Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

Less Busywork, More Brilliance: How AI Transforms My Firm

In my first job as a brand-new CPA, I spent an entire afternoon chasing a mysterious $27 discrepancy. I knew it was a...

Continue Reading This Article

The Emerald Edge: Leading the Way in CAS

In the thriving community of Sioux Falls, SD, The Emerald Edge is making a significant impact in the Client Advisory...

Continue Reading This Article

Freedom Accounting and Tax: A Pioneer in CAS

In the town of Ozark, MO, Freedom Accounting and Tax is making a significant impact in the CAS sector. Since its...

Continue Reading This Article

Why Firms that Ditch the One-Off Tax Return Will Win in 2026

The accounting industry is changing fast. Clients no longer see value in a firm that only shows up once a year to file...

Continue Reading This Article

Gen Z, AI Disruptions and Continuous Learning

In episode 138 of The Woodard Report Podcast, hosts Joe Woodard and Heather Satterley share insights on generational...

Continue Reading This Article

Lead with Clarity: How Accounting Firm Leaders See It All

Being a great accountant doesn’t automatically make you a great leader. That may seem obvious, but it’s a realization...

Continue Reading This Article

Enhance CAS with Accounting Automation

As accountants, you know the days of simply balancing books and filing taxes are over. Clients lean on you for...

Continue Reading This Article

TeKoda Accounting: Innovation and Culture Driving CAS Success

TeKoda Accounting provides nationwide Client Advisory Services (CAS), currently serving clients in 30 states. While...

Continue Reading This Article

In the News - September 8, 2025

The cooler weather is slowly creeping in, and it will be sweater and jeans weather before you know it. Our news roundup...

Continue Reading This Article