The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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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

  1. 2D AGO

    Episode 165 - AI, Productivity, and the Push for Real Change in Accounting - The Woodard Report Podcast

    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 — Auvenir separates from Deloitte Intuit launches Construction ERP as part of Enterprise ES TV/Movie quote of the week — Bugonia Age of Ultron Excellent things we learned — MCP stands for Model Context Protocol The Productivity Project: Accomplishing More by Managing Your Time, Attention, and Energy Member spotlight — Mercury Business Associates The Woodard Report article of the week — The Art of Truly Not Working 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

    36 min

  2. MAR 25

    Episode 164 - Thriving in a World of Constant Change - The Woodard Report Podcast

    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 a change navigator: she helps individuals and organizations rethink and reshape their relationships with change and uncertainty. She's a trusted advisor, speaker, investor, lawyer, global development executive, adventurer (100+ countries) and insatiable handstander. She is ranked one of the 50 leading female futurists in the world and is a Harvard Law School graduate, a Young Global Leader at the World Economic Forum, a member of the Silicon Guild and Thinkers50 Radar, and author of the international bestseller Flux: 8 Superpowers for Thriving in Constant Change. Learn more about April Rinne Connect with April on LinkedIn 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 Puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast

    35 min

  3. MAR 18

    Episode 163 - AI, Scams, and the Future of CAS: Navigating a Changing Accounting Landscape - The Woodard Report Podcast

    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 Botkeeper TV/Movie quote of the week — Portlandia A Knight of the 7 Kingdoms Excellent things we learned — More than a Glitch: Confronting Race, Gender, and Ability Bias in Tech The Productivity Project: Accomplishing More by Managing Your Time, Attention, and Energy Member spotlight — Melissa Honan, Profitable Painter CPA The Woodard Report article of the week — Inside Intuit's Career Pipeline Program for Accountants 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 Woodard.com/podcast

    42 min

  4. MAR 11

    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 — AICPA CIMA Survey Shows Growing AI Adoption Gap Basis is the first stand alone AI enablement platform to reach unicorn status TV/Movie quote of the week — Blue Moon Billions Excellent things we learned — Copilot allows you to switch between all OpenAI and Anthropic models The average American adult watches 3 hours and 43 minutes of television every day Member spotlight — Lisa Crawford, Owner of Crawford Financial Solutions The Woodard Report article of the week — Explore the AI Track at Scaling New Heights 2026 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 puzzle.io.  Learn more about the show and our sponsors at Woodard.com/podcast

    36 min

  5. MAR 4

    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 — Only 5% of workers are AI fluent - according to Google study The "pile on" around month end automation TV/Movie quote of the week — The Breakfast Club Titans: The Rise of Wallstreeet Excellent things we learned — Undergraduate enrollment in accounting continues to rise Member spotlight — Dave Eshbach of CleanSlate Financial Services The Woodard Report article of the week — Canopy Bookkeeping Launches to Streamline Month-End Close 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

    40 min

  6. FEB 25

    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 — AI Native Accounting Foundation launches to cut AI hype Botkeeper Shuts Down TV/Movie quote of the week — Victoria Landman Excellent things we learned — To Thrive in the AI Era, Companies Need Agent Managers Member spotlight — Julie Healy of Clear Cents Bookkeeping The Woodard Report article of the week — My Daughter Went to a TurboTax Store and Here's What Happened 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

    36 min

  7. FEB 18

    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 Xero: A Comprehensive Guide for Accountants and Bookkeepers. 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 Connect with Amanda on LinkedIn Learn more about Padgett 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 Puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast

    35 min

  8. FEB 4

    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. Learn more about Earmark Connect with David on LinkedIn 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

    36 min
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About

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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