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
Release Date: 12/31/2025
Episode 168 - Work Less, Earn More: The $10,000 Hour Mindset - 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. Sabrina Starling about how business owners can reclaim time and increase profitability by focusing on high-value work, empowering their teams, and adopting a “$10,000 hour” mindset. They explore common missteps like failing to delegate, overcomplicating services, and misunderstanding client needs, while emphasizing the importance of human connection in an AI-driven world. The conversation also highlights strategies for hiring A-players and building a business that supports life, not the other way around. About Dr. Sabrina...
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Episode 167 - AI Agents, Human Judgment, and the Future of Work - 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 talk about the rapid evolution of AI, highlighting new developments like Xero’s partnership with Anthropic and the growing role of AI agents in business operations. They explore how AI is shifting from simple assistance to performing complex tasks, while emphasizing the continued need for human oversight, judgment, and ethical responsibility. The conversation also balances excitement with caution, urging professionals to adopt AI strategically while staying informed about its risks and limitations. Current events — TV/Movie...
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Episode 166 - Big Moves, Bigger Mindsets: M&A, AI Disruption, and Choosing Who You Become - 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 talk about the surge in accounting firm mergers and acquisitions alongside major industry shifts, including Microsoft entering the accounting space with AI-driven platforms. They explore how artificial intelligence is reshaping work by replacing tasks, not entire jobs, while emphasizing the growing importance of human judgment, relationships, and adaptability. Current events — 14 Firm Acquisitions in the last 30 days (see the bottom of the show notes for a full list) Microsoft sponsors Scaling New Heights for the first...
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Episode 165 - AI, Productivity, and the Push for Real Change 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 and Joe talk about recent developments in AI-powered audit tools, shifting software strategies, and what these changes mean for accounting firms of all sizes. They also explore lessons from pop culture on leadership and workplace culture, emphasizing the importance of aligning actions with stated values. The conversation rounds out with insights on emerging AI protocols and how firms can better structure both their work and client relationships for long-term success. Current events — TV/Movie quote of the week — Excellent...
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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...
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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...
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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...
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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...
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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...
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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_outlineOn 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
Nancy The Dancing Accountant 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; co-hosts “She Counts” (the real-talk podcast for women in accounting); was named Top CAS ProAdvisor; Top 50 Women in Accounting; Bridging the Gap Mentor of the Year; ToPS Speaker of the Year; and AICPA Global Women to Watch – you can check out her award-winning MSN column at thedancingaccountant.com.
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