We Empower Small Business Advisors

Take your practice to the next level – explore Woodard Institute

Woodard’s Vision

Woodard is compelled by a powerful vision: “To transform small businesses through small business advisors.” Woodard’s purpose is an extension of its vision – a single statement that shapes every task Woodard performs to achieve its vision:
We empower small business advisors!

Stay Informed!

We produce training that empowers advisors to transform small business, with topics ranging from advanced technical training on small business solutions to cutting-edge practice growth and development topics. Subscribe to our email distribution list to receive notifications on upcoming training opportunities…including numerous free events throughout the year!


Providing cutting edge training for accounting professionals, in cooperation with Intuit

Woodard provides unique, Intuit-centric training events that focus on practical, cutting edge professional education, fostering networking relationships among the most successful QuickBooks consultants in the country and providing resources that empower accounting professionals to grow their practices, expand the consulting services they offer, master Intuit small business products and maximize professional relationships.

What Small Business Advisors Are Saying about Woodard and the Training Woodard Offers

  • This event is a win win (education for me and take away resources for clients)! The conference is a journey. Pack up your gear and set out on an adventure of a lifetime, IT IS "Scaling New Heights."

    Deborah Defer
  • Scaling New Heights gives us the opportunity to learn and network like no other seminar event. For those of us with small practices it also gives us the incomparable assurance that "we are not alone" in our industry. The sharing of knowledge and expertise amongst these generous, caring individuals is unmatched in my 20 years as a business professional. Going to this conference will give you the competitive advantage that will put you at the front of the pack.

    Kathy Zaroczynski
  • Scaling New Heights = Schooling, Networking & Helping

    Christy Bertani
  • If you've ever attended a Scaling New Heights conference you won't hesitate to go again, but without that firsthand experience you might wonder if it's worth the time and cost. My gosh, it is SO worth it! Not only for the top notch training sessions, the chance to meet third party software developers whose integrated solutions expand the power of QuickBooks, and the fabulous ProAdvisor networking opportunities, but also because it's just plain FUN. The venues, the food, the entertainment, the prizes and the special activities are all great. Oh boy, can Joe put on a show!

    K.C. Courtnier
  • 2013 was my first Scaling New Heights, and I can honestly say that this conference transformed my practice. Scaling New Heights provided a unique opportunity to focus exclusively on QuickBooks related products and services. The exposure to the latest practice management techniques, training and networking opportunities exceeded every expectation. I returned from Scaling New Heights with the skills, motivation, confidence and energy needed to make my practice more profitable and am looking forward to attending in 2014 with my staff. Scaling New Heights was one of my best business investments in 2013.

    Silvia Evans
  • I didn't know how much I didn't know!

    Susan Pruskin
  • "Scaling New Heights is 'magical', even when it's somewhere other than 'Disney'!"

    William Murphy
  • The annual Scaling New Heights conference is essential to expanding our knowledge of QuickBooks, assessing third party add-on products available, planning and implementing our Practice and Leadership Development, and preparing for certifications. The conference has compelled us to research and adopt advanced technologies and improved our accounting methods. The education, training and products we have integrated from the Scaling New Heights conferences allow us to offer higher level, mid-market accounting services. Our (22) employees now lobby to attend this conference each year!

    Karen Mora
  • Attending Scaling New Heights actually changed my life. The knowledge I gained from the sessions and interacting with my peers allowed me to have the confidence to start my own consulting business. I have met so many interesting people and learned skills that translate to more productivity and efficiency as a result of the sessions I have attended and the knowledge that others have shared with me. Probably the best part of meeting new people is the widening circle of friends and advisors that I now have.

    Cindy Moore
  • Scaling New Heights lives up to its name every year. It keeps getting better and better. The training, the vendors and the very talented, helpful attendees have helped me bring my practice to a new level. The real beneficiaries are my clients. Now we see QuickBooks as part of an eco-system that helps them bring their businesses to new heights.

    Sharon McNeal
  • The best thing about Scaling New Heights conference was the fact that when I left there I was QBO certified. Upon completion of the QBO class we were told that we could stay and take the exam, while Dan from Intuit monitored the room. Thank you Dan and Intuit. Maybe next year's conference will build upon this!

    Debra Veilleux
  • I have been a Pro Advisor since the caveman days and accounting related material have always been less than exciting. Joe Woodard has been able to make the impossible a reality. Not only does Scaling New Heights educate you on the latest accounting technology, but also motivates you. I do regret not being able to attend prior Scaling New Heights, but never again. If you want to keep a positive outlook and a positive bottom line in your practice this is where you want to be. Don't be left behind in the dust, get in front of it at Scaling New Heights!

    James Cliame
  • The Scaling New Heights Conference is packed with years of experience that you could never match in a lifetime. The instructors provide you with tips and ideas that you can use immediately to grow and enhance your business. The sponsors and vendors provide training and guidance on integrated applications that make QuickBooks by Intuit the best accounting software in the world. Don't miss this great conference-vacation.

    Kathleen Fernan
  • I am attending again. I walked away from prior Scaling New Heights conferences with knowledge about QuickBooks and add-ons that I could put to immediate use. But more importantly, I walked away with new contacts and friends that I can call on for assistance. Scaling New Heights conference fee $ Travel Expenses $ Professional contacts and resources PRICELESS

    Caren Schwartz
  • My ultimate takeaway at Scaling New Heights is that I get to network with Woodard Network members who love to collaborate with each other to help build their respective practices. It is the most unselfish and knowledgeable group of people that I ever worked with! A highlight of the conference is the keynote address and other sessions featuring the great people from Intuit who share with us the long term direction of the company and its fabulous products. 90% of my current active client base, mostly wineries, originated from my networking activities. I work with many wineries as the direct result of an Intuit referral.

    Pete Bornstein