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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

How Accounting Firms Can Build Competitive Pricing Models

Modern Practice, Practice Growth

We’ve been having the same conversations about pricing for over a decade now, ever since Ron Baker released his...

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A business professional calculates finances at a desk with a digital dollar sign and finance-related icons floating above stacked coins, symbolizing financial management and strategy.

Drawing Your Genius: How Visual Thinking Transforms Communication

Professional Development, Podcast

In episode 137 of The Woodard Report Podcast, Heather Satterley sits down with Lisa Rothstein, cartoonist for The New...

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Promotional graphic for The Woodard Report Podcast Episode #137. On the left, there are two smiling hosts against a blue background. The text reads: “The Woodard Report Podcast Episode #137.” On the right, there is a circular photo of special guest Lisa Rothstein above the text: “Drawing Your Genius: How Visual Thinking Transforms Communication.”

Celebrating Dietz Consulting: A Top 50 CAS Practice

Woodard Top 50 Client Accounting Services Firms

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

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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...

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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

Woodard Top 50 Client Accounting Services Firms

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

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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...

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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.

Protea Financial: A Leader in CAS

Woodard Top 50 Client Accounting Services Firms

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

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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...

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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

Woodard Top 50 Client Accounting Services Firms

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

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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...

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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.

Most Recent Articles

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