WOODARD MEMBER
COURSE CATALOG

Navigating a technology landscape can be intimidating both for you and your client. Woodard’s Technology Advisory 10-week course will equip you to perform a comprehensive evaluation of your client’s technology, identify the gaps, and connect them with the proper resources to upgrade, implement and optimize their tech stack. Your role as a Technology Advisor is to assist in creating a strategic technology plan, orchestrate internal and external resources through key milestones of deployment, usage, and management, and to ensure your client has proper data security protection and policies to maximize functional run-time and minimize risk.

Most business owners lack the financial insights they need to make wise business decisions. As you complete the work in each bookkeeping cycle, it is a natural continuation of your services to assist your client in understanding their business better by providing and interpreting these financial insights. Woodard’s Financial Advisory 10-week course teaches you how to understand your client’s financial mindset and profit mentality, how to harvest key financial indicators using specific reports and metrics, and how to guide your client’s growth decisions using projective “what-if” scenarios. You will learn the key skill set required, and best practices to be an outstanding financial coach.

Start Date(s): Wednesday, October 12

Accounts Receivable management is the most important contributor to incoming cash flow and we all know that “Cash is King”. Receivables often represent over 40% of current assets for many small to medium-sized companies. Woodard’s Accounts Receivable Management 1-day course will equip you pull your clients back from this dangerous precipice into the safety zone. You’ll learn how to manage your clients' A/R, improve cash flow, and mitigate bad debt (i.e., write-offs). Add this new, valuable service to your existing bookkeeping clients to begin a whole new type of conversation and perhaps open the door to advisory.

Managing cash is the lifeblood of every business, whether just starting out, growing, or declining. It is as much an art form as it is a mathematical necessity in a business. Woodard’s Cash Flow Management 1-day course will educate and equip you with critical and essential cash flow concepts that every business needs to maximize their cash flow and profits in a simple, yet powerful way. Add this new, valuable service to your existing bookkeeping clients and see where the conversation leads. When your clients understand the critical nature of cash management, they will look to you for guidance, tools, and support.

With an impending bubble of Boomers and GenXers approaching retirement, it is critical for your clients to monitor and maximize the value of their businesses. Woodard’s Succession Advisory 10-week course teaches you the fundamental components of business valuation and gives you strategic levers you can coach your clients to pull to significantly impact not only the value of their business but the attractiveness to potential buyers as well. Succession Advisory is a key discipline to add to your advisory toolbox to maximize the value you bring to your clients.

Start Date(s): Wednesday, July 20

Woodard’s Ideal Practice 10-week course guides you through 7 key areas of your practice to assess its current status against your defined ideals, identify the gaps, and lay out a prioritized strategic plan for execution. This is an excellent foundational course that is key to beginning your Practice Advancement Journey. This course is well-suited to all-size firms from solopreneurs to small firms to client accounting service (CAS) divisions in regional CPA firms.

With information bombarding you continuously and priorities shifting as the phone rings, it is imperative that you find a calm place in the storm to gather, assess, organize, and prioritize all the tasks at hand. When the time is optimum, you fully engage with the most appropriate task, the one with the highest return, and see it through from start to finish. In Woodard’s Personal and Team Productivity 10-week course you will conquer task overload, achieve and maintain a zero-inbox, harmonize work and life, adopt extreme intentionality and maximize production. This course is well-suited to all-size firms from solopreneurs to small firms to client accounting service (CAS) divisions in regional CPA firms.

Start Date(s): Tuesday, October 11