Bedste Proadvisor-podcasts (2025)

1
Client Conversation Coach 1:02:54

4h ago1:02:54

1:02:54

Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversations QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the indus…

1
The 5 Critical Things Every Accounting Firm Must Do in 2025 to Stay Ahead 40:42

1d ago40:42

40:42

Are you ready to take your accounting firm to the next level in 2025? The world is changing fast—AI is transforming the industry, pricing mistakes are holding firms back, and the future of compliance work is uncertain. In this episode, we reveal the five critical things every accountant and bookkeeper must do to stay ahead. From value pricing to le…

1
Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast 46:47

6d ago46:47

46:47

On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting…

1
Intuit News and Facebook Group Q&A 1:05:22

13d ago1:05:22

1:05:22

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group QB Power Hour is a free, biweekly webinar se…

1
Episode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report Podcast 25:18

13d ago25:18

25:18

On this episode, Joe speaks with Matt Tait, CEO of Decimal, about the integration of AI in the accounting industry, highlighting Decimal's transition to the AI-native ledger platform, Puzzle. Matt shares his thoughts on how Puzzle can automate up to 90% of routine tasks, improve client experiences, and enhance workflow scalability. His perspective …

1
AI and NotebookLM: Tools for Better Strategic Insights for Accounting Firms 39:34

15d ago39:34

39:34

Are you using AI strategically, or just scratching the surface? In this episode, we reveal how to train AI to deeply understand your business—so it delivers tailored insights, not generic advice. You'll discover how ChatGPT and a groundbreaking free tool can supercharge strategic planning, plus the must-have documents that will give AI the context …

1
Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast 44:54

20d ago44:54

44:54

On this episode, Joe and Heather dive into the major trends and challenges shaping 2025 for accounting professionals. They discuss the growing impact of artificial intelligence, policy shifts under the new U.S. presidency, and evolving business models in the industry. Recommended Reading: The Future of the Professions - Daniel Susskin 5 Best Books …

1
Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast 40:40

27d ago40:40

40:40

On this episode, Joe and Heather explore key insights from the 2024 AICPA CAS Benchmark Survey, highlighting the evolution of CPA and non-credentialed practices post-COVID, including growth trends, advisory services, and the increasing role of technology. Download the 2024 CAS Benchmark Survey Read "Surveying a Shifting Landscape" from The CPA Jour…

1
01.21.2025 - Best Practices for Transferring QB Data 1:02:14

28d ago1:02:14

1:02:14

Join us for a session of tools to use move QuickBooks Online data to another QBO subscription CPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPE QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who a…

1
10x More Content - How to Repurpose One Post Into Endless Formats 55:06

29d ago55:06

55:06

Struggling to keep up with the demands of content marketing? Imagine creating 10x the content with half the effort! In this podcast, we uncover the secrets to batching, automating, and repurposing your content effortlessly. Learn how AI tools can transform a single video or blog post into endless formats across social media, blogs, and more. Discov…

1
Episode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report Podcast 31:20

1M ago31:20

31:20

On this episode, Heather speaks with Allanté Collier, founder of Streamline and Scale, about leveraging AI to boost efficiency and scalability in small businesses. They discuss practical ways AI can handle repetitive tasks, enhance marketing strategies, and streamline operations to free up time for growth and creativity. Connect with Allanté on Lin…

1
Episode 104 - Bench, Business, and Better Decisions - The Woodard Report Podcast 37:01

1M ago37:01

37:01

On this episode, Joe and Heather explore the sudden closure and acquisition of Bench, the venture-backed bookkeeping and accounting firm, diving into its implications for the accounting industry, private equity, and an AI-driven future. They also discuss the challenges of balancing client-focused service with profit motives, highlight key takeaways…

1
I Got 1099 Problems But a Workflow Ain't One 1:06:29

1M ago1:06:29

1:06:29

Nancy McClelland and Rich Kane join us to chat about ways to make 1099s a part of your monthly client services using Keeper. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks…

1
How to go From Aspiring Author to Best-Selling Book 55:46

2M ago55:46

55:46

Have you ever wondered how writing a book could transform your career? In this episode, we uncover the secrets of using books to position yourself as an expert, whether through self-publishing, traditional publishing, or hybrid approaches. Discover actionable strategies to write, market, and leverage your book to grow your personal brand and busine…

1
Episode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report Podcast 32:45

2M ago32:45

32:45

On this episode Heather speaks with Deborah Defer, Director of CAS Consulting at Woodard, about the transformative role of artificial intelligence in the accounting industry. They explore Deborah's extensive career journey, her insights from attending the Digital CPA conference, and the exponential growth in AI adoption. Most importantly, they talk…

1
How to become a QuickBooks Online ProAdvisor 50:24

2M ago50:24

50:24

Are you ready to unlock the secrets of becoming more visible, valuable, and profitable in your bookkeeping journey? Join us as we dive deep with Margie Remmers Davis, who turned a life-changing challenge into a thriving QuickBooks ProAdvisor career. Discover how to navigate the ProAdvisor program, ace certification tests, and leverage your profile …

1
Episode 102 - Is it burnout or moral injury? An interview with Ron Baker - The Woodard Report Podcast 39:55

2M ago39:55

39:55

In this episode, Joe Woodard talks to Ron Baker about the concept of moral injury as a more accurate explanation for what is often misdiagnosed as burnout, especially in the accounting and medical professions. They explore how moral injury arises when professionals face systemic or situational pressures that force them to act against their deeply h…

1
Sales Tax Limitations in QuickBooks Online - When to Turn to Avalara 1:00:30

3M ago1:00:30

1:00:30

Avalara joins us to discuss when adding Avalara to your QuickBooks Online and how that helps stay in Sales Tax Compliance. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks a…

