We equip accountants and bookkeepers to generate increases in wealth for their business clients, where that wealth is often financial but could also be less literal forms of wealth like the company’s reputation, culture, infrastructure, and technology. Transformation work can also benefit the business owner directly through improved peace of mind, work/life harmonization, and enhanced leadership skills. Woodard Institute’s Certified Transformative Advisor Program provides certification courses that focus on the key areas shown above in your clients’ businesses.
By completing the core requirements of Operational and Financial Advisory and one additional elective course, you will earn your Certified Transformative Advisory Badge.
Complete all six and earn your Advanced Certified Transformative Advisory Badge.
Course name: CTAO
Course Begins
July 7, 2021
Most business owners are experts in delivering their service or product to their customers but are not experts in how to operate a small business. Operational Advisory uses operational indicators to measure and track business health and strategic direction. Our CTA’s track business operational health, streamline workflows, measure productions, locate performance deficiencies, detect quality assurance issues, maintain HR compliance... and more!
$595/month for 3 months or
$795/month for 3 months with Private Mentoring
View Syllabus and Course Schedule
Course name: CTAM
Course Begins
July 6, 2021
This course equips you to become a management advisor for your business clients. Management advisory empowers businesses to form effective teams, enhance employee performance, clearly define roles and responsibilities, foster accountability, and build distinctive company culture. Deploy the processes, tools, and strategies from this course to expand your advisory services and to guide your clients to intentionally lead and manage their businesses.
$595/month for 3 months or
$795/month for 3 months with Private Mentoring
View Syllabus and Course Schedule
Course name: CTAT
Course Begins
July 7, 2021
This course equips you to navigate the sometimes intimidating world of technology. It provides the structure to perform a comprehensive technology evaluation, diagnose specific areas in need of attention, and create a Strategic Technology Plan to address them. Gain knowledge, tools and support to guide your clients through technology upgrades and learn to orchestrate internal and external resources. Layout the key milestones of technology deployment, usage and management to optimize your clients ongoing technology management.
$595/month for 3 months or
$795/month for 3 months with Private Mentoring
View Syllabus and Course Schedule
Course name: CTAF
Course Begins
September 27, 2021
Most business owners lack the insights they need to make wise business decisions. Financial Advisory is the natural continuation of client services after you (or the client) complete each bookkeeping cycle. Our CTA’s leverage financial analytics and operational indicators to effectively project and manage cash flow, track financial performance, monitor the client’s financial position, run what/if scenarios, recommend course corrections…and more!
$595/month for 3 months or
$795/month for 3 months with Private Mentoring
View Syllabus and Course Schedule
Maximize your value with our Annual Subscription option. During your 12-month subscription, you may enroll in courses offered through both our Certified Transformative Adivsory Program and our Practice Transformation Program.
For the equivalent price of 2 courses, your plan includes:
Up to 3 courses during your subscription term
12 Months of A.C.T. (your weekly accountability group meeting)
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