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

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

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

Correction (March 11, 2026): A previous version of this article stated that the conference-wide social was included...

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

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 “