press release FTC final rule Thank you to our show sponsors! Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion for this growing industry has led her to work with dozens of operators and provide training to over 700 accounting professionals eager to expand their knowledge and skills in servicing cannabis clients. About Bruce: Bruce Andersen founded CannabisCPA.Tax which is a premier boutique resource to the legal cannabis industry in the areas of tax, audit, accounting, and consulting. The firm is based in Los Angeles with the bulk of its client base in California. The firm also has clients in twenty other cannabis friendly states. The firm’s client base includes cultivators, distributors, retailers, and manufacturers. It is a division of AndersenCPA.Com. Here are a few key points from their conversation: Growth and Complexity of the Cannabis Industry Navigating Legal and Regulatory Frameworks Accounting and Banking Challenges in the Industry Future Outlook and Growth Potential of the Industry Education and Resources for Accountants through the National Association of Cannabis Accounting and Tax Professionals (NACAT Pros) Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation: Kelly Richmond Pope's Background Her Early Interest in Accounting A Personal Anecdotes of Learning About Fraud Professional Encounters with Fraud Discussion on Whistleblowers Impact of Fraud on Victims and the Role of Emotional Connection Advice on Vigilance Against Fraud Changing Dynamics in the Accounting Profession Combining Passions and Careers Kelly's work includes: Fool Me Once - A book by Kelly on Amazon All the Queen's Horses - A documentary by Kelly available on YouTube More accountants are leaving the field than joining. What’s going on? - A BigThink talk by Kelly Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in the accounting industry, shares his insights and experiences on building a culture that promotes mental wellness and productivity. Here are the key points from their conversation: The Importance of Leadership in Cultivating Company Culture Defining Positive Company Culture Micromanagement vs. Empowerment The Balance Between Process and Flexibility Outcome-Based Work Environment Employee Empowerment and Role Fit The Financial Benefits of a Positive Culture Diversity and Inclusivity in Building Company Culture Don't forget to check out the book mentioned during the podcast. Measure What Matters by John Doerr Thank you to our show sponsors! Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are: Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software solutions (e.g. SOC2 or equal standards) As a bonus, here is an IRS document called, "Creating a Written Information Security Plan for your Tax & Accounting Practice" TV/Movie Segment “We’re not just numbers in a spreadsheet. We’re people with lives, families.” – Christine Bates from Mr. Bates vs The Post Office “Lawyers are the swords of this century. Words are weapons now. I need you to learn how to use them.” – John Dutton from Yellowstone Book Segment Firm Forward by Edi Osborne Amazon link Favorite Social Posts "The trick isn’t to get away from the pain. The trick is to find something so important that the pain ceases to matter at all." —Mark Manson on Twitter/X The Woodard Report Article 4 Key Questions Bookkeepers Have for Their Clients' Tax Professional Thank you to our show sponsors! Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats. TV and Movie Quotes mentioned: Resident Alien (TV) Blackberry (movie) Books mentioned: Title: The Ideal Team Player Author: Patrick Lencioni Amazon Link: https://a.co/d/6zzDYA5 Favorite Social Posts: https://twitter.com/JStaatsCPA/status/1761085927345242459 https://www.linkedin.com/posts/adriandparker_your-company-doesnt-have-a-diversity-problem-activity-7168981738910601216-9iMh/ Thank you to our show sponsors: Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences have helped shape his business sense. Community is at the core of both Dave's conversation with Joe and his business, Capovario.  Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode Joe is joined by one of the most esteemed minds in the world of physics, Dr. Michio Kaku. He will be joining us on stage this year at Scaling New Heights! Dr. Kaku has written several books including The Physics of the Impossible. He has appeared on the History Channel television show, The Universe. His most recent works include information about Artificial Intelligence, quantum computing, robotics in business, and the impact these changing technologies have on culture. Most recently, he wrote the book Quantum Supremacy: How the Quantum Computer Revolution Will Change Everything  Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

What is it that sets you apart from competitors? That is, what is the secret sauce that your firm brings to the world? There are several ways to differentiate your practice from the rest of the competition so in this episode Joe and Heather dive into how you stand out. If you don't currently stand out, how should you? Ultimately, this requires you to answer the question, "What is your vision, mission, and purpose?" (Hint: Being the low cost leader is not the answer.) Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

Is you price the right price and what are the hidden costs that cause you to be less profitable than you should be? This episode is based on the strategic pricing workshop offered by Woodard. We've seen people go through the workshop and find $50,000 to $75,000 in underpricing (or more!). The people who come to this workshop have no idea how grossly underpriced their services can be. Overcome the fear factor and learn from Joe and Heather about how to take action. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe talk about the psychodynamics of client relationships, otherwise known as taking the power back in client relationships. There is a pyschological power struggle in any relationship and it takes on a unique angle when it comes to Client Accounting Services. This isn't about a power trip or ego struggle. This is all about balance. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather speaks with Michelle Mitchell of Mitchell Consulting. Michelle seeks to create financial freedom for women entrepreneurs by bridging the gap in their knowledge to create confident CEOs. Heather and Michelle talk about gender parity and women in accounting — both what we have been doing and what we should be doing to push the needle. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast  

