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 * The Woodard Report
 * Podcast
 * Member Login

 * Membership
   * Overview
   * Course Catalog
   * Practice Coaching
   * Woodard Certified Business Coach
 * Training Events
   * Scaling New Heights 2024
   * Scaling New Heights 2023
   * Woodard Summit
   * Ideal Practice Symposiums
   * Webinars
   * Software Training
     * Intro to Inventory & Cin7 Core Course
     * Cin7 Core Implementer Training
     * Bookkeep Certification Course
 * Ideal Practice Model
   * Bookkeeping Practices
   * CPA Firms
   * Top 50 Accounting Services Practice Awards
 * About Woodard
   * Our Story
   * Book Joe Woodard

Join Now
 * Membership
   * Overview
   * Course Catalog
   * Practice Coaching
   * Woodard Certified Business Coach
 * Training Events
   * Scaling New Heights 2024
   * Scaling New Heights 2023
   * Woodard Summit
   * Ideal Practice Symposiums
   * Webinars
   * Software Training
     * Intro to Inventory & Cin7 Core Course
     * Cin7 Core Implementer Training
     * Bookkeep Certification Course
 * Ideal Practice Model
   * Bookkeeping Practices
   * CPA Firms
   * Top 50 Accounting Services Practice Awards
 * About Woodard
   * Our Story
   * Book Joe Woodard
 * The Woodard Report
 * Member Login

Join Now


UNLOCK THE POTENTIAL OF YOUR BOOKKEEPING OR CAS PRACTICE

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.

Join Now Learn More

 * Bookkeeping Practices
   
   
   BUILD THE PRACTICE YOU WANT, GENERATE CAPACITY, AND PRICE TO YOUR VALUE.
   
   Overworked, undervalued, and servicing clients so price-sensitive they're
   unwilling to pay what you're worth? 
   
   Develop the skills, systems, processes, technology, and strategies to
   generate capacity, price to value, and build the practice you want — with the
   clients you want to serve.
   
   To Bookkeeping Page

 * CPA Firms
   
   
   MODERNIZE, AUTOMATE, AND STANDARDIZE CLIENT ACCOUNTING SERVICES
   
   Streamline your Client Accounting and Advisory Services (CAAS) with scalable,
   standardized processes and pricing models. Provide your clients with an
   end-to-end experience and expand your CAAS suite to also include advisory
   services. 
   
   Woodard gives you all the tools to standardize, automate, and scale your
   Client Accounting and Advisory Services, crafted for business advancement and
   proven to succeed.
   
   To CPA Firms Page


BUILD THE PRACTICE YOU WANT, GENERATE CAPACITY, AND PRICE TO YOUR VALUE.

Overworked, undervalued, and servicing clients so price-sensitive they're
unwilling to pay what you're worth? 

Develop the skills, systems, processes, technology, and strategies to generate
capacity, price to value, and build the practice you want — with the clients you
want to serve.

To Bookkeeping Page


MODERNIZE, AUTOMATE, AND STANDARDIZE CLIENT ACCOUNTING SERVICES

Streamline your Client Accounting and Advisory Services (CAAS) with scalable,
standardized processes and pricing models. Provide your clients with an
end-to-end experience and expand your CAAS suite to also include advisory
services. 

Woodard gives you all the tools to standardize, automate, and scale your Client
Accounting and Advisory Services, crafted for business advancement and proven to
succeed.

To CPA Firms Page


WOODARD MEMBERSHIP GIVES YOU ALL OF THE ACCESS YOU NEED TO BUILD THE PRACTICE
YOU ENVISION.


WHETHER YOU RUN A BOOKKEEPING OR CAS PRACTICE, WOODARD HAS SPENT DECADES
DEVELOPING EDUCATION, COACHING, RESOURCES, AND COMMUNITY TO HELP YOU GET THE
OUTCOMES YOU WANT TO OPTIMIZE AND GROW YOUR BUSINESS.

Join Now
Book a Meeting
Expand your knowledge base

Access courses and events, designed to provide you with the knowledge and skills
so you can grow in the areas of client advisory, practice management, and
technology.  


Accelerate Your outcomes Develop a comprehensive strategic plan specific for
your business and execute against the plan with the help of a dedicated coach.  

Build New relationships

Leverage both localized meetings and an online community platform to share
ideas, cross-refer specialized services, exchange information and foster high
impact, long-term relationships.


Gain access to powerful resources

Woodard resources, including podcasts, articles, and a reality TV series, are
designed around key, relevant topics specific to Bookkeeping Practices and CPA
firms.



''We joined Woodard and we found out we were not even starting in the right
place. The courses and coaching have been pivotal to helping me and my team
progress. I am really excited because for the first time we are actually moving
in the right direction. Woodard membership is more than just taking classes and
being coached. Is it worth it? You bet it is and like most things the more you
put into it the more you get out of it.''

