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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard  

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Author: Woodard Events

We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Dont forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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Language: en

Genres: Business, Management

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Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast
Wednesday, 20 August, 2025

On this episode of the Woodard Report podcast, Joe speaks with Ed Kless about Threshold, the philosophy behind it, and why transformation is the next evolution for professional services. They explore the progression of economic value—from commodities to transformation—emphasizing that true change means guiding clients to become something new, not just delivering services. Ed explains how accountants and advisors can embrace this revelation to move beyond transactions, avoid burnout, and position themselves for lasting impact. Read the Threshold REVELATION at this link. About Ed Kless Ed Kless is the co-founder of Threshold, a professional community dedicated to reimagining the future of advisory services through transformation and philosophy. He is also the co-host of the long-running podcast The Soul of Enterprise, where he and Ron Baker explore topics at the intersection of business, economics, and human flourishing. With decades of experience in business strategy, software, and professional development, Ed has become a sought-after speaker and consultant for firms seeking to move beyond traditional service models. His work emphasizes guiding professionals to embrace transformation, align with higher principles, and create lasting impact for their clients. Learn more about Ed at: LinkedIn X (formerly Twitter) Facebook Thank you to our show sponsor, Bill, your financial operations platform. Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast

 

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