Episode 182 - AI-Ready Accounting: Transforming Firms Before the Market Does - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 07/29/2026
Episode 187 - The Heart, Spirit & Soul 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 discuss major changes shaping the accounting profession, including the growing influence of private equity, market consolidation, and the importance of maintaining a strong mindset regardless of the size of your firm. They also explore the concept of “crappification” in software, and what accountants can learn from the unsung role meteorologists played in D-Day. Current events — TV/Movie quote of the week — Excellent Thing We Learned — Member Spotlight — The Woodard Report article of the week — Thank...
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Episode 186 - Stop Selling Your Time: Start Selling Your Value - 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 Michelle Weinstein about how accounting professionals can escape burnout, increase revenue, and build more profitable firms by learning to communicate their value and sell with confidence. They discuss the importance of listening to clients, focusing on ideal customers, tracking the value and “wins” delivered to clients, and turning quick questions into deeper advisory conversations rather than giving away expertise for free. About Michelle Weinstein Michelle Weinstein is the founder of The Abundant Accountant and a sales...
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Episode 185 - Surviving or Thriving? The Future of Accounting in an AI-Driven Profession - 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 changes reshaping the accounting profession, from the end of BOI reporting and unprecedented firm consolidation to the rise of boutique, relationship-driven practices. They also explore AI’s potential evolution from generative AI to AGI and beyond, new CPE rules allowing half-credit sessions, and the importance of innovation, intentional client relationships, and taking calculated risks to build a thriving practice. Current events — TV/Movie quote of the week — Excellent Thing We Learned — by...
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Episode 184 - AI at Full Speed: Adapting Before the Future Arrives - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode of the Woodard Report podcast, Joe and Dawn Brolin talk about the accelerating impact of AI on the accounting profession, from secure, specialized AI tools to the emerging potential of quantum computing. They explore why accounting professionals need to move beyond fear and begin experimenting with AI now, sharing practical examples of using tools like Claude and Tax Figure to analyze financial data, strengthen advisory services, and work more efficiently. Current events — TV/Movie quote of the week — Excellent Thing We Learned — There are a series of tags you...
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Episode 183 - Beyond Pricing: Drucker, Branding, and the Soul of Business - 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 Ron Baker about Peter Drucker’s most influential ideas, including the rise of knowledge work, the importance of effectiveness over efficiency, and the need for businesses to pursue future opportunities instead of clinging to the past. They also explore how accounting firms can use distinct brands to separate commoditized services from high-value advisory work as well as why religious leaders offer valuable insights into purpose, dignity, stewardship, and the moral role of business. About Ron BakerRonald J. Baker began his CPA...
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Episode 182 - AI-Ready Accounting: Transforming Firms Before the Market Does - 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 Peter McCarroll about why accounting firms must treat AI adoption as a strategic business transformation rather than simply adding new software tools. Peter explains the pricing pressures threatening traditional compliance work, the need to redesign firms around advisory value and human relationships, and how reusable AI instructions and skills can help teams turn individual experimentation into shared, repeatable processes. About Peter McCarroll Peter McCarroll is a Chartered Accountant (NZ), CPA (Canada), and the founder of...
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Episode 181 - Moving Upmarket (and Making Business More Human) - 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 Xero’s move into the midmarket, why accounting firms may find greater opportunity above the AI disruption zone, and how empathy can defuse difficult client conversations. They also discuss how personal transformation can lead to a healthier, more successful practice. Current events — TV/Movie quote of the week — Excellent Thing We Learned — Member spotlight — The Woodard Report article of the week — Thank you to our show sponsor, Digits! Digits is the world's first agent general ledger,...
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Episode 180 - From Compliance to Capacity: Building an AI-Enabled Accounting Firm - 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 Jan Haugo about how accounting firms can move beyond experimenting with AI and begin using it to transform workflows, increase profitability, and create more capacity for strategic advisory services. Jan shares practical approaches for overcoming security concerns and uncertainty, including her “pain, problem, prompt” method, while emphasizing the importance of firmwide training, strong governance, and leadership-driven adoption. They also explore how AI can help accountants become more thoughtful, empathetic advisors by...
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Episode 179 - Change Is the Environment - 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 Microsoft’s latest quantum computing and AI developments, and what those shifts could mean for accounting professionals. They also connect lessons from TV, April Rinne’s book Flux, and Donna Reed’s article on client conversations to the importance of adaptability, empathy, and intentional decision-making in advisory work. Current events — TV/Movie quote of the week — Excellent Thing We Learned — Member spotlight — The Woodard Report article of the week — The Quiet Question that...
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Episode 178 - Current Trends, Human Connection, and the Future of Advisory - 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 emerging developments shaping the accounting profession, including the consolidation of New England CPA societies, Pilot's shift from a local partnership model to AI-powered bookkeeping software, and how firms can use automation to elevate, not replace, their advisory services. They also explore the importance of healthy client boundaries, lessons from popular TV shows, recent IRS penalty relief opportunities, and why uniquely human qualities like navigating uncertainty and building relationships remain essential in an...
info_outlineOn this episode of the Woodard Report podcast, Heather speaks with Peter McCarroll about why accounting firms must treat AI adoption as a strategic business transformation rather than simply adding new software tools. Peter explains the pricing pressures threatening traditional compliance work, the need to redesign firms around advisory value and human relationships, and how reusable AI instructions and skills can help teams turn individual experimentation into shared, repeatable processes.
About Peter McCarroll
Peter McCarroll is a Chartered Accountant (NZ), CPA (Canada), and the founder of The AI Accountant — the only AI training and implementation platform built exclusively for CAS practices. He runs a full-service accounting practice at Fuel Accountants, where he has spent the past two years deploying AI across real client workflows. Peter helps accounting firms move from experimentation to operational transformation — not with theory, but with systems built inside a working practice.
- The AI Champion's Field Guide: What to Do Now, What to Ask For
- Learn more about The AI Accountant
- Learn more about Fuel Accountants
- Connect with Peter on LinkedIn
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