Woodard Company

Finding experienced controllers is not getting any easier, which is why more practices are having to grow that leadership from within.

“Upskilling for CAS: Building Professionals Who Think, Lead, and Own Like Controllers” will explore how practices can develop accounting managers into stronger strategic contributors who help fill critical gaps, strengthen client relationships, and support long-term growth. Brittany Brown of LedgerGurus will share ideas for building the kind of leadership-minded team CAS needs now.

June 16, 2026
5:20 PM to 6:10 PM ET

Not registered yet? There’s still time to join us at Scaling New Heights 2026. 👉 https://hubs.ly/Q04jp6gS0

Scaling New Heights is almost here, and this year’s Conference Wide Social is one event you won’t want to miss!

Join us Tuesday, June 16, from 7:00 - 10:00 PM at Main Event Orlando for a high-energy evening with fellow Scaling New Heights attendees. Enjoy bowling, arcade games, interactive attractions, dinner and drinks with plenty of time to relax, connect, and unwind after a full day at the conference. Roundtrip shuttle service between Orlando World Center Marriott and Main Event is provided for registered attendees of the Conference Wide Social.

Thanks to the generous sponsorship of BILL, registration for this featured event is deeply discounted from $110 to just $25.

Space is limited, so register now and get ready for a fun night out with the Scaling New Heights community! 👉 https://hubs.ly/Q04jnPmn0

(Open to eligible conference registrants who are practicing accounting professionals, ages 18 and up.)

A warm welcome to Expensify, a Partner Sponsor of Scaling New Heights 2026.

Trusted by millions of members worldwide, Expensify gives businesses an easier way to manage expenses, travel, and corporate cards in one place.

We’re proud to welcome Digits.com as a Partner Plus sponsor at Scaling New Heights 2026. Their work continues to help reshape how accounting professionals support clients and run stronger practices.

We appreciate Finsmart Accounting for supporting Scaling New Heights 2026 as a Partner sponsor. Their outsourced accounting services help firms strengthen operations and create more room for growth.

AI can bring real efficiency to accounting practices, but autonomy without oversight creates risk where accuracy, accountability, and client trust matter most.

This article looks at why controlled automation is a smarter path for accounting teams. AI can help execute repetitive work, while accountants keep judgment, review, and approval where they belong.

With insights from Puzzle this is a timely read for practices thinking seriously about AI, scale, and client trust.

The Dangers of Autonomous AI in Accounting

The Dangers of Autonomous AI in Accounting AI in accounting can improve firm efficiency, but firms need controls, audit trails, and human review to reduce risk and protect client trust.

Thank you to Canopy for supporting Scaling New Heights 2026 as a Partner Plus sponsor. Canopy helps accounting practices bring client management, document management, workflow, time and billing, and more into one connected system. We’re grateful to have them as part of this year’s event.

Thank you to Gusto for joining Scaling New Heights 2026 as a Partner Sponsor. Their platform supports accounting professionals and their clients with payroll and people management solutions built for today’s firms.

We’re proud to recognize Rightworks as a Partner Plus sponsor at Scaling New Heights 2026.

Their commitment to secure, connected technology continues to support accounting practices across the profession.

Intuit access can get messy fast.

A user can be an admin in QuickBooks Online and still not be the Primary Admin, which matters when billing, recovery, or role transfers come up.

The latest Woodard Report article explains the difference and why practices need a clearer access process.

Read the full article. 👇

Intuit Admins, Roles, and the "Primary Admin" Plot Twist https://hubs.ly/Q04hvG6Z0

Intuit Admins, Roles, and the "Primary Admin" Plot Twist QuickBooks admin roles and Primary Admin access can impact Intuit login security, user permissions, and firm workflows.