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...

A law firm is not just another small business with a different logo. That may sound obvious, but it is one of the...

In episode 174 of the Woodard Report Podcast, Heather Satterley welcomed Tyler Otto of Specialized Accounting and the ...

In today’s fast-moving, AI-driven world, David Allen’s Getting Things Done (GTD) method may be more important than...

If you've managed sales tax compliance for a client with activity in multiple states, you know how fast it becomes...

You've seen this play out in your own firm. Communication breaks down, so you add Slack. Tasks start slipping, so you...

It’s that time of year again. My version of the Oscars. Scaling New Heights. Every year, I count the days until I pack...

Taking on a law firm as a bookkeeping client can be a great opportunity. Law firms have ongoing financial activity,...