Woodard Company

03/26/2025

Woodard helps you stay ahead of the staffing shortage! Get more productive, find resources, and meet bookkeeping needs. Thrive in today's competitive landscape with Woodard. . Try it now: https://www.woodard.com/membership-overview?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

03/24/2025

Level up your firm at Scaling New Heights 2025! This isn’t just another conference—it’s where accountants and bookkeepers connect, innovate, and grow.

👥 Network with industry leaders
📊 Discover cutting-edge business models
🚀 Build the skills to stay ahead

Don’t miss out—sign up today! → https://rebrand.ly/s6jrvyg

03/24/2025

Tax season is in full swing, but the news doesn’t stop! This week’s roundup features:

🔹 New leadership at the IRS with Gary Shapley as Deputy Chief tackling financial crimes.
🔹 AICPA's new chair guiding auditing standards in a tech-driven world.
🔹 QuickBooks ProAdvisors: Don’t miss your recertification deadlines and the upcoming Level 2 Certification VCon!
🔹 Discover 7 key benefits of accounting automation for efficiency.
🔹 Plus, a high-tech corporate espionage tale with Rippling and Deel.

Stay informed and ready for what’s next!

Leadership changes, ProAdvisor updates, automation tips, and a Slack espionage twist—catch the week’s top accounting and tech stories in one place.

03/19/2025

Woodard Membership takes the guesswork out of pricing! Get strategic coaching to standardize, manage scope-creep, and simplify client billing. 🤝 Make service excellence a priority with our membership! 📊💼 https://woodardmembership.com/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

03/19/2025

Trust is everything in business! In the latest episode of The Woodard Report Podcast, Joe Woodard and Heather Day Satterley discuss how to repair broken trust in professional relationships.

🔍 Discover why trust gets broken, and follow their 5-step framework to rebuild it:
1️⃣ Assess Character & Intent
2️⃣ Identify the Nature of the Breach
3️⃣ Clarify What Happened
4️⃣ Agree on Restoration Steps
5️⃣ Deliver on Commitments

Plus, insights on self-trust and its impact on relationships! Tune in for valuable takeaways that can transform your client interactions. 🎧

👉 Listen now and subscribe to stay updated!
🚀

Learn a five-step framework to restore trust with clients, build stronger relationships, and navigate trust breaches in business.

03/18/2025

Digits.com just unveiled the world's first autonomous general ledger at the HumanX Conference! Backed by Xero co-founder Craig Walker, this AI-powered platform aims to automate 90% of SMB bookkeeping, eliminating tedious manual tasks and allowing accountants to focus on strategic advisory roles.

Is your practice ready for this game-changing innovation? Learn more in this article on Report

https://hubs.ly/Q03ck0810

Discover how AI startup Digits is revolutionizing accounting with the first autonomous general ledger, challenging QuickBooks and Xero.

03/18/2025

Starting at 11:00 Eastern! Join Joe Woodard and David Allen for an interactive, live-only, virtual fireside chat. David Allen, best-selling author and keynote presenter at Scaling New Heights 2025, will address key principles from his ground-breaking book Getting Things Done and will take questions from the audience.

You don't want to miss this! https://hubs.ly/Q03ch_0c0

03/17/2025

Big thanks to for sponsoring Scaling New Heights! Your support drives innovation and helps accountants, bookkeepers, and small business advisors succeed.

What’s one tech tool you can’t live without? Drop it in the comments!

03/14/2025

As firms aim to scale through high-value advisory services, bookkeeping remains a crucial yet challenging hurdle. Generic AI solutions often fall short, but industry-specific AI is the game changer!

🔑 Why? Because it understands the unique workflows and compliance needs of your sector, turning bookkeeping into a strategic growth lever. Imagine automated processing that not only categorizes transactions but also enhances your overall workflow!

