The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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Episode 162 - AI Adoption Is Accelerating—Are Firms Keeping Up? - The Woodard Report Podcast
03/11/2026
Episode 162 - AI Adoption Is Accelerating—Are Firms Keeping Up? - The Woodard Report Podcast
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 spotlight — The Woodard Report article of the week — Thank you to our show sponsor, Puzzle! Puzzle, the next generation firm, AI-powered, human-led. Puzzle replaces manual quickbooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at . Learn more about the show and our sponsors at
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Episode 161 - AI Fluency, Pricing Strategy & the Future of Accounting - The Woodard Report Podcast
03/04/2026
Episode 161 - AI Fluency, Pricing Strategy & the Future of Accounting - The Woodard Report Podcast
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 week — Thank you to our show sponsor, Digits! Digits is the world's first agent general ledger, accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping in month and shifting your team from data entry to review and advisory. Visit Digits.com to get started today. Learn more about the show and our sponsors at
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Episode 160 - AI’s New Accounting Era: The Foundation, the Fallout, and the Future - The Woodard Report Podcast
02/25/2026
Episode 160 - AI’s New Accounting Era: The Foundation, the Fallout, and the Future - The Woodard Report Podcast
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 — The Woodard Report article of the week — Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at
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Episode 159 - From Accidental Accountant to Sustainable Firm Builder - The Woodard Report Podcast
02/18/2026
Episode 159 - From Accidental Accountant to Sustainable Firm Builder - The Woodard Report Podcast
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 industry she loves. That commitment lives on through her work as the Chief Operating Officer of Padgett, one of North America’s largest accounting service and business consulting providers. Amanda oversees operational and logistical guidance for the company’s network of firms. This includes identifying and incorporating the latest cloud technologies into the Padgett operating model. She also is focused on developing and facilitating the necessary trainings to ensure these platforms and tools are successfully implemented by Padgett firms. Amanda, who is a past Top 50 Women in Accounting, is the author of . She was the Xero Evangelist of the Year in 2016, and used her experience as a Xero Certification instructor to co-found Elefant, a continuing education company for accountants and bookkeepers. She has written numerous articles for industry publications, including the Journal of Accountancy. Prior to joining the executive team at Padgett, she ran Aguillard Accounting LLC, focusing her efforts on providing unparalleled client support service through a cloud-based practice that could be done anywhere in the world. Amanda also is the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv. Amanda, who holds a Master’s Degree in Taxation from the University of Denver, regularly speaks at state CPA societies and industry technology conferences, including Accountex, AICPA Engage, Scaling New Heights, Clio Cloud Conference and Xerocon. When she’s not advocating for her industry, she spends her time cooking for her two children, reading historical fiction and backcountry hiking. Learn more about Amanda Thank you to our show sponsor, Puzzle! Puzzle is the next generation firm: AI-powered, human-led. Puzzle replaces manual QuickBooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at . Learn more about the show and our sponsors at
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Episode 158 - From 150 Hours to AI Hype: What’s Really Changing in Accounting - The Woodard Report Podcast
02/04/2026
Episode 158 - From 150 Hours to AI Hype: What’s Really Changing in Accounting - The Woodard Report Podcast
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 is an innovative and influential force in the small business accounting world with over 22 years of QuickBooks experience. Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at
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Episode 157 - From Bookkeeping to Business Coach: Collaboration, Advisory, and AI Done Right - The Woodard Report Podcast
01/28/2026
Episode 157 - From Bookkeeping to Business Coach: Collaboration, Advisory, and AI Done Right - The Woodard Report Podcast
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 helping firms adopt practical AI, tighten processes, and grow profit-focused advisory. and learn more about her "AI in Action" series Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at
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Episode 156 - From Tax Filing to “Ask Luca”: Guardrails for AI and Client Boundaries - The Woodard Report Podcast
01/21/2026
Episode 156 - From Tax Filing to “Ask Luca”: Guardrails for AI and Client Boundaries - The Woodard Report Podcast
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 Report article of the week — 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 . Learn more about the show and our sponsors at
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Episode 155 - Try the Train: New-Year Tech, Big Hope, and the Power of “No” - The Woodard Report Podcast
01/14/2026
Episode 155 - Try the Train: New-Year Tech, Big Hope, and the Power of “No” - The Woodard Report Podcast
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 professionals nationwide. The CorpNet Partner Program can 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at
