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...

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...