On this episode, Heather speaks with Ingrid Edstrom. She's known as the Priestess of Profits and co-founder of the Accounting Alchemy network. As the Priestess of Profits, she offers consulting services for Tours & Activities businesses, speaks publicly, and provides leading-edge accountant education services, resources and consulting to businesses in need. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather speaks with Sharrin Fuller of Glass Wallet Ventures. Sharrin shares her experience as the CEO of Glass Wallet Ventures and a Managing Partner in two thriving accounting firms. She's an exit expert and runs a program that helps you go from Scaleable to Saleable. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast  

On this episode, Joe and Heather talk about failure. It's something we all experience in our lives, usually multiple times. The way you approach failure sets you up for success! This is a FUN, EXCITING topic and we shouldn't fear failure because doing so holds us back from achieving incredible success. Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Joe speaks with Bob Lewis, one of the top 100 most influential individuals in the industry as recognized by Accounting Today. Bob is a mergers and acquisitons expert. He has a tremendous reputation with the top 200 accounting firms and what he is finding is that the top 500 firms are now buying the smaller, non-credentialed firms. What is driving this trend and what is the impact on your business? Listen to find out! Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe talk about the future of Client Accounting and Advisory Services. The future of CAS (CAAS) will be a series of fusions: The general ledger and workflow solutions fusion The client communications and workflow fusion The fusion between humans and bots The fusion between credentialed and non-credentialed professionals The fusion between real and virtual worlds The fusion between accounting and advisory (for real this time) Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe talk about things that help accountants with various things, otherwise known as process improvement strategies or process optimization. We all have process but the question is, "How do we manage process?" Thank you to our show sponsors: Expensify — the expense management app that does it all, for every business Fyle — easy expense management via text messaging Learn more about the show and our sponsors at Woodard.com/podcast

On this episode Joe speaks with Dawn Brolin who is trying to LOSE clients. Has she lost her mind? Listen to Dawn talk about serving 250 clients, doing average work, and coming to the realization that there is a better way.

On this episode Joe speaks with Blake Oliver of Earmark and The Accounting Podcast. They start with a conversation about Intuit Assist and then dive deeper into the topic of general artificial intelligence.

On this episode Heather and Joe talk about change management strategies because as Joe jokes, "We all love change." Actually, people don't dislike change. They dislike being changed. So how can we be better with change? Joe and Heather have some great advice for you.

On this episode Heather and Joe talk about service excellence and the 10 barriers between your practice and performing distinctive, powerful, high impact services that are wealth generating for your clients.

On this episode Heather is joined by Dr. Sabrina Starling, The Business Psychologist and author of the How To Hire The Best series, The 4 Week Vacation®, and founder of Tap the Potential. 

On this episode Joe speaks with Randy Johnston, co-founder of NGMI about the quantum computing revolution. Randy has been in the business of providing managed services before the term existed. Now, Randy is one of the nations leading thought leaders in the accounting industry.

On this episode Heather speaks with Jeff Seibert, co-founder and CEO of Digits. Jeff joined us on stage at Scaling New Heights for an amazing keynote and talked about The Social Dilemma (the documentary) and the future of artificial intelligence. This interview is a continuation of that great keynote conversation.

On this episode Joe and Heather talk about innovation in accounting firms, both the importance of innovation and how we can cultivate a culture of innovation within our firms.

On this episode Heather gets a chance to interview Randy Crabtree of Tri-Merit Specialty Tax Professionals. They talk about burnout, why it is a problem particularly in the accounting space, as well as some exciting news for the upcoming Tri-Merit conference in August.

On this episode Joe gets a chance to interview Daryl Davis, an American R&B and blues musician and activist, about his efforts to fight racism in the United States.

On this episode Heather gets a chance to interview Scotty Scarano about how he ended up with the idea for Accounting High. If you've read this far then be sure to listen to the end. Especially if you want to hear Scotty rap. Or even if you don't.

On this episode Joe and Heather talk about why clients do not value your services. They start with the first reason which is that you sell the wrong "product" and then go through the rest of Joe's list from there.

On this episode Joe is excited to speak with Heather Crider and Mark Schulman, mainstage presenters at the Scaling New Heights conference. Heather is a leading expert on high-performance growth, thought transformation, brain re-training, stress reduction, and burnout recovery. Mark has enjoyed an unprecedented career over the last 30 years as a first call drummer for world-class rock and pop artists.

On this episode Joe is excited to speak with Amelia R. Earhart, the Scaling New Heights 2023 featured keynote speaker, a passionate aviatrix, a seeker of all things adventurous, and an accomplished public speaker.