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AI Agents, Human Judgment, and the Future of Work

In episode 167 of the Woodard Report Podcast, Joe Woodard and Heather Satterley discussed new artificial intelligence...

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AI Adoption in Accounting Firms: From Talk to Action

Editor’s Note: This article is part 2 of a 2-part series on AI adoption in accounting firms. View all of the articles...

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AI Adoption in Accounting Firms: The Real Reason It Stalls

Editor’s Note: This article is part 1 of a 2-part series on AI adoption in accounting firms. View all of the articles...

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How to Argue with AI (and Why!)

Most professionals treat Artificial Intelligence (AI) like a search engine. Ask a question, read the answer, move on....

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What Accounting Websites Get Wrong + What Pros Recommend

Over ten years ago, I created my first website. Since then, I’ve been creating and managing websites and blogs, plus...

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When a Data Breach Hits, the Sharks Circle: Are You Ready?

If you have a current CPA license, I am sure you are aware that your WISP (Written Information Security Plan) includes...

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AI Governance for Accounting Firms: Risk & Rules

In a recent webinar I delivered, I asked attendees whether they were using AI tools in their work and/or personal life....

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Accept Bounced Check Payments by Card in QuickBooks Online

Here’s a tricky situation I recently encountered which really made me stop and think in order to find a solution. The...

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Cybersecurity: How Much Is Enough and What Do You Really Need?

I was today years old when I learned what an FCEB is, it is a Federal Civilian Executive Branch Agency (say that five...

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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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