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
Release Date: 11/12/2025
Episode 164 - Thriving in a World of Constant Change - 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 April Rinne about how our early life experiences shape our relationship with change and how fear versus hope influences how we respond to uncertainty. They explore April’s concept of a “flux mindset,” including practical strategies like embracing a portfolio career and learning to “run slower” to navigate today’s fast-paced, AI-driven world. The conversation highlights how accounting professionals can build resilience and adaptability by reframing change as an opportunity for growth. About April Rinne April Rinne is...
info_outline
Episode 163 - AI, Scams, and the Future of CAS: Navigating a Changing Accounting Landscape - 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 the growing threat of AI-powered financial scams and practical steps firms can take to protect themselves and their clients. They also explore major shifts in the accounting technology space, including platform-driven CAS models, AI misconceptions, and evolving firm strategies. 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, Woodard! The Woodard membership program will help...
info_outline
Episode 162 - AI Adoption Is Accelerating—Are Firms Keeping Up? - 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 new research on global AI adoption and what it means for accounting firms, highlighting how early adopters are gaining strategic advantages while others risk falling behind. They explore recent funding surges in AI-powered accounting tools, practical considerations for implementing AI within firms, and the importance of governance, strategy, and financial independence in adapting to rapid technological change. Current events — TV/Movie quote of the week — Excellent things we learned — Member...
info_outline
Episode 161 - AI Fluency, Pricing Strategy & 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 discuss new research on AI adoption in the workplace, highlighting the growing wage and opportunity gap between AI-fluent professionals and those who are not. They also explore major shifts in the accounting tech landscape, including month-end automation, evolving pricing strategies, and competitive convergence among software platforms. Current events — TV/Movie quote of the week — Excellent things we learned — Member spotlight — Dave Eshbach of CleanSlate Financial Services The Woodard Report article of the...
info_outline
Episode 160 - AI’s New Accounting Era: The Foundation, the Fallout, and the Future - 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 the launch of the AI Native Accounting Foundation (including its first award at Scaling New Heights) and what BotKeeper’s abrupt shutdown signals about the rise and fall of “tech-driven bookkeeping” first movers. They explore why the future is “human-first, AI-enabled,” arguing firms must shift from selling bookkeeping/tax prep to building advisory skills and wisdom-driven judgment that AI can’t replace. Current events — TV/Movie quote of the week — Excellent things we learned — Member spotlight...
info_outline
Episode 159 - From Accidental Accountant to Sustainable Firm Builder - 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 Amanda Aguillard about her path from discovering accounting at 16 to building a cloud-based firm, launching the peer-driven Accounting Salon community, and becoming COO at Padgett. They discuss how Padgett helps firms implement standardized systems to reduce decision paralysis and build a business that isn’t dependent on the owner. About Amanda Aguillard, CPA Amanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she’s used that passion to encourage innovation in the...
info_outline
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...
info_outline
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...
info_outline
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...
info_outline
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...
info_outlineOn 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.
About Shirley Koss
At Woodard, we believe that strong communities drive professional growth. Whether you're a CPA, tax preparer, bookkeeper or another accounting professional, the power of peer connection, continuous education and a strong support network can transform your practice. Shirley’s mission is to help you maximize these opportunities, and she's eager to connect with all of you—both current and future members—to share ideas and grow the community. Shirley brings years of experience in building successful communities and ensuring member engagement, and her dedication to the success of professionals is clear. She understands the unique challenges accounting professionals face and is ready to help you navigate those challenges while taking your practice to the next level.
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.
Learn more about the show and our sponsors at Woodard.com/podcast