Editor’s Note: This article is part of a series. View all the articles in this series here: Tax Refunds and Relief

How...

Over the years, I've talked to a lot of businesses that found out they had a sales tax problem the hard way. A notice...

In episode 176 of The Woodard Report Podcast , Joe Woodard sits down with author, speaker, and technology strategist...

In episode 175 of The Woodard Report Podcast, Joe Woodard and Heather Satterley tackle some of the biggest stories...

For many bookkeeping, accounting, and tax firms, client relationships are governed by a predictable, seasonal...

Everyone thinks life calms down for accounting firms after April 15. But for many, extension season can be even harder...

Years ago, I walked into my financial advisor’s office with what felt like a simple request. Not a new prospect. Not a...

June is here, and the accounting profession is moving quickly on every front. AI tools are becoming more agentic, the...

Some firms build their software setup one quick fix at a time. A tool gets added to solve one problem, then another,...

A firm owner once told me the most frustrating part of running an accounting practice was not the hard work. It was the...