Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

My Daughter Went to a TurboTax Store and Here’s What Happened

Intuit recently opened the doors to its first-ever TurboTax-branded retail store in Manhattan. The move immediately...

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How Firms Can Reduce Bottlenecks Without Disrupting Work

By February, most accounting firms don’t need a performance review to know something is off. Tax season work is moving...

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In the News - February 9, 2026

Change is a constant in accounting, but some weeks make that reality especially clear. From platform shifts and firm...

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When a Data Breach Hits, the Sharks Circle: Are You Ready?

If you have a current CPA license, I am sure you are aware that your WISP (Written Information Security Plan) includes...

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Benefits and Risks of AI in Employee Candidate Selection

As a recruiter, I have been against using AI in the applicant/candidate selection process. While I believe automating a...

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AI Governance for Accounting Firms: Risk & Rules

In a recent webinar I delivered, I asked attendees whether they were using AI tools in their work and/or personal life....

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From 150 Hours to AI: A Candid Chat with David Leary and Heather Satterley

In episode 158 of the Woodard Report Podcast, Heather Satterley welcomed longtime industry voice David Leary for a...

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Top Invoicing Mistakes Trade Contractors Should Avoid

Trade contractors, like HVAC, plumbing, electrical, and mechanical businesses, don’t usually struggle because they...

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Scaling New Heights 2026 Sessions and Speaker Lineup Announced

Correction (February 5, 2026): A previous version of this article stated that the company-wide social was included with...

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Richtr Financial Studio: A Leader in CAS

In the innovative hub of Boulder, CO, Richtr Financial Studio is making a remarkable impact in the Client Advising...

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