Tax season tested your patience, your team, and your process. After months of long hours and tight deadlines, most...

Accounting is a black-and-white world. Numbers balance or they don’t. So, it’s tempting to apply that same checkbox...

In episode 166 of the Woodard Report Podcast, Joe Woodard and Heather Satterley discussed merger activity across the...

Microsoft will join Scaling New Heights 2026 this June for the first time ever, bringing one of the world’s most...

Starting a new client relationship with a QuickBooks Online (QBO) cleanup is like showing up to a first date and...

The majority of bookkeeping teams are diligent. They work hard. They’re busy. More often than not, deadlines are met....

Editor’s Note: This article is part 1 of a 2-part series on AI adoption in accounting firms. View all of the articles...

I began my career in accounting in 2002 with a two-year stint at an H&R Block in Bosque Farms, New Mexico, an...

In episode 165 of the Woodard Report Podcast, Joe Woodard and Heather Satterley discussed developments in audit...

Operations (Ops) and admin managers are responsible for ensuring work gets done, on time, every time, without...