Episode 128

The Disruption Proof Accounting Firm: Joe Woodard

Published on: 29th June, 2022

Episode 128. In today's interview, "The Disruption Proof Accounting Firm: Joe Woodard."

As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. He is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

He regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.

In this interview with Rob Brown, Joe speaks with passionate authority about what a disruption proof firm looks like as we emerge from the covid pandemic. He explains what a true cloud accounting firm looks like, and the main disrupters that are making many firms irrelevant or commoditised.

Joe dives into the term advisory, shares why CPAs and accountants miss the mark and why they haven't been good custodians of the trusted advisor label. He shows how accountants misinterpret the word 'trusted' and highlights the talent problems coming up for accounting as the boomers move up and out.

Joe speaks passionately about what has stopped CPA firms competing and future proofing as well as they could have. If you want to know whether accountants should think more like entrepreneurs or the other way round, Joe has the answers.

The blurred lines between bookkeepers and accountants is also explored by Joe, who gives an excellent analogy in how doctors and nurses look after their patients. He finishes with practical advice for accounting firms who want to defend the brand of the profession, the culture of their firm and the impact of disruption on their business.

All these goodies and more - Joe's interview has exceptional content for those accountants and firms who want to move from good to great.

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Fun facts about Joe: he is a proud unashamed Star Trek nerd and has even been to conventions! He has Bachelor’s degree in Classical Greek language and can play all the classical hits on piano. He is also an army Vet. Connect with him here:

www.woodard.com

https://www.facebook.com/woodardcompany1/

@joewoodard and @WoodardCompany on Twitter

https://www.linkedin.com/company/woodard-company https://www.linkedin.com/in/quickbooksadvisor

https://www.youtube.com/channel/UCV8fFr4Amj2i1KzRcV8CXTA

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

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About the Podcast

Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.
Accounting Voices, hosted by Rob Brown, helps decision makers and leaders in accounting and finance stay relevant, visible and vocal in a profession being reshaped by technology, private equity, regulation and shifting client expectations. Each episode interprets the trends disrupting accounting and finance such as AI, automation, M&A, talent and the move to advisory and translates them into practical insight that strengthens authority and influence.
Accounting Voices is also a platform for the wider ecosystem of networks, associations, educators, consultants, software vendors and technology experts who serve accountants and finance professionals worldwide. It extends into regular Accounting Voices networking sessions that connect this audience and amplify ideas that move the profession forward. With its international reach and long shelf life the show delivers credibility and commercial value for listeners and sponsors alike. Search for "Accounting Voices" on YouTube for all episodes and connect with Rob Brown on LinkedIn to find out more: https://www.linkedin.com/in/therobbrown

About your host

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Rob Brown

ob Brown is the creator and host of the Accounting Voices Network, a media platform that includes the flagship solo podcast Accounting Voices and the panel shows Accounting M&A and Accounting Tech. He chairs conferences, panels and virtual events worldwide and is recognised as a leading advocate for the accounting profession.

He is an accomplished speaker and authority on trust, reputation, employer brand, talent, succession, executive presence and the forces shaping the future of accounting. Rob is the author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk The Personal Brand of You has been viewed more than 400,000 times.

A former co-founder of the Accounting Influencers Roundtable, Rob now focuses on amplifying the voices of leaders, firms, networks, vendors and influencers across the global accounting ecosystem.

Outside of work he is a stroke survivor, lives with epilepsy, holds a black belt in kickboxing and is based in Nottingham, UK. He plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.