The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Hosted by Woodard Events

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100

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Aug 2026

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About the show

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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60 recent

September 9, 202636 min

Episode 187 - The Heart, Spirit & Soul of Accounting - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Heather and Joe discuss major changes shaping the accounting profession, including the growing influence of private equity, market consolidation, and the importance of maintaining a strong mindset regardless of the size of your firm. They also explore the concept of "crappification" in software, and what accountants can learn from the unsung role meteorologists played in D-Day. Current events — Top 50 Women in Accounting H.I.G. Capital just became HBK's first institutional investor TV/Movie quote of the week — House of the Dragon Pressure Excellent Thing We Learned — Ensh*tification is an actual word, with a very specifically defined meaning Member Spotlight — Laura Solt of Solt Bookkeeping and Advisory The Woodard Report article of the week — I Found My Wife with a Sales Pipeline by Camden Bean Thank you to our show sponsor, Digits! Digits is the world's first agentic general ledger, accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping and month-end, 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 Woodard.com/podcast

September 2, 202630 min

Episode 186 - Stop Selling Your Time: Start Selling Your Value - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Heather speaks with Michelle Weinstein about how accounting professionals can escape burnout, increase revenue, and build more profitable firms by learning to communicate their value and sell with confidence. They discuss the importance of listening to clients, focusing on ideal customers, tracking the value and "wins" delivered to clients, and turning quick questions into deeper advisory conversations rather than giving away expertise for free. About Michelle Weinstein Michelle Weinstein is the founder of The Abundant Accountant and a sales strategist who helps CPAs, EAs, Accounting, Tax, Bookkeeping, and Fractional CFO firm owners generate more revenue without working harder and burning out. Through the 8-Week Sales Mastery Training, she teaches firm owners how to build a proven sales process, communicate their value, gain the confidence to raise their fees, and enroll premium clients without pressure or burnout. Her work helps firm owners build more profitable practices without working more hours, chasing more clients, or giving away their expertise for free. Learn more about The Abundant Accountant Connect with Michelle on LinkedIn 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 Woodard.com/podcast

August 19, 202642 min

Episode 185 - Surviving or Thriving? The Future of Accounting in an AI-Driven Profession - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Heather talk about major changes reshaping the accounting profession, from the end of BOI reporting and unprecedented firm consolidation to the rise of boutique, relationship-driven practices. They also explore AI's potential evolution from generative AI to AGI and beyond, new CPE rules allowing half-credit sessions, and the importance of innovation, intentional client relationships, and taking calculated risks to build a thriving practice. Current events — FinCEN ends BOI reporting TV/Movie quote of the week — House of Dragon Star Trek Strange New Worlds Excellent Thing We Learned — NASBA is going to start allowing 1/2 credit CPE sessions - beginning August 1 How To Think About AI: A Guide For The Perplexed by Richard Susskind Member Spotlight — Jennifer Mitchell of Accountsense The Woodard Report article of the week — Strategic Client Onboarding: Where Advisory Success Really Begins 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 practices transformation. Learn more about the show and our sponsors at Woodard.com/podcast

