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Current Trends, Human Connection, and the Future of Advisory

In episode 178 of The Woodard Report Podcast, Joe Woodard and Heather Satterley discuss several significant...

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Quantum Readiness: This Is the Year to Start Preparing

For most firms, quantum computing still sounds like a problem for the future. (In simple terms, quantum computing is a...

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What Formula 1 Can Teach Us About Running An Accounting Practice

In 2006, I was in Monaco and as I gazed, mesmerized by a city carved into a mountain. I recalled the famous race held...

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The End of the Ledger Monopoly: Why Trust is the New Moat

For 30 years, the accounting system was the value. Owning the ledger meant owning the customer. Long-time accounting...

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In the News: June 29, 2026

As June wraps up, the accounting profession is once again balancing opportunity with risk. AI continues to move deeper...

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Startup Founder to Bookkeeping: How Pilot Built the Future

In episode 177 of The Woodard Report Podcast, Joe Woodard sits down with Jessica McKellar, CEO and co-founder of Pilot,...

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7 Common Patchwork Personas in Bookkeeping Firm Operations

Most firm owners don't think they have an operational problem. On paper, they don't. The work gets done, clients are...

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The Tax Refund Deadline Your Clients May Not Know About

Editor’s Note: This article is part of a series authored by both Nick Persichetti and Kristin Dodd. View all the...

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Your Clients Have a Sales Tax Problem and Don't Know It Yet

Over the years, I've talked to a lot of businesses that found out they had a sales tax problem the hard way. A notice...

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