The Woodard Report Team

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...

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.

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...

The Woodard Report Podcast Episode #134 graphic featuring hosts Heather Satterley and Joe Woodard, with guest Ron Baker. Title: “Pricing Ethics: From Airplanes to Accounting Practices.”

AI, Advisory & Future of Accounting: Intuit’s 2025 Tech Survey

Finger on the Pulse

Accounting firms are navigating economic headwinds with a growing focus on strategic innovation, according to new...

Milestone Business Solutions: A Leader in Client Accounting Services

This article is one in a series celebrating the 2025 Woodard Top 50 CAS Practices.

In the thriving city of Carmel,...

Milestone Business Solutions spotlighted as a 2025 winner in the Woodard® Top 50 CAS Practice Awards. Blue background with spotlights highlighting the firm's name, flanked by two award badge graphics.

From Floods to Foundations: Industry Heroes and Strategic Moves

Podcast

In episode 133, The Woodard Report podcast is introducing a fresh, new podcast format that combines fun banter,...

Promotional image for The Woodard Report Podcast, Episode 133. On the left, co-hosts Heather Satterley and Joe Woodard are shown smiling against a dark blue background. On the right, white text on a blue background reads: “Episode 133 – From Floods to Foundations: Industry Heroes and Strategic Moves.”

SmartVault Expands to Support Full Tax Workflow for Accounting Firms

Finger on the Pulse

SmartVault, a platform trusted for its secure document management and file-sharing capabilities, has announced a...