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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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A professional woman sits at a desk in a modern office, holding printed documents and looking attentively at a laptop screen.

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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Pricing Conversations That Build Trust and Drive Value

Practice Growth

Pricing conversations are often seen as the most uncomfortable part of client engagement, particularly in professional...

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Two professionals, a man in a gray suit and a woman in a pink blazer, sit at a table in a modern office, reviewing documents and discussing business with a laptop open in front of them.

In the News - June 30, 2025

Finger on the Pulse

Scaling New Heights 2025 was a huge success, and we at Woodard would like to extend our gratitude to everyone who...

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Intuit Launches AI Agent Team in QuickBooks

Finger on the Pulse, Modern Practice

Intuit, the developer behind QuickBooks, TurboTax, Mailchimp, and Credit Karma, has announced the rollout of AI agents...

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TWR Podcast Episode Episode 127 - Navigating Turbulent Tariff Times

Podcast

In this special episode of The Woodard Report Podcast, Heather Day Satterley sits down with Damon Pike, Principal of...

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Podcast cover for The Woodard Report featuring hosts Heather Satterley and Joe Woodard with special guest Damon Pike. Title reads: “Navigating Turbulent Tariff Times.”

Why Scaling New Heights Is Known as "The People’s Conference"

Scaling New Heights

As someone who has spent decades in the accounting profession, I’ve attended more industry conferences than I can...

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Joe Woodard delivering a keynote address at Scaling New Heights, speaking on stage to a large audience of accounting professionals in a modern auditorium.

6 Ways an Accounting Client Portal Solves the Document Chase

Practice Management, Client Experience

If you're an accountant, you spend more time than you'd like sending reminder emails, waiting on signatures, or...

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Close-up of a person using a laptop and smartphone, with a digital upload icon and folder graphics representing secure file sharing in a client portal.

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