It’s been a little while since our last roundup, and we’re excited to be back with a fresh edition and big savings on...

It might sound funny, but your coffee maker may have a better handle on client retention than you do.

In episode 149 of The Woodard Report Podcast, Joe Woodard and Heather Satterley return fresh from the Woodard Summit,...

Between client requests, looming deadlines, and closing out projects, year-end can feel like a sprint to the finish....

In the thriving community of Murfreesboro, TN, Tru Financial Solutions is making a substantial impact in the Client...

You know what I am this holiday season? Grateful. 

Grateful that I chose to be an accountant. Yes, I said it out loud....

When your practice is growing, it can feel counterintuitive to turn away potential clients. It’s easy to just assume...

In episode 148 of the Woodard Report Podcast, host Joe Woodard speaks with Keila Hill-Trawick, founder of Build to...

The shift is already here. You don’t need to scroll LinkedIn long to see that accountants are talking about AI...

At the end of the year, your clients are staring down deadlines, scrambling through receipts, and second-guessing their...