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Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

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.
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Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
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May 9, 2017

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.

May 4, 2017

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.

Apr 25, 2017

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.

Apr 11, 2017

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. 

Mar 28, 2017

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 of 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.

Jan 3, 2017

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.

Dec 27, 2016

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.

Dec 20, 2016

In Part 3 of our series featuring the 2016 Most Powerful Women in Accounting, 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.

Dec 6, 2016

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.

Dec 2, 2016

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.

Nov 11, 2016

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.

Nov 2, 2016

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.

Oct 25, 2016

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.

Oct 18, 2016

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.

Oct 4, 2016

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.

Sep 28, 2016

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 of 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.”

Sep 13, 2016

As a world renowned photographer, Joe Buissink has documented weddings for celebrities like Jennifer Lopez, Christina Aguilera, and 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.

Sep 6, 2016

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!

 
Aug 30, 2016

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

Aug 16, 2016

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.

Aug 9, 2016

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 podcast 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.

Aug 2, 2016

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.

Jul 12, 2016

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.

Jul 5, 2016

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.

Jun 28, 2016

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.)

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