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Plan Your Exit, Build Your Legacy: Transition Strategies for Accounting Firms

In episode 194 of The Woodard Report Podcast, Heather Day is joined by Patricia Hendrix, Vice President of Communities...

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Think Your Client Missed the Kwong Deadline? Maybe Not.

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

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Dear Deb: The IRS Has AI Guidelines. What About Bookkeepers?

Editor’s Note: This article is part of a series. View all the articles in this series here: Dear Deb Series 

Dear Deb,

...

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In the News: October 23, 2026

This week’s In the News includes new AI tools for accounting and finance, tax updates, workplace trends, and more....

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How to Interview Accountants When AI Can Do the Take-Home Test

Most firms hire accountants the same way they have for 30 years. You screen the resume, talk through experience, and...

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AICPA and AIUC Introduce New AI Assurance Program

The American Institute of Certified Public Accountants (AICPA) and Artificial Intelligence Underwriting Company (AIUC)...

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Three Kinds of Firm Data Worth Capturing

Your firm’s business model is built on the answers to three questions: who you serve, what you sell them, and how you...

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Navigating the AI Revolution: Leadership, Growth, and Planning

In episode 193 of The Woodard Report Podcast, Joe Woodard and Heather Day discuss changing job expectations, the pace...

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Working With My Spouse: Different Styles, Shared Success

The first time I went to my now-husband Hal's house, I asked if I could check my email. "Sure," he said. I sat down at...

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How to Restructure Your Team When AI is Doing the Number Crunching

The standard line on AI in accounting goes like this: software takes over coding transactions, booking the monthly...

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