Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 09/04/2024
Episode 108 - The Puzzle Piece Fits: AI Evolution in Accounting Featuring Matt Tait of Decimal - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe speaks with Matt Tait, CEO of Decimal, about the integration of AI in the accounting industry, highlighting Decimal's transition to the AI-native ledger platform, Puzzle. Matt shares his thoughts on how Puzzle can automate up to 90% of routine tasks, improve client experiences, and enhance workflow scalability. His perspective on the implied partnership between tech and accounting firms is refreshing and not to be missed. Episode Resources: - Let Decimal Solve Financial Operations Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite...
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Episode 107 - 5 Things We Must Watch Closely in 2025 - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe and Heather dive into the major trends and challenges shaping 2025 for accounting professionals. They discuss the growing impact of artificial intelligence, policy shifts under the new U.S. presidency, and evolving business models in the industry. Recommended Reading: - Daniel Susskin TV and Movie Quotes: From Heather: RuPaul's Drag Race From Joe: The Most Reluctant Convert Book Segment: by Malcolm Gladwell The Woodard Report article: Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work....
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Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe and Heather explore key insights from the 2024 AICPA CAS Benchmark Survey, highlighting the evolution of CPA and non-credentialed practices post-COVID, including growth trends, advisory services, and the increasing role of technology. Read "" from The CPA Journal TV and Movie Quote: Heather quoted Deadpool (so the entire quote is effectively redacted due to language) and Joe quoted X-Men: Days of Future Past Book Quote: The Woodard Report article highlighted during the show: Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to...
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Episode 105 - AI and Efficiency: Transforming Business One Task at a Time - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather speaks with Allanté Collier, founder of Streamline and Scale, about leveraging AI to boost efficiency and scalability in small businesses. They discuss practical ways AI can handle repetitive tasks, enhance marketing strategies, and streamline operations to free up time for growth and creativity. Streamline & Scale helps Industry Leaders and Organizations build (lean) teams and businesses that run themselves in any economy. for leaders in demand from Streamline and Scale Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite...
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Episode 104 - Bench, Business, and Better Decisions - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe and Heather explore the sudden closure and acquisition of Bench, the venture-backed bookkeeping and accounting firm, diving into its implications for the accounting industry, private equity, and an AI-driven future. They also discuss the challenges of balancing client-focused service with profit motives, highlight key takeaways from Andy Stanley's book Better Decisions, Fewer Regrets, and share their favorite quotes and social media insights of the week. TV/Movie quote of the week — Dune: Prophecy Book of the week — Better Decisions, Fewer Regrets by Andy Stanley ...
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Episode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Heather speaks with Deborah Defer, Director of CAS Consulting at Woodard, about the transformative role of artificial intelligence in the accounting industry. They explore Deborah's extensive career journey, her insights from attending the Digital CPA conference, and the exponential growth in AI adoption. Most importantly, they talk about the importance of blending technology with human expertise. Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values...
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Episode 102 - Is it burnout or moral injury? An interview with Ron Baker - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
In this episode, Joe Woodard talks to Ron Baker about the concept of moral injury as a more accurate explanation for what is often misdiagnosed as burnout, especially in the accounting and medical professions. They explore how moral injury arises when professionals face systemic or situational pressures that force them to act against their deeply held beliefs, creating anxiety and dissatisfaction. This issue is more profound than the surface-level symptoms of burnout and is rooted in the disconnect between the transactional nature of modern work environments and the purpose-driven calling many...
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Episode 101 - Interview with Danielle Bornowski - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather Satterley interviews Danielle Bornowski, the CEO of DQB Strategies, who is a marketing strategist helping business owners make smart marketing decisions that don't feel like slimy sales. Danielle believes that customer reviews are an unsung hero in marketing that can do a lot to help people grow their business. For professional firms, they help to document the customer journey and inform services, which in turn, allows accounting pros to provide a unique experience and set themselves apart from everyone else. From DBQ Strategies, here is a copy-and-paste...
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Episode 100 - Special Edition: The US Election - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships. As always, the Woodard organization remains apolitical and fosters an internal environment where varying perspectives can thrive. Books mentioned during this episode: Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards...
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Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather Satterley speaks with Candy Bellau about her personal journey in the accounting industry, touching on resilience, pricing, and the power of community. Candy shares valuable insights from her experiences, especially on overcoming business struggles, and offers guidance for accountants facing similar challenges. Some of the wide ranging topics discussed in this episode: Candy's Career Background Building Resilience Community Support Overcoming Pricing Struggles Importance of Mindset Creating a Positive Work Environment Practical Advice for Accountants Thank you to our...
info_outlineOn this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals.
Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA"
About David Hartley:
Dave is the partner-in-charge of advisory at Anders with over three decades of experience serving both public and privately-held businesses, showcasing his unique blend of technological expertise and CPA proficiency. With a background in C-suite leadership and consulting, he specializes in helping middle-market businesses grow while focusing on innovation and technology. Dave’s cumulative experience, gained across a variety of roles in multiple industries, allows him to contribute to building the CPA firm of the future at Anders. In this capacity, he steers the advisory practice, orchestrating its strategic direction and propelling growth. As a former CIO, his experience enables him to find innovative technology uses to make businesses more successful. His insights are featured on LinkedIn, at industry conferences and in popular publications. By sharing his thought leadership across numerous platforms, Dave empowers fellow CPAs to revolutionize their firms, seamlessly integrate technology and adopt novel business paradigms.
Thank you to our show sponsor!
- Rightworks — All your accounting apps, unified in the cloud
Learn more about the show and our sponsors at Woodard.com/podcast