Episode 45: Stacking Technologies for Extreme Automation
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 02/15/2021
Episode 146 - Innovation, Influence, and the “Let Them” Mindset: Navigating Change in Accounting and Beyond - 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 talk about the evolving accounting landscape including Anderson Group’s bold IPO and Carbon’s acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity’s growing influence? Current events — TV/Movie quote of the week — Heather mentioned the movie "The Greatest Showman" Joe mentioned both "Dune Prophecy" and "Lost in Space" Excellent things we learned — Member spotlight — Beth Whitworth presented by Kim Petro, Practice Advancement Coach at Woodard ...
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Episode 145 - Hooking Big Fish: Strategic Growth that Lasts - 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 Gail Crosley about how accounting firms can achieve sustainable, profitable growth through strategy rather than chance. Gail breaks down the difference between opportunistic and strategic growth, using her “fishing” analogy to show how narrowing focus, identifying ideal client profiles, and evaluating market conditions lead to lasting success. She also explains how firms can adapt when industries shift and reveals her three key elements of growth. Service, channel, and target can help firms thrive organically rather than...
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Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - 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 Kristen Keats about how to bring joy back into accounting. Kristen is a CPA and industry leader, with over twenty years experience serving small businesses and self-employed clients. With Heather, she shares her mission to create more meaningful, balanced, and fulfilling work for accountants by focusing on client relationships, fair pricing, and team connection. Together, they discuss shifting from burnout and billable hours toward a mindset of empowerment, communication, and purpose where both clients and accountants thrive....
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Episode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - 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 Jeff about the future of AI in accounting and how predictive models can transform bookkeeping accuracy. Jeff shares how his company, Digits, leverages AI not to replace accountants but to streamline workflows, reduce errors, and give professionals more time for higher-value work. They also explore the difference between generative and predictive AI, the role of accountants in reviewing outputs, and why firms must adapt quickly or risk being outpaced by competitors. About Jeff Seibert Jeff Seibert is the co-founder and CEO of ,...
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Episode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - 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 Madeline Reeves about the evolution of advisory services in accounting and how firms can confidently transition from transactional work to advisory relationships. Madeline shares insights from her Advisory Amplified Roadshow, a national event series designed to give accounting professionals practical tools for productizing advisory services, building stronger client connections, and leveraging AI to unlock efficiency. About Madeline Reeves Madeline Reeves’ career has centered around working with accounting firms to help...
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Episode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - 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 speak about upcoming regulatory changes that could ease the burden on government contractors and the potential disruption of the proposed HIRE Act, which would heavily tax outsourced accounting labor. They also dive into how the profession must adapt to staffing shortages, the evolving role of CPAs and noncredentialed accountants, and the transformative impact of AI on jobs. Current events — TV/Movie quote of the week — Heather mentioned the movie "Her" Joe mentioned the miniseries "aka Charlie Sheen" Excellent things we...
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Episode 140 - Tariffs, AI, 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 speak about the Supreme Court’s pending decision on tariffs, how it could trigger massive refunds for businesses, and why accountants need to prepare now. They also discuss Ernst & Young’s $1 billion investment in AI, exploring how automation might relieve staffing shortages while reshaping the profession. Current events — TV/Movie quote of the week — RuPaul's Drag Race All Stars Joe mentioned Game of Thrones Excellent things we learned — Member spotlight — Jane Watkins The Woodard Report article of the...
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Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - 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 Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI tools like Gamma.app and Google’s Notebook LM. About Byron PatrickByron K. Patrick, CPA, is an innovator who thrives at the intersection of accounting and technology. Rejecting traditional accounting roles early on, Byron founded Simplified...
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Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - 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 speak about the Gen Z workplace, Microsoft’s research on which jobs are most vulnerable to AI disruption, and how accountants can interpret numbers much like mathematicians describe the inexpressible. They also share TV and movie quotes that highlight the importance of continuous learning, spotlight a Woodard member’s practice transformation, and discuss hiring strategies that ensure stronger, more intentional teams. Current events — TV/Movie quote of the week — Heather mentioned Foundation Joe mentioned Game of...
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Episode 137 - Drawing Out Your Genius: Visual Storytelling in 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 Lisa Rothstein about the power of visual storytelling and how even simple drawings can transform complex financial conversations. Lisa, a New Yorker cartoonist and author of Drawing Your Genius, explains her “three C’s” framework—character, concepts, and context—as tools to make abstract ideas tangible, engaging, and memorable. About Lisa RothsteinLisa Rothstein is a New Yorker cartoonist and author of "Drawing Out Your Genius" who helps business professionals communicate using simple drawings. Learn more...
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