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How to Connect QBO to Claude, ChatGPT, and Codex

Disclaimer: The inclusion of products or services in this article does not constitute an endorsement by The Woodard...

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The 6-Pillar Foundation for Building a Powerful Firm

Is there a secret to building a progressive and resilient accounting firm? Many firm owners point to the constraint of...

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In the News: August 28, 2026

This week’s In the News includes new IRS updates, accounting technology news, salary trends, and more. We’re also...

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10 Ways Your Writing May Look AI-Generated

Back in September of 2025, I wrote an article titled "Does Your Writing Look AI-Generated?". It seems like ancient...

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I Found My Wife with a Sales Pipeline

When I was 19, I spent two years in Australia as a missionary for The Church of Jesus Christ of Latter-day Saints....

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Dear Deb: The Cost of Keeping the Wrong Client

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

Dear Deb,

I...

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In the News: August 21, 2026

This week’s In the News includes new IRS guidance, security reminders, technology updates, and more. A new episode of ...

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Surviving or Thriving? The Future of Accounting in an AI-Driven Profession

In episode 185 of The Woodard Report podcast, Joe Woodard and Heather Day discuss BOI updates, firm acquisitions, new...

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Building a Sales Tax Service Line Without Adding Headcount

The most common reason firms give for not offering sales tax isn't that they miss the opportunity. It's the assumption...

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The Client Experience Gap: Where Accounting Firms Lose Trust

Most firms feel good about their client experience because unhappy clients don’t always speak up. Frustrating moments...

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