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

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

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

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

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...