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How to Reclaim Your Agency and Lead with Intention - Part 1

Podcast, Scaling New Heights

In a special edition of The Woodard Report Podcast, Joe Woodard takes the stage at the annual Practice Advancement...

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Podcast cover image for The Woodard Report Episode 130, featuring co-hosts Joe Woodard and Heather Satterley. The title reads, "How to Reclaim Your Agency and Lead with Intention."

How to Audit Your Client Experience (and How It Makes Your Life Easier)

Client Experience

Between looming deadlines, constantly shifting tax laws, and somehow even heavier workloads than last year, client...

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Scaling New Heights® 2026: Bold Strategies for our Strange New World

Scaling New Heights

The theme for Scaling New Heights 2026, "Strange New World' was announced last month at the Scaling New Heights 2025...

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10 Simple Productivity Tips for the Chronically Distracted

Practice Management, Professional Development

Whether you're working from home or in an office, or frankly, anywhere with distractions, staying focused can be a...

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A woman wearing glasses and a light green shirt concentrates on her smartphone while seated at a desk with a laptop, glass of water, and scattered papers.

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...

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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...

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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 ...

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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...

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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...

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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...

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