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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

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Artificial Intelligence
Intuit
Artificial Intelligence In Accounting
AI In Accounting
Decimal
Scaling New Heights
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Business Accounting
Microsoft
Generative AI
Accounting Industry
Woodard
Little Fish Accounting
Strategic Growth
Acounting Community
Flux Mindset
Portfolio Career
Change Management
Accounting
Xero

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 Satterley and Joe Woodard

Latest Episodes

On this episode of the Woodard Report podcast, Joe speaks with Kate O'Neill about the intersection of technology and humanity, exploring how businesses can embrace AI and automation without losing the human connection that drives trust, meaning, and ... more

On this episode of the Woodard Report podcast, Heather and Joe talk about major developments shaping the accounting profession, including Intuit's dramatic stock decline, workforce layoffs tied to AI adoption, and the launch of ChatGPT Finance. They ... more

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On this episode of the Woodard Report podcast, Heather speaks with Tyler Otto about his unconventional path into accounting, growing a firm, and how niching down helped strengthen both company culture and client relationships. Tyler shares candid adv... more

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On this episode of the Woodard Report podcast, Joe and Heather speak about the rapid acceleration of AI and how it is reshaping the accounting profession, from audit and compliance work to more advisory-focused roles. They explore the importance of m... more

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Recent Guests

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
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
Matt Tait
CEO and co-founder of Decimal
Decimal
Episode: Episode 169 - From CAS Firm to Franchise Force: Decimal's Bold New Direction - The Woodard Report Podcast
Dr. Sabrina Starling
Business psychologist, author, and TEDx speaker
Tap the Potential / How to Hire the Best / The 4 Week Vacation
Episode: Episode 168 - Work Less, Earn More: The $10,000 Hour Mindset - The Woodard Report Podcast
Lamont Despit
Coach and member spotlight presenter
The Woodard Group / Woodard Institute
Episode: Episode 167 - AI Agents, Human Judgment, and the Future of Work - The Woodard Report Podcast
Karem Ospino
CFO-level professional highlighted in member spotlight
Unspecified in transcript
Episode: Episode 167 - AI Agents, Human Judgment, and the Future of Work - The Woodard Report Podcast
Lamont Nesbitt
Coach in Woodard's coaching program
Woodard
Episode: Episode 166 - Big Moves, Bigger Mindsets: M&A, AI Disruption, and Choosing Who You Become - The Woodard Report Podcast
Lana Jo Hill
Owner of Hill Bookkeeping and Consulting
Hill Bookkeeping and Consulting
Episode: Episode 166 - Big Moves, Bigger Mindsets: M&A, AI Disruption, and Choosing Who You Become - 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.

Talking Points

Recent interactions between the hosts and their guests.

Episode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting - The Woodard Report Podcast
Q: How can bookkeepers and CPAs better collaborate to support small businesses?
By embracing a culture of collaboration, leveraging networks and communities like Ask a CPA, and focusing on personal relationships as the foundation of trust, bookkeepers and CPAs can share knowledge, reduce friction, and provide more comprehensive, real-time financial guidance to clients.
Episode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting - The Woodard Report Podcast
Q: What are the core benefits of a 'tax ready books' approach?
Tax ready books provide a clear, well-structured handoff to tax professionals with proper work papers, which reduces headaches for the tax pro and improves accuracy for clients. It also creates a framework for collaboration between bookkeepers and tax pros, easing communication barriers and enabling smoother year-end processes.
Episode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting - The Woodard Report Podcast
Q: How did the Dancing CPA brand come to be, and what does it signify for your practice?
The Dancing CPA brand grew from a real-life moment where Nancy showed up at a community event in a full 1960s go-go outfit, turning a potential awkward moment into a memorable demonstration of authenticity and local connection. It signified that accounting can be personal, fun, and deeply rooted in community, which resonated with clients and peers and ultimately redefining Nancy's firm as a community-facing practice.
Episode 151 - From Time Sheets to Transformation: Blake Oliver's Blueprint for Modern Accounting Firms - The Woodard Report Podcast
Q: How should firms start implementing these ideas in practice?
Start by defining a baseline product (CAS package), then expand to short-term cash flow projections and controllership offerings, all delivered through scheduled meetings and clear engagement scopes to manage capacity and pricing.
Episode 151 - From Time Sheets to Transformation: Blake Oliver's Blueprint for Modern Accounting Firms - The Woodard Report Podcast
Q: What does the transformation economy change about how accounting firms should price and deliver services?
It shifts from selling hours to delivering outcomes, requiring standardized, productized services, strategic pricing, and advisory-focused engagements that align with client value and outcomes rather than time spent.

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. She Counts
5. All-In with Chamath, Jason, Sacks & Friedberg

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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. Shirley Cost
2. Tyler Otto
3. Debra Kilsheimer
4. Matt Tait
5. Dr. Sabrina Starling
6. Lamont Despit
7. Karem Ospino
8. Lamont Nesbitt

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