Business Strategy for CPA's

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink.  Here today to talk with me about effectively leveraging technology is my guest, Joe Woodard.  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's the host of Scaling New Heights, one of the world's leading training conferences for accountants and bookkeepers, which is coming up in St. Louis, June 25th to 28th. Highlights: — “What I would encourage you not to do is directly engage one-to-one with a business that can't afford to pay you.” — “There is an endless vacuum of human need. It is not your job to fill it.” — “Common classic mistakes that accountants are making when it comes to software are disparate technology and under-adoption.” — “Be the accountant or bookkeeper in the pocket of your client, not in the inbox of your client.”  — “You got to build a niche. If I did what I did for other professionals, it wouldn't work and would fall apart. I know my audience. I know what I'm passionate about and that's what makes it work.” Connect with Joe: Website: www.woodard.com  Upcoming Event: Scaling New Heights 2023: www.ScalingNewHeights.com Book mention: Boundaries: When to Say Yes, How to Say No to Take Control of Your Life by Henry Cloud and John Townsend  https://www.amazon.com/Boundaries-Updated-Expanded-When-Control-dp-0310351804/dp/0310351804/  

Show Notes

*Want one piece of business strategy delivered daily to your inbox?*

Subscribe here: geraldinecarter.com/subscribe

For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink. 

Here today to talk with me about effectively leveraging technology is my guest, Joe Woodard. 

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's the host of Scaling New Heights, one of the world's leading training conferences for accountants and bookkeepers, which is coming up in St. Louis, June 25th to 28th.

Highlights:

— “What I would encourage you not to do is directly engage one-to-one with a business that can't afford to pay you.”

— “There is an endless vacuum of human need. It is not your job to fill it.”

— “Common classic mistakes that accountants are making when it comes to software are disparate technology and under-adoption.”

— “Be the accountant or bookkeeper in the pocket of your client, not in the inbox of your client.” 

— “You got to build a niche. If I did what I did for other professionals, it wouldn't work and would fall apart. I know my audience. I know what I'm passionate about and that's what makes it work.”

Connect with Joe:

Website: www.woodard.com 

Upcoming Event:

Scaling New Heights 2023: www.ScalingNewHeights.com

Book mention:

Boundaries: When to Say Yes, How to Say No to Take Control of Your Life

by Henry Cloud and John Townsend 

https://www.amazon.com/Boundaries-Updated-Expanded-When-Control-dp-0310351804/dp/0310351804/

 

What is Business Strategy for CPA's?

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!