On this episode, Heather speaks with Sharrin Fuller of Glass Wallet Ventures. Sharrin shares her experience as the CEO of Glass Wallet Ventures and a Managing Partner in two thriving accounting firms. She's an exit expert and runs a program that helps you go from Scaleable to Saleable.

Thank you to our show sponsor:

Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Joe and Heather talk about failure. It's something we all experience in our lives, usually multiple times. The way you approach failure sets you up for success! This is a FUN, EXCITING topic and we shouldn't fear failure because doing so holds us back from achieving incredible success.

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

On this episode, Joe speaks with Bob Lewis, one of the top 100 most influential individuals in the industry as recognized by Accounting Today. Bob is a mergers and acquisitons expert. He has a tremendous reputation with the top 200 accounting firms and what he is finding is that the top 500 firms are now buying the smaller, non-credentialed firms.

What is driving this trend and what is the impact on your business? Listen to find out!

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

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

On this episode, Heather and Joe talk about things that help accountants with various things, otherwise known as process improvement strategies or process optimization. We all have process but the question is, "How do we manage process?"

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

On this episode Joe speaks with Dawn Brolin who is trying to LOSE clients. Has she lost her mind? Listen to Dawn talk about serving 250 clients, doing average work, and coming to the realization that there is a better way.

On this episode Joe speaks with Blake Oliver of Earmark and The Accounting Podcast. They start with a conversation about Intuit Assist and then dive deeper into the topic of general artificial intelligence.

On this episode Heather and Joe talk about change management strategies because as Joe jokes, "We all love change." Actually, people don't dislike change. They dislike being changed. So how can we be better with change? Joe and Heather have some great advice for you.

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.

On this episode Heather is joined by Dr. Sabrina Starling, The Business Psychologist and author of the How To Hire The Best series, The 4 Week Vacation®, and founder of Tap the Potential.