Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

Defending You From You: Rewriting Your Internal Narrative as an Accounting Professional

Professional Development

In the high-pressure world of client accounting services (CAS), technical expertise often feels like the most essential...

Continue Reading This Article
A bearded man in glasses and a denim shirt sits at a desk with a laptop, gazing thoughtfully out the window with his chin resting on his hand.

Client Expectations Are Changing–Here’s How to Keep Up

Client Experience

The accounting profession is undergoing a dramatic shift, not just in technology and regulation, but in what clients...

Continue Reading This Article
Two professional women in business attire shake hands in a bright, modern office setting.

TWR Podcast Episode 129: Profit vs. Purpose: The Future of Accounting in a PE World - With Jennifer Wilson

Podcast

In Episode 129 of The Woodard Report Podcast, Heather Satterley interviews Jennifer Wilson, partner and co-founder of ...

Continue Reading This Article
The Woodard Report Podcast Episode 129 promotional graphic featuring hosts Heather Satterley and Joe Woodard, with special guest Jennifer Wilson. The title reads “Profit vs. Purpose: The Future of Accounting in a PE World.” Jennifer Wilson's headshot appears in the upper right corner. The background is a blue gradient.

Annual Reports: What You Need to Know

Operational Advisory

The compliance obligations of business owners are many. From licensing and permitting to taxes and payroll, the...

Continue Reading This Article
A professional woman sits at a desk in a modern office, holding printed documents and looking attentively at a laptop screen.

5 Ways We Used AI for Work Last Week

Modern Practice

Editor's note: This article is part of a series you can see here: 5 Ways We Use AI Series

It’s incredible how often AI...

Continue Reading This Article
A business professional uses a tablet and laptop while interacting with floating digital graphics, including an "AI" brain icon, code blocks, and data elements, symbolizing artificial intelligence and data processing.

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

Practice Management, Modern Practice

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

Continue Reading This Article
A confident older woman with short gray hair, wearing a light pink blazer over a white top, stands with arms crossed in a modern office setting with bookshelves, plants, and soft natural lighting in the background.

Pricing Conversations That Build Trust and Drive Value

Practice Growth

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

Continue Reading This Article
Two professionals, a man in a gray suit and a woman in a pink blazer, sit at a table in a modern office, reviewing documents and discussing business with a laptop open in front of them.

In the News - June 30, 2025

Finger on the Pulse

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

Continue Reading This Article
Tablet showing The Woodard Report "Economic Growth" page with graphs, beside a newspaper, smartphone, and coffee cup.

Intuit Launches AI Agent Team in QuickBooks

Finger on the Pulse, Modern Practice

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

Continue Reading This Article
Dark blue backgound with the Intuit logo center, and Credit Karma, QuickBooks, Mailchimp, and Turbo Tax logos displayed underneath

TWR Podcast Episode Episode 127 - Navigating Turbulent Tariff Times

Podcast

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

Continue Reading This Article
Podcast cover for The Woodard Report featuring hosts Heather Satterley and Joe Woodard with special guest Damon Pike. Title reads: “Navigating Turbulent Tariff Times.”

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.

More Woodard:

© 2022 Woodard Events, LLC All Rights Reserved. Woodard, Tech Makeover, and Woodard Institute are trademarks of Woodard Events, LLC. Scaling New Heights is a registered trademark owned by Woodard Events, LLC. Woodard Groups is a trademark of National Advisor Network, LLC. Woodard Consulting is a trademark of Woodard Consulting Group, Inc.