Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 06/25/2025
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....
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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...
info_outlineOn this episode Joe and Heather speak about conquering the email inbox using the “Zero Inbox” lifestyle and how it transforms both productivity and peace of mind. Joe walks listeners through a practical, judgment-free system based on David Allen’s productivity method using the four D's—Delete, Delegate, Do, and Defer—while Heather shares real-world encouragement for anyone overwhelmed by digital clutter.
Referenced during the show:
- David Allen says, "You can have a mind like water if you will place everything into a system that you trust and you check regularly that is prioritized and is on time horizons."
- Getting Things Done by David Allen (catch him at Scaling New Heights)
TV and Movie Quote:
- Heather quoted Batman Begins
- Joe quoted The Matrix: Reloaded
Book of the Week:
Favorite Social Posts:
- Heather mentioned Erin Reese on LinkedIn
- Joe mentioned Brenda C. CPA on X/Twitter
The Woodard Report Article of the Week:
- Transforming SOPs from a Burden to a Competitive Advantage by Brandy Jordan
Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out GetCanopy.com.
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