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WOODARD MEMBER
COURSE CATALOG

Woodard Membership empowers you to advance your practice, navigate challenges and reach your goals through access to highly relevant education, resources, and practice coaching.

 

WOODARD COURSES

CLIENT ADVISORY COURSES

Become a Woodard Certified Business Coach by developing the skills, the confidence, and the professional distinction you need to coach your clients through 6 key disciplines of advisory.

PRACTICE ADVANCEMENT COURSES

Navigate challenges, develop systems, maximize efficiencies, and modernize your systems as you build your ideal practice through Woodard's Practice Advancement courses.

Course Offerings by Quarter

View the courses available for Q4 in 2022 and Q1 for 2023 here.

 

CLIENT ADVISORY COURSES

We equip accountants and bookkeepers to generate increases in wealth for their business clients, where that wealth is often financial but is also realized in less literal forms such as the company’s reputation, culture, infrastructure, and technology. Client advisory work can also benefit the business owner directly through improved peace of mind, work/life harmonization, and enhanced leadership skills. The Woodard Membership’s Certified Business Coach Program provides you with the skills, the confidence, and the support to coach your clients through the following 6 key disciplines of advisory and value-enhancing services.
COURSE LENGTH: 10 WEEKS

OPERATIONAL
ADVISORY

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. Woodard’s Operational Advisory 10-week course lays out the fundamental components of a successful advisory engagement. From client discovery to strategic planning, to coaching your client through the execution of their plan, an Operational Advisor becomes the difference between a floundering, accidental business and an intentional, vision-driven, well-oiled machine.



Start Date(s): Tuesday, July 19

Course length: 10 Weeks

Management
Advisory

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 Woodard’s Management Advisory 10-week course to expand your advisory services and guide your clients to intentionally lead and manage their businesses.

Start Date(s): Tuesday, July 19

COURSE LENGTH: 1 DAY

FINANCIAL MEASUREMENTS ESSENTIALS

Creating an effective financial report package for your client can be challenging. Woodard’s Financial Measurements Essentials 1-day course will equip you to identify the key data points your client will find most valuable and to create essential metrics that will be easy for them to embrace and monitor. It will teach you how to present the information in an easily accessible dashboard that requires minimal effort on your part. You'll learn a new way to add value to your services in a sustainable model that enables you to scale your practice.

Start Date(s): Friday, October 21
COURSE LENGTH: 10 Weeks

TECHNOLOGY
ADVISORY

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.

COURSE LENGTH: 10 WEEKS

Financial
Advisory

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

COURSE LENGTH: 1 DAY

Accounts Receivable Management

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.

COURSE LENGTH: 1 DAY

Cash Flow
Management

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.

Start date(s): Thursday, August 25

COURSE LENGTH: 10 WEEKS

Succession
Advisory

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

 

PRACTICE ADVANCEMENT COURSES

The Woodard Membership’s Practice Advancement courses empower you to engineer the highest vision you have for your practice and the harmonization between your work and your life. By cleaning your own house, you will learn skills that will not only significantly impact the efficiency and effectiveness of your practice but can also be paid forward by leveraging them in advisory engagements with your clients.
COURSE LENGTH: 10 Weeks

The Ideal
Practice

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.

COURSE LENGTH: 10 WEEKS

Personal and Team Productivity

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.

COURSE LENGTH: 4 WEEKS

Strategic Pricing

Defining the right pricing model is an ever-increasing challenge as external disruptors set price expectations, commoditize bookkeeping services, and cloud the perception of our clients. Woodard’s Strategic Pricing 4-week course equips accountants, bookkeepers, and CPA firms to effectively and strategically price cyclical bookkeeping, accounting, and advisory services in a proven 3-tiered model that allows for standardization of services, scope-creep management, and simplified client billing.

COURSE LENGTH: 4 WEEKS

Ideal You Execution Workshop

What's the big deal about a vision statement? Having vision statements for your business and for your life lays the foundation for your goals, your future plans, and your eventual exit. A vision statement provides you with a beacon, or a fixed point in your career and life plans, which tells you when you need to make small or large corrections in your path to stay on track to your intended destination.

Whether you're just starting on defining a vision statement or need to build your current vision into a purpose statement and mission objectives, join us in the Ideal YOU workshop to get across the finish line on this challenging goal. These 4 weeks will be spent exploring the story that brought you to where you are today and aligning your practice with your true north.

