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

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Woodard Events
Artificial Intelligence
Accounting
Intuit
AI In Accounting
Artificial Intelligence In Accounting
Scaling New Heights
Decimal
Generative AI
Pilot
Microsoft
Meridian
Agency
Xero
Nonprofit Organizations
Business Accounting
Accounting Industry
Woodard
Quickbooks
Little Fish Accounting
Strategic Growth

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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BusinessManagement

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

Latest Episodes

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 adviso... more

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 ... more

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 b... more

YouTube

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. Jess... more

YouTube

Key Facts

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Recent Guests

Patricia Hendricks
Head of Woodard coach program
Woodard coaching program
Episode: Episode 178 - Current Trends, Human Connection, and the Future of Advisory - The Woodard Report Podcast
Steven Roderick
Member coached by Patricia Hendricks
Woodard member (restaurant niche)
Episode: Episode 178 - Current Trends, Human Connection, and the Future of Advisory - The Woodard Report Podcast
Jessica McKellar
CEO and founder of Pilot
Pilot
Episode: Episode 177 - From Startup Founder to Autonomous Bookkeeping: How Pilot Built the Future of Accounting - The Woodard Report Podcast
Kate O'Neill
Published author, TED Talk veteran, thought leader and consultant in technology and humanity
Author of The Tech Humanist
Episode: Episode 176 - The Tech Humanist: Keeping Humanity at the Center of AI - The Woodard Report Podcast
Shirley Cost
Coach at Woodard; featured member spotlight presenter
Woodard
Episode: Episode 175 - AI, Intuit Upheaval, and the Future of Accounting - The Woodard Report Podcast
Tyler Otto
Founder at Specialized Accounting and host of Unaccountable Podcast
Specialized Accounting
Episode: Episode 174 - Firing Clients, Finding Your Niche, and Making Accounting Fun - The Woodard Report Podcast
Lamont Nesbitt
Member spotlight guest and Woodard coach
Woodard
Episode: Episode 173 - AI, Humanity, and the Future of Accounting - The Woodard Report Podcast
Debra Kilsheimer
Top 10 ProAdvisor; CAS practice winner; founder of Behind the Scenes; co-host of Bookkeepers on Fire
Behind the Scenes; Bookkeepers on Fire
Episode: Episode 172 - From Bank Recs to Big Dreams: Debra Kilsheimer on the Human Side of Accounting - The Woodard Report Podcast
Kacee Johnson
Former senior leader at CPA.com; founder of AI Native Accounting Foundation
AI Native Accounting Foundation
Episode: Episode 170 - AI Is Collapsing Time: What Accounting Firms Must Do Next - The Woodard Report Podcast

Hosts

Joe Woodard
Host of The Woodard Report Podcast, focused on accounting, advisory strategy, and AI integration.
Heather Satterley
Co-host, practice expert contributor, and guide for coaching and AI-focused discussions.

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.

Great, practical insights for accountants and bookkeepers.
Content stays timely and actionable for firm growth.
Guests are consistently high-quality and relevant.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#121
Italy/Business/Management

Talking Points

Recent interactions between the hosts and their guests.

Episode 170 - AI Is Collapsing Time: What Accounting Firms Must Do Next - The Woodard Report Podcast
Q: What surprises you most about where these firms are and is there a gap between expectation and reality?
Firms show a strong sense of urgency (FOMO) and rush to tool-spot a solution, but the real opportunity lies in stepping back to redesign operating models and focus on long-term strategic shifts rather than quick fixes. The big gap is moving from reactive tool adoption to holistic, value-driven advisory capabilities, with proper upskilling and governance.
Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast
Q: What specific changes would you recommend a firm make today to start bringing more joy?
Identify non-joyful tasks, introduce proactive communication with clients (e.g., roadmaps, extensions), adjust pricing to reflect advisory work, and create boundaries to protect personal time (e.g., scheduled email sends).
Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast
Q: How do you translate that mission into tangible changes for firms?
They implement tools like tax roadmaps, clear pricing strategies, and a collaborative company culture where advisors operate as their own businesses under Breakaway, aligning incentives with client outcomes.
Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast
Q: What impact does this have on sales or client buy-in?
Visuals create a collaborative atmosphere, help clients feel heard, and can shorten sales cycles by making the client's goals and the path to reach them visually clear.
Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast
Q: What is the core idea behind using visuals in accounting conversations?
The core idea is that simple, well-placed visuals help non-experts grasp abstract concepts by linking people, processes, and emotions, which leads to better understanding and engagement.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show focuses on practical guidance for accounting, bookkeeping, and tax practices, with heavy emphasis on advisory services, pricing strategy, AI integration, and growth-through-scale ideas. Episodes frequently feature practitioner spotlights, industry news, and strategic frameworks that help firms move from traditional number-crunching to value-based advisory, often tying in real-world case studies, coaching, and community events. Notable strengths include a human-centric approach to AI, a strong emphasis on pricing and scalability, and a consistent thread of empowering smaller firms through coaching, franchises, and shared operating systems. This mix makes it a strong fit for firm owners, partners, and senior practitioners who want ac... more

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These podcasts share a similar audience with this podcast:

1. Jason On Firms Podcast
2. The Accounting Podcast
3. Future Firm Accounting Podcast
4. The Mel Robbins Podcast
5. Accounting with Confidence 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. Patricia Hendricks
2. Steven Roderick
3. Jessica McKellar
4. Kate O'Neill
5. Shirley Cost
6. Tyler Otto
7. Lamont Nesbitt
8. Debra Kilsheimer

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