The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Woodard Events
  • 4.9 (8)
  • Management
  • Updated Biweekly

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. 6d ago

    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

  2. Jul 8

    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

  3. Jul 1

    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

  4. Jun 24

    Episode 177 - From Startup Founder to Autonomous Bookkeeping: How Pilot Built the Future of Accounting - The Woodard Report Podcast

    On this episode of the Woodard Report podcast, Joe speaks with Jessica McKellar about her journey from studying computer science at MIT and building successful software startups to founding Pilot, a bookkeeping and accounting technology company. Jessica shares how Pilot evolved from solving the financial back-office challenges faced by entrepreneurs into a platform and explains how automation, AI, and value-based pricing are reshaping the economics of accounting firms. She also introduces Meridian, Pilot's new platform that enables autonomous bookkeeping, month-end close processes, and AI-assisted accounting workflows designed to help firms scale while improving both client and employee experiences. About Jessica McKellar Jessica McKellar is the co-founder and CEO of Pilot. She started the company with a simple conviction: small business owners shouldn't have to be their own bookkeeper, accountant, and financial advisor all at once. Today, Pilot serves more than 3,500 businesses, from neighborhood restaurants and retail shops to growing service businesses, helping owners get books off their plates so they can focus on what actually grows their company. Before Pilot, Jessica founded two other companies that were acquired by Oracle and Dropbox. She holds 3 degrees from MIT. Jessica also teaches programming at San Quentin State Prison and advocates for hiring formerly incarcerated people. She believes that excluding talented workers based on their records doesn't make business sense, and that second chances belong in the workplace too.  Learn more about Meridian from Pilot Connect with Jessica on LinkedIn 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.

  5. Jun 17

    Episode 176 - The Tech Humanist: Keeping Humanity at the Center of AI - The Woodard Report Podcast

    On this episode of the Woodard Report podcast, Joe speaks with Kate O'Neill about the intersection of technology and humanity, exploring how businesses can embrace AI and automation without losing the human connection that drives trust, meaning, and purpose. They discuss why accounting professionals should view AI not as a replacement, but as an opportunity to shift from transactional work to more strategic, empathetic, and judgment-driven client relationships. The conversation also dives into the risks of over-automation and why human wisdom, context, and lived experience remain irreplaceable in an increasingly tech-driven world. About Kate O'Neill Kate is the founder of KO Insights, helping leaders and organizations make future-ready, meaningful, and ethical decisions about technology and innovation. She's a former digital strategist for Netflix and early Google, and the author of 6 books, 4 of which are in tech and business including Tech Humanist and What Matters Next. Learn more about KO Insights Connect with Kate on LinkedIn Thank you to our show sponsor, Rightworks! For more information about RightWorks, please visit woodard.com/podcast.  Learn more about the show and our sponsors at Woodard.com/podcast

  6. Jun 10

    Episode 175 - AI, Intuit Upheaval, and the Future of Accounting - The Woodard Report Podcast

    On this episode of the Woodard Report podcast, Heather and Joe talk about major developments shaping the accounting profession, including Intuit's dramatic stock decline, workforce layoffs tied to AI adoption, and the launch of ChatGPT Finance. They also explore how artificial intelligence is rapidly transforming professional services, emphasizing the need for accountants to embrace change by leaning into human-centered skills like judgment, relationships, and advisory work. Along the way, they share productivity strategies, discuss the dangers of "not us" thinking around AI disruption, and spotlight a successful bookkeeping professional building a high-value, relationship-driven practice. Current events — Intuit's Stock Plunge and other troubles Ted Callahan, former head of accountant channel at Intuit, is now deputy CTO at Sage TV/Movie quote of the week — The Incredibles Project Hail Mary Excellent Thing We Learned — The rule of three Not-Us Thinking Member spotlight — Michael McClellan of Aurora Bookkeeping & Consulting The Woodard Report article of the week — Lock It Down, Write It Down (Intuit Security for Firms) Thank you to our show sponsor, Digits! Digits is the world's first agentic general ledger. It is accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping in 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

  7. Jun 3

    Episode 174 - Firing Clients, Finding Your Niche, and Making Accounting Fun - The Woodard Report Podcast

    On this episode of the Woodard Report podcast, Heather speaks with Tyler Otto about his unconventional path into accounting, growing a firm, and how niching down helped strengthen both company culture and client relationships. Tyler shares candid advice on when and how to "fire" difficult clients, what red flags to watch for during prospecting, and why firm owners should prioritize cultural fit over revenue. The conversation also dives into Tyler's upcoming live game show at Scaling New Heights, and practical ways accounting firms can safely experiment with AI while preparing for the future of the profession. About Tyler Otto Tyler Otto is the president and owner of Specialized Accounting, a thriving seven-figure remote firm dedicated to the hospitality industry. Before joining forces with his wife Karen at her solo practice, Tyler honed his finance chops with leadership roles at Vail Resorts and Imprint Hospitality. Known for his energy and approachability, Tyler is passionate about collaboration with fellow professionals and welcoming new accountants to the field. He's presented at major accounting, tech, and hospitality conferences and recently launched Firm Foundation, a step-by-step course turning firm-building from daunting into doable. Whether behind a microphone or trading insights on podcasts, Tyler brings both expertise and a dash of fun to any discussion.  Learn more about Specialized Accounting Connect with Tyler on LinkedIn 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

  8. May 27

    Episode 173 - AI, Humanity, and the Future of Accounting - The Woodard Report Podcast

    On this episode of the Woodard Report podcast, Joe and Heather speak about the rapid acceleration of AI and how it is reshaping the accounting profession, from audit and compliance work to more advisory-focused roles. They explore the importance of maintaining the "soul" of a business in an increasingly automated world, discuss the rise of AI agents and emerging technologies, and share insights on how accountants can adapt by leaning into their uniquely human strengths. Current events — KPMG closes U.S. federal audit practice, trims advisory staff META Lays off about 10% its workforce TV/Movie quote of the week — Company Retreat The Pitt Member spotlight — Thrive Business Services The Woodard Report article of the week — The Sacred Ritual of Month-End (An Accountant's Comfort Blanket) Thank you to our show sponsor, Digits! Digits is the world's first agentic general ledger. It is accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping in 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

See All (100)

4.9
out of 5
8 Ratings

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

Information

You Might Also Like