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The Woodard Report Team

The Woodard Report Team
The Woodard Report team brings you the latest news and topics related to the accounting and bookkeeping profession. Follow us to stay abreast of what's happening in the industry.
My Website: https://report.woodard.com

 

 

 

Recent Posts

Pricing Ethics: From Airplanes to Accounting Practices

Practice Growth, Podcast

In episode 134 of The Woodard Report, Joe Woodard sits down with Ron Baker, co-founder of Threshold and renowned...

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The Woodard Report Podcast Episode #134 graphic featuring hosts Heather Satterley and Joe Woodard, with guest Ron Baker. Title: “Pricing Ethics: From Airplanes to Accounting Practices.”

AI, Advisory & Future of Accounting: Intuit’s 2025 Tech Survey

Finger on the Pulse

Accounting firms are navigating economic headwinds with a growing focus on strategic innovation, according to new...

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Exterior view of the Intuit corporate office building with blue sky background and Intuit logo prominently displayed.

Milestone Business Solutions: A Leader in Client Accounting Services

Woodard Top 50 Client Accounting Services Firms

This article is one in a series celebrating the 2025 Woodard Top 50 CAS Practices. 

In the thriving city of Carmel,...

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Milestone Business Solutions spotlighted as a 2025 winner in the Woodard® Top 50 CAS Practice Awards. Blue background with spotlights highlighting the firm's name, flanked by two award badge graphics.

From Floods to Foundations: Industry Heroes and Strategic Moves

Podcast

In episode 133, The Woodard Report podcast is introducing a fresh, new podcast format that combines fun banter,...

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Promotional image for The Woodard Report Podcast, Episode 133. On the left, co-hosts Heather Satterley and Joe Woodard are shown smiling against a dark blue background. On the right, white text on a blue background reads: “Episode 133 – From Floods to Foundations: Industry Heroes and Strategic Moves.”

SmartVault Expands to Support Full Tax Workflow for Accounting Firms

Finger on the Pulse

SmartVault, a platform trusted for its secure document management and file-sharing capabilities, has announced a...

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Person using a laptop and smartphone with a stylized “TAX” graphic overlay, representing digital tax filing or online tax workflow solutions.

Florida Virtual Bookkeeper LLC: A Leader in CAS

Woodard Top 50 Client Accounting Services Firms

Based in Jasper, Georgia, Florida Virtual Bookkeeper LLC is making a significant impact in the CAS sector. Since its...

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Blue spotlight-themed graphic highlighting Florida Virtual Bookkeeper LLC as a winner of the 2025 WoodardⓇ Top 50 CAS Practice Awards.

Building with Intention – Brittany Brown on Courage, Clarity, and Evolving as a Leader

Podcast, Scaling New Heights

In episode 132 of The Woodard Report Podcast, Heather Satterley speaks with Brittany Brown, CPA, founder and CEO of ...

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Promotional graphic for The Woodard Report Podcast Episode #132 titled “Metrics, Mayhem and the Million-Dollar Wake-Up Call,” featuring hosts Joe Woodard and Heather Satterley with special guest Brittany Brown.

Sage Acquires Fyle, an AI-Powered Management Platform

Finger on the Pulse

Sage, a global leader in business management software, has officially acquired Fyle, an AI-powered expense management...

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A modern office building with a tan and gray facade and blue-tinted windows. At the top of the building is a bright green “Sage” logo, representing the accounting and business software company, against a clear blue sky.

In the News - July 28, 2025

Finger on the Pulse

As July winds down and firms shift their focus to fall planning and upcoming extension deadlines, this week’s...

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A tablet displaying The Woodard Report with a headline on economic growth sits on a wooden desk alongside a newspaper titled "News," a smartphone showing financial charts, and a cup of coffee.

How to Reclaim Your Agency and Lead with Intention - Part 2

Podcast, Scaling New Heights

Editor's Note: This is part 2 of a 2-part series based on Joe Woodard's keynote at Scaling New Heights 2025. Listen and...

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Promotional graphic for The Woodard Report Podcast Episode 131 featuring hosts Joe Woodard and Heather Satterley, titled "How to Reclaim Your Agency and Lead with Intention – Part 2."

Most Recent Articles

The Woodard Report provides educational articles, news pieces and relevant information to advance the understanding and knowledge surrounding the accounting profession and technologies connected to that profession.

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