Woodard Company

07/07/2025

Your clients have changed. Has your firm kept up?

They expect real-time access, personalized insights, and no surprises. A client-centric mindset isn’t just a nice to have, it’s your key to retention and growth.

💡 We’re unpacking the shift and offering practical tools (like Canopy) that make personalized service scalable.

Read the full article to see how leading firms are staying ahead by putting clients first, embracing smarter, more human service, and exceeding modern expectations. 👇

Discover how a client-centric approach can help accounting firms exceed rising expectations, strengthen relationships, and drive long-term growth.

07/04/2025

Some of the best uses of AI aren't flashy, they're just flat-out useful.

AI can do more than you think. See how professionals used ChatGPT to:
✅ Speed up legal compliance
✅ Research obscure tech questions
✅ Save hours every week

No technical background required - just the right prompts.

Read the full post and find out how AI is solving everyday work problems. 👇

Discover five real-life ways AI streamlined our workweek, saving hours on tasks from legal compliance to alarm setup.

07/04/2025

Jennifer Wilson of ConvergenceCoaching, drops some bold truths on the future of accounting in a PE-powered world in the latest episode of The Woodard Report Podcast.

From leadership vacuums to radical firm reinventions, she challenges firms to shift from survival mode to strategic transformation.

Feeling the pressure of change? That’s where innovation starts.

🎧 Catch the episode and dare to lead differently. 👇

Jennifer Wilson on PE, leadership burnout, and transforming accounting firms to thrive in a rapidly changing profession on The Woodard Report Podcast.

07/03/2025

📋 Annual reports are more than paperwork, they’re key to keeping your clients in good standing.

Not sure which entities need to file, or what’s required from state to state? This article answers the most common questions and shares smart strategies to manage deadlines without letting anything slip through the cracks.

Plus, there's a helpful compliance tracking tool from CorpNet.com that makes managing multi-client, multi-state filings a lot less overwhelming.

📌 Read the full post and help your clients stay compliant before the deadlines hit. 👇

Learn the essentials of annual report filings to help your clients stay compliant with state requirements and avoid penalties.

07/03/2025

Not every firm owner is chasing an empire. Some of us are chasing peace.
After this year’s Scaling New Heights, the loudest revelations weren’t necessarily on stage, they were whispered between hugs.

Firm leaders shared their burnout, guilt, and the quiet truth that sometimes success feels... off.

This is the article that dares to ask:
👉 What if your definition of success is the only one that matters? Let’s stop building practices we don’t actually want.

Let’s “Make It So”—but make it yours.

See the insights here 👇

Discover how accounting professionals are redefining success and building firms on their own terms, authentically, intentionally, and sustainably.

07/02/2025

Woodard Membership takes the guesswork out of pricing! Get strategic coaching to standardize, manage scope-creep, and simplify client billing. 🤝 Make service excellence a priority with our membership! 📊💼 https://woodardmembership.com/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

07/02/2025

💡 What if pricing conversations weren't about selling?

Pricing conversations don't have to feel awkward or salesy. In fact, they can be a strategic, trust-building moment that solidifies your role as a strategic advisor when handled with:
✅ Clarity
✅Empathy
✅Confidence

Ready to flip the script on pricing? Don’t just talk numbers. Talk outcomes.
Check out this mindset-shifting read.👇

Learn how to lead effective pricing conversations with clients by focusing on value, curiosity, and clarity—key insights for accounting professionals.

07/01/2025

📣 Intuit is introducing AI agents within QuickBooks Online, beginning July 1.

The agents are designed to automate tasks like categorization, forecasting, invoice follow-up, and even some CRM functions.

The update also brings a redesigned interface, shared dashboards, and a Customer Hub for improved collaboration between accountants and clients.

While the potential time savings could be significant, the actual impact will depend on how the tools are implemented, especially in areas where human perspective and expertise remain essential.

Want to understand what’s changing and what still requires the human touch? Read the full article 👇

Intuit's new AI agents in QuickBooks aim to help businesses and their advisors save time, automate workflows, and improve financial insights.

06/25/2025

Woodard Membership is the perfect way to take your CAAS practice to new heights of success! Our proven framework helps you create capacity, price to value, standardize processes, and offer advisory services. Join us today and see the difference! 💼💰 https://woodardmembership.com/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

06/23/2025

The Xero US Roadshow 2025 is stopping in six cities across the country and uniting professionals in accounting, bookkeeping, and small business services for a full day of insights and meaningful connections.

We’re excited to join the conversation as exhibitors. If you’re attending, be sure to stop by and connect with the Woodard team!

Check if the Roadshow is coming to a city near you and save your spot:
👉 https://hubs.ly/Q03nD-MS0

06/19/2025

Stronger accounting firms don’t just happen. They’re built through intentional collaboration, and the right tools can make all the difference.

Discover how firms are harnessing technology, like innovative solutions from Canopy to supercharge teamwork and unlock new levels of productivity.

💡 Find out what’s working and how you can stay ahead. Dive into the full article here 👇

Stronger collaboration helps accounting firms overcome talent gaps, tech disruption, and complexity while boosting innovation, retention, and growth.

06/19/2025

Tired of chasing down client docs like it’s your second job? 🏃‍♂️

See how a smart client portal, like the ones powered by Mango Practice Management, puts an end to the document runaround and keeps your firm ahead.

Find out how to portal your way out of chaos.

👉 Dive into the full article and give that document hunt a rest!

Stop chasing documents. Discover 6 ways a client portal streamlines accounting workflows, boosts efficiency, and delights your clients.