August 12, 202632 min

Episode 184 - AI at Full Speed: Adapting Before the Future Arrives - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Dawn Brolin talk about the accelerating impact of AI on the accounting profession, from secure, specialized AI tools to the emerging potential of quantum computing. They explore why accounting professionals need to move beyond fear and begin experimenting with AI now, sharing practical examples of using tools like Claude and Tax Figure to analyze financial data, strengthen advisory services, and work more efficiently. Current events — EY installed a quantum computer in their Toronto office TV/Movie quote of the week — The Greatest Showman House of the Dragon Excellent Thing We Learned — There are a series of tags you can use that will change the way most GPTs will respond to you. Examples are: TRUTHMODE – forces direct, unvarnished feedback instead of the AI just agreeing with you HUMAN – strips the "AI voice," makes writing sound like a person wrote it HORMOZI – answers like a blunt, ROI focused business coach (style associated with Alex Hormozi) REDTEAM – argues against your idea to stress test it before you commit FUTUREYOU – answers as if it's the version of you who already solved this problem ELI10 – explains it like you're 10 years old, no jargon UNLEARN – flags outdated assumptions or bad advice you're carrying around 80/20 – skips straight to the highest leverage move, ignores the rest SOCRATES – teaches by asking you questions instead of handing you the answer LINDYMODE – sticks to long proven approaches, filters out hype and fads The Woodard Report article of the week — Accounting Pros Now Have a Voice at the AI Table Thank you to our show sponsor, Rightworks! If you're coming out of tax season wondering how to make next year better, RightWorks has everything your firm needs to do exactly that. Most accounting firms are juggling scattered apps, dealing with ongoing security risks, and relying on manual workarounds all on top of serving your clients. RightWorks takes that off your plate. One secure workspace for all your apps and tools. Enterprise Great Security managed for you and the AIM productivity tools built specifically for accounting firms. Whether you have an IT team or not, whether you have five employees or 45, RightWorks grows with your firm and keeps you ready for whatever comes next. RightWorks, it's all right here. Learn more at RightWorks.com . Learn more about the show and our sponsors at Woodard.com/podcast

August 5, 202633 min

Episode 183 - Beyond Pricing: Drucker, Branding, and the Soul of Business - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Ron Baker about Peter Drucker's most influential ideas, including the rise of knowledge work, the importance of effectiveness over efficiency, and the need for businesses to pursue future opportunities instead of clinging to the past. They also explore how accounting firms can use distinct brands to separate commoditized services from high-value advisory work as well as why religious leaders offer valuable insights into purpose, dignity, stewardship, and the moral role of business. About Ron Baker Ronald J. Baker began his CPA career with KPMG in 1984. He is the co-founder of THRESHOLD and co-host of The Soul of Enterprise podcast. A renowned speaker and author, he has written eight best-selling books, including Firm of the Future, Implementing Value Pricing and Time's Up. He has educated over 450,000 professionals worldwide and has been named among Accounting Today's Top 100 Most Influential People. A graduate of San Francisco State University, he is also a faculty member of the Professional Pricing Society and a Disney University alumnus. HBR interview with Jerry Seinfeld The Soul of Enterprise clergy episodes Father Robert Sirico Rabbi Daniel Lapin Mustafa Akyol Peter Drucker GPT interview Thank you to our show sponsor, Puzzle! Puzzle replaces manual quickbooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at puzzle.io . Learn more about the show and our sponsors at Woodard.com/podcast

July 29, 202637 min

Episode 182 - AI-Ready Accounting: Transforming Firms Before the Market Does - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Heather speaks with Peter McCarroll about why accounting firms must treat AI adoption as a strategic business transformation rather than simply adding new software tools. Peter explains the pricing pressures threatening traditional compliance work, the need to redesign firms around advisory value and human relationships, and how reusable AI instructions and skills can help teams turn individual experimentation into shared, repeatable processes. About Peter McCarroll Peter McCarroll is a Chartered Accountant (NZ), CPA (Canada), and the founder of The AI Accountant — the only AI training and implementation platform built exclusively for CAS practices. He runs a full-service accounting practice at Fuel Accountants, where he has spent the past two years deploying AI across real client workflows. Peter helps accounting firms move from experimentation to operational transformation — not with theory, but with systems built inside a working practice. The AI Champion's Field Guide: What to Do Now, What to Ask For Learn more about The AI Accountant Learn more about Fuel Accountants Connect with Peter on LinkedIn Thank you to our show sponsor, Bill! 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 Woodard.com/podcast

July 22, 202635 min

Episode 181 - Moving Upmarket (and Making Business More Human) - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Heather talk about Xero's move into the midmarket, why accounting firms may find greater opportunity above the AI disruption zone, and how empathy can defuse difficult client conversations. They also discuss how personal transformation can lead to a healthier, more successful practice. Current events — NJ Considers Pet tax credit Xero targets Australia's medium-sized businesses with launch of Ultra TV/Movie quote of the week — Outcome House of the Dragon Excellent Thing We Learned — As AI replaces search, all roads lead to authority Member spotlight — David Williams of CPB Solutions The Woodard Report article of the week — The "Ask Deb" series begins this 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 Woodard.com/podcast

