Episode 130 - (Part 1 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 07/16/2025
Episode 158 - From 150 Hours to AI Hype: What’s Really Changing 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 David Leary about the biggest shifts shaping the accounting profession such as the rollback of the 150-hour CPA requirement and how alternative pathways are already boosting the pipeline of new accounting graduates. They also dig into what AI is actually good for (and where it still fails without strong firm processes and human oversight), plus why private equity in accounting can create serious conflicts of interest, particularly for assurance-related work. About David Leary David Leary is the Co-Founder and COO of Earmark. He...
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Episode 157 - From Bookkeeping to Business Coach: Collaboration, Advisory, and AI Done Right - 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 Tanya Hilts about how bookkeepers can move from compliance work into true advisory by leading with better questions, leaning into collaboration, and building confidence through real-time financial conversations. Tanya shares how AI tools like ChatGPT, Claude, and Perplexity can help generate smarter client questions and speed up analysis, while emphasizing that the real “threat” isn’t AI itself, but professionals who learn to use it well. About Tanya Hilts Tanya Hilts, CPB, FCPB is an award-winning accounting pro...
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Episode 156 - From Tax Filing to “Ask Luca”: Guardrails for AI and Client Boundaries - 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 January updates in the accounting space, including the IRS’s Free File program and why Joe prefers a subsidized third-party prep model over direct IRS filing. They also dig into how large firms like RSM are rolling out tightly governed generative AI tools (like “Ask Luca”), and what that teaches smaller firms about AI quality being driven by both model capability and data control. Current events — TV/Movie quote of the week — Excellent things we learned — Member spotlight — The Woodard...
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Episode 155 - Try the Train: New-Year Tech, Big Hope, and the Power of “No” - 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 early-2026 accounting and tech happenings, including new CPE training for Intuit Enterprise Suite, and why leaning into AI skills can create outsized professional value. Current events — TV/Movie quote of the week — Excellent things we learned — Member spotlight — The Woodard Report article of the week — Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax...
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Episode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side 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 speaks with Nancy McClelland, CPA about her journey as the “Dancing Accountant” and how embracing authenticity, community connection, and people skills has shaped her firm and career. They explore the importance of trust, niching, and collaboration between bookkeepers and tax professionals. About Nancy McClelland, CPA is a CPA on a lifelong mission to educate the professionals who support small businesses and their communities. She runs 'Ask a CPA', a Q&A membership for bookkeepers who want to learn to prepare “tax-ready" books;...
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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 — ...
info_outlineOn this episode, Joe Woodard comes to us from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. Joe reflects on the importance of realizing that our days are numbered in order to live with intention, balancing work and life while pursuing meaningful contributions. Through powerful examples—from Winston Churchill to Rudy—he challenges listeners to embrace “agency,” defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life.
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