Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

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

From 150 Hours to AI: A Candid Chat with David Leary and Heather Satterley

Modern Practice, Podcast

In episode 158 of the Woodard Report Podcast, Heather Satterley welcomed longtime industry voice David Leary for a...

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Woodard Report podcast cover for Episode 158 featuring hosts Heather Satterley and Joe Woodard with special guest David Leary; title reads “From 150 Hours to AI Hype: What’s Really Changing in Accounting.”

Scaling New Heights 2026 Sessions and Speaker Lineup Announced

Finger on the Pulse, Modern Practice, Professional Development

Woodard is pleased to announce the full session agenda, session speakers, and featured speakers for Scaling New Heights...

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Wide event banner on a dark, space-like background with a blue glow. Left side shows the “Scaling New Heights” logo and the text “ORLANDO | 2026” and “JUNE 14–17”; right side features large stacked title text “STRANGE NEW WORLD” with “NEW” in blue and “2026” vertically along the edge.

Richtr Financial Studio: A Leader in CAS

Woodard Top 50 Client Accounting Services Firms

In the innovative hub of Boulder, CO, Richtr Financial Studio is making a remarkable impact in the Client Advising...

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A graphic spotlighting Richtr Financial Studio as a 2025 winner of the Woodard® Top 50 CAS Practice Awards, featuring three beams of light and two award badges on a blue background.

AI Training and Education for Accounting Professionals

Modern Practice, Professional Development

Editor’s Note: This article is part 3 of a 3-part series on the importance of AI education for Accounting...

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Close-up of a person's hands typing on a laptop keyboard, overlaid with digital graphics and the letters "AI," symbolizing artificial intelligence technology in use.

From Bookkeeper to Coach: Advisory and AI Done Right

Operational Advisory, Podcast

In episode 157 of the Woodard Report Podcast, Joe Woodard sat down with Tanya Hilts, owner of Cloud Business Services...

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Podcast Episode 157 of The Woodard Report featuring special guest Tanya Hilts, CPB, FCPB. Title: From Bookkeeping to Business Coach – Collaboration, Advisory, and AI Done Right. Hosts Joe Woodard and a female co-host are pictured on the left.

From Tax Filing to “Ask Luca”: Guardrails for AI

Podcast

In episode 156 of the Woodard Report Podcast, Joe Woodard and Heather Satterley deliver timely insights on tax season...

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Podcast cover for The Woodard Report Episode 156 featuring Joe Woodard and Heather Satterley. The title on the image reads: From Tax Filing to Ask Luca: Guardrails for AI and Client Boundaries.

Try the Train: New-Year Tech, Hope, and the Power of No

Podcast

As the accounting profession moves into 2026, Joe Woodard and Heather Satterley return for episode 155 of the Woodard...

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Podcast episode graphic for The Woodard Report, featuring hosts Joe Woodard and Heather Satterley. Text reads: 'Episode 155 – Try the Train: New-Year Tech, Big Hope, and the Power of “No”.

Team Reade Inc: A Trailblazer in CAS

Woodard Top 50 Client Accounting Services Firms

In the picturesque town of Dana Point, CA, Team Reade Inc is making a remarkable impact in the Client Advisory Services...

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Graphic featuring the text "Winner Spotlight – Team Reade Inc" with spotlights shining down, flanked by two badges reading "Woodard Top 50 CAS Practice 2025.

In the News - January 12, 2026

Finger on the Pulse

The new year is officially underway, and the accounting profession is already facing a mix of opportunity, pressure,...

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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.

Dancing Toward Trust: The Human Side of Accounting

Podcast

In episode 154 of the Woodard Report Podcast, Heather Satterley welcomed Nancy McClelland, widely known as “the Dancing...

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Promotional image for The Woodard Report Podcast Episode 154 featuring hosts and special guest Nancy McClelland, CPA, with the title 'Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting.'

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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