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 172 - From Bank Recs to Big Dreams: Debra Kilsheimer on 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 Debra about the power of relationships in accounting, why bookkeepers and accountants are often the true drivers behind their clients’ dreams, and how human connection creates lasting value far beyond tax returns and reconciliations. Debra shares the inspiration behind her podcast, Bookkeepers on Fire, her philosophy on advisory conversations, and how AI is freeing firms from tedious tasks so they can focus more on strategy, leadership, and client trust. About Debra Kilsheimer Debra Kilsheimer is a Curiosity Powered Advisor,...
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Episode 171 - Strange New World, Smarter Decisions - 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 the rapid evolution of AI, payments, and pricing models in the accounting technology space. They explore Intuit’s move toward real-time FedNow payments, the rise of outcome-based AI pricing, and how firms can adapt by focusing on value, process discipline, and proactive decision-making rather than fear or hesitation. 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!...
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Episode 170 - AI Is Collapsing Time: What Accounting Firms Must Do Next - 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 Kacee Johnson about how artificial intelligence is reshaping the accounting profession far beyond simple efficiency gains. They discuss the difference between firms that are reacting to AI with quick-fix tools versus those strategically rethinking their entire operating model, including pricing, staffing, advisory services, and client expectations. Kacee also shares insights on AI hype versus reality, the future of advisory-focused firms, and the mission behind the new AI Native Accounting Foundation to help firms navigate AI...
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Episode 169 - From CAS Firm to Franchise Force: Decimal’s Bold New Direction - 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 Matt Tait about Decimal’s evolution from a fast-growing, tech-enabled CAS practice into a franchise model designed to empower accounting and bookkeeping firm owners. Matt shares why Decimal sold its direct services business to focus entirely on helping small firms scale through a turnkey operating system that combines staffing, AI-powered tools, technology, processes, and community support. The conversation also explores the future of the accounting industry, including the impact of AI, private equity, outsourcing, and the...
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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...
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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