The Woodard Report Team

In this episode of The Woodard Report Podcast, host Heather Satterley explores one of the biggest questions firm owners...

A federal securities class action lawsuit against Expensify, Inc. (NASDAQ: EXFY) is advancing after a U.S. District...

How firm owners can prepare for change, capitalize on CAS, and position for sale in a shifting profession

In this...

The Internal Revenue Service (IRS) has announced the appointment of Gary Shapley as Deputy Chief of IRS Criminal...

For many accounting professionals, growth strategy starts with sales, marketing, and pricing. However, in Episode 115...

Trust is the foundation of all relationships—whether personal or professional. But what happens when that trust is...

In The Woodard Report podcast’s 100th episode, hosts Joe Woodard and Heather Satterley dive into the impact of the 2024...

12/2/2025: This article was updated to correct the submission deadline for nominations, which is March 1, 2025. Get...

Transitioning legacy clients from compliance-focused services to more advisory-based offerings isn't always...

Welcome to this week’s edition of "In the News" at the Woodard Report, where we provide curated insights into the...