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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

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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31:33

Episode 144 - Finding Joy in Accounting: Redefining...

The Woodard Report Podcast: Featuring Heather... ·

2025/10/22

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

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32:59

Episode 143 - AI Beyond the Hype: Building...

The Woodard Report Podcast: Featuring Heather... ·

2025/10/15

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

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36:54

Episode 142 - Advisory Amplified: Empowering Firms to...

The Woodard Report Podcast: Featuring Heather... ·

2025/10/08

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

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38:08

Episode 141 - From FAR Reforms to the Future of...

The Woodard Report Podcast: Featuring Heather... ·

2025/10/01

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 — White House proposes to get rid of 60

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35:01

Episode 140 - Tariffs, AI, and the Future of...

The Woodard Report Podcast: Featuring Heather... ·

2025/09/24

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 — Refunds on Tariffs if Supreme Court rules them Unconstitutional Ernst & Young (EY) pledged $1 billion to advanced

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40:42

Episode 139 - AI, Accountants, and Innovation: Byron...

The Woodard Report Podcast: Featuring Heather... ·

2025/09/17

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

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40:56

Episode 138 - Gen Z in the Workplace, AI Disruptions,...

The Woodard Report Podcast: Featuring Heather... ·

2025/09/10

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 —

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32:17

Episode 137 - Drawing Out Your Genius: Visual...

The Woodard Report Podcast: Featuring Heather... ·

2025/09/03

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

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27:33

Episode 136 - From IRS Shakeups to CPA Pathways:...

The Woodard Report Podcast: Featuring Heather... ·

2025/08/27

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 — Billy Long out as IRS commissioner after less

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36:47

Episode 135 - Crossing the Threshold: Redefining...

The Woodard Report Podcast: Featuring Heather... ·

2025/08/20

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

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34:09

Episode 134 - Pricing Ethics: From Airplanes to...

The Woodard Report Podcast: Featuring Heather... ·

2025/08/13

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

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154 results

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