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Episode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting - The Woodard Report Podcast
12/31/2025
Episode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting - The Woodard Report Podcast
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; ; 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 . Thank you to our show sponsor, Woodard!The Woodard membership program will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at
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Episode 153 - Accidental Accountant to Trusted Advisor: Navigating Nonprofits, Pricing, and the Future of AI - The Woodard Report Podcast
12/24/2025
Episode 153 - Accidental Accountant to Trusted Advisor: Navigating Nonprofits, Pricing, and the Future of AI - The Woodard Report Podcast
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 QuickBooks and nonprofits. 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 . Learn more about the show and our sponsors at
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Episode 152 - From Disruption to Empowerment: What’s Shaping the Future of Accounting - The Woodard Report Podcast
12/17/2025
Episode 152 - From Disruption to Empowerment: What’s Shaping the Future of Accounting - The Woodard Report Podcast
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 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 professionals nationwide. The CorpNet Partner Program can 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at
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Episode 151 - From Time Sheets to Transformation: Blake Oliver’s Blueprint for Modern Accounting Firms - The Woodard Report Podcast
12/10/2025
Episode 151 - From Time Sheets to Transformation: Blake Oliver’s Blueprint for Modern Accounting Firms - The Woodard Report Podcast
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 accounting and tax podcasts. The goal of the Earmark app is to make it easy and fun for fellow CPAs to learn and earn CPE every week. Because if you learn every week, it’s easy to get the hours you need without stress. And we could all use a little less stress in our lives. 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 . Learn more about the show and our sponsors at
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Episode 150 - From Root Canals to Real Purpose: Dr. Short’s Journey of Identity and Impact - The Woodard Report Podcast
12/03/2025
Episode 150 - From Root Canals to Real Purpose: Dr. Short’s Journey of Identity and Impact - The Woodard Report Podcast
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, professor, and international speaker. He just published his 3rd inspirational book, Purpose Full, . His company is and he can . Thank you to our show sponsor, Bill, your financial operations platform! Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at
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Episode 149 - Intuit’s Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - The Woodard Report Podcast
11/26/2025
Episode 149 - Intuit’s Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - The Woodard Report Podcast
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 — Thank you to our show sponsor, Brex! Brex accounting partners close clients books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit to apply. Learn more about the show and our sponsors at
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Episode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report Podcast
11/19/2025
Episode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report Podcast
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 strategy and vision at Little Fish Accounting, ensuring every client experience is personal, strategic, and rooted in real-world expertise. As a seasoned entrepreneur herself, she understands the unique challenges that come with building and scaling a business with a small, intentional team. 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 . Learn more about the show and our sponsors at
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Episode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - The Woodard Report Podcast
11/12/2025
Episode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - The Woodard Report Podcast
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. 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 . Learn more about the show and our sponsors at
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Episode 146 - Innovation, Influence, and the “Let Them” Mindset: Navigating Change in Accounting and Beyond - The Woodard Report Podcast
11/05/2025
Episode 146 - Innovation, Influence, and the “Let Them” Mindset: Navigating Change in Accounting and Beyond - The Woodard Report Podcast
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 The Woodard Report article of the week — Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at
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Episode 145 - Hooking Big Fish: Strategic Growth that Lasts - The Woodard Report Podcast
10/29/2025
Episode 145 - Hooking Big Fish: Strategic Growth that Lasts - The Woodard Report Podcast
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 through mergers. About Gale Crosley Gale Crosley, CPA, CGMA, is a well-known strategic revenue growth consultant, who has helped almost 500 CPA firms over the past 20+ years. She has worked with their managing partners and other leaders to transform their firms to high growth environments, achieving exceptional organic growth. Nine of the top 20 fastest organically growing firms in the past year are, or have been, her clients. For 18 consecutive years she’s been recognized as one of the Top 100 Most Influential People in Accounting by Accounting Today, and for 16 years selected one of the Top 10 Most Recommended Consultants in Inside Public Accounting’s Best of the Best. Thank you to our show sponsor, Woodard!!! The will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at
