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 Whispers Between the Hugs: Redefining Firm Ownership on Our Own Terms

At this year’s Scaling New Heights, I expected inspiration. I expected fresh ideas, new tools, and powerful...

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Pricing Conversations That Build Trust and Drive Value

Pricing conversations are often seen as the most uncomfortable part of client engagement, particularly in professional...

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In the News - June 30, 2025

Scaling New Heights 2025 was a huge success, and we at Woodard would like to extend our gratitude to everyone who...

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Intuit Launches AI Agent Team in QuickBooks

Intuit, the developer behind QuickBooks, TurboTax, Mailchimp, and Credit Karma, has announced the rollout of AI agents...

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TWR Podcast Episode Episode 127 - Navigating Turbulent Tariff Times

In this special episode of The Woodard Report Podcast, Heather Day Satterley sits down with Damon Pike, Principal of...

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Why Scaling New Heights Is Known as "The People’s Conference"

As someone who has spent decades in the accounting profession, I’ve attended more industry conferences than I can...

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6 Ways an Accounting Client Portal Solves the Document Chase

If you're an accountant, you spend more time than you'd like sending reminder emails, waiting on signatures, or...

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Stronger Collaboration Means Stronger Accounting Firms

The accounting profession is experiencing a period of profound change. Talent shortages, rapid technological...

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Breaking the Isolation for Firm Owners: The Hidden Risk Every Accounting Leader Faces

If you have ever Googled “isolation for firm owners” or felt the sting of “accounting-firm loneliness,” this is for you.

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Because Everybody Loves a Tax-Ready Bookkeeper

If you’ve ever handed off a client's books to a tax preparer and heard nothing back until a 1040 PDF magically appeared...

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