Work with your peers in this group coached experience to:

  • Clarify your narrative
  • Confirm that your vision statement speaks to your WHY?
  • Maximize team & client awareness and adoption
  • Infuse your vision into your branding, your goals and your daily work experience


This course is available for Advantage and Premium Members only and requires The Ideal Practice as a prerequisite.

COURSE LENGTH: 4 Weeks

Ideal Services Execution Workshop

Have you ever heard the saying, "Do what you love and you'll never work a day in your life"?   What if you could craft your practice around a service that brings wealth to your client while fulfilling your inner passion?

In this workshop, you will take a life-reflective self-inventory of everything you know, and identify those things, or that one thing that you've naturally done throughout your life, that natural talent that builds your confidence and fills your cup when expressed.  You will then infuse this calling into the services provided by your practice in a way that is in alignment with your Vision, Mission, and Purpose, in a way that has clear and communicative value for your clients, and in a way that empowers you and your team (if you have one) to lean in, grow and take ownership of the outcomes.

Join us in this Ideal SERVICES workshop to get across the finish line on this challenging goal.  These 4 weeks will be spent exploring the recurring patterns in your story that identify your natural talents and aligning the services in your practice with your true north.

Work with your peers in this group coached experience to:

  • Clarify your ideal services
  • Craft them into your tiered pricing model
  • Include deliverables that lead to a scalable, sellable practice
  • Create a transition plan from your current services to your ideal services


This course is available for Advantage and Premium Members only and requires The Ideal Practice as a prerequisite.

COURSE LENGTH: 4 Weeks

Ideal Client Execution
Workshop

Off the top of your head, what percentage of your clients would you consider "ideal"? If your answer is anything less than 100%, or you're not sure what your definition of an ideal client is, or perhaps you can't say "no" to new clients that aren't ideal, then you're in the right place.

In this workshop you will define exactly what your ideal client looks like into a profile that encompasses niche, target market, personality and leadership styles, and most importantly, alignment with your vision. You'll use tools to score your current client base against your ideal, and develop a plan to curate your base to perfection. Achieving the ideal client base is one thing, but maintaining that ideal takes intention and dedication. By creating a maintenance plan, you will be able to surgically craft an ongoing ideal client base that aligns with your vision, provides the revenue you desire and makes each and every day a great day to go to work.

Work with your peers in this group coached experience to:

  • Craft your ideal client profile
  • Analyze & score your current client base against this profile
  • Create a curation plan to optimize your client base and guard your front door
  • Create a maintenance plan to sustain an intentional balance of clients at each pricing tier

 


This course is available for Advantage and Premium Members only and requires The Ideal Practice as a prerequisite.

COURSE LENGTH: 10 WEEKS

Marketing Strategies

A solid marketing plan is a roadmap that gives you strategies, costs, and anticipated results. In this course you will learn how to create a strategic marketing plan that will take the guesswork out of your marketing efforts.  By having a clear focus that your entire organization can align with, you will be able to specifically add ideal clients at each level of service.  You will fine-tune your marketing investment through specific measurables to ensure the highest returns. You can realistically aim for a 6-10x return on marketing spend - a high benchmark that is very achievable.

COURSE LENGTH: 1 day

Data Security

Accountants handle sensitive client data every day and for this reason they are often the target of cybercrime. This increasing risk is supported by evolving regulatory actions including the IRS 4557 guidelines, cyber security mandates and the state-based introduction of safe harbor laws. How is your firm managing risk in line with these guidelines? Are you IRS 4557 compliant? This course will explore the 8 most common cyber threats to be aware of and outline a holistic approach to cyber security which covers your approach to technology, team training and compliance. Understand the risks and learn how you can be secure and compliant in today’s cloud-based environment.

COURSE LENGTH: 1 day

OneNote

Tips and tricks to maximize your Woodard experience. Let's get in, take a tour and learn how to best use this tool for a seamless transition into your next class.

MICROSOFT 365 COURSES

If you are setting up Microsoft 365 or if you want to expand your use of Microsoft 365, this 10-week course is for you. Although functionally easy to use, Microsoft 365 can quickly become disorganized, even chaotic, without a well-planned, comprehensive setup. In contrast, using the right MS365 applications in the right way will result in seamless management of documents, communications, tasks, and relationships. This boot camp walks you, step by step, through the organization-wide implementation of Microsoft 365 and addresses best practices to maximize the effectiveness and efficiency of your company’s use of Microsoft 365.

We will resume our training on
Microsoft 365 in October 2022.

Check back later for more information about upcoming courses related to Microsoft 365.