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AI Is Making Me More Productive (One Candy Bar at a Time)

Editor’s Note: This is an opinion piece, meaning it is one professional’s take based on their experience. While dark...

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HSAs vs. 401(h): Healthcare Planning Many CPAs Overlook

Healthcare is one of the largest and least planned-for retirement expenses. Fidelity’s long-running estimates routinely...

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AI’s New Accounting Era: Foundation, Fallout, Future

In episode 160 of the Woodard Report Podcast, Joe Woodard and Heather Satterley talk through what AI is changing in...

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Automation Was AI’s First Chapter - Prescription Is Next

When news broke that Botkeeper had closed its doors, my reaction was reflection.

Reflection on the founders' building...

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What Unhappy Clients Teach Us When We Listen

There it is. The email that changes your heart rate. The subject line looks innocent enough:

“Quick Question.”“Concern.”

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In the News - February 23, 2026

Even in a field known for its deadlines and routines, some weeks feel especially busy. New federal guidance is turning...

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How Entrepreneurs Can Bounce Back and Grow a Dream Business

Experienced entrepreneurs running bookkeeping and CPA firms know how a business failure impact lingers: confidence...

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Busy But Not Profitable: Tax Season Time & Billing Blind Spots

Tax season has a way of giving firms a false sense of profitability. When the calendar is packed, and everything moves...

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Intuit, We Need to Talk - Part 2

Editor’s Note: This article is part 2 of a 2-part series, which you can view here: Intuit, We Need to Talk

It’s time...

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