July 15, 202632 min

Episode 180 - From Compliance to Capacity: Building an AI-Enabled Accounting Firm - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Jan Haugo about how accounting firms can move beyond experimenting with AI and begin using it to transform workflows, increase profitability, and create more capacity for strategic advisory services. Jan shares practical approaches for overcoming security concerns and uncertainty, including her "pain, problem, prompt" method, while emphasizing the importance of firmwide training, strong governance, and leadership-driven adoption. They also explore how AI can help accountants become more thoughtful, empathetic advisors by freeing them to focus on the goals and challenges that matter most to their clients. About Jan Haugo Jan Haugo Vuicich is the founder of SmartAccountant.AI, an AI training and implementation company built for accounting professionals, by someone who spent years doing the actual work. She was named to MSN's Top 10 AI Leaders to Follow in 2026 and co-authored Intuit's AI Certification curriculum. Before any of that, she was running a small accounting practice, finishing her degree over a decade as a single mom, and logging 70+ hour weeks. That history is what makes her training different. She is not teaching from the outside. She built her frameworks from inside the same workflows her clients are trying to fix. Through SmartAccountant.AI, Jan runs the SMART Method Bootcamp, a foundational AI training program that has seen 100% adoption among participants, along with done-with-you training and direct AI implementation for firms ready to make real operational changes. She works with solo practitioners through mid-size accounting firms across the country, and the work is the same regardless of firm size: help owners and their teams reclaim their time, price their services at the level the work actually deserves, and build practices that hold up outside of tax season too. Learn more about SmartAccountant.AI Connect with Jan on LinkedIn Thank you to our show sponsor, Rightworks! For more information about RightWorks, please visit Rightworks.com . Learn more about the show and our sponsors at Woodard.com/podcast

July 8, 202634 min

Episode 179 - Change Is the Environment - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Heather speak about Microsoft's latest quantum computing and AI developments, and what those shifts could mean for accounting professionals. They also connect lessons from TV, April Rinne's book Flux, and Donna Reed's article on client conversations to the importance of adaptability, empathy, and intentional decision-making in advisory work. Current events — Microsoft's New Quantum Chip Aiming for Useful Machine in 2029 Microsoft Build 2026: Be yourself at work TV/Movie quote of the week — The Boroughs House of the Dragon Excellent Thing We Learned — Insert live valuations of stocks, currency or geographical information right in Excel Change Is Not an Event—It's the Environment (from April Rinne's book, Flux) Member spotlight — Connect with Diane Dana on LinkedIn The Woodard Report article of the week — The Quiet Question that Improves Every Client Conversation 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 Woodard.com/podcast

July 1, 202635 min

Episode 178 - Current Trends, Human Connection, and the Future of Advisory - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Heather speak about emerging developments shaping the accounting profession, including the consolidation of New England CPA societies, Pilot's shift from a local partnership model to AI-powered bookkeeping software, and how firms can use automation to elevate, not replace, their advisory services. They also explore the importance of healthy client boundaries, lessons from popular TV shows, recent IRS penalty relief opportunities, and why uniquely human qualities like navigating uncertainty and building relationships remain essential in an AI-driven future. Current events — 5 New England State CPA Societies merge to form "New England Society of CPAs" Pilot is taking a software approach to bookkeeper empowerment called Meridian TV/Movie quote of the week — Schitt's Creek Half Man Excellent Thing We Learned — IRS may owe millions of taxpayers refunds for pandemic-era penalty relief Member spotlight — Steve Roderick of Roderick's Payroll The Woodard Report article of the week — Law Firm Bookkeeping Is Not Regular Small Business Bookkeeping Thank you to our show sponsor, Puzzle! Puzzle, the next generation firm, AI-powered, human-led. Puzzle replaces manual quick books workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at puzzle.io Learn more about the show and our sponsors at Woodard.com/podcast