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For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink. 

Here today to talk with me about effectively leveraging technology is my guest, Joe Woodard. 

Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.

He's the host of Scaling New Heights, one of the world's leading training conferences for accountants and bookkeepers, which is coming up in St. Louis, June 25th to 28th.

Highlights:

— “What I would encourage you not to do is directly engage one-to-one with a business that can't afford to pay you.”

— “There is an endless vacuum of human need. It is not your job to fill it.”

— “Common classic mistakes that accountants are making when it comes to software are disparate technology and under-adoption.”

— “Be the accountant or bookkeeper in the pocket of your client, not in the inbox of your client.” 

— “You got to build a niche. If I did what I did for other professionals, it wouldn't work and would fall apart. I know my audience. I know what I'm passionate about and that's what makes it work.”

Connect with Joe:

Website: www.woodard.com 

Upcoming Event:

Scaling New Heights 2023: www.ScalingNewHeights.com

Book mention:

Boundaries: When to Say Yes, How to Say No to Take Control of Your Life

by Henry Cloud and John Townsend 

https://www.amazon.com/Boundaries-Updated-Expanded-When-Control-dp-0310351804/dp/0310351804/

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7