The Woodard Report Team

In the welcoming community of Bryan, Texas, Deitz Consulting is making significant strides in the Client Advisory...

Blue graphic with three spotlights highlighting the text ‘Winner Spotlight Deitz Consulting.’ At the top corners are two badges that read ‘Woodard Top 50 CAS Practice 2025.’ Bottom text reads ‘Woodard® Top 50 CAS Practice Awards.

From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting

Modern Practice, Podcast

In episode 136 of The Woodard Report Podcast, hosts Joe Woodard and Heather Satterley tackled a wide-ranging set of...

Promotional graphic for The Woodard Report Podcast, Episode 136, featuring hosts Joe Woodard and Heather Satterley. The episode title reads: 'From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting.

Global Strategies LLC: Leading the Way in CAS

In the sunny city of Fort Myers, Florida, Global Strategies LLC is making a significant mark in the Client Accounting...

Spotlight graphic featuring Global Strategies LLC as a 2025 Woodard® Top 50 CAS Practice Award winner.

In the News - August 25, 2025

Finger on the Pulse

It’s the last week to wear white – at least if you’re not in the healthcare industry, a bride or you just don’t care...

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.

Protea Financial: A Leader in CAS

In Novato, CA, Protea Financial has been shaping the Client Accounting Services (CAS) sector since 2014. Recognized as...

Blue graphic featuring spotlight beams and the text “Winner Spotlight – Protea Financial” with two “Woodard Top 50 CAS Practice 2025” badges on either side, and “Woodard® Top 50 CAS Practice Awards” at the bottom.

Crossing the Threshold: Redefining Transformation in Business

Practice Growth, Podcast

In episode 135 of The Woodard Report Podcast, Joe Woodard is joined by Ed Kless, co-founder of Threshold, to explore...

Podcast cover for The Woodard Report Episode 135 featuring Ed Kless with the title Crossing the Threshold: Redefining Transformation in Business over a colorful geometric background.

Celerity Accounting: Leading the Charge in Client Accounting Services

In the heart of Madison, WI, Celerity Accounting is making waves in the Client Accounting Services (CAS) sector....

Promotional graphic featuring the "Winner Spotlight" for Celerity, honored in the Woodard® Top 50 CAS Practice Awards for 2025. The image includes spotlights shining on the company name, flanked by two award badges labeled "Woodard Top 50 CAS Practice 2025.

In the News - August 18, 2025

Finger on the Pulse

It’s hard to believe there is only one month left of summer 2025! After a quick mid-summer reset, we’re back with this...

Full Send: Driving Innovation and Excellence in CAS

In the heart of Boulder, Colorado, Full Send is making a remarkable impact in the CAS sector. Since its founding in...

Blue graphic with white text reading “Winner Spotlight – Full Send” under three bright spotlight beams. Two blue shield-shaped badges on the top corners read “Woodard Top 50 CAS Practice 2025.” Text at the bottom says “Woodard® Top 50 CAS Practice Awards.

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...