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How Technology Can Better Serve Your Clients

As an accounting professional, your goal is to provide top-notch service to your clients. In today’s world, that...

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How Accounting Firms Can Build Competitive Pricing Models

We’ve been having the same conversations about pricing for over a decade now, ever since Ron Baker released his...

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Why Payments Hold the Key to Finance Transformation

Over the last decade or so, the role of finance has expanded beyond balancing books and filing reports. Businesses,...

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Accounting Automation: Your Cure for High DSO

As accountants, you know that payments that roll in days, weeks, or even months past their due date cripple cash flow...

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From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting

In episode 136 of The Woodard Report Podcast, hosts Joe Woodard and Heather Satterley tackled a wide-ranging set of...

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How a Centralized Client Portal Transforms Your Firm’s Efficiency and Client Satisfaction

If your productive hours are spent chasing documents and payments instead of handling client work, you’re not just...

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5 Ways We Used AI for Work Last Week

Editor's note: This article is part of a series you can see here: 5 Ways We Use AI Series

It’s incredible how often AI...

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The Whispers Between the Hugs: Redefining Firm Ownership on Our Own Terms

At this year’s Scaling New Heights, I expected inspiration. I expected fresh ideas, new tools, and powerful...

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Intuit Launches AI Agent Team in QuickBooks

Intuit, the developer behind QuickBooks, TurboTax, Mailchimp, and Credit Karma, has announced the rollout of AI agents...

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Breaking the Isolation for Firm Owners: The Hidden Risk Every Accounting Leader Faces

If you have ever Googled “isolation for firm owners” or felt the sting of “accounting-firm loneliness,” this is for you.

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