The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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 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.

In this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, defining small business transformation and addressing four key challenges accountants and bookkeepers face in moving, figuratively, from the back office to the board room with their clients.

Why did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers, and not very much to do with the desire to lead a team. In this episode, Joe speaks with Clayton Oates about hiring, challenges with team members, and key advice for accountants who want to be better leaders.

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