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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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From Accidental Accountant to Sustainable Firm Builder

In episode 159 of the Woodard Report Podcast, Heather Satterley sits down with Amanda Aguillard, Chief Operating...

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The Hidden Cost of Knowledge Gaps in New Businesses

I have spoken to quite a few people in the last couple of weeks because it’s the start of tax season. (Incidentally,...

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Why Accounting Needs a Better Metric for Success

I saw a post from an accountant recently that stopped me mid-scroll. My team spent X hours helping clients this year.”...

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Unpacking Track1099 Sync Issues After Avalara Update

Updated 2/23/2026: Editor's Note - Avalara responded via email to add clarity and resolution to the issues discussed in...

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