The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Episode 150 - From Root Canals to Real Purpose: Dr. Short's Journey of Identity and Impact - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Dr. Rico D. Short about his remarkable rise from a single-parent household to becoming a world-class endodontist, author, and speaker, and how faith, mentorship, and identity shaped every step of his journey. They explore how finding your true identity and purpose, rather than comparing yourself to others, can unlock your greatest potential, and how perseverance through personal and professional adversity can transform both your life and leadership. About Dr. Rico D. Short Dr. Short is a board-certified endodontist, author, professor, and international speaker. He just published his 3rd inspirational book, Purpose Full, which can be found on Amazon at this link [https://www.amazon.com/Purpose-Full-Rico-Short-ebook/dp/B0DSCLTYBG]. His company is Apex Endodontics [https://www.apexendodontics.net/] and he can also be found on LinkedIn [https://www.linkedin.com/in/drricoshort/]. * Dr. Short's YouTube channel is at this link [https://www.youtube.com/channel/UClMKh2aauGxyWyd5xz2FujA] 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 [https://www.woodard.com/podcast]

Episode 149 - Intuit's Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Heather talk about major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically to a changing profession. Current events — * Intuit Accounting Suite launch [https://accountants.intuit.com/taxprocenter/practice-management/a-deep-dive-into-intuit-accountant-suite/] * Intuit opening a total of 600 on premises locations throughout the U.S. [https://www.accountingtoday.com/news/intuit-to-open-20-brick-and-mortar-turbotax-stores-offices] TV/Movie quote of the week — * How to Train Your Dragon * IT chapter 2 Excellent things we learned — * These 14 colleges offer bachelor's degrees in AI—including one Ivy League school [https://www.cnbc.com/2025/01/22/colleges-that-offer-bachelors-degrees-in-ai.html] * Notion [https://www.notion.com/] Member spotlight — * Auburndale Bookkeeping The Woodard Report article of the week — * Setting Up a Business for Spouses: Steps to Take [https://report.woodard.com/articles/setting-up-a-business-for-spouses-steps-to-take-opawr-cntwr] Thank you to our show sponsor, Brex! Brex accounting partners close clients books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit brex.com/partners/accounting [https://www.brex.com/partners/accounting] to apply. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Keila Hill-Trawick about how boutique accounting firms can thrive by prioritizing deep relationships, proactive communication, and intentional growth. Keila shares how Little Fish Accounting creates a high-touch client experience through streamlined processes, boundaries that protect team capacity, and a focus on year-round partnership rather than transactions. She and Joe also discuss why saying "no" to misaligned clients is essential to delivering consistently excellent service. About Keila Hill-TrawickKeila leads the strategy and vision at Little Fish Accounting, ensuring every client experience is personal, strategic, and rooted in real-world expertise. As a seasoned entrepreneur herself, she understands the unique challenges that come with building and scaling a business with a small, intentional team. * Learn more about Keila at BuildToEnough.com [https://www.buildtoenough.com/] 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 [https://www.getcanopy.com/]. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Heather speaks with Shirley Koss about the importance of human connection and vulnerability in the accounting profession. Shirley shares insights from her travels to industry events, where she's noticed how many professionals feel isolated in remote work environments. Together, she and Heather discuss ways to combat loneliness—through authentic communication, intentional outreach, and community engagement—reminding listeners that showing vulnerability and reaching out can strengthen both personal well-being and professional relationships. About Shirley Koss At Woodard, we believe that strong communities drive professional growth. Whether you're a CPA, tax preparer, bookkeeper or another accounting professional, the power of peer connection, continuous education and a strong support network can transform your practice. Shirley's mission is to help you maximize these opportunities, and she's eager to connect with all of you—both current and future members—to share ideas and grow the community. Shirley brings years of experience in building successful communities and ensuring member engagement, and her dedication to the success of professionals is clear. She understands the unique challenges accounting professionals face and is ready to help you navigate those challenges while taking your practice to the next level. * Connect with Shirley Koss on LinkedIn [https://www.linkedin.com/in/shirleykoss/] 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 [https://www.getcanopy.com/]. Learn more about the show and our sponsors at Woodard.com/podcast [https://www.woodard.com/podcast]

Episode 146 - Innovation, Influence, and the "Let Them" Mindset: Navigating Change in Accounting and Beyond - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence? Current events — * Tax firm Andersen to file publicly for IPO as soon as this week [https://www.accountingtoday.com/articles/tax-firm-andersen-to-file-publicly-for-ipo-as-soon-as-this-week] * Karbon acquires Aider to deliver the future of AI-powered accounting and bookkeeping [https://karbonhq.com/resources/karbon-acquires-aider/] TV/Movie quote of the week — * Heather mentioned the movie "The Greatest Showman" * Joe mentioned both "Dune Prophecy" and "Lost in Space" Excellent things we learned — * Magical AI: the text expander [https://www.getmagical.com/] Member spotlight — * Beth Whitworth presented by Kim Petro, Practice Advancement Coach at Woodard The Woodard Report article of the week — * Confronting Self-Doubt: Accountants' Edge in an AI World [https://report.woodard.com/articles/confronting-self-doubt-the-human-edge-accountants-bring-in-an-ai-world-opdwr] 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]