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The Client Conversations that Change Everything

Client Experience

Most accounting professionals did not start their businesses because they wanted to become salespeople. They started...

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Accounting advisor reviewing a financial report with two clients during a business consultation.

If AI Can Fake Expertise, How Do You Win the Deal?

Practice Growth

Ten years ago, if I handed you a 15-page report with clean charts and polished formatting, you'd assume I knew what I...

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Accounting professional shaking hands with prospective clients during a business meeting.

Your E-Commerce Clients May Not Be as Compliant as They Think

E-Commerce

Most e-commerce sellers believe sales tax is a solved problem. They picked a platform, switched on tax collection, and...

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Person using a calculator beside a laptop with digital tax, shopping cart, document, and analytics icons.

Beyond Pricing: Drucker, Branding, and the Soul of Business

Operational Advisory, Podcast

In episode 183 of The Woodard Report Podcast, Joe Woodard sits down with Ron Baker to discuss several topics that go...

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The Woodard Report Podcast Episode 183 graphic featuring the hosts and special guest Ron Baker with the title “Beyond Pricing: Drucker, Branding, and the Soul of Business.”

5 Website Fixes That Help AI Cite Your Firm

Modern Practice

Something has quietly changed in how prospects find an accounting firm. They are no longer scrolling through ten blue...

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Person using a tablet with generative engine optimization (GEO), artificial intelligence, marketing, analytics, and targeting icons overlaid.

In the News: July 31, 2026

Finger on the Pulse

The news this week illustrates the extent of the changes taking place in the accounting industry. Regulatory decisions,...

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A tablet displaying The Woodard Report on economic growth sits on top of a newspaper on a wooden desk, next to a cup of coffee and a smartphone showing financial charts.

Accounting Firms Should Prepare for AI-Related Cybersecurity Threats

Technology Advisory

Queue the Terminator theme song. Add Will Smith to speed dial for the looming, Robot threat. The rumors are true: AI is...

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AI security warning icons and chatbot symbols displayed over a person typing on a laptop.

13-Week Cash Flow Forecast: A Practical Guide for Advisors

Modern Practice, Operational Advisory

Most of your clients can tell you exactly how much cash is in the account right now. Almost none of them can tell you...

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Advisor presenting a 13-week cash flow forecast with charts to clients during a financial planning meeting.

From Transactional Accounting to Controllership

Practice Growth, Operational Advisory

If you run a bookkeeping firm, you have probably felt the pull. Your team keeps clean books, your clients trust you,...

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Two accounting professionals discuss financial information on a laptop during a client advisory meeting.

AI-Ready Accounting: Transforming Firms Before the Market Does

Technology Advisory, Podcast

In episode 182 of The Woodard Report Podcast, Heather Satterley talks with Peter McCarroll, founder of The AI Accountant

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Heather Satterley and Joe Woodard appear beside special guest Peter McCarroll in a promotional graphic for episode 182 of The Woodard Report Podcast, titled “AI-Ready Accounting: Transforming Firms Before the Market Does.”

Most Recent Articles

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