Editor’s Note: This article is an opinion piece. The views and opinions expressed are those of the author and do not...

A strong team can hide weak processes for a long time. If the same issues keep resurfacing throughout every client...

This week’s In the News includes IRS oversight, tax developments, accounting technology, workplace news, and much more....

I run customer operations at Pilot, which means I manage the managers who manage the managers who manage the...

In episode 191 of The Woodard Report Podcast, Heather Day is joined by Tanya Hilts, CEO & Founder of Cloud Business...

The new OPR guidelines on AI read like advice for preparers. The sharper message is for whoever runs the firm.

Most firms have had the advisory conversation more than once. It comes up in a quiet stretch between deadlines,...

This week’s In the News includes IRS updates, new accounting technology, and more. We’re also sharing a new Woodard...

In episode 190 of The Woodard Report Podcast, Heather Day is joined by Liz Farr of Farr Communications for a...

I work with a lot of software and SaaS clients, and the taxability conversation almost never comes up on its own....