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. 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

  2. JAN 28

    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. Connect with Tanya on YouTube 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 Woodard.com/podcast

    32 min

  3. JAN 21

    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 — IRS got rid of Direct File and is promoting Free File RSM lauched its own Generative AI Tool caled AskLuca TV/Movie quote of the week — Wake Up Dead Man: A Knives Out Mystery Your Honor Excellent things we learned — In the Room Where It Happens: Generative AI Policy Creation in Higher Education The JOLT Effect: How High Performers Overcome Customer Indecision Member spotlight — Jennifer Scott of HireEffect The Woodard Report article of the week — The Competitive Advantage of AI Training for Accounting Professionals 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 getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

    50 min

  4. JAN 14

    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 — 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 and How It Changes Everything The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results Member spotlight — Jodi Plett of Flexkeeper The Woodard Report article of the week — The Competitive Advantage of AI Training for Accounting Professionals 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 Woodard.com/podcast

    35 min

  5. 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 Nancy The Dancing Accountant 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; co-hosts "She Counts" (the real-talk podcast for women in accounting); 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 award-winning MSN column at thedancingaccountant.com. 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

  6. 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. Connect with Megan on LinkedIn Learn more about DaisyBee Consulting 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 getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

    32 min

  7. 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 — The 2025 top 100 most influential people in accounting Pilot anounced the launch of a partnership program with local, independent, bookkeeping practices TV/Movie quote of the week — The Diplomat Red Dragon Excellent things we learned — Flux: 8 Superpowers for Thriving in Constant Change Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect Member spotlight — Ospino Consulting The Woodard Report article of the week — Holiday Generosity Without Turning Your Firm Into a Charity 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 Woodard.com/podcast

    41 min

  8. 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, 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, 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. Connect with Blake on LinkedIn Learn more about the Earmark app Learn more about Blake's new book 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 getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

    34 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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