On this episode Joe speaks with Heather about identifying and removing toxic clients who undermine accounting and advisory practices. Joe shares a vivid metaphor—likening bad clients to termites in a home—and outlines a checklist to help firms define their ideal client profile based on profitability, behavior, scalability, and alignment with firm systems.

TV and Movie Quote:

• Heather quoted Thelma and Louise
• Joe quoted Presumed Innocent

Book of the Week:

• The Everyday Hero Manifesto by Robin Sharma

Favorite Social Posts:

• Heather mentioned Candy Bellau on LinkedIn
• Joe mentioned The Soul of Enterprise on X/Twitter

The Woodard Report Article of the Week:

• Say Less, Lead Better: Coaching in Real Life by Brandy Jordan

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