In today’s episode, I’m sitting down with Joe Woodard—founder of Scaling New Heights—and we’re diving into what’s really happening in the accounting industry right now.

We talk about:

• Why the ‘AI hype vs denial’ debate is missing the point
• What tasks you should actually be handing off to AI
• Why moving off hourly pricing isn’t enough anymore
• And how to position yourself so clients see you as indispensable
• how to make sure your pricing model matches your vision and goals

Resources mentioned in this episode:

• Scaling New Heights 2026: https://www.woodard.com/scaling-new-heights-2026
• Woodard coaching program (for firms approaching $1M+)
• Xero / JAX feature (beta)
• Anthropic / Claude
• ChatGPT / OpenAI
• Microsoft Copilot

Meet Joe Woodard

Joe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach.

Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually.

Connect with Joe Woodard

🌐 Website: https://www.woodard.com

👥 Linkedin: https://www.linkedin.com/in/realjoewoodard/

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: https://www.ambitiousbookkeeper.com
• Follow the Blog: https://www.ambitiousbookkeeper.com/blog
• Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
• Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
• Connect on Facebook: https://www.facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
• Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
• Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey

Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support.

Get access to the Dubsado Decoded Private Podcast Series here>>