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Artwork for The Woodard Report Podcast: Featuring Heather Day and Joe Woodard

The Woodard Report Podcast: Featuring Heather Day and Joe Woodard

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Accounting Industry
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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 v... more

PublishesWeeklyEpisodes100Founded10 years ago
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Artwork for The Woodard Report Podcast: Featuring Heather Day and Joe Woodard

Latest Episodes

On this episode of the Woodard Report podcast, Heather and Joe talk about the rapidly evolving AI landscape, the importance of responsible innovation, and how accounting professionals can prepare for the potential of AI-driven self-improvement (commo... more

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On this episode of the Woodard Report podcast, Heather speaks with Seth Fineberg about the importance of building trust between accounting professionals and technology providers as AI transforms the profession. Drawing on his decades of experience in... more

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On this episode of the Woodard Report podcast, Heather speaks with Tanya Hilts about her experience as a delegate at a United Nations summit focused on AI governance and the importance of giving small businesses and developing countries a voice in sh... more

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On this episode of the Woodard Report podcast, Heather speaks with Liz Farr about the six foundational pillars of a successful accounting firm: a clear North Star, strong systems and processes, the right people in the right roles, trust and transpare... more

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Key Facts

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Recent Guests

Seth Fineberg
Content marketing and PR specialist, and accounting journalist and editor with 35 years of experience
Accountants Forward
Episode: Episode 192 - Building Trust in Accounting Technology: AI, Innovation, and the Future of the Profession - The Woodard Report Podcast
Tanya Hilts
CEO and founder of Cloud Business Services and Tanya's Bookkeeper's Bootcamp
Cloud Business Services; Tanya's Bookkeeper's Bootcamp
Episode: Episode 191 - AI, Ethics & the Power of the Small - The Woodard Report Podcast
Liz Farr
CPA, host of the Disruptors Podcast
Farr Communications
Episode: Episode 190 - The Human Side of a Thriving Accounting Firm - The Woodard Report Podcast
Randy Crabtree
Formerly of TriMerit; CEO and president of the Brainstorm Group; founder and host of the Unique CPA Podcast
TriMerit (former); Brainstorm Group
Episode: Episode 188 - From Burnout to Belonging: Redefining the Future of Accounting - The Woodard Report Podcast
Patricia Hendricks
Head of the Woodard coach community
Woodard Coach Program
Episode: Episode 187 - The Heart, Spirit & Soul of Accounting - The Woodard Report Podcast
Laura Solt
New member featured in the coach spotlight
Woodard Coach Program
Episode: Episode 187 - The Heart, Spirit & Soul of Accounting - The Woodard Report Podcast
Michelle Weinstein
Founder of The Abundant Accountant
The Abundant Accountant
Episode: Episode 186 - Stop Selling Your Time: Start Selling Your Value - The Woodard Report Podcast
Jennifer Mitchell
From Accountsense, part of a CAS transformation case study
Accountsense
Episode: Episode 185 - Surviving or Thriving? The Future of Accounting in an AI-Driven Profession - The Woodard Report Podcast
Eve Pickett
From Accountsense, co-lead on CAS implementation
Accountsense
Episode: Episode 185 - Surviving or Thriving? The Future of Accounting in an AI-Driven Profession - The Woodard Report Podcast

Hosts

Joe Woodard
Host of The Woodard Report Podcast, focused on accounting, advisory services, and technology strategy.
Heather Satterley
Co-host and central figure in hosting discussions, coaching segments, and member spotlights.

Reviews

4.9 out of 5 stars from 10 ratings
  • Thanks for the Great Insight

    After hearing you on TSOE podcast a couple of times, I subscribed to your podcast. I appreciate the conversations and the advocacy for the future.

    Apple Podcasts
    5
    Dennis Sherrin
    United States5 years ago
  • Valuable content!!

    Content packed episodes with great guests. Accountants should schedule time to listen each and every week!

    Apple Podcasts
    5
    Wareagle2
    United States10 years ago
  • YES!

    I've been hoping Joe Woodard would do a podcast for a LONG time and it's finally here! Joe has amazing content. Very relevant and valuable information. Joe Woodard's podcast will make you a more knowledgeable professional.

    Apple Podcasts
    5
    10594816
    United States10 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Fans describe the host as delivering relevant, timely, and valuable industry insights.
Audience notes the show drives knowledge and productivity for accounting professionals.
Positive reception of insightful conversations and practical tips for accountants.
Each item is a standalone quick takeaway about the show's quality and reach.
Listeners appreciate guest diversity and actionable content for professional growth.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 192 - Building Trust in Accounting Technology: AI, Innovation, and the Future of the Profession - The Woodard Report Podcast
Q: What would you say to leadership of these technology companies when they're starting to work with the accounting profession that they have? What do they need to do to make sure that they don't overstep?
Fineberg recommends listening seriously to practitioner advisory committees, continuing outreach, and treating accountants as people who matter rather than as an audience to placate. Companies should demonstrate their commitment through action and align their communications across channels.
Episode 192 - Building Trust in Accounting Technology: AI, Innovation, and the Future of the Profession - The Woodard Report Podcast
Q: What are some of the things you're hearing both from the accountant firm side and from the vendor side as far as where are we today as far as people's attitudes and the level of trust that they have with technology providers?
Fineberg says the profession is at a major inflection point, with firms planning over shorter horizons and still wary of exaggerated technology claims. AI gives accountants a chance to build their own solutions, but vendors must first understand practitioners' problems and demonstrate real value to earn trust.
Episode 186 - Stop Selling Your Time: Start Selling Your Value - The Woodard Report Podcast
Q: What is a practical way to identify and attract ideal clients?
Define and market to a specific niche of higher-potential clients (e.g., mental health professionals with teams) and build your reputation as the go-to advisor for that segment, gradually phasing out legacy, lower-value clients.
Episode 186 - Stop Selling Your Time: Start Selling Your Value - The Woodard Report Podcast
Q: What role does listening play in increasing revenue for these firms?
Listening is a core skill that helps uncover the client's real needs and constraints, enabling sales conversations to address the client's true problems and present higher-value solutions.
Episode 186 - Stop Selling Your Time: Start Selling Your Value - The Woodard Report Podcast
Q: What is the core shift you're advocating for in how accountants talk to clients?
The shift is from detailing tasks to articulating outcomes and the transformation clients get, so conversations focus on what the client gains (time, money, freedom) and justify charging more for that value.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Podcast

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A frequent focus is how technology, especially AI, is transforming advisory work in accounting, bookkeeping, and professional services. Episodes explore practical tools, governance, data security, and real-world implementation—ranging from AI-assisted workflows and client advisory to strategic pricing and upskilling teams. The show often blends forward-looking tech discussions with coaching, member spotlights, and human-centric approaches to help firms differentiate, scale, and remain customer-focused in an evolving landscape. Noteworthy is the recurring emphasis on balancing automation with human judgment, governance, and meaningful outcomes for clients across industries like hospitality and tech-enabled services.

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These podcasts share a similar audience with this podcast:

1. Accounting Firm Coach: Office Hours
2. The Accounting Podcast
3. A Bit of Optimism
4. Money Guy Show
5. Future Firm Accounting Podcast

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this podcast launched 10 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Seth Fineberg
2. Tanya Hilts
3. Liz Farr
4. Randy Crabtree
5. Patricia Hendricks
6. Laura Solt
7. Michelle Weinstein
8. Jennifer Mitchell

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