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Learn more about the Transformative Advisor

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The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.

You can listen to episodes below or, better, subscribe to the podcast series on iOS or Android devices. Search for “Scaling New Heights” on your device’s podcast platform to subscribe.

“I’m really excited about the new Podcasts. I’ve listened to the first one and I’m anxious for more. The Podcasts allow me to listen while in the car which allows me far more education that I would have time for in the office.” Hal Rosen, CPA 

Episode 38

“The Age of Brilliance”

Simon T. Bailey

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During this episode Joe talks Simon T. Bailey, author of two amazing books on Brilliance in your personal and professional life: Shift Your Brilliance: Harness the Power of You, and Release Your Brilliance: The Four Steps of Transforming Your Life and Revealing Your Genius to the World.

In their conversation, Joe and Simon focus heavily on intentional living, embracing professional purpose, and accomplishing unprecedented success by leveraging purpose to overcome fear, uncertainty and doubt.

 

Episode 37

“Understanding and Servicing Latino Owned Businesses”

Antonio Martinez and Mariette Martinez

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During this episode Joe talks with two leaders within the accounting profession who are passionate about empowering Latino-owned businesses. In fact, the Latino community represents one of the fastest growing demographics within the accounting profession.

During the episode we dispel some of the myths about Latino owned businesses, drill down on key needs and pain points experienced by Latino owned businesses and provide practical steps advisors can take to engage Latino owned businesses – even if you are not part of the Latino community.

 

Episode 36

“Client Experience – the Key to Practice Distinction”

Simon T. Bailey

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During this episode, Joe interviews Simon T. Bailey – World Renowned Speaker and author of the book Be the SPARK Five Platinum Service Principles for Creating Customers for Life.

During the episode, Simon breaks down the acronym “SPARK” and introduces two additional terms, “VUCA,” and “Vuja De.”

And…Simon and Joe connect these customer service principles to client transformation – the evolution of the accounting profession from those who solely offer compliance and bookkeeping services (back office work) to those who also provide – and primarily provide – business coaching (boardroom work).

 

Episode 35

“Emergency Measures for Critical Small Business Issues””

Dawn Fotopulos

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During this episode Joe speaks with Dawn Fotopulos, author of the award winning book Accounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies – both short and long term.

During the conversations, Dawn and Joe discuss the latest studies and research on the state of small business and practical steps accountants and bookkeepers can take…immediately and with little preparation…to address acute problems most small business owners face.

 

Episode 34

“Conquering Task Overload”

Joe Woodard

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 In this episode, Joe Woodard covers practical methods for living more productive and effective lives – professionally and personally.

Accounting professionals lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe’s strategies detailed in this episode will empower you to tame task overload and turn responses to life’s inputs into intentional, thoughtful, and highly effective actions in your practice and your life.

In this episode Joe encourages listeners to watch a Ted Talk by Tim Urban on Procrastination. You can watch that Ted Talk by clicking here.

 

Episode 33

“Preparing Yourself and Your Clients for Succession”

Peter Hickey

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In this episode, Joe Woodard interviews guest Peter Hickey, an internationally-renowned expert on succession and exit planning and author of The One Page Exit Plan. You can purchase a copy of The One Page Exit Plan on Amazon by clicking here. You can learn more about Peter and MAUS by clicking here.

 

Episode 32

“The Transformative Advisor”

Joe Woodard with Gary Dehart

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In this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, defining small business transformation and addressing four key challenges accountants and bookkeepers face in moving, figuratively, from the back office to the board room with their clients.

 

Episode 31

“Practical Value Pricing”

Mark Wickersham

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In this episode Mark Wickersham – a global thought leader on value pricing for bookkeepers and accountants – shares practice, proven and workable approaches to client pricing. During our conversation Mark addresses many of the profession’s biggest objections to – and challenges around – value pricing and provides practice steps to effective pricing strategies.

 

Episode 30

“Intuit’s Partnership with Accounting Professionals”

Rich Preece

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In this final week leading up to SNH 2017 we will hear from Rich Preece. Rich is the Global Accountant Segment Leader at Intuit and heads up all of Intuits partnership programs, products, and services for accounting professionals. In this podcast, Joe Woodard talks with Rich about how Intuit is incorporating customers in their innovation process, and the impact of mobile technology and the gig economy on the accounting industry. Be sure to catch Rich’s keynote presentation June 5, 2017 on woodard.tv.

 

Episode 29

Staying Current with Technology

Michelle Long and Alicia Katz Pollock

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The world of technology is rapidly expanding, with the number of small business applications growing seemingly overnight. Accounting professionals struggle with maintaining their client workload while juggling the daunting task of learning about and implementing new technology.

In this podcast, Joe speaks with Michelle Long and Alicia Katz Pollock about how to tackle the challenge of staying current with technology.

