On this episode Joe speaks with Heather about why operations should be the next big focus in your practice. Heather emphasizes the importance of documenting and reflecting on current processes to identify areas for improvement. The discussion also covers aligning operational improvements with firm culture, broadening technology views with automation and AI, and practical steps to stay ahead in the coming year.

TV and Movie Quote:

• Heather quoted The Office
• Joe quoted 1923

Book of the Week:

• The e-Myth by Michael Gerber

Favorite Social Posts:

• Heather mentioned Ashley Francis on LinkedIn
• Joe mentioned Caleb Jenkins on X/Twitter

The Woodard Report Article of the Week:

• Spring Cleaning for the Mind: Clearing Clutter for Greater Productivity by Kim Petro

Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for Accountants, CPAs, and Tax Professionals nationwide: the CorpNet Partner Program. 10X your firm’s revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more.

Learn more about the show and our sponsors at Woodard.com/podcast