CEO Joe Woodard: Moving CPAs from Routine Tasks to Trusted Business Advisors

Searching for fresh ways to grow your accounting practice or wondering how your CPA could better support your business? Don’t miss Gene’s conversation with one of his accounting idols, Joe Woodard. They explore how Client Advisory Services (CAS) can help accountants level up, boost their profits, and serve their clients in more meaningful ways. You’ll get practical tips for pricing your services, creating service packages that make clients happier (and more loyal), and using technology to turn the old controllership model on its head. Whether you’re an accountant ready to break free from the tax treadmill, a business owner who wants more out of your CPA, this episode is for you.

Check out our suite of tools and resources designed to help financial advisors serve clients with confidence: https://bit.ly/4mQhPjR

Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics

Topics include:
00:00 – Episode preview and welcome
01:33 – Joe Woodard’s background 
03:17 – Evolution of client advisory services in accounting
04:54 – Breaking the “treadmill feeling”
06:30 – Pricing problems and how to fix them
10:18 – Building client trust with inclusive service packages
14:15 – Adopting CAS: Smaller firms vs. larger partnerships 
15:17 – What CAS really means in practice
18:26 – The role of AI in the future of accounting
22:18 – The power of trust & why human relationships still matter
24:10 – CAS & business journey protection
27:14 – Scalable solutions for CAS
28:37 - Becoming the trusted single point of contact
29:28 – Info about the Scaling New Heights Conference
31:36 – Wrap up and thank you

DISCLAIMER:
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.