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Bank Recs to Big Dreams: The Human Side of Accounting

In episode 172 of the Woodard Report Podcast, Heather Satterley sat down with Debra Kilsheimer for a conversation about...

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Intuit Admins, Roles, and the "Primary Admin" Plot Twist

Editor’s Note: This article is part 3 of a 4-part series. To view all of Dan DeLong's Intuit series, click here: Dan...

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The Hidden Cost of DIY Bookkeeping

A client leans back in his chair and shrugs. “I don’t even know why I pay you. I could just do this myself. It’s just...

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In the News: May 18, 2026

This week’s news is packed with AI announcements, IRS updates, audit standard changes, and practical firm growth...

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Canopy Introduces AI Coworker for Firms

Canopy, a cloud-based practice management platform for accounting firms, has introduced Canopy Coworker, an artificial...

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Marketing Your Accounting Firm in the Age of AI

The accounting firm marketing landscape has never been more crowded or more confusing.

Start with the volume problem....

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Strange New World, Smarter Decisions

In episode 171 of the Woodard Report Podcast, Joe Woodard and Heather Satterley covered developments in payments,...

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When Manual Work Makes Your Firm Feel Maxed Out

It’s the unofficial motto for accounting firms everywhere: “We’re slammed.”

And it’s usually true. The deadlines get...

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What Your Intuit Login Can Access

Editor’s Note: This article is part 2 of a 4-part series. To view all of Dan DeLong's Intuit series, click here: Dan...

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In the News: May 8, 2026

This week’s headlines reflect an accounting profession facing change from multiple directions. Technology, regulation,...

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