Take your practice to the next level – explore Woodard Institute

“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 

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.

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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.


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.


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.


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Neat (www.neat.com)  provides a simple solution for small businesses to aggregate and organize their financial documents, unlock the key information, and automate data entry into popular small businesses applications and accounting systems.

Entryless (www.entryless.com) bill pay platform lets you automate bill entry and payments.

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