The Woodard Report Sponsors

We are extremely grateful for the following companies who have made it possible to provide an ad-free, distraction-free environment for The Woodard Report. Their commitment to delivering exceptional solutions and services to accounting and bookkeeping professionals also extends to their dedication to providing educational and informational content for you, your practice, and your team.

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). Divvy, a BILL spend and expense management solution, gives companies the credit they need and the automated software to help them save time and money. As a champion of SMBs, we are automating the future of finance so businesses can thrive. Hundreds of thousands of businesses rely on BILL to more efficiently control their payables, receivables and spend and expense management. BILL’s network of millions of members connects businesses, so they can pay or get paid faster. Headquartered in San Jose, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit bill.com.

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Expensify is a payments superapp that helps individuals and businesses around the world simplify the way they manage money. More than 12 million people use Expensify's features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, payroll, and travel booking in one app. Whether you own a small business, manage a team, or close the books for your clients, Expensify makes it easy so you have more time to focus on what really matters.

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Finsmart Accounting helps you mitigate your No. 1 challenge of capacity building for your accounting and CPA firms. Accounting Seat is our special offering designed for accounting and CPA firms where we provide highly trained, English-speaking, great communicators, US GAAP knowledge-oriented bookkeepers, and tax resources on a subscription model. We help you build scale for your firm and reduce burnout. 

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Fyle has the singular aim of reducing the time spent on business expense management. Nestled within everyday productivity tools like Gmail, Outlook, Slack, MS Teams, text messages, and email forwarding, Fyle provides employees with a unique and simple way of submitting expense receipts on the go.

Fyle directly integrates with any Visa or Mastercard business credit card to give real-time data feeds. Fyle’s AI-enabled engine instantly codes spend information, assigns it to the right projects & cost centers, and pushes the data to cloud-first ERP and accounting software like NetSuite, Sage Intacct, QuickBooks Online, and Xero.

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Human Interest offers full-service 401(k) plans for small and medium-sized businesses at an affordable, transparent cost. We sync with payroll, sign and file IRS documents, and handle administrative compliance on behalf of you and your clients. Our plans are completely customizable to meet the business owner's needs, and our platform is easy to use and intuitive for the participant's comfort and piece-of-mind.  We also offer complimentary courses for CPE Credits.

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With practice management software designed to scale to the needs of your firm, Mango Practice Management will keep you and your team organized. 

Mango's project and task management software ensures that missed due dates are a thing of the past, with features including a comprehensive project dashboard, customizable workflows, and email notifications. 

Powerful time and billing tools include customizable invoice templates, automated billing, and smart time trackers. Mango also allows for online payments and document sharing through its secure client portal for an improved client experience.  

Mango's cloud-based document management allows you to preview how a document will look to your clients and create email notifications for team members and clients. The document management software allows you to easily share documents and request eSignatures directly from your email. 

Mango's reporting and analytics software helps you determine the health of your firm at a glance. Discover key insights about your firm's performance to determine how to best allocate your firm's resources. 

Mango also integrates with your most-used software, such as QuickBooks, Outlook, Google, and Tax Software to keep track of your information across platforms. 

Visit mangopractice.com to start your 14-day free trial and see what Mango Practice Management can do for you.

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OnPay combines more than 30 years of payroll experience with the latest technology to be the payroll partner that accountants can always rely on.

Learn more at: https://onpay.com/accountants

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Budget, forecast, and provide insight with analytics in an affordable, easy-to-use app. With both QuickBooks, Xero & more accounting integrations, a fully custom 3-way forecast with KPIs is setup in minutes. Then with PlanGuru's turn-key, yet flexible design you can quickly create unlimited scenarios that will help your clients make better, more insightful decisions.

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SKS Business Services helps accounting firms worldwide streamline their workflows, achieve quicker turnaround times, and significantly reduce overhead costs. 

 

As accountants, we designed our Outsourcing for Accountants service to alleviate the daily pressure of sourcing and finding the right staff. 

 

We used this model ourselves to successfully expand to a top-43 UK accountancy practice, with 12 member firms and a recent £48 million fundraising. Now, we are sharing the benefits of the software we developed in-house and the offshore shared services with others. 

 

Our team of accounting, bookkeeping, and tax specialists fill any staffing or skills gaps you might have, saving your firm up to 50% on operational costs.

 

This leaves your in-house team to focus on building strong client relationships, providing insightful business advice, fostering growth, and engaging in high-fee projects.

 

At SKS, we are dedicated to transforming the accounting landscape, making it easier for firms to excel without the burden of recruitment and operational challenges.

 

Join us in redefining what's possible in the world of accounting services.

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Zoho is a business operating system—a single cloud software platform with all the applications needed to run an entire business. Trusted by over 80 million users, Zoho's productivity and collaboration suite includes: Email Hosting, Document Management, Office Suite and Project Management, while the business applications range from CRM and Campaign Management to Customer Support, Accounting and more.

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