During this episode Joe Woodard addresses the different categories of bookkeeping automation technologies and how to "stack" these technologies to create extreme automation. If stacked correctly - and if the technology stack is complete - you could see up to 80% reduction in manual entry through the modernization and automation of bookkeeping productions! As part of Joe's address of this topic, he interviews Kalliopi Vlastas, General Manager of Receipt Bank US and the key role that data parsing plays in the automation process.

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

Episode 45: Stacking Technologies for Extreme Automation

In this episode Joe Woodard speaks with Tina Duncan, Payroll & HR Project Advisor at Aprio Cloud, one of the nation's leading and most technologically-driven client accounting services (i.e. bookkeeping) organizations in the world. Joe and Tina are joined by nationally-renowned PEO, payroll compliance and HR management expert Moses Balian to discuss client management and technology strategies and best practices for working with your clients in the areas of payroll compliance and payroll advisory.

Payroll and HR Services in the New Normal

 In the second part of this six-part series (see Episode 39 for Part 1), Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, about managing people. During this episode, Joe, Caleb and Chris discuss three key areas of management: Hiring, Evaluation and Retention, with best practices, practical methods, and tips and tricks that they have gleaned over a combined 40 years of managing teams. 

Episode 43: Practice Planning: Managing People (Part Two of a Six-Part Series)

During this episode, Joe Woodard talks with Gino Wickman - creator of the popular Entrepreneurial Operating System (EOS). During the episode, Gino discusses the key concepts in his new book called The Entrepreneurial Leap including the traits required for someone to be truly a successful entrepreneur and ways for advisors to protect the journey of their clients who are engaging in entrepreneurial initiatives. 

Episode 42: The Entrepreneurial Leap: A Conversation with Gino Wickman

 During this episode Joe Woodard talks with Kim Perell, Scaling New Heights main stage presenter and author of the bestselling book The Execution Factor: The One Skill that Drives Success. During the conversation Joe and Kim discuss the 5 traits of consistent and effective execution: Vision, Passion, Action, Resiliency, and Relationships...and how each of these traits applies to small business advisors and their clients.    You can learn more about Kim Perell on her website at http://www.kimperell.com. Click here to purchase a copy of her book.  

Episode 41: The Execution Factor: A Conversation with Kim Perell

 During this episode Joe has a conversation with Mike Michalowicz about his new book called Fix this Next. This latest book by Mike focuses on identifying the key areas of improvement within each small business and leaning into those areas with your small business clients. According to Mike, the role of the advisor is key, because small business owners lack the visibility and the objectivity to focus on what they need "fix next."   Click here to learn more about Mike's new book. 

Episode 40: Fix this Next: A Conversation with Mike Michalowicz

 In the first part of this six-part series, Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, to give an overview of practice planning. During this episode, Joe, Caleb and Chris discuss practice planning, including the benefits of defining what you are trying to accomplish, the need to apply a strategy as you develop your practice plan and how to be intentional throughout the process. Listen as Joe, Caleb and Chris provide the five key components of practice planning. 

Episode 39: Practice Planning: An Overview (Part One of a Six-Part Series)

During this episode Joe talks Simon T. Bailey, author of two amazing books on Brilliance in your personal and professional life: Shift Your Brilliance: Harness the Power of You, and Release Your Brilliance: The Four Steps of Transforming Your Life and Revealing Your Genius to the World. In their conversation, Joe and Simon focus heavily on intentional living, embracing professional purpose, and accomplishing unprecedented success by leveraging purpose to overcome fear, uncertainty and doubt.

Episode 38: The Age of Brilliance

During this episode Joe talks with two leaders within the accounting profession who are passionate about empowering Latino-owned businesses. In fact, the Latino community represents one of the fastest growing demographics within the accounting profession.  During the episode we dispel some of the myths about Latino owned businesses, drill down on key needs and pain points experienced by Latino owned businesses and provide practical steps advisors can take to engage Latino owned businesses – even if you are not part of the Latino community.

Episode 37: Understanding and Servicing Latino Owned Businesses

During this episode, Joe interviews Simon Bailey - World Renowned Speaker and author of the book SPARK Five Platinum Service Principles for Creating Customers for Life.  During the episode, Simon breaks down the acronym "SPARK" and introduces two additional terms, "VUCA," and "Duja Ve."  And...Simon and Joe connect these customer service principles to client transformation - the evolution of the accounting profession from those who solely offer compliance and bookkeeping services (back office work) to those who also provide - and primarily provide - business coaching (boardroom work).

Episode 36: Client Experience - the Key to Practice Distinction

During this episode Joe speaks with Dawn Fotopulos, author of the award winning book Accounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies - both short and long term.  During the conversations, Dawn and Joe discuss the latest studies and research on the state of small business and practical steps accountants and bookkeepers can take...immediately and with little preparation...to address acute problems most small business owners face.

Episode 35: Emergency Measures for Critical Small Business Issues

In this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally and personally. Accounting professionals are never truly "task-free." Their lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe's strategies detailed in this episode will empower you to tame task overload and turn responses to life's inputs into intentional, thoughtful, and highly effective actions in your practice and your life.

Episode 34: Conquering Task Overload

In this episode, Joe Woodard interviews guest Peter Hickey, an internationally-renowned expert on succession and exit planning and author of The One Page Exit Plan. 

Episode 33: Preparing Yourself and Your Clients for Succession

 In this episode Joe Woodard challenges accountants and bookkeepers to play a transformative role with their clients, defining small business transformation and addressing four key challenges accountants and bookkeepers face in moving, figuratively, from the back office to the board room with their clients. 

Episode 32: The Transformative Advisor

In this episode Mark Wickersham – a global thought leader on value pricing for bookkeepers and accountants – shares practice, proven and workable approaches to client pricing. During our conversation Mark addresses many of the profession’s biggest objections to – and challenges around – value pricing and provides practice steps to effective pricing strategies.

Episode 31: Practical Value Pricing

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...

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