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Ron and Ed welcome back Joe Woodard — for the tenth time. Over the years, Joe has joined The Soul of Enterprise to challenge the accounting profession’s comfort zone, rethink practice models, and remind everyone that transformation is never “done.”
In this milestone conversation, they revisit the evolution of Woodard’s mission to help accounting professionals build healthier, more human-centered firms, and how the journey from technician to transformer keeps unfolding. Expect reflection, a few friendly jabs, and, as always, big ideas about the future of advisory work.
SHOW NOTES
Segment one
Joe Woodard is back. Let’s get right to it. He’s been using his Vision Pro more and more often. And it has practical purposes. He does WORK ON IT!
When comparing time spent, Joe is spending more time on the Oculus (Meta Quest) than the Vision Pro. It’s not a better device necessarily but the ecosystem is more robust. Black Phone (the new show) is a great example of something Joe has been enjoying on the Oculus.
On “AI from the ground up accounting systems”… They are called native AI general ledger solutions. Here is a quick overview from Digits (one of the native AI examples) https://digits.com/blog/ai-accounting-benefits
Segment two
Are the native AI GL products truly a disruptive technology that could pose a threat to Intuit or Xero? Yes, they could. (“Could” is doing a bit of work in that response but it is worth watching)
Joe Woodard and Heather Satterley have talked about some of Inuit’s recent movements on their podcast, the Woodard Report Podcast. Take a listen here: https://www.woodard.com/podcast
Inuit Accountant Suite was announced recently at Intuit Connect. Here is more information from Woodard: https://report.woodard.com/articles/intuit-announces-the-new-accountant-suite-at-intuit-connect-fpwr
Segment three
What AI tools has Joe been personally using lately? A great quote from Joe: “I haven’t Google’ed anything in months”.
AI and human editorial has become an important tool for the Woodard Report. All use of AI is disclosed with dozens and dozens of rules to help guide the human editorial staff to a refined, finished article. https://report.woodard.com/articles
Just this week, Joe has been experimenting with Articulate 360 https://www.articulate.com/360/
For a browser, Joe is using Microsoft Edge with Copilot. There are several examples of AI-first browsers out there today from Perplexity to OpenAI to Chrome with Gemini and Edge with Copilot
Segment four
“Culture emerges from the system.” —Ron Baker
“Culture begins with vision, mission, and purpose.” —Joe Woodard
A big THANK YOU to Joe Woodard for joining us for a 10th TIME!!! Scaling New Heights is about six months away. Check out more at this link https://www.woodard.com/scaling-new-heights-2026
Bonus Content is Available As Well
Did you know that each week after our live show, Ron and Ed take to the microphone for a bonus show? Typically, this bonus show is an extension of the live show topic (sometimes even with the same guest) and a few other pieces of news, current events, or things that have caught our attention.
Click the “FANATIC” image to learn more about pricing and member benefits.