 

Episode 28

Moving Beyond Bookkeeping and Compliance into the Role of Advisor

Robin Hall and Gale Kirsopp

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As technology continues to expand and integrate with accounting software, many of the day to day operations of bookkeeping and compliance have become automated. Technological advances have opened the door to accounting professionals to allow them to move firmly into the realm of small business advisor. In this podcast episode, Joe speaks with Robin Hall and Gale Kirsopp these opportunities.

 

Episode 27

Building and Leading a Team

Clayton Oates

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Why did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers, and not very much to do with the desire to lead a team. In this episode, Joe speaks with Clayton Oates about hiring, challenges with team members, and key advice for accountants who want to be better leaders.

 

Episode 26

Finding and Retaining the Right Clients

Hector Garcia and Patricia Hendrix

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How do you measure the success of your practice? Many accounting professionals work diligently to increase the number of clients engaged, without developing and implementing a process for acquiring and retaining the right clients. In this podcast, Joe speaks with two powerful practitioners (Patricia Hendrix of Ten Key Business Solutions and Hector Garcia of Quick Bookkeeping & Accounting) about client acquisition and retention strategies.

 

Episode 25

Becoming & Remaining Distinctive

Stephen King and Laura Redmond

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The profession is crowded. There are hundreds of thousands of CPAs, tax preparers and bookkeepers actively practicing in the United States alone. The profession is also commoditized. Crowding, massive national franchises and technology shifts cause many practitioners to compete on price – to use price point as their distinction.

In this podcast we take this challenge head on with two of the nation’s leading practitioners (Laura Redmond or Redmond Accounting and Steve King of Growthforce). These cutting edge leaders perpetually create distinction in their firms in the areas of culture, service delivery, efficiency, and effectiveness (i.e. value) to increase margins in an increasingly competitive and commoditized profession.

 

Episode 24

Making Yourself and Your Practice an Agent of Small Business Transformation

Sandra Wiley

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In Part 5 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Sandra Wiley. Sandra is the President of Boomer Consulting, Inc. and has been consistently recognized as one of the most influential people in accounting. In this episode, Joe and Sandra discuss integral aspects of firm management, including the characteristics of a strong leader and how create a working team culture, as well as concrete actions to move your firm to the Client Advisory Services model.

 

Episode 23

The Power of Standardized Processes and Procedures

Dawn Brolin

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In Part 4 of our series featuring the 2016 Most Powerful Women in Accounting, Joe speaks with Dawn Brolin. Dawn is the managing member of Powerful Accounting, an accounting and consulting firm that recently added a powerful niche to their services – IRS audit & bankruptcy accounting. Joe and Dawn discuss her journey from sole practitioner to firm builder, how she has created standard processes and procedures to maximize her firm’s growth, and some of the challenges and opportunities for QuickBooks ProAdvisors in today’s changing technological landscape within the accounting profession.

Episode 22

The Super ProAdvisor: One Firm’s Path to National Size and Reconition

Robin Hall

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In Part 3 of our series featuring the 2016 Most Powerful Women in Account, Joe speaks with Robin Hall. Robin is the CEO and principal professional of VARC Solutions, one of the nation’s largest and most respected QuickBooks and QuickBase consulting firms. Joe and Robin discuss her journey from sole practitioner to firm builder, the challenges she faced reaching her goals, and some of the amazing and unprecedented opportunities for QuickBooks ProAdvisors in today’s drastically shifting technology landscape.

Episode 21

Bookkeeping: Today and Tomorrow

Jan Haugo

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In Part 2 of our series featuring the Most Powerful Women in Accounting 2016, Joe speaks with Jan Haugo. Last year, Jan took her passion, expertise and thought leadership in the bookkeeping profession to a whole new level by starting up the Unites States member association of the Institute of Certified Bookkeepers. Since then, she has achieved massively increased recognition of the bookkeeping profession by setting stricter standards, forging new partnerships, establishing meetup groups and social networks, and building a membership base of 500 members so far.

During this episode we will discuss the future of bookkeeping, the relationship between and accounting and bookkeeping, and the role of bookkeepers with Cash Flow and Analysis.

Episode 20

Face to Face Networking in the Digital Age

Ingrid Edstrom

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In Part 1 of our series featuring the Most Powerful Women in Accounting 2016, Joe speaks with Ingrid Edstrom. Ingrid has received awards and recognitions including Top 40 Under 40, 2016 Most Powerful Women in Accounting, and Insightful Accountant’s 2016 Top 100 ProAdvisor, and she is passionate about building online communities. Her successes and innovations with networking earned Ingrid recognition in Intuit’s 2015 Firm of the Future contest.

During this episode we will drill down on the benefits and strategies of networking and community building, both online and face to face.

