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

Canopy Bookkeeping Launches to Streamline Month-End Close

Practice Management, Finger on the Pulse

Canopy has announced a new product module, Canopy Bookkeeping, designed to bring general ledger (GL) visibility and...

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Green background with black Canopy Tax Logo

Intuit Launches Construction ERP for Mid-Market Firms

Practice Management, Finger on the Pulse

Intuit has announced the launch of a new construction edition for Intuit Enterprise Suite, marking the company’s first...

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Intuit logo on a large white outdoor sign at the company’s campus, with a desert landscape and leafless trees in the background under a clear blue sky.

In the News - February 9, 2026

Finger on the Pulse

Change is a constant in accounting, but some weeks make that reality especially clear. From platform shifts and firm...

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Woodard Report “Economic Growth” displayed on a tablet over a newspaper, with coffee and a financial dashboard on a phone nearby.

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

Correction (March 11, 2026): A previous version of this article stated that the conference-wide social was included...

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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”.

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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