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The Risk of Leading Too Carefully During Change

This is the part I don’t usually say out loud. I need to admit something that’s uncomfortable for someone in my...

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When Clients Don’t Send W-9s: A 1099 Standoff

It’s January 7, and back in November, I sent the client a list of every vendor who needed a W-9. I did it early while...

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Why January Is the Most Important Month for Practice Management

January is deceptively calm. It’s the stretch before deadlines stack, inboxes overflow, and your team gets buried in...

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Try the Train: New-Year Tech, Hope, and the Power of No

As the accounting profession moves into 2026, Joe Woodard and Heather Satterley return for episode 155 of the Woodard...

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Team Reade Inc: A Trailblazer in CAS

In the picturesque town of Dana Point, CA, Team Reade Inc is making a remarkable impact in the Client Advisory Services...

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Mastering Products, Services and Inventory in QuickBooks Online

Editor’s Note: This article is part of a series. View all the articles in this series here: QuickBooks Online Tips

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Transforming Your Firm in the New Year

The new year is about more than simple resolutions. It’s about abundant possibilities. For business owners, that might...

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In the News - January 12, 2026

The new year is officially underway, and the accounting profession is already facing a mix of opportunity, pressure,...

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3 Leadership Shifts to End ‘Play Not to Lose’ Culture

My girlfriend calls me and sounds defeated. She says, “I really hate my job.” Now, this is someone who started this...

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Dancing Toward Trust: The Human Side of Accounting

In episode 154 of the Woodard Report Podcast, Heather Satterley welcomed Nancy McClelland, widely known as “the Dancing...

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