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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

In the News - September 22, 2025

Finger on the Pulse

Happy first day of fall 🍂! As the autumn season kicks off, the accounting profession is facing big shifts—from firm...

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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.

Financial Optics Inc.: Transforming CAS

Woodard Top 50 Client Accounting Services Firms

In the vibrant community of Overland Park, Kansas, Financial Optics Inc. is making a significant impact in the Client...

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Graphic announcing Financial Optics Inc. as a 2025 Woodard® Top 50 CAS Practice Award winner under a spotlight design.

AI, Accountants & Innovation with Byron Patrick

Modern Practice, Podcast

In episode 139 of The Woodard Report Podcast, Heather Satterley sits down with technology leader Byron Patrick,...

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Promotional graphic for The Woodard Report Podcast Episode #139 featuring special guest Byron Patrick. The image includes co-hosts smiling on the left, with text on the right that reads: 'AI, Accountants, and Innovation: Byron Patrick on the Future of Learning.' Byron Patrick's headshot appears in a circle above the title.

The Emerald Edge: Leading the Way in CAS

Woodard Top 50 Client Accounting Services Firms

In the thriving community of Sioux Falls, SD, The Emerald Edge is making a significant impact in the Client Advisory...

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Spotlight graphic highlighting The Emerald Edge as a 2025 winner of the Woodard® Top 50 CAS Practice Awards, with stage lights and award badges.

Freedom Accounting and Tax: A Pioneer in CAS

Woodard Top 50 Client Accounting Services Firms

In the town of Ozark, MO, Freedom Accounting and Tax is making a significant impact in the CAS sector. Since its...

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"Spotlights shine on the name Freedom Accounting and Tax, highlighting it as a winner in the 2025 Top 50 CAS Practice Awards. The design includes a dark background, illuminated text, and award badges in the top corners.

Gen Z, AI Disruptions and Continuous Learning

Podcast

In episode 138 of The Woodard Report Podcast, hosts Joe Woodard and Heather Satterley share insights on generational...

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Podcast cover image for The Woodard Report, featuring hosts Joe Woodard and Heather Satterley. The image includes the title 'Episode 138: Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning.' Joe and Heather are smiling and posed against a blue background with The Woodard Report logo.

TeKoda Accounting: Innovation and Culture Driving CAS Success

Woodard Top 50 Client Accounting Services Firms

TeKoda Accounting provides nationwide Client Advisory Services (CAS), currently serving clients in 30 states. While...

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Graphic highlighting TeKoda Accounting as a 2025 winner in the Woodard® Top 50 CAS Practice Awards.

In the News - September 8, 2025

Finger on the Pulse

The cooler weather is slowly creeping in, and it will be sweater and jeans weather before you know it. Our news roundup...

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Tablet displaying "The Woodard Report" article titled "Economic Growth" with financial charts, placed on a desk alongside a newspaper, smartphone showing a financial report, and a cup of coffee.

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.”

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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