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.
Episode 45: Stacking Technologies for Extreme Automation
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.
Episode 44: Payroll and HR Services in the New Normal
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.
Episode 43: Practice Planning: Managing People (Part Two of a Six-Part Series)
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 42: The Entrepreneurial Leap: A Conversation with Gino Wickman
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 41: The Execution Factor: A Conversation with Kim Perell
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 40: Fix this Next: A Conversation with Mike Michalowicz
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.
Thanks for the Great Insight
After hearing you on TSOE podcast a couple of times, I subscribed to your podcast. I appreciate the conversations and the advocacy for the future.
Content packed episodes with great guests. Accountants should schedule time to listen each and every week!
I've been hoping Joe Woodard would do a podcast for a LONG time and it's finally here! Joe has amazing content. Very relevant and valuable information. Joe Woodard's podcast will make you a more knowledgeable professional.