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In his unprecedented ninth appearance with Ron and Ed, Joe Woodard will share his thoughts on the learning from the Woodard Group's Scaling New Heights 2025 event and also give a small sneak peek at next year! As always, the conversation will be fast, furious, and wide-ranging. More specifically, with hundreds of billions being invested in agentic AI, the next six months might see more change than the last six years!

SHOW NOTES

Segment one

Did you miss the biggest Scaling New Heights conference yet? Joe and the team did a great job with a high net promoter score. Don’t miss the next one. More info here: https://www.woodard.com/scaling-new-heights-2026
Over $3 trillion has been, is being, or will be poured into the accounting space over a 5 year window and we are about 2 years in.
Joe wants small accounting firms to hear this: “You actually have a sellable asset now, even if you never dreamed that you would.”
Great takeaway from Joe Woodard today: The practitioners who shared their own practice experience are some of the biggest rock stars from Scaling New Heights this year.

Segment two

This is a great pull quote from Joe Woodard today. Out of context, it sounds like an ultimatum but it’s not. It can also be a mindset problem for the practice. The quote: “Ultimately, the customer is the one who sets the price.”
1/2 “We taught the AI how to do its job. To the point now where the latest enhancements to my Tesla mean not only do I not have to touch the wheel, it’s all eye attention it monitors. And now, it drives better than I do.” —Joe Woodard
2/2 “Now, it’s the same thing, only it’s not driving, it’s bookkeeping, and it’s tax prep. —Joe Woodard

Segment three

Don’t create your own pricing. From Joe Woodard: “That objective voice, whether it’s a coach, a mentor, a colleague…anything is better than nothing.”
“If you just take an allocated burden, I’m spending some five-figure amount of money on my after action review (AAR) for Scaling New heights. As a business owner, that’s how much I value it.” —Joe Woodard
“If you implement after action reviews (AARs), you can get rid of the timesheet and the annual performance appraisal, which I think are two things that subtract value from firms.” —Ron Baker
Joe Woodard had a great callback to Daniel Susskind on the show today, “The ideal way to operate is to be paid so that you CAN do something, not TO DO something.”

Segment four

Strange New World is the theme for Scaling New Heights next year. I have not personally confirmed with Joe but something tells me he is a fan of the currently running Star Trek show, Strange New Worlds. https://en.wikipedia.org/wiki/Star_Trek:_Strange_New_Worlds
From the AI class Joe Woodard took at Brown University regarding the rate of change: “Not year over year. Not month over month. Not even week over week. It’s day over day exponential multipliers.”
These were QUICK thoughts from Joe towards the end of the show today. Here are some things to watch: 1) Self-driving cars. 2) Any area of the professions that is focused on research, development, data analytics…those jobs will evaporate. 3) Doctors are going to find that they are visited less because pre-diagnosis will be handled by AI.
A big THANK YOU to Joe Woodard for joining us today. His ninth appearance may have been his best yet. Scaling New Heights 2026: Strange New World has been announced and you can find more info here: https://www.woodard.com/scaling-new-heights-2026

Bonus Content is Available As Well

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