Woodard Company

08/27/2026

Big goals are easy to write down, but actually building the structure to execute them takes a lot more work.

At Woodard Summit, you’ll choose one strategy workshop and spend focused time building a S.M.A.R.T. strategic plan for the coming year so you can reach those big goals.

Choose from the Pricing Strategy Workshop, AI Strategy Workshop, or Practice-Wide Strategy Workshop and leave with a strategic plan built around the priorities that matter most to your practice.

Join us November 4-7 in Scottsdale, AZ: https://hubs.ly/Q04vz_Wz0

08/27/2026

Congratulations to the Top 50 Women in Accounting for 2026!!! 🎉👏

This recognition celebrates women making a meaningful impact across the accounting profession and we're excited to see so many familiar names on this year’s list. 💙

Kristin Dodd, Alicia Katz Po***ck, Michelle Vilms, Nancy McClelland, Ashley Rhoden, Kelly Pope, and Hope Brown

Congratulations to all the honorees! 🎉

08/26/2026

Camden Bean takes an unexpected and lighthearted look at what his own dating experience can teach accounting practices about building an advisory pipeline.

From working backward from growth goals to spotting which client relationships are ready for the next step, this article offers a practical way to think about advisory opportunities, with insights from Ping.

https://hubs.ly/Q04vs0460

This article explains how accounting firms can build an advisory services pipeline by working backward from growth goals and client relationships.

08/25/2026

September is just around the corner, which means another Woody Digs In is on the way.

If you’re not subscribed yet, now’s a good time to fix that. Each month, Woody sniffs out what’s happening around Woodard, follows the trail on industry updates, and brings the good stuff to the surface.

Don't miss the next edition: https://hubs.ly/Q04vgKtW0

08/25/2026

Xero vs. QuickBooks Online!

Tomorrow at 12 p.m. ET, Amanda Aguillard and Alicia Po***ck are putting both platforms side by side for Battle of the Books.

They’ll compare workflows, automation, reporting, pricing, partner support, and more so you can get a better sense of which platform fits your practice.

Plus, you can earn up to 1 CPE credit.
Save your spot:

Step into the spotlight for Battle of the Books: Xero vs. QuickBooks Online, where two accounting rockstars take center stage for an encore-worthy comparison. Join Amanda Aguillard of Padgett, and Alicia Po***ck of Royalwise as they compare workflows, automation, reporting, pricing, and partner supp...

08/21/2026

There’s a lot to catch up on this week.

The latest 'In the News' covers IRS guidance, security reminders, tax tech updates, and a new Woodard Report Podcast episode on where AI may be headed next.

https://hubs.ly/Q04tVnz70

In the News August 21 2026 covers IRS guidance, data security, tax technology, AI, sales tax services, and tax season process improvements.

08/20/2026

Most accounting, bookkeeping, and tax practices set big goals each fall but find it difficult to execute on those goals over the coming year.

Woodard Summit brings practice leaders together for a few focused days of strategic planning. This year, attendees can choose one of three strategy workshops and build a S.M.A.R.T. strategic plan for the coming year.

-Pricing Strategy Workshop
-AI Strategy Workshop
-Practice-Wide Strategy Workshop

It's happening this November in Scottsdale, AZ and we'd love for you to join us.
See more about our membership options and enroll here: https://hubs.ly/Q04tKmJp0

08/20/2026

Adding sales tax services may sound like it requires adding a specialist to your team, but that’s not always the case.

Kintsugi looks at how practices can build a sales tax service line by creating a clear workflow, assigning ownership and using automation for the repetitive parts of the process.

Building a Sales Tax Service Line Without Adding Headcount https://hubs.ly/Q04tCH990

Most firms skip sales tax assuming it means a new hire. Here's how firms build the service with the team they already have.

08/19/2026

“You’re still on a roller coaster in the middle of the ride,” Joe Woodard on how AI is changing accounting and our world.

Catch episode 185 of The Woodard Report podcast where Joe Woodard and Heather Day discuss BOI updates, firm acquisitions, new NASBA CPE regulations, and the five hypotheses on the evolution of AI.

Surviving or Thriving? The Future of Accounting in an AI-Driven Profession https://hubs.ly/Q04tCwjj0

08/19/2026

Tax season may always be busy, but a clearer client process can make a huge difference.

Vicki Henry shares how better communication, earlier expectations, and a more intentional workflow helped more clients submit their documents sooner and reduced some of the last-minute stress.

How a Better Process Moved Clients Ahead of the Tax Deadline: https://hubs.ly/Q04ty44j0

Improve tax season workflow with clearer client communication, firm deadlines, and better processes that encourage earlier document submission.