Did you know that in 2021, the oldest millennial turned 40? This means that more and more of your client base is now in...

Banks led the quietest (and possibly most successful) tech revolution of our time. It began by giving us options to see...

I sat in uncomfortable silence. Across the restaurant table from me was my mentor. He was also the managing partner of...

You’ve probably heard about the importance of providing an amazing experience for your clients at every touchpoint with...

At some point in our lifetimes, we all get asked some version of “What career path do you want to follow?” If we’re...

For many years, Tom Hood, EVP Business Engagement & Growth at the AICPA has helped accountants stay “future ready” as...

Overflowing email. Nonstop notifications. Too many apps. Software is great for productivity but too much tech adds...

“Why do we do it that way?” 

“Well, that’s the way we’ve always done it.” 

Have you ever heard anyone ask that...

If you’re like most firms, the majority of your client interactions are now online. How do you make as great an...

In our last article for The Woodard Report, we covered why clients are often late sending documents to their...