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
Release Date: 11/05/2025
Episode 153 - Accidental Accountant to Trusted Advisor: Navigating Nonprofits, Pricing, and the Future 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 Megan Tarnow about her journey as an “accidental accountant” who built a successful niche practice serving nonprofits and the unique challenges that come with pricing, staffing, and mission-driven work. Megan shares practical insights on why clean data, strong advisory relationships, and a controller-level mindset matter more than ever, especially as AI begins to reshape bookkeeping and analysis. About Megan Tarnow Megan Genest Tarnow is a long-time QuickBooks ProAdvisor with over 25 years working at the intersection of...
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Episode 152 - From Disruption to Empowerment: What’s Shaping 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 major shifts in the accounting profession, including new partnership and franchise models that are democratizing technology and intellectual property for firms of all sizes. They explore how innovation, hospitality-driven client experiences, and intentional generosity can help advisors stand out while navigating talent shortages and industry change. Current events — TV/Movie quote of the week — Excellent things we learned — Member spotlight — The Woodard Report article of the week — Thank you...
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Episode 151 - From Time Sheets to Transformation: Blake Oliver’s Blueprint for Modern Accounting Firms - 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 Blake Oliver about his new book, , and the shift from transactional, hourly-based accounting to outcome-driven, productized services. Blake explains how firms can escape the “transactional treadmill” by redesigning pricing, redistributing workload to reduce seasonality, and adopting recurring, standardized service packages that elevate client experience. About Blake Oliver Among many other things, Blake founded Earmark so listeners can earn continuing professional education credits for listening to his shows and many more...
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Episode 150 - From Root Canals to Real Purpose: Dr. Short’s Journey of Identity and Impact - 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. Rico D. Short about his remarkable rise from a single-parent household to becoming a world-class endodontist, author, and speaker, and how faith, mentorship, and identity shaped every step of his journey. They explore how finding your true identity and purpose, rather than comparing yourself to others, can unlock your greatest potential, and how perseverance through personal and professional adversity can transform both your life and leadership. About Dr. Rico D. Short Dr. Short is a board-certified endodontist, author,...
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Episode 149 - Intuit’s Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - 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 major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically to a changing profession. Current events — TV/Movie quote of the week — How to Train Your Dragon IT chapter 2 Excellent things we learned — Member spotlight — Auburndale Bookkeeping The Woodard Report article of the week — ...
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Episode 148 - Building a Boutique Firm That Actually Feels Boutique - 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 Keila Hill-Trawick about how boutique accounting firms can thrive by prioritizing deep relationships, proactive communication, and intentional growth. Keila shares how Little Fish Accounting creates a high-touch client experience through streamlined processes, boundaries that protect team capacity, and a focus on year-round partnership rather than transactions. She and Joe also discuss why saying “no” to misaligned clients is essential to delivering consistently excellent service. About Keila Hill-TrawickKeila leads the...
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Episode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - 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 Shirley Koss about the importance of human connection and vulnerability in the accounting profession. Shirley shares insights from her travels to industry events, where she’s noticed how many professionals feel isolated in remote work environments. Together, she and Heather discuss ways to combat loneliness—through authentic communication, intentional outreach, and community engagement—reminding listeners that showing vulnerability and reaching out can strengthen both personal well-being and professional relationships....
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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....
info_outlineOn 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 —
- Tax firm Andersen to file publicly for IPO as soon as this week
- Karbon acquires Aider to deliver the future of AI-powered accounting and bookkeeping
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
The Woodard Report article of the week —
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