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.
The leading marketing agency serving accountants and advisors (a sub-brand of TaxProMarketer), APM provides a full suite of online marketing tools from social media to Google PPC (they are a Google Premier Partner), to weekly email nurture marketing (written like you wrote it), to GoogleMyBusiness optimization and management, full website builds ... and everything in between. To attract (and keep) the RIGHT kind of clients to your practice ... come find out what we can do for you.
Bookkeep is the leading provider of summarized financial automation and deposit reconciliation for omni-channel ecommerce, restaurant, and retail businesses. Bookkeep automates the time-consuming, complex process of posting daily financials from multiple sales channels to accounting systems like QuickBooks and Xero. Our automation saves accountants and bookkeepers at least 20 hours per month per client. Our platform integrates with Square, Shopify, Grubhub, Amazon Seller, Squarespace, Stripe, Paypal, and many, many more.
Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love.
Mango Practice Management is modern practice management software built by accountants for accountants. We provide an all-in-one practice management suite for Accounting and Bookkeeping firms. Our features make running your practice simple, including Secure File Sharing, eSignature, Time & Billing, Workflows, Document Management, Reports, and integrated payment processing. Because we're also accountants, we understand firsthand the crucial need for time management when it comes to running a practice. Our software is designed to be easy to use, yet powerful enough for even the most demanding work environments. Mango is committed to helping accounting professionals succeed as much as possible. With over 25 years of experience each, we’ve learned a few things, and we’re proud to offer world-class solutions to today’s practice management challenges.
Pax8 is modernizing how partners buy, sell, and manage cloud. As a born-in-the-cloud company, Pax8 simplifies the buying journey, empowering its partners to achieve more with cloud technology. The company’s technology displaces legacy distribution by connecting the channel ecosystem to its award-winning transactional cloud marketplace. Through billing, provisioning, automation, industry-leading PSA integrations, and pre and post-sales support, and education, Pax8 is a proven disruptor in the market. Pax8 has ranked in the Inc. 5000 for four consecutive years — #68 in 2018, #60 in 2019, #111 in 2020, and #164 in 2021 — as one of the fastest-growing private companies in the US. If you want to be successful with cloud, you want to work with Pax8. Get started today at pax8.com.
Plate IQ puts your clients' needs first with an AP automation platform that supports their custom workflow needs and provides critical business insights. Set up your workflow and mappings once. Plate IQ learns your processes and takes over from there so you never have to manually code another GL item twice. Plate IQ also empowers you to schedule and pay your invoices effortlessly via ACH, check and virtual cards (with competitive cashback), right from the Plate IQ platform. With unlimited seats, you can add as many approvers as you need to your client's approval workflows. Create as many custom approval rules as you like that leverage every data field in your invoices. Offer actionable insights to your clients on sources of changing costs. Within our VendorPay platform, not only can clients see when payments are scheduled but participating Vendors can see what is due to them and which of those are on their way.
Sovos offers a modern, innovative approach to meet your sales tax compliance needs from beginning to end. Our software solutions automate the sales tax lifecycle, reducing the burden and time spent on compliance for organizations with varying sales tax complexities. Our Sales and Use Tax Filing software ensures that clients accurately file and remit the sales tax they collect in all jurisdictions. Sovos is also a Certified Service Provider through the Streamlined Sales Tax program. We work with organizations in numerous industries to create a streamlined and automated compliance process, allowing them to focus on other key business priorities.
© 2022 Woodard Events, LLC All Rights Reserved. Woodard, Tech Makeover, and Woodard Institute are trademarks of Woodard Events, LLC. Scaling New Heights is a registered trademark owned by Woodard Events, LLC. Woodard Groups is a trademark of National Advisor Network, LLC. Woodard Consulting is a trademark of Woodard Consulting Group, Inc.