Woodard Company

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.

08/19/2026

Which accounting platform deserves a spot in your practice?

Don't miss 👉 Battle of the Books: Xero vs. QuickBooks Online on August 26 at 12 p.m. ET.

Amanda Aguillard of Padgett and Alicia Po***ck of Royalwise will compare Xero and QuickBooks Online across workflows, automation, reporting, pricing, partner support, and more.

You’ll get a closer look at what each platform offers and how each could fit into your firm’s tech stack. Attendees can also earn up to 1 CPE credit.

Register here:

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...

08/18/2026

A strong client relationship can be affected by something as simple as a slow reply or an unclear next step.

This article, with insights from Mango Practice Management, looks at where client experience friction shows up and how accounting practices can create a more consistent experience.

The Client Experience Gap: Where Accounting Firms Lose Trust https://hubs.ly/Q04tth9l0

Improve client experience and trust at your accounting firm by reducing friction, strengthening communication, and streamlining workflows.

08/14/2026

So much happening this week in accounting!

The latest 'In the News' covers new IRS guidance, FinCEN updates, AI developments, plus what’s new from The Woodard Report.

Catch up here: https://hubs.ly/Q04t6cS10

In the News August 14, 2026 covers IRS guidance, regulatory updates, accounting technology, AI trends, and changes affecting accounting practices.

08/13/2026

Catch Joe Woodard on the Millionaire Bookkeeper!

This episode digs into one of the biggest questions facing the profession right now: how to use AI without losing trust, judgment, or the human side of advisory work.
https://hubs.ly/Q04sZb0F0

08/13/2026

Dawn Brolin joins Joe Woodard for a conversation about how quickly AI is advancing and what that means for accounting professionals trying to keep up.

They talk about client data, privacy concerns, and some practical ways AI is already showing up in client work.

https://hubs.ly/Q04sVFYG0