Neal Coogler,
Senior Partner | All About Business Services

''It's beyond words the gratitude I have for Woodard. A year ago I was a solo
entrepreneur and struggling. Your courses, coaching, and general availability
for guidance, questions, and clarity have set me on a trajectory that has
revitalized my life, career, and overall purpose. I have more than doubled my
business revenue and almost doubled my income. I feel lucky to have invested my
future with you and your organization. You have delivered on your promises of
improving my practice and professional development. ''

Felipe Wityk-Sanchez,
WealthSpring Financial Services

''I was sick of my practice. I hated going to work. I just want wanted some help
to fix it and I didn't know what to do. They opened my mind to see that it
didn't have to be this way.''

Leslie Liondas,
CPA, PLLC

''We joined Woodard and we found out we were not even starting in the right
place. The courses and coaching have been pivotal to helping me and my team
progress. I am really excited because for the first time we are actually moving
in the right direction. Woodard membership is more than just taking classes and
being coached. Is it worth it? You bet it is and like most things the more you
put into it the more you get out of it.''

Neal Coogler,
Senior Partner | All About Business Services

''It's beyond words the gratitude I have for Woodard. A year ago I was a solo
entrepreneur and struggling. Your courses, coaching, and general availability
for guidance, questions, and clarity have set me on a trajectory that has
revitalized my life, career, and overall purpose. I have more than doubled my
business revenue and almost doubled my income. I feel lucky to have invested my
future with you and your organization. You have delivered on your promises of
improving my practice and professional development. ''

Felipe Wityk-Sanchez,
WealthSpring Financial Services

''I was sick of my practice. I hated going to work. I just want wanted some help
to fix it and I didn't know what to do. They opened my mind to see that it
didn't have to be this way.''

Leslie Liondas,
CPA, PLLC

''We joined Woodard and we found out we were not even starting in the right
place. The courses and coaching have been pivotal to helping me and my team
progress. I am really excited because for the first time we are actually moving
in the right direction. Woodard membership is more than just taking classes and
being coached. Is it worth it? You bet it is and like most things the more you
put into it the more you get out of it.''

Neal Coogler,
Senior Partner | All About Business Services

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BEYOND MEMBERSHIP - BE PART OF A LEARNING COMMUNITY


EXPLORE VIRTUAL AND ON-PREMISES TRAINING EVENTS, EARN CPE CREDITS, AND INTERACT
WITH A HIGHLY-ENGAGED COMMUNITY OF ACCOUNTANTS AND BOOKKEEPERS.


Virtual Webinars

We provide nationally renowned webinars for accountants and bookkeepers on
topics designed to elevate the level of service you provide to your small
business clients. 

Explore
On-Premises Scaling New Heights

Scaling New Heights® is a leading accounting technology conference and one of
the largest gatherings of accountants and bookkeepers in the country.

Learn More
On-Premises Woodard Summit Woodard Summit is an elite gathering of accountants
and bookkeepers who meet each year in-person to conduct strategic planning for
their practices.
Learn More
Series Tech Makeover

Tech Makeover is an exciting reality TV series that follows Joe Woodard and
Patricia Hendrix as they do a hands-on renovations of small businesses’ tech
stacks.

View Now
Awards Top 50 Bookkeeping Practices

The awards, administered by Woodard™, recognize and honor those bookkeeping
practices that most exemplify the characteristics of a top-performing
bookkeeping practice.

Learn More


LATEST FROM THE WOODARD REPORT

View All Articles
Finger on the Pulse
7 minute read


XERO ROADSHOW ACCELERATE 2023

Read More

Finger on the Pulse
4 minute read


DEBORAH DEFER JOINS THE WOODARD™️ TEAM AS DIRECTOR, CAAS CONSULTING

Read More

Financial Advisory
13 minute read


FOCUS ON WHAT MATTERS: FINANCIAL STORYTELLING FOR GREATER CAS IMPACT

Read More


LEARN MORE ABOUT WOODARD MEMBERSHIP

Schedule a meeting today to explore best-in-class practice advancement and
client advisory courses, engage with practice coaches, experience in-depth
training events, and more!

Book a Meeting

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Suite 126

Canton, Georgia 30114

(404) 857-0700

Contact Us
 * Membership
   * Overview
   * Course Catalog
   * Practice Coaching
   * Woodard Certified Business Coach
 * Training Events
   * Webinars
   * Woodard Summit
   * Scaling New Heights
 * Ideal Practice Model
   * Bookkeeping Practices
   * CPA Firms
 * About Woodard
   * Our Story
   * Book Joe Woodard

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