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

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...

Continue Reading This Article

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...

Continue Reading This Article

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....

Continue Reading This Article

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...

Continue Reading This Article

Top Invoicing Mistakes Trade Contractors Should Avoid

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

Continue Reading This Article

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...

Continue Reading This Article

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...

Continue Reading This Article

Scale Without the Scramble: Practice Management Implementation Guide

This article is part 1 of a 2-part series. 

For many firms, month-end still drags on. Approvals sit in inboxes, and...

Continue Reading This Article

AI Training and Education for Accounting Professionals

Editor’s Note: This article is part 3 of a 3-part series on the importance of AI education for Accounting...

Continue Reading This Article

From Bookkeeper to Coach: Advisory and AI Done Right

In episode 157 of the Woodard Report Podcast, Joe Woodard sat down with Tanya Hilts, owner of Cloud Business Services...

Continue Reading This Article