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Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast
10/22/2025
Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast
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. About Kristen KeatsKristen launched her career at a national accounting firm and owned her own practice for more than eight years. Before founding Breakaway, Kristen served as a partner at a local Portland firm and a senior tax manager at a large regional firm. Kristen is an avid and early adopter of new accounting technologies and an expert on cloud accounting. She is passionate about listening to her clients and gaining a well-rounded understanding of their needs and long-term goals, always striving to make their lives easier. Kristen received her degree from the renowned W.P. Carey School of Business at Arizona State University. When Kristen is not advising her clients and leading her team, she enjoys reading, camping, and, most of all, spending time with her two lively teenagers. 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 . Learn more about the show and our sponsors at
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Episode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - The Woodard Report Podcast
10/15/2025
Episode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - The Woodard Report Podcast
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 , where he's building the world's first AI-powered accounting platform for startups and small businesses. Jeff is also a frequent presenter on both entrepreneurial and technical topics and has lectured at Stanford, Harvard, MIT, and Tufts, as well as keynoted Scaling New Heights, Twitter Flight, AppsWorld, AnDevCon, EclipseCon, and others. Learn more about Jeff at: 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 . Learn more about the show and our sponsors at
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Episode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - The Woodard Report Podcast
10/08/2025
Episode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - The Woodard Report Podcast
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 elevate understanding by providing education & coaching around cloud based technology. 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 professionals nationwide. The CorpNet Partner Program, 10X her firms revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at
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Episode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - The Woodard Report Podcast
10/01/2025
Episode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - The Woodard Report Podcast
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 learned — Member spotlight — Brittany Byrd presented by Lamont Nesbitt, Practice Advancement Coach at Woodard 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 professionals nationwide. The CorpNet Partner Program can 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at
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Episode 140 - Tariffs, AI, and the Future of Accounting - The Woodard Report Podcast
09/24/2025
Episode 140 - Tariffs, AI, and the Future of Accounting - The Woodard Report Podcast
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 week — Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at
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Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast
09/17/2025
Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast
On this episode of the Woodard Report podcast, Heather speaks with Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI tools like Gamma.app and Google’s Notebook LM. About Byron PatrickByron K. Patrick, CPA, is an innovator who thrives at the intersection of accounting and technology. Rejecting traditional accounting roles early on, Byron founded Simplified Innovations, an IT firm built specifically for CPAs. He expanded his impact at Botkeeper, leading the charge in adopting AI to revolutionize bookkeeping. And moved on to transform how accounting firms handle quality assurance through automated technology as CEO of VERIFYiQ. For decades, Byron has been a respected national speaker and writer, translating complex accounting technology topics into practical guidance. As co-founder of TB Academy, Byron equips accountants with generative AI skills, empowering them to become tech-enabled industry leaders. He frequently shares his insights nationwide, making advanced technology approachable and practical for finance professionals. Outside the accounting-tech scene, Byron lives on a horse farm, balancing family, dogs, horses, and a passion for helping accountants redefine their profession. Learn more about Byron at: 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 . Learn more about the show and our sponsors at
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Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report Podcast
09/10/2025
Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report Podcast
On this episode of the Woodard Report podcast, Heather and Joe speak about the Gen Z workplace, Microsoft’s research on which jobs are most vulnerable to AI disruption, and how accountants can interpret numbers much like mathematicians describe the inexpressible. They also share TV and movie quotes that highlight the importance of continuous learning, spotlight a Woodard member’s practice transformation, and discuss hiring strategies that ensure stronger, more intentional teams. Current events — TV/Movie quote of the week — Heather mentioned Foundation Joe mentioned Game of Thrones Excellent things we learned — Member spotlight — The Woodard Report article of the week — Thank you to our show sponsor, Woodard!!! The will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at
