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TWR Podcast Episode 122: Maximizing ROI at Accounting Conferences

In this episode of The Woodard Report Podcast, Joe Woodard and Heather Satterley dig into a timely and tactical topic:...

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Check Fraud: What It is and How to Fight it

Imagine one of your clients owns a small B2B business. They write out three checks totaling $700 and walk to the...

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In the News: May 13, 2025

We hope your May is off to a smooth start and you had a joyful Mother’s Day weekend. As the profession catches its...

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TWR Podcast Episode 121: IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity

Tax attorney Eric Green on automation, enforcement, and the massive opportunity for advisory services

In this episode...

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Three Mindset Shifts Accounting Firms Can’t Afford to Ignore

While building Anchor's Together Summit, we partnered closely with three of our customers to co-create sessions that...

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Transforming SOPs from a Burden to a Competitive Advantage

Standard Operating Procedures. Just hearing the phrase can make people groan like someone dropped a surprise audit on a...

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5 Ways We Used AI for Work Last Week - May Edition

Editor’s Note: This article is part of a monthly series. Read the other articles here.

Real examples. Real savings....

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Tax Strategy Tip: Reassess Entity Type After Filing Season

If you have clients who were hit with a large tax bill, it may be time to review whether they can lower their tax...

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In the News - May 5, 2025

As we celebrate Cinco de Mayo today and welcome the start of May, the accounting industry continues to experience rapid...

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Choosing the Right Conference for Your Firm’s Growth

This article is part one in a 3-part series on getting the most out of accounting conferences.

Attending a professional...

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