Advance Your Client Accounting Services Practice

  • Automate Entries
  • Standardize Processes
  • Overcome Staffing Challenges
  • Scale Your Practice

ADVANCED BOOKKEEPING SYSTEM

Woodard’s Advanced Bookkeeping System modernizes and streamlines your CAS production with a cutting-edge, highly-integrated stack of bookkeeping automation solutions, standardized workflows, and client delivery/collaboration tools.

Through the Advanced Bookkeeping System, your firm also gains access to one of the world’s leading, safest, and most respected shared service centers to address your staffing needs.

Standardize Process

Practices must have standardized processes that include checklists for cyclical client work, as well as onboarding and offboarding procedures, which drive consistency.

Automate Entries

Create a cloud-based technology stack of client accounting tools that integrates with the general ledger to create automation, reducing the need for manual entries.

Overcoming Staffing Challenges

Outsource your bookkeeping production to a shared services team, freeing your CAS team for advisory services, reducing costs and allowing for scalability.

 

Questions about advancing your CAS?
Meet with a specialist today!

 

Coaching and Resources

Woodard Membership empowers your CAS team to be intentional, efficient, specialized, modernized, profitable, scalable, and effective. Our members receive best-in-class advisory preparation, one-on-one practice coaching, on-premises conferences, and a wide range of virtual resources experienced within a thriving, highly-engaged community of cutting-edge practices.

  • Benefits
  • Practice Advancement Courses
  • Business Coaching Courses
  • Scaling New Heights Conference Registration
  • Woodard Summit Registration
  • Exclusive Online Community
  • Virtual Learning Library
  • Monthly Member Meeting
  • Software Discounts
  • Group Mentorship Sessions (1/Week)
  • 1:1 Mentorship (1/Month)
  • Dedicated Business Coach
  • Advanced Bookkeeping System Onboarding Discount
  • Level 1
  • 50% Off
  •  
  •  
  •  
  •  
  • Level 2
  •  
  •  
  • Level 3
  •  
 

Coaching and Resources

Woodard Membership empowers your CAS team to be intentional, efficient, specialized, modernized, profitable, scalable, and effective. Our members receive best-in-class advisory preparation, one-on-one practice coaching, on-premises conferences, and a wide range of virtual resources experienced within a thriving, highly-engaged community of cutting-edge practices.

  • Benefits
  • Practice Advancement Courses:
    Level 1, Level 2, Level 3
  • Business Coaching Courses:
    Level 1, Level 2, Level 3
  • Scaling New Heights Conference Registration:
    Level 1, Level 2, Level 3
  • Woodard Summit Registration:
    50% Off, Level 2, Level 3
  • Exclusive Online Community:
    Level 1, Level 2, Level 3
  • Virtual Learning Library:
    Level 1, Level 2, Level 3
  • Monthly Member Meeting:
    Level 1, Level 2, Level 3
  • Software Discounts:
    Level 1, Level 2, Level 3
  • Group Mentorship Sessions (1/Week):
    Level 2
  • 1:1 Mentorship (1/Month):
    Level 2, Level 3
  • Dedicated Business Coach:
    Level 3
  • Advanced Bookkeeping System Onboarding Discount
    Level 3