The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Episode 171 - Strange New World, Smarter Decisions - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Heather speak about the rapid evolution of AI, payments, and pricing models in the accounting technology space. They explore Intuit's move toward real-time FedNow payments, the rise of outcome-based AI pricing, and how firms can adapt by focusing on value, process discipline, and proactive decision-making rather than fear or hesitation. Current events — * Intuit becomes FedNow Certified [https://investors.intuit.com/news-events/press-releases] * Digits Announces Outcome-Based Pricing [https://www.accountingtoday.com/news/digits-announces-outcome-based-pricing] TV/Movie quote of the week — * Project Hail Mary [https://www.imdb.com/title/tt12042730/] * The Man Without a Face [https://www.imdb.com/title/tt0107501/] Excellent things we learned — * Export your prompt history from ChatGPT and import it into Claude [https://claude.com/import-memory] Member spotlight — * Essential Bookkeeping Solutions [https://www.essentialbookkeepingsolutions.com/about-us/] The Woodard Report article of the week — * Why Accountants Undercharge Without Realizing It [https://report.woodard.com/articles/why-accountants-undercharge-without-realizing-it-opawr] 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 [https://www.woodard.com/podcast]

Episode 170 - AI Is Collapsing Time: What Accounting Firms Must Do Next - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Kacee Johnson about how artificial intelligence is reshaping the accounting profession far beyond simple efficiency gains. They discuss the difference between firms that are reacting to AI with quick-fix tools versus those strategically rethinking their entire operating model, including pricing, staffing, advisory services, and client expectations. Kacee also shares insights on AI hype versus reality, the future of advisory-focused firms, and the mission behind the new AI Native Accounting Foundation to help firms navigate AI adoption responsibly and effectively. About Kacee Johnson Kacee is a fintech innovation leader who lives at the intersection of emerging tech and practical transformation. She has been honored as CPA Practice Advisor's Top 25 Thought Leaders, Accounting Today's Top 100 Most Influential, AICPA's Most Powerful Women, and is a Certified Corporate Director from NACD. As an independent nonprofit, the AI Native Accounting Foundation equips firms and finance teams to adopt AI with confidence through education, research, and recognition thereby moving the profession past hype and into practice. * Learn more about the AI Native Accounting Foundation [https://www.ainativeaccounting.org/] * Connect with Kacee Johnson on LinkedIn [https://www.linkedin.com/in/kacee-johnson/] 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 [https://digits.com/] to get started today. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 169 - From CAS Firm to Franchise Force: Decimal's Bold New Direction - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Matt Tait about Decimal's evolution from a fast-growing, tech-enabled CAS practice into a franchise model designed to empower accounting and bookkeeping firm owners. Matt shares why Decimal sold its direct services business to focus entirely on helping small firms scale through a turnkey operating system that combines staffing, AI-powered tools, technology, processes, and community support. The conversation also explores the future of the accounting industry, including the impact of AI, private equity, outsourcing, and the growing need for firm owners to think like business owners rather than practitioners. About Matt Tait Matt Tait has spent his career as an entrepreneur, having previously launched two technology companies. He's always focused on helping businesses, making it easier for them to operate while creating great customer experiences. Continuing a people-first theme driven by technology, Matt launched Decimal with his Co-Founder Jacob Cloran to solve financial operations, bookkeeping, and tax for small and medium-sized businesses. Now they're expanding the mission to help small accounting firms succeed through franchising. * Learn more about Decimal [https://franchise.decimal.com/] * Connect with Matt on LinkedIn [https://www.linkedin.com/in/mtait83/] 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 [https://www.woodard.com/podcast]

Episode 168 - Work Less, Earn More: The $10,000 Hour Mindset - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Dr. Sabrina Starling about how business owners can reclaim time and increase profitability by focusing on high-value work, empowering their teams, and adopting a "$10,000 hour" mindset. They explore common missteps like failing to delegate, overcomplicating services, and misunderstanding client needs, while emphasizing the importance of human connection in an AI-driven world. The conversation also highlights strategies for hiring A-players and building a business that supports life, not the other way around. About Dr. Sabrina Starling Sabrina Starling, Ph.D., PCC, BCC, The Business Psychologist, is the international bestselling author of How to Hire the Best [https://www.amazon.com/How-Hire-Best-Entrepreneurs-Attracting/dp/B08NMMPCS1/] and The 4 Week Vacation [https://www.amazon.com/WEEK-VACATION-Entrepreneurs-Ultimate-Business/dp/B09K2BFW3X/]®. Her work has been featured in Forbes, Entrepreneur.com, and Thrive Global. She is the founder of Tap the Potential and cohost of the Profit by Design Podcast, globally ranked in the top 5% of most popular shows by Listen Notes. Listed in The Daily Hustle's Top 50 Entrepreneurs to Watch in 2022, Dr. Sabrina is on a mission to send 10,000 entrepreneurs on a 4 Week Vacation® in 10 years. * Discover How To Make Your Time Worth $10,000 An Hour [https://tapthepotential.com/10k/] * TEDx Talk: From Burnout to Balance: Redefining Success in Work and Life [https://www.youtube.com/watch?v=ya1n3RG_R34] * Tap the Potential LLC [https://tapthepotential.com/] * Connect with Dr. Sabrina on LinkedIn [https://www.linkedin.com/in/drsabrina] 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 [https://puzzle.io/]. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 167 - AI Agents, Human Judgment, and the Future of Work - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Heather and Joe talk about the rapid evolution of AI, highlighting new developments like Xero's partnership with Anthropic and the growing role of AI agents in business operations. They explore how AI is shifting from simple assistance to performing complex tasks, while emphasizing the continued need for human oversight, judgment, and ethical responsibility. The conversation also balances excitement with caution, urging professionals to adopt AI strategically while staying informed about its risks and limitations. Current events — * Xero and Anthropic Team Up on AI for Small Businesses [https://report.woodard.com/articles/xero-and-anthropic-team-up-on-ai-for-small-businesses-fpwr] * Microsoft Released a Report titled "2025: The Year the Frontier Firm is Born" [https://www.microsoft.com/en-us/worklab/work-trend-index/2025-the-year-the-frontier-firm-is-born] TV/Movie quote of the week — * The Good Place [https://www.imdb.com/title/tt4955642/] * The PITT [https://www.imdb.com/title/tt31938062/] Excellent things we learned — * Use artifacts to visualize and create AI apps without ever writing a line of code [https://claude.com/resources/tutorials/use-artifacts-to-visualize-and-create-ai-apps-without-ever-writing-a-line-of-code] * A World Without Work by Dr. Daniel Susskind [https://a.co/d/04CZtwuM] Member spotlight — * Karem Ospino of Ospino Consulting [https://www.linkedin.com/in/karemospino/] The Woodard Report article of the week — * What Accounting Websites Get Wrong + What Pros Recommend [https://report.woodard.com/articles/what-accounting-websites-get-wrong-what-pros-recommend-witawr] 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 [https://www.woodard.com/podcast]