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Thriving in a World of Constant Change

Modern Practice, Podcast

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

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Promotional graphic for The Woodard Report Podcast, Episode 164, featuring two hosts on the left and special guest April Rinne in a circular inset on the upper right, with the title “Thriving in a World of Constant Change” on a blue background.

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

Operational Advisory

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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Man working at a desk in a bright modern office, viewed through glass, with a computer monitor, shelves of binders, and plants in the background.

Why Modern Firms Are Rethinking How They Get Paid

Operational Advisory

It’s easy to treat payments as an afterthought. They arrive after the work is done, after the invoice goes out, and...

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A professional working on a tablet and laptop reviews digital invoices, with virtual invoice icons and payment symbols overlaying the screen, representing modern, integrated billing and payment processes.

What Accounting Websites Get Wrong + What Pros Recommend

Technology Advisory

Over ten years ago, I created my first website. Since then, I’ve been creating and managing websites and blogs, plus...

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“A focused business professional working at a desktop computer in a modern office, thoughtfully analyzing information on the screen.

What Buyers Reveal About a Healthy Accounting Firm

Operational Advisory

When firm owners hear about acquisitions, private equity, or succession deals, the conversation usually goes straight...

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Two professionals reviewing financial documents and charts during a business meeting

Inside Xendoo’s Acquisition of Botkeeper’s Infinite

Finger on the Pulse, Modern Practice

The recent announcement that Xendoo has acquired the Infinite platform from Botkeeper has generated significant...

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Two business professionals shaking hands over a desk with financial charts and a laptop in the background, symbolizing a business agreement or acquisition

The Art of Truly Not Working

Professional Development

Most professionals know how to request time off. However, physically taking it is a different skill entirely, and most...

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Professional woman outside an office building holding a coffee cup and folders while looking to the side, with another businessperson walking in the background.

AI, Scams, and the Future of CAS in a Changing Profession

Modern Practice, Podcast

In episode 163 of the Woodard Report Podcast, Joe Woodard and Heather Satterley discussed the rise in financial scams,...

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Woodard Report Podcast Episode 163 featuring Joe Woodard and Heather Satterley with the title “AI, Scams, and the Future of CAS: Navigating a Changing Accounting Landscape”

Make the Case to Attend Scaling New Heights 2026 + Template

Modern Practice, Professional Development

You've been thinking about attending Scaling New Heights 2026, and now you're ready to make it happen. The tricky part...

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Smiling businesswoman in a beige blazer speaking and gesturing across a desk during an office meeting with a colleague.

AI Adoption Is Accelerating - Are Firms Keeping Up?

Modern Practice, Podcast

In episode 162 of the Woodard Report Podcast, Joe Woodard and Heather Satterley explored developments in artificial...

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Woodard Report Podcast Episode 162 featuring Joe Woodard and Heather Satterley with the title "AI Adoption Is Accelerating. Are Firms Keeping Up?"

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