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AI Adoption in Accounting Firms: The Real Reason It Stalls

Editor’s Note: This article is part 1 of a 2-part series on AI adoption in accounting firms. View all of the articles...

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8 Lessons from 1040 Bootcamp

I began my career in accounting in 2002 with a two-year stint at an H&R Block in Bosque Farms, New Mexico, an...

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AI, Productivity, and the Push for Real Change in Accounting

In episode 165 of the Woodard Report Podcast, Joe Woodard and Heather Satterley discussed developments in audit...

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How Ops Managers Finally See What’s at Risk

Operations (Ops) and admin managers are responsible for ensuring work gets done, on time, every time, without...

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Better Billing Habits for Healthier Cash Flow

When accounts receivable (AR) starts to creep up, it’s common to assume the problem starts with clients. Sometimes...

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In the News - March 30, 2026

This week’s updates reflect a profession that is continuing to modernize in practical ways. The IRS is expanding...

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Xero and Anthropic Team Up on AI for Small Businesses

Xero, a small business platform for accounting, payroll, and payments, and Anthropic, the company behind Claude,...

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How to Argue with AI (and Why!)

Most professionals treat Artificial Intelligence (AI) like a search engine. Ask a question, read the answer, move on....

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Thriving in a World of Constant Change

In episode 164 of The Woodard Report Podcast, Heather Satterley sits down with April Rinne, futurist, speaker, and...

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Why Month-End Close Must Be Built In, Not Separate

Many CAS firms have a process for handling month-end closes for their clients. But more often than you’d imagine, those...

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