Episode 19

The Advisory Services Model: Lead your Firm, Lead your Clients

Gary Boomer

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This week’s guest, Gary Boomer, is a highly acclaimed thought leader and is recognized in the accounting profession as the leading authority on technology and firm management. In this episode, Joe and Gary discuss the advisory services model, leadership, and the connection between the two.

Episode 18

Trust: The Essential Key of the New Economy (Part 2)

Stephen M. R. Covey

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Stephen M. R. Covey, the New York Times and #1 Wall Street Journal bestselling author of “The SPEED of Trust: The One Thing that Changes Everything”, speaks with Joe Woodard about the role of trust in business. During this episode, Joe and Stephen will discuss the various aspects of trust, including personal, professional and organizational trust, and how that trust is key to effective client and firm leadership.

Episode 17

Trust: The Essential Key of the New Economy (Part 1)

Stephen M. R. Covey

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Stephen M. R. Covey, the New York Times and #1 Wall Street Journal bestselling author of The SPEED of Trust: The One Thing that Changes Everything, speaks with Joe Woodard about the role of trust in business. During this episode, Joe and Stephen will discuss the various aspects of trust, including personal, professional and organizational trust, and how that trust is key to effective client and firm leadership.

Episode 16

Saving Small Business

Dawn Fotopulos

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During this episode, Joe speaks with Dawn Fotopulos, associate professor at The King’s College and award-winning author of “Accounting for the Numberphobic: A Survival Guide for Small Business Owners”. Joe and Dawn discuss how accountants are uniquely positioned to not only support the success of small business clients, but also to stem the staggering rate of small business failure in America.

Episode 15

Shark-Proofing Your Clients

Daymond John

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Joe Woodard interviews Daymond John, Co-Host of ABC’s “Shark Tank” about his own experiences as an entrepreneur and business owner, suggestions for entrepreneurs (based on the principles of Daymond’s new book The Power of Broke), and specific ways Daymond believes accountants are integral to small business success.

Episode 14

Back to the Future: Accountant Edition

Paul Dunn

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Over 10 years ago, Paul Dunn and Ron Baker co-authored a book called The Firm of the Future. The book focused on the nature work accountants should provide, the distinction between service workers and knowledge workers, and effectiveness as the key measurement for the professions. We are now in the “future” – measured chronologically, based on the publication date of the book. So, Joe Woodard interviews Paul Dunn in a “look back” approach and asks Paul the key question: “How has the accounting profession embraced, or failed to embrace, the key challenges presented by this iconic text.”

Episode 13

The Power of Professional Passion: A Conversation with Joe Buissink

Joe Buissink

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As a world renowned photographer, Joe Buissink has documented weddings for celebrities like Jennifer Lopez, Christina Aguilera, Kelsey Grammar. Joe has been profiled by Good Morning America, People magazine and a wide range of other media organizations, and he holds several high profile professional distinctions including the International Leadership Award in Photography issued by the United Nations and Canon’s highly coveted “Explorer of Light” designation. During Scaling New Heights 2016, Joe Buissink presented a keynote presentation detailing the power of brand, the connection between brand and professional passion, and how accounting professionals can invigorate their relationships with their clients. This podcast episode is an extension of Joe’s powerful keynote presentation.

Episode 12

The Epic Practice- Part 3

Joe Woodard

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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 11

The Epic Practice – Part 2

Joe Woodard


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During this episode, Joe Woodard addresses 5 pillars (characteristics) of an epic practice. Part 2 of the series is a continuation of Episode x, 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 Part 3 with 5 additional qualities every practice should strive to achieve to become differentiated, effective, innovative and…EPIC!

Episode 10

Protect and Grow Your Practice – Fraud and Hiring

Dawn Brolin


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In this week’s episode Joe interviews Dawn Brolin, Certified Public Accountant and Managing Member of Powerful Accounting, LLC. Dawn has been featured on MSNBC’s Your Business and has spoken at Intuit Quickbooks Connect, as well as CPA Society Shows and Scaling New Heights. Dawn is an expert on fraud and forensic accounting and will be talking with Joe about best practices to protect and build your business.

Episode 9

Leveraging Market Trends to Reach New Clients

Mike Michalowicz


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During this episode Joe Woodard interviews Mike Michalowicz, author of the exciting new book Surge and instructor for Woodard Institute on marketing strategies for accounting practices. During the webinar Joe and Mike will discuss market trends and ways accountants can leverage those trends, combined with service innovations and niche specialization, to grow their practices.

