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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

Blake Oliver’s Blueprint for Modern Accounting Firms

Operational Advisory, Podcast

In episode 151of The Woodard Report Podcast, Joe Woodard welcomes a familiar voice in the profession: Blake Oliver,...

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Podcast promotional graphic for The Woodard Report Episode #151 featuring special guest Blake Oliver. The title reads “From Time Sheets to Transformation: Blake Oliver’s Blueprint for Modern Accounting Firms.” The image includes headshots of the hosts and Blake Oliver.

In the News - December 8, 2025

Finger on the Pulse

December is off to a busy start for the profession. Between major IRS guidance on new “Trump Accounts,” fresh AICPA...

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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.

Root Canals to Real Purpose: Dr. Short’s Journey of Identity & Impact

Professional Development, Podcast

On episode 150 of The Woodard Report Podcast, Joe Woodard sits down with Dr. Rico Short, an endodontist by profession...

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Podcast cover image for The Woodard Report Episode 150 featuring Dr. Rico D. Short, titled "From Root Canals to Real Purpose: Dr. Short’s Journey of Identity and Impact."

Juna Financial Solutions: A Leader in CAS

Woodard Top 50 Client Accounting Services Firms

In the bustling city of Boston, Massachusetts, Juna Financial Solutions is making a remarkable impact in Client...

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Graphic showing "Winner Spotlight" with three spotlights shining on the name "Juna Financial Solutions." Includes Woodard® Top 50 CAS Practice Awards 2025 badges.

In the News: December 1, 2025

Finger on the Pulse

It’s been a little while since our last roundup, and we’re excited to be back with a fresh edition and big savings on...

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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.

Intuit’s Big Moves, New Tools and Wisdom for Accountants

Podcast

In episode 149 of The Woodard Report Podcast, Joe Woodard and Heather Satterley return fresh from the Woodard Summit,...

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Podcast cover for The Woodard Report Episode 149, featuring Joe Woodard and Heather Satterley. Title reads: "Intuit’s Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places."

Tru Financial Solutions: Leading the Charge in CAS

Woodard Top 50 Client Accounting Services Firms

In the thriving community of Murfreesboro, TN, Tru Financial Solutions is making a substantial impact in the Client...

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Winner spotlight graphic for Tru Financial Solutions, featuring Woodard Top 50 CAS Practice 2025 award badges and stage lights.

Building a Boutique Firm That Actually Feels Boutique

Practice Growth, Podcast

In episode 148 of the Woodard Report Podcast, host Joe Woodard speaks with Keila Hill-Trawick, founder of Build to...

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Podcast episode 148 of The Woodard Report featuring Keila Hill-Trawick discussing how to build a boutique CPA firm with a personal touch.

JB Advisory Group: A Leader in CAS

Woodard Top 50 Client Accounting Services Firms

In the picturesque town of Lafayette, Colorado, JB Advisory Group is making a remarkable impact in the Client Advisory...

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Winner Spotlight graphic for JB Advisory Group, honored in the 2025 Woodard® Top 50 CAS Practice Awards, with spotlights and award badges.

Innovation, Influence and Mindset: Navigating Change in Accounting

Podcast

In episode 146 of The Woodard Report Podcast, hosts Joe Woodard and Heather Satterley explore major shifts shaping the...

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Podcast cover for The Woodard Report, Episode 146 with Joe Woodard and Heather Satterley. Title: “Innovation, Influence, and the ‘Let Them’ Mindset.”

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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