During this episode, Joe Woodard addresses 5 pillars (characteristics) of an epic practice. Part 3 of the series is a continuation of Episodes 8, in which Joe lays the foundational qualities of an Epic Practice from the main stage of Scaling New Heights 2016. Joe will wrap up the series in this episode with the 5 final qualities every practice should strive to achieve to become differentiated, effective, innovative and…EPIC!  

Episode 12: Joe Woodard

We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast

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On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis:  Nicole (Butler) Davis is the founder and CEO at Butler-Davis Tax & Accounting, LLC. She brings almost two decades of experience in accounting, tax, financial management and advisory services to clients of all sizes in real estate, construction, retail, financial and legal services industries. Nicole specializes in tax strategy and planning, small business accounting, pharmacy accounting and construction accounting.  Here are a few key points from their conversation:   Nicole's Background and Career Start   Her Health Challenges   What did Treatment and Recovery Look Like?   Emotional and Business Insights  Advice and Encouragement   Check out Nicole's website:  Butler-Davis Tax & Accounting  Thank you to our show sponsor!  Rightworks — All your accounting apps, unified in the cloud  Learn more about the show and our sponsors at Woodard.com/podcast

Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast

On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko:  Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides growth-oriented organizations to significantly improve their results through B2B sales strategy and sales team skill development. Here are a few key points from their conversation:  Selling Skills Leadership and Development in Your Firm The Intrapreneurial Approach Networking and Referrals  Check out Amy's book and website:  AmyFranko.com The Modern Seller  Thank you to our show sponsor!  Rightworks — All your accounting apps, unified in the cloud  Learn more about the show and our sponsors at Woodard.com/podcast

Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast

On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation:  FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreements, impacting many industries, including accounting. This rule affects businesses under FTC jurisdiction in the U.S., with certain exceptions like non-profits and businesses operating entirely overseas. Scope and Exceptions — The ban targets all types of workers, including employees, contractors, and sole proprietors. Some businesses tried to argue for exceptions, but none were granted specific relief. However, non-profits have different standards based on their operational nature. Broader Implications — Joe and Heather discussed the noncompete ruling factually and also share their views on how this ruling could affect business dynamics, particularly the balance of power between large and small businesses, and the mobility of workers within the accounting industry.  Important links:  The safe harbor language mentioned by Joe at the 22 minute mark of the podcast can be found at this link.  FTC press release FTC final rule  Thank you to our show sponsors!  Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud  Learn more about the show and our sponsors at Woodard.com/podcast

Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast

On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion for this growing industry has led her to work with dozens of operators and provide training to over 700 accounting professionals eager to expand their knowledge and skills in servicing cannabis clients. About Bruce: Bruce Andersen founded CannabisCPA.Tax which is a premier boutique resource to the legal cannabis industry in the areas of tax, audit, accounting, and consulting. The firm is based in Los Angeles with the bulk of its client base in California. The firm also has clients in twenty other cannabis friendly states. The firm’s client base includes cultivators, distributors, retailers, and manufacturers. It is a division of AndersenCPA.Com. Here are a few key points from their conversation:  Growth and Complexity of the Cannabis Industry Navigating Legal and Regulatory Frameworks Accounting and Banking Challenges in the Industry Future Outlook and Growth Potential of the Industry Education and Resources for Accountants through the National Association of Cannabis Accounting and Tax Professionals (NACAT Pros)  Thank you to our show sponsor!  Rightworks — All your accounting apps, unified in the cloud  Learn more about the show and our sponsors at Woodard.com/podcast

Episode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report Podcast

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation:   Kelly Richmond Pope's Background   Her Early Interest in Accounting   A Personal Anecdotes of Learning About Fraud   Professional Encounters with Fraud   Discussion on Whistleblowers   Impact of Fraud on Victims and the Role of Emotional Connection   Advice on Vigilance Against Fraud   Changing Dynamics in the Accounting Profession   Combining Passions and Careers   Kelly's work includes:   Fool Me Once - A book by Kelly on Amazon All the Queen's Horses - A documentary by Kelly available on YouTube More accountants are leaving the field than joining. What’s going on? - A BigThink talk by Kelly  Thank you to our show sponsor!  Rightworks — All your accounting apps, unified in the cloud  Learn more about the show and our sponsors at Woodard.com/podcast

Episode 12: Joe Woodard

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