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PODCAST

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

business management

All Episodes

34:58

Episode 164 - Thriving in a World of Constant Change...

The Woodard Report Podcast: Featuring Heather... ·

2026/03/25

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

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41:56

Episode 163 - AI, Scams, and the Future of CAS:...

The Woodard Report Podcast: Featuring Heather... ·

2026/03/18

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 — Financial scams on the rise and they are getting better. How can we protect ourselves? Xendoo to purchase the Infinite platform from

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35:34

Episode 162 - AI Adoption Is Accelerating—Are Firms...

The Woodard Report Podcast: Featuring Heather... ·

2026/03/11

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 —

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39:44

Episode 161 - AI Fluency, Pricing Strategy & the...

The Woodard Report Podcast: Featuring Heather... ·

2026/03/04

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 — Only 5% of workers are AI fluent - according to Google study The "pile on" around

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36:16

Episode 160 - AI's New Accounting Era: The...

The Woodard Report Podcast: Featuring Heather... ·

2026/02/25

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 — AI

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35:29

Episode 159 - From Accidental Accountant to...

The Woodard Report Podcast: Featuring Heather... ·

2026/02/18

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

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35:59

Episode 158 - From 150 Hours to AI Hype: What's...

The Woodard Report Podcast: Featuring Heather... ·

2026/02/04

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

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31:32

Episode 157 - From Bookkeeping to Business Coach:...

The Woodard Report Podcast: Featuring Heather... ·

2026/01/28

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

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50:26

Episode 156 - From Tax Filing to "Ask Luca":...

The Woodard Report Podcast: Featuring Heather... ·

2026/01/21

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 — IRS got rid of

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34:44

Episode 155 - Try the Train: New-Year Tech, Big Hope,...

The Woodard Report Podcast: Featuring Heather... ·

2026/01/14

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 — Introduction to Intuit Enterprise Suite Training Rapid AI adoption with growing AI skills requirements TV/Movie quote of the week — Victoria House of David Excellent things we learned — Mind Magic: The Neuroscience of Manifestation

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42:12

Episode 154 - Dancing Toward Trust: Community,...

The Woodard Report Podcast: Featuring Heather... ·

2025/12/31

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, CPANancy The Dancing Accountant is a CPA on a lifelong mission to educate the professionals who support small businesses and their

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31:45

Episode 153 - Accidental Accountant to Trusted...

The Woodard Report Podcast: Featuring Heather... ·

2025/12/24

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

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40:36

Episode 152 - From Disruption to Empowerment: What's...

The Woodard Report Podcast: Featuring Heather... ·

2025/12/17

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 — The 2025 top 100 most influential people in accounting

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34:13

Episode 151 - From Time Sheets to Transformation:...

The Woodard Report Podcast: Featuring Heather... ·

2025/12/10

On this episode of the Woodard Report podcast, Joe speaks with Blake Oliver about his new book, Building a Sustainable Accounting Firm, 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,

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34:48

Episode 150 - From Root Canals to Real Purpose: Dr....

The Woodard Report Podcast: Featuring Heather... ·

2025/12/03

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

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38:17

Episode 149 - Intuit's Big Moves, New Tools for...

The Woodard Report Podcast: Featuring Heather... ·

2025/11/26

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 — Intuit Accounting Suite launch Intuit opening a total of 600 on premises locations throughout the U.S.

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29:00

Episode 148 - Building a Boutique Firm That Actually...

The Woodard Report Podcast: Featuring Heather... ·

2025/11/19

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

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32:18

Episode 147 - Finding Connection in an Isolated...

The Woodard Report Podcast: Featuring Heather... ·

2025/11/12

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

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41:15

Episode 146 - Innovation, Influence, and the "Let...

The Woodard Report Podcast: Featuring Heather... ·

2025/11/05

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 — Tax firm Andersen to file publicly for IPO as soon as this week Karbon acquires Aider to deliver the future of AI-powered accounting and bookkeeping TV/Movie quote of the week — Heather

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30:43

Episode 145 - Hooking Big Fish: Strategic Growth that...

The Woodard Report Podcast: Featuring Heather... ·

2025/10/29

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

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165 results

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