If my calendar is packed, I feel solid. If it’s empty, I start side-eyeing my own career choices. I wish I could tell...

Right now, many firms still use the same tax preparer handoff every year. They send a QuickBooks file, a prayer, and a “

Every firm enters a new year with good intentions. You want cleaner workflows, clearer deadlines and better client...

Everyone says a good practice management system helps you sleep at night. That’s nice, but what happens when you’re not...

In episode 156 of the Woodard Report Podcast, Joe Woodard and Heather Satterley deliver timely insights on tax season...

Every January, you and your clients set the usual goals. Lose weight, drink water, hit revenue targets, add clients,...

This is the part I don’t usually say out loud. I need to admit something that’s uncomfortable for someone in my...

It’s January 7, and back in November, I sent the client a list of every vendor who needed a W-9. I did it early while...

January is deceptively calm. It’s the stretch before deadlines stack, inboxes overflow, and your team gets buried in...

As the accounting profession moves into 2026, Joe Woodard and Heather Satterley return for episode 155 of the Woodard...