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State Retirement Mandates & OregonSaves

As of May 2023, all businesses with three or more employees are affected by OregonSaves legislation. Employers with one...

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Build Capacity in the 2023 US Economy with a Dedicated Offshore Team

In the rapidly evolving landscape of the 2023 US economy, CPA and accounting firms are seeking innovative ways to build...

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Ask Robina - June 5, 2023

Hi Robina!

I am a bookkeeper and I keep hearing about the value of advisory services. I keep feeling like I need to...

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TWR Podcast Episode 55: Hacking the Rockstar Brain with Heather Crider and Mark Schulman

In the 55th episode of the Woodard Report Podcast, host Joe Woodard welcomes two dynamic guests, Heather Crider and...

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State Retirement Mandates & Colorado SecureSavings

The retirement landscape is changing. As pensions continue to disappear from the private sector and Social Security...

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When to use QuickBooks Online Inventory

As a bookkeeper that mainly deals with eCommerce sellers, understandably, I have many clients with inventory. While...

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5 Key Takeaways from the Hectic Tax Season of 2023

Tax season is invariably a demanding time for CPA and accounting firms in the USA, and 2023 was no exception....

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Ask Robina - May 23, 2023

Hi Robina!

Is there any chance you can help answer a question? I own my own business and trying to figure out which...

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Strengthen Advisory Services with Financial Storytelling

One of the biggest determining factors for success with Client Advisory Services (CAS) is the ability to translate data...

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How to Use AI and ChatGPT for Basic Accounting

AI (artificial intelligence) is at the forefront of nearly every conversation referring to the digital world, and...

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