Episode 45: Stacking Technologies for Extreme Automation
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 02/15/2021
Episode 176 - The Tech Humanist: Keeping Humanity at the Center of AI - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe speaks with Kate O'Neill about the intersection of technology and humanity, exploring how businesses can embrace AI and automation without losing the human connection that drives trust, meaning, and purpose. They discuss why accounting professionals should view AI not as a replacement, but as an opportunity to shift from transactional work to more strategic, empathetic, and judgment-driven client relationships. The conversation also dives into the risks of over-automation and why human wisdom, context, and lived experience remain irreplaceable...
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Episode 175 - AI, Intuit Upheaval, and the Future of Accounting - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Heather and Joe talk about major developments shaping the accounting profession, including Intuit’s dramatic stock decline, workforce layoffs tied to AI adoption, and the launch of ChatGPT Finance. They also explore how artificial intelligence is rapidly transforming professional services, emphasizing the need for accountants to embrace change by leaning into human-centered skills like judgment, relationships, and advisory work. Along the way, they share productivity strategies, discuss the dangers of “not us” thinking around AI disruption,...
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Episode 174 - Firing Clients, Finding Your Niche, and Making Accounting Fun - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Heather speaks with Tyler Otto about his unconventional path into accounting, growing a firm, and how niching down helped strengthen both company culture and client relationships. Tyler shares candid advice on when and how to “fire” difficult clients, what red flags to watch for during prospecting, and why firm owners should prioritize cultural fit over revenue. The conversation also dives into Tyler’s upcoming live game show at Scaling New Heights, and practical ways accounting firms can safely experiment with AI while preparing for the...
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Episode 173 - AI, Humanity, and the Future of Accounting - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe and Heather speak about the rapid acceleration of AI and how it is reshaping the accounting profession, from audit and compliance work to more advisory-focused roles. They explore the importance of maintaining the “soul” of a business in an increasingly automated world, discuss the rise of AI agents and emerging technologies, and share insights on how accountants can adapt by leaning into their uniquely human strengths. Current events — TV/Movie quote of the week — Member spotlight — The Woodard Report article of the week...
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Episode 172 - From Bank Recs to Big Dreams: Debra Kilsheimer on the Human Side of Accounting - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Heather speaks with Debra about the power of relationships in accounting, why bookkeepers and accountants are often the true drivers behind their clients’ dreams, and how human connection creates lasting value far beyond tax returns and reconciliations. Debra shares the inspiration behind her podcast, Bookkeepers on Fire, her philosophy on advisory conversations, and how AI is freeing firms from tedious tasks so they can focus more on strategy, leadership, and client trust. About Debra Kilsheimer Debra Kilsheimer is a Curiosity Powered Advisor,...
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Episode 171 - Strange New World, Smarter Decisions - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe and Heather speak about the rapid evolution of AI, payments, and pricing models in the accounting technology space. They explore Intuit’s move toward real-time FedNow payments, the rise of outcome-based AI pricing, and how firms can adapt by focusing on value, process discipline, and proactive decision-making rather than fear or hesitation. Current events — TV/Movie quote of the week — Excellent things we learned — Member spotlight — The Woodard Report article of the week — Thank you to our show sponsor, Woodard!...
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Episode 170 - AI Is Collapsing Time: What Accounting Firms Must Do Next - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe speaks with Kacee Johnson about how artificial intelligence is reshaping the accounting profession far beyond simple efficiency gains. They discuss the difference between firms that are reacting to AI with quick-fix tools versus those strategically rethinking their entire operating model, including pricing, staffing, advisory services, and client expectations. Kacee also shares insights on AI hype versus reality, the future of advisory-focused firms, and the mission behind the new AI Native Accounting Foundation to help firms navigate AI...
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Episode 169 - From CAS Firm to Franchise Force: Decimal’s Bold New Direction - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe speaks with Matt Tait about Decimal’s evolution from a fast-growing, tech-enabled CAS practice into a franchise model designed to empower accounting and bookkeeping firm owners. Matt shares why Decimal sold its direct services business to focus entirely on helping small firms scale through a turnkey operating system that combines staffing, AI-powered tools, technology, processes, and community support. The conversation also explores the future of the accounting industry, including the impact of AI, private equity, outsourcing, and the...
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Episode 168 - Work Less, Earn More: The $10,000 Hour Mindset - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe speaks with Dr. Sabrina Starling about how business owners can reclaim time and increase profitability by focusing on high-value work, empowering their teams, and adopting a “$10,000 hour” mindset. They explore common missteps like failing to delegate, overcomplicating services, and misunderstanding client needs, while emphasizing the importance of human connection in an AI-driven world. The conversation also highlights strategies for hiring A-players and building a business that supports life, not the other way around. About Dr. Sabrina...
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Episode 167 - AI Agents, Human Judgment, and the Future of Work - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Heather and Joe talk about the rapid evolution of AI, highlighting new developments like Xero’s partnership with Anthropic and the growing role of AI agents in business operations. They explore how AI is shifting from simple assistance to performing complex tasks, while emphasizing the continued need for human oversight, judgment, and ethical responsibility. The conversation also balances excitement with caution, urging professionals to adopt AI strategically while staying informed about its risks and limitations. Current events — TV/Movie...
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