Banner image for Scaling New Heights 2027, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

Benefits and Risks of AI in Employee Candidate Selection

As a recruiter, I have been against using AI in the applicant/candidate selection process. While I believe automating a...

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AI Governance for Accounting Firms: Risk & Rules

In a recent webinar I delivered, I asked attendees whether they were using AI tools in their work and/or personal life....

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From 150 Hours to AI: A Candid Chat with David Leary and Heather Satterley

In episode 158 of the Woodard Report Podcast, Heather Satterley welcomed longtime industry voice David Leary for a...

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Top Invoicing Mistakes Trade Contractors Should Avoid

Trade contractors, like HVAC, plumbing, electrical, and mechanical businesses, don’t usually struggle because they...

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Scaling New Heights 2026 Sessions and Speaker Lineup Announced

Correction (March 20, 2026): A previous version of this article stated that the conference-wide social was included...

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Richtr Financial Studio: A Leader in CAS

In the innovative hub of Boulder, CO, Richtr Financial Studio is making a remarkable impact in the Client Advising...

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Scale Without the Scramble: Practice Management Implementation Guide

This article is part 1 of a 2-part series. 

For many firms, month-end still drags on. Approvals sit in inboxes, and...

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AI Training and Education for Accounting Professionals

Editor’s Note: This article is part 3 of a 3-part series on the importance of AI education for Accounting...

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From Bookkeeper to Coach: Advisory and AI Done Right

In episode 157 of the Woodard Report Podcast, Joe Woodard sat down with Tanya Hilts, owner of Cloud Business Services...

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Detaching Your Self-Worth from Your To Do List

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...

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