Woodard Company

09/30/2026

"I work with a lot of software and SaaS clients, and the taxability conversation almost never comes up on its own. Clients assume software is either taxed everywhere or taxed nowhere, pick whichever assumption feels safer, and move on. Neither is close to correct. The gap between what a client is doing and what the rules actually require tends to sit there quietly until an audit, or until a customer's own tax team asks a question nobody at the company can answer." Ryan Le - Kintsugi

If you work with SaaS clients, don’t miss this one. It gets into where taxability can get complicated and the questions practices should be asking before problems show up.

Your SaaS Clients Have a Taxability Problem You're Missing: https://hubs.ly/Q04yQ4sV0

Software taxability varies widely by state, creating compliance risks for SaaS clients. Learn what firms should review before problems arise.

09/25/2026

Sales tax compliance isn't getting simpler, and states are getting better at finding businesses that may have obligations they don't even know about.

With insights from Kintsugi, this article looks at where enforcement is headed, how marketplace and digital sales rules continue to shift, and why practices building a sales tax service line need a way to keep up as the landscape changes.

Where Sales Tax Compliance Is Headed for Accounting Firms: https://hubs.ly/Q04ylY8P0

Sales tax compliance is becoming more complex as enforcement, nexus rules, digital sales, and international tax obligations continue to evolve.

09/25/2026

Episode 189 of The Woodard Report Podcast gets into some of the harder questions around AI.

Joe Woodard and Heather Day talk about skill development, truth, governance, and the risk of becoming too dependent on technology as it takes on more of the work.

Transcending the Machines: AI, Skills, Truth & the Future of Accounting: https://hubs.ly/Q04ylTmR0

09/25/2026

Maybe your pricing needs a reset. Maybe AI is the area you’re ready to tackle more intentionally. Maybe your practice needs a broader strategic direction for the year ahead.

At Woodard Summit, you can choose the Pricing Strategy Workshop, AI Strategy Workshop, or Practice-Wide Strategy Workshop and spend a few focused days defining the goals that matter most to your practice, then building a strategic plan to put them into action over the coming year.

Join us November 4 through 7 in Scottsdale: https://hubs.ly/Q04ykKVB0

09/24/2026

"There's a new truth to the way that we work, a new truth to the way that we live. We have to now do something with this new truth. Ignoring it is not an option."

Full episode of The Woodard Report Podcast Ep. 189 👉 Transcending the Machines: AI, Skills, Truth & the Future of Accounting (https://hubs.ly/Q04ydLNP0)

09/24/2026

Woodard You Rather...
👋 Lose your biggest client
💼 Lose your best employee

Losing your biggest client leaves a pretty big hole. There’s the immediate hit to revenue, followed by the panic of figuring out how to replace it. Sometimes clients become friends over the years, which adds another layer to the loss. Maybe they were friends before they became clients, which can make the situation even more complicated.

Losing a great employee hits differently. You lose someone who knows your clients, understands how your practice works, and has become someone you know you can trust. Then you have to think about hiring someone new and training them while the rest of the team picks up the extra work. You might also know what it feels like to have a great employee leave and then experience the joy of them coming back. We sure do.

What would you choose?
Comment 👋 for your biggest client or 💼 for your best employee. We’d love to hear the story behind your answer, too!

09/23/2026

In Episode 189 of The Woodard Report Podcast, Joe Woodard and Heather Day are digging into some big questions about where accounting is headed.

They discuss the growing skills gap as AI takes on more manual work, along with AI governance and the importance of preserving human judgment.

🎧Catch the full episode here: Transcending the Machines: AI, Skills, Truth & the Future of Accounting - https://hubs.ly/Q04y96G70

Joe Woodard and Heather Day discuss AI skills, accounting technology, empathy, professional judgment, and the future of the accounting profession.

09/23/2026

Joe Woodard's keynote happening now on the main stage at Accounting Today Firm Growth Forum East!

📣From Pieces to Platform: Building a Practice Model That Scales

In this keynote, Joe Woodard will provide a high-level roadmap for how your firm can align its strategies around clients, services, technology, people, and systems to design and build a single, scalable practice strategy, or “platform.” The session will also serve as a framework for the conference, helping attendees connect each session to the bigger picture of firm growth.

09/22/2026

"You may never have to think about tax document storage ever again…or at least, not as much."

For accounting practices, tax document management goes well beyond keeping files organized. You also need to know who can access them, who already has, and how long they need to be retained.

With insights from Canopy, this article looks at how the right tools, stronger access controls and governance can make this much easier to manage.

How to Never Think About Tax Document Storage Again: https://hubs.ly/Q04y57t60
WoodardReport

Do the thinking once. Role-based access, audit trails, and a real retention policy turn tax document storage into something your firm stops worrying about.

09/18/2026

In Episode 188 of The Woodard Report Podcast, Heather Day and Randy Crabtree talk about burnout, belonging, leadership, and what a healthier future for accounting could look like.

From Burnout to Belonging: Redefining the Future of Accounting: https://hubs.ly/Q04xVdGD0