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Unlock the Potential of Your Bookkeeping or CAAS 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.

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  • Bookkeeping Practices

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    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

    Collaboration

    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
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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
Collaboration

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 CAAS 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.

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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.  

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

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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.

''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

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. 

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.

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.
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.

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 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!