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The Human Side of a Thriving Accounting Firm

Modern Practice, Podcast

In episode 190 of The Woodard Report Podcast, Heather Day is joined by Liz Farr of Farr Communications for a...

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Woodard Report Podcast Episode 190 graphic featuring Joe Woodard, Heather Day, and guest Liz Farr with the title “The Human Side of a Thriving Accounting Firm.”

Transcending the Machines: AI, Skills, Truth & the Future of Accounting

Modern Practice, Podcast

In episode 189 of The Woodard Report Podcast, Joe Woodard and Heather Day discuss the Accrual and Puzzle acquisition,...

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Woodard Report Podcast Episode 189 graphic featuring Joe Woodard and Heather Day with the title “Transcending the Machines: AI, Skills, Truth & the Future of Accounting.”

5 Website Fixes That Help AI Cite Your Firm

Modern Practice

Something has quietly changed in how prospects find an accounting firm. They are no longer scrolling through ten blue...

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Person using a tablet with generative engine optimization (GEO), artificial intelligence, marketing, analytics, and targeting icons overlaid.

13-Week Cash Flow Forecast: A Practical Guide for Advisors

Modern Practice, Operational Advisory

Most of your clients can tell you exactly how much cash is in the account right now. Almost none of them can tell you...

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Advisor presenting a 13-week cash flow forecast with charts to clients during a financial planning meeting.

What the 2026 Accountant Tech Survey Reveals About Practice Capacity

Modern Practice, Business Technology

Intuit’s newly released 2026 Accountant Technology Survey gives measurable context to an issue many practices are...

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Professionals reviewing documents on multiple monitors in an office setting.

Five Steps to a Better Month-End Close Process

Cloud Accounting, Modern Practice

Month-end close is one of those areas of practice that sounds simple until you are actually in the middle of it. For...

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Accounting professional using a laptop and tablet to manage a month-end close process.

Marketing Your Accounting Firm in the Age of AI

Modern Practice

The accounting firm marketing landscape has never been more crowded or more confusing.

Start with the volume problem....

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Person using a laptop with floating digital marketing icons, including email, advertising, analytics, search, and storefront symbols.

Strange New World, Smarter Decisions

Modern Practice, Podcast

In episode 171 of the Woodard Report Podcast, Joe Woodard and Heather Satterley covered developments in payments,...

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Woodard Report Podcast episode 171 featuring Joe Woodard and Heather Satterley with the title “Strange New World, Smarter Decisions”

Thriving in a World of Constant Change

Modern Practice, Podcast

In episode 164 of The Woodard Report Podcast, Heather Satterley sits down with April Rinne, futurist, speaker, and...

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Promotional graphic for The Woodard Report Podcast, Episode 164, featuring two hosts on the left and special guest April Rinne in a circular inset on the upper right, with the title “Thriving in a World of Constant Change” on a blue background.

Inside Xendoo’s Acquisition of Botkeeper’s Infinite

Finger on the Pulse, Modern Practice

The recent announcement that Xendoo has acquired the Infinite platform from Botkeeper has generated significant...

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Two business professionals shaking hands over a desk with financial charts and a laptop in the background, symbolizing a business agreement or acquisition

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