Accounting Influencers Roundtable


The Disruption Proof Accounting Firm: Joe Woodard

Rob Brown interviews the founder of Scaling New Heights, Joe Woodard, on creating the disruption-proof accounting practice and what makes good firms great.

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.


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:

@joewoodard and @WoodardCompany on Twitter


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