Running a business of any size is no small feat. When it’s a small business, the buck stops with you— you’re in charge of all decisions, putting out fires, and wearing more hats than you ever imagined. It makes sense that internal controls often get overlooked, but...
When I got the opportunity to offer comments on this How to Sell a Business article for HubSpot, I jumped because this has dominated so many conversations lately and has been a topic I've focused on in the last year. I've found there are two groups of people getting...
Modernizing a family-owned business is almost never just a technical decision—it’s deeply personal, with multiple stakeholders often holding strong opinions about how things get done. For one company we’ve been working with, the question of whether to overhaul their...
If there’s one thing Q1 reminds us of every year, it’s this: time management isn’t just a nice-to-have for accountants—it’s the difference between staying ahead and constantly playing catch-up. And let’s be real—when everything feels like a priority, how do you avoid...
Building and leading an accounting firm is about so much more than the numbers—it’s about the people. The industry is facing major talent challenges, from hiring the right people to retaining them long-term. At our firm, we’ve been intentional about creating a...
Most businesses fail to recognize that accounting is the difference between guessing and growing. When I hear people talk about accounting as a “necessary evil” or simply “overhead,” I know we’re not having the right conversation. Accounting isn’t just a line item on...
When I was selected to present on QuickBooks Online’s Project Center at Intuit Connect, I said, “Sign me up!” I really enjoy the opportunity to help other accountants unlock new ways to show up for their clients. As a quick overview: The QuickBooks Online Project...
When the owner of a family-owned business came to us, he shared something we hear a lot: "I think I’m making money, but I don’t know for sure. Is my pricing set up the right way?" He’d been figuring out his gross margin by subtracting commissions and overhead from...
The Woodard Report recently featured an article I wrote about continual learning. Accounting is always evolving. That may sound strange, given that math is math, but new technologies and changing regulations mean that we have to be on our toes to best serve clients...
The Woodard Report recently featured an article I wrote about succession planning. M&A is everywhere these days...especially in the accounting space where older professionals are ready to pass the torch to younger generations. We're also seeing it with our clients...
A healthy bank balance often makes small business owners feel like they’re in good financial standing—it’s something I see all the time. Unfortunately, what’s in the bank (and what’s not in the bank) doesn’t always tell the full story. How, you might ask? On one...
I can’t tell you how excited I was to get an email letting me know that I was named one of the Top 50 Women in Accounting this year. Here’s what it said: “Hi Monique, It is with great excitement that I share the news: you’ve been named one of the ‘Top 50 Women in...
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