The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Episode 151 - From Time Sheets to Transformation: Blake Oliver's Blueprint for Modern Accounting Firms - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Blake Oliver about his new book, Building a Sustainable Accounting Firm [https://store.bookbaby.com/book/building-a-sustainable-accounting-firm1?srsltid=AfmBOoq9XpvlOYrN6gxglhcOSoqO5ExvPeMAwb_I4IlFYMCh7pp8NVif], and the shift from transactional, hourly-based accounting to outcome-driven, productized services. Blake explains how firms can escape the "transactional treadmill" by redesigning pricing, redistributing workload to reduce seasonality, and adopting recurring, standardized service packages that elevate client experience. About Blake Oliver Among many other things, Blake founded Earmark so listeners can earn continuing professional education credits for listening to his shows and many more accounting and tax podcasts. The goal of the Earmark app is to make it easy and fun for fellow CPAs to learn and earn CPE every week. Because if you learn every week, it's easy to get the hours you need without stress. And we could all use a little less stress in our lives. * Connect with Blake on LinkedIn [https://www.linkedin.com/in/blaketoliver/] * Learn more about the Earmark app [https://www.earmark.app/] * Learn more about Blake's new book [https://store.bookbaby.com/book/building-a-sustainable-accounting-firm1?srsltid=AfmBOoq9XpvlOYrN6gxglhcOSoqO5ExvPeMAwb_I4IlFYMCh7pp8NVif] Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com [https://www.getcanopy.com/]. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 150 - From Root Canals to Real Purpose: Dr. Short's Journey of Identity and Impact - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Dr. Rico D. Short about his remarkable rise from a single-parent household to becoming a world-class endodontist, author, and speaker, and how faith, mentorship, and identity shaped every step of his journey. They explore how finding your true identity and purpose, rather than comparing yourself to others, can unlock your greatest potential, and how perseverance through personal and professional adversity can transform both your life and leadership. About Dr. Rico D. Short Dr. Short is a board-certified endodontist, author, professor, and international speaker. He just published his 3rd inspirational book, Purpose Full, which can be found on Amazon at this link [https://www.amazon.com/Purpose-Full-Rico-Short-ebook/dp/B0DSCLTYBG]. His company is Apex Endodontics [https://www.apexendodontics.net/] and he can also be found on LinkedIn [https://www.linkedin.com/in/drricoshort/]. * Dr. Short's YouTube channel is at this link [https://www.youtube.com/channel/UClMKh2aauGxyWyd5xz2FujA] Thank you to our show sponsor, Bill, your financial operations platform! Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 149 - Intuit's Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Heather talk about major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically to a changing profession. Current events — * Intuit Accounting Suite launch [https://accountants.intuit.com/taxprocenter/practice-management/a-deep-dive-into-intuit-accountant-suite/] * Intuit opening a total of 600 on premises locations throughout the U.S. [https://www.accountingtoday.com/news/intuit-to-open-20-brick-and-mortar-turbotax-stores-offices] TV/Movie quote of the week — * How to Train Your Dragon * IT chapter 2 Excellent things we learned — * These 14 colleges offer bachelor's degrees in AI—including one Ivy League school [https://www.cnbc.com/2025/01/22/colleges-that-offer-bachelors-degrees-in-ai.html] * Notion [https://www.notion.com/] Member spotlight — * Auburndale Bookkeeping The Woodard Report article of the week — * Setting Up a Business for Spouses: Steps to Take [https://report.woodard.com/articles/setting-up-a-business-for-spouses-steps-to-take-opawr-cntwr] Thank you to our show sponsor, Brex! Brex accounting partners close clients books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit brex.com/partners/accounting [https://www.brex.com/partners/accounting] to apply. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Keila Hill-Trawick about how boutique accounting firms can thrive by prioritizing deep relationships, proactive communication, and intentional growth. Keila shares how Little Fish Accounting creates a high-touch client experience through streamlined processes, boundaries that protect team capacity, and a focus on year-round partnership rather than transactions. She and Joe also discuss why saying "no" to misaligned clients is essential to delivering consistently excellent service. About Keila Hill-TrawickKeila leads the strategy and vision at Little Fish Accounting, ensuring every client experience is personal, strategic, and rooted in real-world expertise. As a seasoned entrepreneur herself, she understands the unique challenges that come with building and scaling a business with a small, intentional team. * Learn more about Keila at BuildToEnough.com [https://www.buildtoenough.com/] Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com [https://www.getcanopy.com/]. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Heather speaks with Shirley Koss about the importance of human connection and vulnerability in the accounting profession. Shirley shares insights from her travels to industry events, where she's noticed how many professionals feel isolated in remote work environments. Together, she and Heather discuss ways to combat loneliness—through authentic communication, intentional outreach, and community engagement—reminding listeners that showing vulnerability and reaching out can strengthen both personal well-being and professional relationships. About Shirley Koss At Woodard, we believe that strong communities drive professional growth. Whether you're a CPA, tax preparer, bookkeeper or another accounting professional, the power of peer connection, continuous education and a strong support network can transform your practice. Shirley's mission is to help you maximize these opportunities, and she's eager to connect with all of you—both current and future members—to share ideas and grow the community. Shirley brings years of experience in building successful communities and ensuring member engagement, and her dedication to the success of professionals is clear. She understands the unique challenges accounting professionals face and is ready to help you navigate those challenges while taking your practice to the next level. * Connect with Shirley Koss on LinkedIn [https://www.linkedin.com/in/shirleykoss/] Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com [https://www.getcanopy.com/]. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]