Episode 8

The Epic Practice-Part 1

Joe Woodard


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This episode kicks off a multi-part series related to the theme of Scaling New Heights 2016 – “The Epic Practice.” The series begins with Joe Woodard’s keynote that launched the 2016 conference. During the keynote, Joe drew from the powerful stories of ancient Greek mythology to highlight the characteristics of The Epic Practice like endurance, resilience, and focus. “The Epic Practice” series will continue with Joe Woodard in future episodes in which Joe will cover 3 adjectives per episode, challenging all accountants to be not just competent, not just efficient, not just profitable…but also heroic.

Episode 7

Nonprofits: A Profitable and Rewarding Niche

Gregg Bossen


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Nonprofits can be intimating for and unappealing to accounting professionals because of three misunderstandings: Nonprofits cannot afford to pay my fees, nonprofits have highly complex reporting needs that my firm cannot handle well, and annual audits are problematic due to underpaid and understaffed accounting departments within the organization. As an extension of the latter, many accounting practices incorrectly conclude they must have an audit practice to support nonprofits in any meaningful or profitable way.

During this episode Joe Woodard and Gregg Bossen, one the nation’s leading advisors to nonprofit organizations, discuss the opportunity and address the challenges around working with nonprofits to give you renewed confidence in the niche and to provide some practical tips and best practices reaching nonprofit organizations as clients.

Episode 6

Computers as Accountants: The Impact of AI on the Profession

Ron Baker


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Joe Woodard and Ron Baker discuss the ground breaking book The Future of the Professions by Richard and Daniel Susskind. In this groundbreaking book, the authors cover the way AI is impacting all professions and the authors also make projections about changes AI will force upon the professions. The changes center around the way AI will disseminate and interpret knowledge through “cognitive assistants,” replacing the knowledge curation role that is currently the foundation of all professionals. After discussing the coming changes, Ron and Joe discuss ways accountants can monitor the changes and respond proactively to protect the vital role they play with their clients.

Episode 5

Infusing Extreme Value into Client Relationships…and Pricing Accordingly

Mark Wickersham


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Mark Wickersham is a world-renowned expert on pricing for accounting firms and the author of numerous books including Effective Pricing for Accountants and How to Build a Better Business and Make More Money: Simple Ideas that Really Work for Entrepreneurs. In this interview Mark guides you through the process of creating high value services and determining an appropriate price for those services. As Mark teaches us in this episode, value pricing (unlike fixed pricing) begins with the projection of the client’s value proposition – the measureable benefit to the client – to determine price.

(Mark presented a keynote presentation and a breakout session at Scaling New Heights 2016. Both of Mark’s presentations focused on value pricing for accountants.)

Episode 4

The “Now Leader” – Guiding Clients through 8 Key Areas of Change

Rob Nixon


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Rob Nixon is the founder and CEO of Panalitix, a coaching and professional education community for accountant. Rob is also the author of the book Remaining Relevant: The Future of the Accounting Profession. During this interview Rob describes the “Now Leader” and focuses on eight key areas where accountants can (and should) play a stronger role with their clients. Tune in as Rob walks our podcast audience through the type of focused client leadership that produces meaningful, measurable and lasting results.

Episode 3

Small Business Adjustments that Trigger Colossal Results

Mike Michalowicz


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Mike Michalowicz is a small business and startup expert and the author of Profit First, The Pumpkin Plan and Surge. During this interview Mike discussing small changes businesses can make to yield surprisingly large…or as he says…”colossal” results. Mike and Joe touch on the principles of his new book called Surge and briefly discuss the power of specialization.

(Mike presented a keynote address and a breakout session at Scaling New Heights 2016.)

Episode 2

Detecting and Preventing Small Businesses Fraud and Embezzlement (Part 2)

Frank Abagnale


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Frank Abagnale is a world renowned fraud expert, portrayed by Leonardo DiCaprio in the movie “Catch Me if You Can.” In this two-part interview, Frank brings his decades of experience working with the FBI and numerous companies (including Intuit) into an interview focused on how accountants can help their clients detect and prevent fraud and embezzlement. Did you know you should never throw away a printer or that you should never copy sensitive information on a publicly accessible copier? If not…this episode is a must!

(Frank taught classes on small business fraud at Scaling New Heights 2014 and 2015 and presented a keynote address at Scaling New Heights 2014.)

Episode 1

Detecting and Preventing Small Businesses Fraud and Embezzlement (Part 1)

Frank Abagnale


Click Here to Learn More about this Episode

Frank Abagnale is a world renowned fraud expert, portrayed by Leonardo DiCaprio in the movie “Catch Me if You Can.” In this two-part interview, Frank brings his decades of experience working with the FBI and numerous companies (including Intuit) into an interview focused on how accountants can help their clients detect and prevent fraud and embezzlement. Did you know you should never throw away a printer or that you should never copy sensitive information on a publicly accessible copier? If not…this episode is a must!

(Frank taught classes on small business fraud at Scaling New Heights 2014 and 2015 and presented a keynote address at Scaling New Heights 2014.)

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