Episode 162 - AI Adoption Is Accelerating—Are Firms Keeping Up? - The Woodard Report Podcast

Episode 162 - AI Adoption Is Accelerating—Are Firms Keeping Up? - The Woodard Report Podcast

From The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard by Woodard Events

March 11, 2026 · 36 min

About this episode

Heather and Joe discuss the implications of accelerating AI adoption for accounting firms and the strategic advantages for early adopters.

On this episode of the Woodard Report podcast, Heather and Joe discuss new research on global AI adoption and what it means for accounting firms, highlighting how early adopters are gaining strategic advantages while others risk falling behind. They explore recent funding surges in AI-powered accounting tools, practical considerations for implementing AI within firms, and the importance of governance, strategy, and financial independence in adapting to rapid technological change. Current events — AICPA CIMA Survey Shows Growing AI Adoption Gap Basis is the first stand alone AI enablement platform to reach unicorn status TV/Movie quote of the week — Blue Moon Billions Excellent things we learned — Copilot allows you to switch between all OpenAI and Anthropic models The average American adult watches 3 hours and 43 minutes of television every day Member spotlight — Lisa Crawford, Owner of Crawford Financial Solutions The Woodard Report article of the week — Explore the AI Track at Scaling New Heights 2026 Thank you to our show sponsor, Puzzle! Puzzle, the next generation firm, AI-powered, human-led. Puzzle replaces manual quickbooks workflows with AI-driven books built for review…

People in this episode

Hosts: Heather Satterley, Joe Woodard

Topics covered

  • AI adoption
  • accounting firms
  • strategic advantages
  • AI-powered tools
  • governance
  • financial independence
  • technological change

Keywords

  • AI adoption
  • accounting
  • technology
  • strategic advantages
  • funding
  • governance
  • financial independence

Sponsors

Puzzle

Mentioned in this episode

Organizations: AICPA, CIMA, Basis

Products: Copilot

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