The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

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 [https://blog.insightfulaccountant.com/introduction-to-intuit-enterprise-suite-training] * Rapid AI adoption with growing AI skills requirements [https://pwc.turtl.co/story/ai-jobs-barometer-industry/page/7/1] TV/Movie quote of the week — * Victoria [https://www.imdb.com/title/tt5137338/] * House of David [https://www.imdb.com/title/tt30955673/] Excellent things we learned — * Mind Magic: The Neuroscience of Manifestation and How It Changes Everything [https://www.amazon.com/s?k=mind+magic+dr+doty&adgrpid=1345804735080206&hvadid=84113070886382&hvbmt=be&hvdev=c&hvlocphy=100498&hvnetw=o&hvqmt=e&hvtargid=kwd-84113940320597%3Aloc-190&hydadcr=15497_13519387&mcid=41f3695396f23c90a849a76c50dfffff&msclkid=7547fb74fb361a6aedfa92232e466ddb&tag=mh0b-20&ref=pd_sl_88low5c0m_e] * The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results [https://a.co/d/0jtKplu] Member spotlight — * Jodi Plett of Flexkeeper [https://www.theflexkeeper.com/] The Woodard Report article of the week — * The Competitive Advantage of AI Training for Accounting Professionals [https://report.woodard.com/articles/the-competitive-advantage-of-ai-training-for-accounting-professionals-ombwr-opdwr] 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 [https://www.woodard.com/podcast]

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, CPANancy The Dancing Accountant [https://www.thedancingaccountant.com/internet-resources/presentations/] 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) [https://shecounts.show/]; 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 [https://www.msn.com/en-us/channel/source/The%20Dancing%20Accountant/sr-cid-2d00560200a115d5]. 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 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 [https://www.linkedin.com/in/megantarnow/] * Learn more about DaisyBee Consulting [https://www.daisybeeconsulting.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 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 [https://www.accountingtoday.com/report/the-2025-top-100-most-influential-people-in-accounting] * Pilot anounced the launch of a partnership program with local, independent, bookkeeping practices [https://pilot.com/local-partners] TV/Movie quote of the week — * The Diplomat [https://www.imdb.com/title/tt17491088/] * Red Dragon [https://www.imdb.com/title/tt0289765/] Excellent things we learned — * Flux: 8 Superpowers for Thriving in Constant Change [https://www.amazon.com/Flux-Superpowers-Thriving-Constant-Change/dp/B099MQFFHK/ref=sr_1_1?adgrpid=1342504976177435&dib=eyJ2IjoiMSJ9.IZq_qekTotVlQ3-1HA_Z5yw_WdmfcXMoqdwlhrLNuFs7pPZGlQxQkluOOz0cOp3H.oHiPm_RyXqZN4kb-B10kH3cvwD2UM-C1nBvh7GQskMg&dib_tag=se&hvadid=83906922063350&hvbmt=be&hvdev=c&hvlocphy=100498&hvnetw=o&hvqmt=e&hvtargid=kwd-83907434725127%3Aloc-190&hydadcr=22535_13531116&keywords=flux+april+rinne&mcid=045e4d899ea137129ea02438309b34c8&qid=1765537324&s=books&sr=1-1] * Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect [https://a.co/d/b9jpfUX] Member spotlight — * Ospino Consulting [https://www.ospinoconsulting.com/] The Woodard Report article of the week — * Holiday Generosity Without Turning Your Firm Into a Charity [https://report.woodard.com/articles/holiday-generosity-without-turning-your-firm-into-a-charity-opawr] 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 [https://www.woodard.com/podcast]

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 [https://store.bookbaby.com/book/building-a-sustainable-accounting-firm1?srsltid=AfmBOoq9XpvlOYrN6gxglhcOSoqO5ExvPeMAwb_I4IlFYMCh7pp8NVif], 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 [https://www.linkedin.com/in/blaketoliver/] * Learn more about the Earmark app [https://www.earmark.app/] * Learn more about Blake's new book [https://store.bookbaby.com/book/building-a-sustainable-accounting-firm1?srsltid=AfmBOoq9XpvlOYrN6gxglhcOSoqO5ExvPeMAwb_I4IlFYMCh7pp8NVif] 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]