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Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast
09/03/2025
Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast
On this episode of the Woodard Report podcast, Heather speaks with Lisa Rothstein about the power of visual storytelling and how even simple drawings can transform complex financial conversations. Lisa, a New Yorker cartoonist and author of Drawing Your Genius, explains her “three C’s” framework—character, concepts, and context—as tools to make abstract ideas tangible, engaging, and memorable. About Lisa RothsteinLisa Rothstein is a New Yorker cartoonist and author of "Drawing Out Your Genius" who helps business professionals communicate using simple drawings. Learn more about Lisa at: Thank you to our show sponsor, Brex! Brex accounting partners close clients books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit to apply. Learn more about the show and our sponsors at
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Episode 136 - From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting - The Woodard Report Podcast
08/27/2025
Episode 136 - From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting - The Woodard Report Podcast
On this episode of the Woodard Report podcast, Joe and Heather speak about the latest IRS leadership turnover and the growing shift in CPA licensure requirements, including Illinois’ move from the 150-hour to the 120-hour rule. They also share insights on how AI is reshaping opportunities in the profession, discuss the value of niching for accounting firms, and reflect on lessons from pop culture quotes. Referenced during the show: Current events — TV/Movie quote of the week — Heather mentioned The White Lotus, Season Three Joe mentioned 21 Excellent things we learned — Member spotlight — The Woodard Report article of the week — Thank you to our show sponsor, Bill, your financial operations platform. Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at
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Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast
08/20/2025
Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast
On this episode of the Woodard Report podcast, Joe speaks with Ed Kless about Threshold, the philosophy behind it, and why transformation is the next evolution for professional services. They explore the progression of economic value—from commodities to transformation—emphasizing that true change means guiding clients to become something new, not just delivering services. Ed explains how accountants and advisors can embrace this revelation to move beyond transactions, avoid burnout, and position themselves for lasting impact. . About Ed Kless Ed Kless is the co-founder of Threshold, a professional community dedicated to reimagining the future of advisory services through transformation and philosophy. He is also the co-host of the long-running podcast The Soul of Enterprise, where he and Ron Baker explore topics at the intersection of business, economics, and human flourishing. With decades of experience in business strategy, software, and professional development, Ed has become a sought-after speaker and consultant for firms seeking to move beyond traditional service models. His work emphasizes guiding professionals to embrace transformation, align with higher principles, and create lasting impact for their clients. Learn more about Ed at: Thank you to our show sponsor, Bill, your financial operations platform. Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at
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Episode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report Podcast
08/13/2025
Episode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report Podcast
On this episode of the Woodard Report podcast, Joe speaks with Ron Baker about the ethics of pricing and how lessons from airline yield management can apply to accounting practices. They explore the "good, bad, and ugly" sides of dynamic and AI-driven pricing, the distinction between price transparency and pricing transparency, and the importance of maintaining adaptive capacity to serve top clients. Drawing parallels to hotels' pricing integrity, they emphasize that firms should focus on delivering transformative outcomes rather than selling every available hour. About Ron Baker Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the co-founder of —a professional firm operating in the transformation economy—and podcast co-host of : Business in the Transformation Economy. He is also the author of Learn more about Ron at: 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 professionals nationwide. The CorpNet Partner Program, 10X your firm's revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at
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Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast
08/06/2025
Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast
On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero’s strategic $2.5 billion acquisition of Melio and what it signals for the future of accounting software ecosystems. Referenced during the show: Current events — TV/Movie quote of the week — Heather mentioned Joe mentioned Excellent things we learned — 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 professionals nationwide. The CorpNet Partner Program, 10X your firm's revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at
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