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.
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.
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.
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