Woodard Company

10/29/2025

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

10/29/2025

Exciting news from Intuit Connect! 🚀 Intuit has just unveiled the new Accountant Suite, designed to streamline workflows and boost productivity for accounting professionals. Want to learn more about these innovative features? Check out the full details here: https://hubs.ly/Q03QKfHV0 What are your thoughts on this update? Share below! Intuit Accountants

Intuit’s Accountant Suite explained: strategy, pricing, roadmap, and next steps for CAS firms and ProAdvisors serving SMB and mid-market clients.

10/23/2025

Racing to meet deadlines shouldn’t feel like a survival strategy.

This article digs into the real cost of inefficiency (burnout, lost billable hours, client frustration) and what firms can do about it. It also highlights how smarter systems and centralized tools (like Mango Practice Management) can turn that tide.

Take a closer look at what inefficiency is really costing you.

Discover how inefficiency drains profits, productivity, and client trust—and learn five strategies to boost efficiency in your accounting firm.

10/23/2025

What if joy was your firm’s KPI?

Kristen Keats joins The Woodard Report Podcast to share how accountants can find genuine fulfillment in client work, team building, and even tax season. From reshaping advisory pricing to resetting client expectations, she’s flipping the script on what it means to succeed.

The best part? You don’t have to overhaul everything. Just start with what isn’t working.

🎧 Catch the episode now and get a few ideas worth accounting for.

Kristen Keats shares how accounting professionals can bring joy back to their work through mindset shifts, client relationships, and operational clarity.

10/22/2025

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

10/22/2025

Keeperlytics is changing the game in Tyler, Texas.

This standout CAS firm just landed on Woodard’s Top 50 list for 2025. With Nicole Scudder leading the charge, they deliver clean books, confident decisions, and reporting that actually helps clients grow. 🏆

One contractor went from financial fog to full focus. Now their pricing is sharper, their hiring smarter, and their systems stronger.

Get the full story and see why the spotlight fits. 👇

Keeperlytics helps contractors and home service pros gain clarity, control, and confidence through smart, client-focused CAS solutions.

10/22/2025

Pricing sends a message.

This article explores how to move away from listing tasks and start showing real outcomes. What changes for your clients when they work with you?

It’s a practical way to shift how your value comes across.

👉 Instead of competing on price, highlight what people actually gain.

Learn how to shift your bookkeeping pricing from tasks to outcomes, stand out from automation, and create value clients truly care about.

10/18/2025

Midmarket firms often get stuck between basic tools and complex systems.

Intuit and Aprio just launched a coordinated service model to fill that gap. It blends AI-powered software with strategic advisory, offering faster results and clearer insights from day one.

This move signals a shift in how CAS and ERP services connect.

Get the full story 👇

Aprio and Intuit partner to deliver AI-powered ERP and advisory services, simplifying growth for midmarket businesses.

10/17/2025

The tax deadline is behind you. Now what?

You’ve got three levers in front of you: coaching your team, managing your firm’s capacity, and shaping a culture that actually supports your people.

The latest article on The Woodard Report lays out how to use this post-tax season window to build something more sustainable and more scalable.

From mentoring to metrics, there’s a better way to reset your firm with tools like Mango Practice Management that can support that reset to keep your team aligned and prepared for what’s next.

💡 Your next season starts today. Read the full article 👇

Reset your accounting firm after tax season with smarter coaching, capacity planning, and culture strategies for sustainable growth.

10/17/2025

Step By Step Accounting is leading the CAS charge from West Fargo, ND.

They focus on building strong teams, clear systems, and client relationships rooted in trust. Their story includes national awards, real transformation, and a deep connection to their community.

Find out how this team is making an impact that lasts.

Discover how Step By Step Accounting delivers innovative CAS solutions to small businesses and nonprofits across North Dakota with a client-first approach.

10/16/2025

If your tech stack feels like a junk drawer, it might be time for a digital reset.

This step-by-step checklist, with the help from Mango Practice Management, helps accountants simplify systems, cut unnecessary tools, and reclaim valuable time.

It’s a good moment to clean up before year-end gets too close. Find out what to toss and what to keep:

Mid-year is the perfect time for accountants to declutter their digital tools, streamline workflows, and reclaim valuable time and efficiency.

10/16/2025

Digits CEO Jeff Seibert shares how predictive models are changing how accounting works. He explains why real-time data and structured systems matter more than flashy labels.

In this episode of The Woodard Report Podcast, you’ll hear how Digits built their system from the ground up to avoid guesswork.

You’ll also learn why your firm can’t afford to ignore what’s coming.

🎧 Press play and get a better grip on what AI is doing right now.

Digits is reshaping accounting with AI tools that deliver accuracy, real-time insights, and trusted automation for today’s accounting professionals.