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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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The Woodard Report Podcast: Episode 53 Task Overload

Recently on The Woodard Report Podcast, co-hosts Heather Satterley and Joe Woodard dove into some of the big topics...

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How to Define and Deliver FP&A Services

Accounting firms striving to grow in value and revenue are prioritizing advisory services. This is a natural step for...

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Mastering the Art of ChatGPT: Part 1 of 7

Welcome to my seven-part eBook on ChatGPT for Accounting Professionals. Artificial intelligence has transformed various...

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Preparing Your Business to Run Without You: A Personal Perspective

I want to share what I have been going through personally because I see so many in the industry struggling with this:

...

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In the News - May 16, 2023

Welcome to your weekly dose of industry news! In a world where change is the only constant, staying ahead of the curve...

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Offshoring Accounting: A 7-Step Guide to Ensure US Compliance

Offshoring finance and accounting tasks has become a common practice for many accounting firms in the US seeking to cut...

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