Banner image for Scaling New Heights 2027, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

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

AI, Scams, and the Future of CAS in a Changing Profession

Modern Practice, Podcast

In episode 163 of the Woodard Report Podcast, Joe Woodard and Heather Satterley discussed the rise in financial scams,...

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Woodard Report Podcast Episode 163 featuring Joe Woodard and Heather Satterley with the title “AI, Scams, and the Future of CAS: Navigating a Changing Accounting Landscape”

Make the Case to Attend Scaling New Heights 2026 + Template

Modern Practice, Professional Development

You've been thinking about attending Scaling New Heights 2026, and now you're ready to make it happen. The tricky part...

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Smiling businesswoman in a beige blazer speaking and gesturing across a desk during an office meeting with a colleague.

AI Adoption Is Accelerating - Are Firms Keeping Up?

Modern Practice, Podcast

In episode 162 of the Woodard Report Podcast, Joe Woodard and Heather Satterley explored developments in artificial...

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Woodard Report Podcast Episode 162 featuring Joe Woodard and Heather Satterley with the title "AI Adoption Is Accelerating. Are Firms Keeping Up?"

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