1
Are You a Nosey Parker? With Will Kintish 55:10

3M ago55:10

55:10

Are you ready to transform the way you network and elevate your business relationships? In this episode, Mark Wickersham sits down with networking expert Will Kintish to uncover the secrets of confident networking. Learn how to overcome fears, ask the right questions, and identify the six types of groups in any room. Whether you're an introvert or …

1
11.19.24 - Sales Tax in QuickBooks Online 1:04:14

3M ago1:04:14

1:04:14

Join our webinar on mastering sales tax with QuickBooks Online! Tailored for accountants and small business owners, our guest Alicia Katz-Pollock will guide you through setup, management, and reporting. Discover efficient tracking, identify limitations, and learn workarounds to streamline your finances. Gain confidence with practical insights and e…

1
Episode 101 - Interview with Danielle Bornowski - The Woodard Report Podcast 31:36

3M ago31:36

31:36

On this episode, Heather Satterley interviews Danielle Bornowski, the CEO of DQB Strategies, who is a marketing strategist helping business owners make smart marketing decisions that don't feel like slimy sales. Danielle believes that customer reviews are an unsung hero in marketing that can do a lot to help people grow their business. For professi…

1
Unlock AI-Powered Efficiency for Your Accounting Firm in Just 60 Minutes! 40:26

3M ago40:26

40:26

Discover how to save time and boost efficiency in your accounting firm with the power of prompt templates! In this episode, we dive into what prompt templates are, why they're so essential, and how you can build a library of templates to streamline tasks like creating email templates, brainstorming content ideas, and running industry research. Imag…

1
Episode 100 - Special Edition: The US Election - The Woodard Report Podcast 24:53

3M ago24:53

24:53

On this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships. As always, the Woodard organization remains apolitical and fost…

1
Intuit News and Updates - 11.05.24 1:15:06

3M ago1:15:06

1:15:06

Fresh off Intuit Connect, Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks c…

1
Are You Leveraging Client Feedback to Its Full Potential? 54:06

4M ago54:06

54:06

Are you maximising the power of client feedback in your business? In this episode, we cover the essentials of building feedback systems that drive real results! Learn how to collect, analyse, and act on feedback from the clients who matter most. Discover tips for using tools like ChatGPT to streamline the process and create a proactive, client-cent…

1
Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast 31:40

4M ago31:40

31:40

On this show, Heather Satterley speaks with Candy Bellau about her personal journey in the accounting industry, touching on resilience, pricing, and the power of community. Candy shares valuable insights from her experiences, especially on overcoming business struggles, and offers guidance for accountants facing similar challenges. Some of the wide…

1
Episode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report Podcast 36:53

4M ago36:53

36:53

On this show, Heather and Joe discuss the Intuit "Tax Breakup" advertising campaign and the industry reaction. Here are some important links for this special edition of the Woodard Report Podcast: The Tax Breakup Commercial What Intuit’s 2024 Investor Day Means for ProAdvisors in an AI-Driven World Intuit's Tax Breakup Campaign Sparks Strong Respon…

1
Managing Intuit Logins 1:04:24

4M ago1:04:24

1:04:24

Managing login and Passwords is the bane of our existence these days and Intuit Logins take it to a new level. Matthew Fulton will join Dan to discuss some best practices with Intuit Logins. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and…

1
Transform Your Life and Business 45:38

4M ago45:38

45:38

Do you ever feel like you're constantly busy but never really getting ahead? It’s a common struggle, but it doesn’t have to be your reality. Imagine achieving more, feeling energized every day, and having the time to focus on what truly matters in your business and life. Listen to this Podcast where we dive into practical strategies to supercharge …

Podcasts der er værd at lytte til

Proadvisor Podcasts

Podcasts der er værd at lytte til

1
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Woodard Events

1
QB Power Hour Podcast

Dan DeLong & Michelle Long

1
The Value Pricing Podcast

Mark Wickersham

1
Client Conversation Coach 1:02:54

1
The 5 Critical Things Every Accounting Firm Must Do in 2025 to Stay Ahead 40:42

1
Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast 46:47

1
Intuit News and Facebook Group Q&A 1:05:22

1
Episode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report Podcast 25:18

1
AI and NotebookLM: Tools for Better Strategic Insights for Accounting Firms 39:34

1
Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast 44:54

1
Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast 40:40

1
01.21.2025 - Best Practices for Transferring QB Data 1:02:14

1
10x More Content - How to Repurpose One Post Into Endless Formats 55:06

1
Episode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report Podcast 31:20

1
Episode 104 - Bench, Business, and Better Decisions - The Woodard Report Podcast 37:01

1
I Got 1099 Problems But a Workflow Ain't One 1:06:29

1
How to go From Aspiring Author to Best-Selling Book 55:46

1
Episode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report Podcast 32:45

1
How to become a QuickBooks Online ProAdvisor 50:24

1
Episode 102 - Is it burnout or moral injury? An interview with Ron Baker - The Woodard Report Podcast 39:55

1
Sales Tax Limitations in QuickBooks Online - When to Turn to Avalara 1:00:30

1
Are You a Nosey Parker? With Will Kintish 55:10

1
11.19.24 - Sales Tax in QuickBooks Online 1:04:14

1
Episode 101 - Interview with Danielle Bornowski - The Woodard Report Podcast 31:36

1
Unlock AI-Powered Efficiency for Your Accounting Firm in Just 60 Minutes! 40:26

1
Episode 100 - Special Edition: The US Election - The Woodard Report Podcast 24:53

1
Intuit News and Updates - 11.05.24 1:15:06

1
Are You Leveraging Client Feedback to Its Full Potential? 54:06

1
Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast 31:40

1
Episode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report Podcast 36:53

1
Managing Intuit Logins 1:04:24

1
Transform Your Life and Business 45:38

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