Episode 157 - From Bookkeeping to Business Coach: Collaboration, Advisory, and AI Done Right - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Joe speaks with Tanya Hilts about how bookkeepers can move from compliance work into true advisory by leading with better questions, leaning into collaboration, and building confidence through real-time financial conversations. Tanya shares how AI tools like ChatGPT, Claude, and Perplexity can help generate smarter client questions and speed up analysis, while emphasizing that the real "threat" isn't AI itself, but professionals who learn to use it well. About Tanya Hilts Tanya Hilts, CPB, FCPB is an award-winning accounting pro helping firms adopt practical AI, tighten processes, and grow profit-focused advisory. Connect with Tanya on YouTube and learn more about her "AI in Action" series Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at Woodard.com/podcast

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Episode 157 - From Bookkeeping to Business Coach: Collaboration, Advisory, and AI Done Right - The Woodard Report Podcast is an episode from Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors by Woodard Events.

This episode is 31:32 long.

This episode was published on Jan 28, 2026.

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