Now's the time to embrace specialized AI and elevate your firm’s potential. Don’t get left behind—those who adapt will thrive! 💼✨

Industry-Specific AI is the Key to Scaling Accounting Services https://hubs.ly/Q03bPLMJ0 Adaptive

Discover why industry-specific AI is the key to scaling accounting services, improving bookkeeping efficiency, and unlocking firm growth.

03/13/2025

Tax season stress? Not anymore! Tune into this week's episode of The Woodard Report Podcast for 7 game-changing productivity hacks designed to help accountants and tax pros thrive during the busy season!

🔹 Master the Two-Minute Rule
🔹 Streamline Emails with Templates
🔹 Automate Repetitive Tasks
🔹 Shift Your Mindset for Success
🔹 Take Stretch Breaks & Know When to Log Off
🔹 Set Boundaries & Say No Guilt-Free

Small changes lead to big results! Listen now and boost your efficiency! 🎧🔗

Discover 7 productivity hacks for accountants to stay efficient during tax season. Reduce stress, streamline tasks, and improve workflow.

03/12/2025

Woodard Membership is the perfect way to take your CAAS practice to new heights of success! Our proven framework helps you create capacity, price to value, standardize processes, and offer advisory services. Join us today and see the difference! 💼💰 https://woodardmembership.com/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

03/12/2025

Unlock the secrets to stress-free productivity with David Allen, author of "Getting Things Done," in our upcoming fireside chat on March 18, 2025, at 11:00 AM Eastern. Designed for CPAs, bookkeepers, and tax preparers, this live-only event will help you clear mental clutter and enhance efficiency.

Register now to secure your spot: https://hubs.ly/Q03bxlvW0

03/10/2025

Shoutout to for sponsoring Scaling New Heights! Your support drives innovation and helps professionals excel. 🚀 What’s your top takeaway from the event? Drop it in the comments!

03/10/2025

This week, we’re diving into proposed changes to independence rules for private equity firms, the AICPA's push for IRS modernization, and a spike in QuickBooks phishing scams. Plus, learn about exciting tech advancements from EY, new leadership at KPMG, and the rise of Chief Growth Officers in accounting firms.

Stay informed and stay secure! 💼🔒 the News - March 10, 2025

Stay updated on key accounting news, IRS updates, tech trends, and industry changes, including QuickBooks phishing scams and AICPA advocacy efforts.

03/10/2025

Boost Your Productivity with David Allen! 🚀
Join us for an exclusive live fireside chat with David Allen, best-selling author of Getting Things Done, and Joe Woodard! 📅 March 18 | 11:00 AM - 12:00 PM ET

- Learn productivity insights
- Ask David Allen your questions live
- Take your efficiency to the next level

📍 Register now: https://hubs.ly/Q03b5qgV0

03/05/2025

"🚀 Don't let the staffing shortage hold you back! Boost productivity, access resources, and streamline bookkeeping with Woodard. Dominate in today's competitive market. 💪

Check it out: https://rebrand.ly/6nxgclh 📈

03/04/2025

📢 LLC vs. S Corporation: What’s Best for Your Business? 📢

Are you a business owner trying to decide between an LLC and an S Corporation? The structure you choose can impact your taxes and liability protection.

✅ LLC – Offers flexibility & personal liability protection, with profits flowing through to your personal tax return.
✅ S Corp – Can provide tax savings by allowing distributions that aren’t subject to self-employment taxes.

⏳ Important Reminder: The deadline to elect S Corp status for this tax year is March 17! Don't miss out on potential tax advantages.

🔗 Read more here: https://hubs.ly/Q039hWLh0

Learn how LLCs can benefit from S Corp status, reduce tax liability, and meet IRS requirements. Act now—S Corp election deadline is March 17, 2025!

03/03/2025

Big thanks to for sponsoring Scaling New Heights! Their support fuels innovation in . 💡 See how they’re revolutionizing payment automation—stop by and check it out! What’s your top challenge with payments? Drop a comment!