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The End of the Ledger Monopoly: Why Trust is the New Moat

For 30 years, the accounting system was the value. Owning the ledger meant owning the customer. Long-time accounting...

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Startup Founder to Bookkeeping: How Pilot Built the Future

In episode 177 of The Woodard Report Podcast, Joe Woodard sits down with Jessica McKellar, CEO and co-founder of Pilot,...

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Is Your Firm’s Tech Stack Becoming a House of Cards?

Some firms build their software setup one quick fix at a time. A tool gets added to solve one problem, then another,...

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When AI Absorbs the Tedious Work, What Does the Firm Become?

A firm owner once told me the most frustrating part of running an accounting practice was not the hard work. It was the...

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Using Ramp vs. Melio for Accounts Payable

Note: This article references my personal experiences using Ramp vs. Melio in conjunction with QuickBooks Online (QBO)...

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Behind the Xero and Anthropic Partnership

The Woodard Report recently sat down with Andrew Kanzer, U.S. Managing Director for Xero, for a closer look at Xero’s...

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From CAS Firm to Franchise: Decimal's New Direction

In episode 169 of the Woodard Report Podcast, Joe Woodard spoke with Matt Tait, CEO and co-founder of Decimal, about a...

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PlanGuru Launches PlanGuru Analytics for Reporting and FP&A

PlanGuru, a provider of budgeting, forecasting, and performance review software for accountants, advisors, and finance...

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Big Moves and Mindsets in a Changing Profession

In episode 166 of the Woodard Report Podcast, Joe Woodard and Heather Satterley discussed merger activity across the...

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