Coaching

Our coaching program – Woodard Institute – provides education, systems and tools to equip small business advisors to better manage their practices, extend value to their clients, develop specializations, grow their practices, and increase profitability. Woodard Institute also offers an interactive peer-to-peer coaching community to guide you in your journey to the next “version” of your practice and the next version of yourself as a professional.

NICHE COMMUNITIES

Our niche programs leverage Woodard’s extensive accountant communities and decades of experience to provide resources accountants needs to support specific industries and, coming soon, offer highly specialized professional services. ​​

non-profit
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construction
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legal
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What They’re Saying

  • I enjoyed the smaller attendance of the Boot Camp because it allowed me to get to know not only the attendees but also the instructors. While Scaling New Heights is always a huge event you don't have as much time to socialize with the instructors...these people are our mentors and to have that time to meet them is invaluable.

    Sharon Campbell
  • I have been a Pro Advisor since the caveman days and accounting related material have always been less than exciting. Joe Woodard has been able to make the impossible a reality. Not only does Scaling New Heights educate you on the latest accounting technology, but also motivates you. I do regret not being able to attend prior Scaling New Heights, but never again. If you want to keep a positive outlook and a positive bottom line in your practice this is where you want to be. Don't be left behind in the dust, get in front of it at Scaling New Heights!

    James Cliame
  • The Scaling New Heights Conference is packed with years of experience that you could never match in a lifetime. The instructors provide you with tips and ideas that you can use immediately to grow and enhance your business. The sponsors and vendors provide training and guidance on integrated applications that make QuickBooks by Intuit the best accounting software in the world. Don't miss this great conference-vacation.

    Kathleen Fernan
  • Scaling New Heights gives us the opportunity to learn and network like no other seminar event. For those of us with small practices it also gives us the incomparable assurance that "we are not alone" in our industry. The sharing of knowledge and expertise amongst these generous, caring individuals is unmatched in my 20 years as a business professional. Going to this conference will give you the competitive advantage that will put you at the front of the pack.

    Kathy Zaroczynski
  • As usual, an offering from Joe Woodard and his associates exceeded my expectations. I am new to owning my own business and the Gateway course has provided a foundation on which to build the vision, mission and purpose I have for my business.

  • I joined the Woodard Network to be able to network with others. When I have a client with a problem, or I am having a QB issue I have never run into, I can shoot out a message and others from all over the country can help me out. It would be hard for me to give up my daily emails to see what relevant issues people are talking about in the Woodard Network world. The software references are the best part for me. It is almost like a news feed on current software, its abilities and related applications.

    Jessica DornFMI Management & Accounting Solutions
  • As usual, an offering from Joe Woodard and his associates exceeded my expectations. I am new to owning my own business and the Gateway course has provided a foundation on which to build the vision, mission and purpose I have for my business.

  • The best investment I ever made in turning my practice away from tax prep.  Dawn provided all the tools, laser-focused education, real-world case studies, support & encouragement – everything you need to start increasing your client’s profits by 50% in four weeks, even conversation starters and leading questions.

    BA Jones
  • Dawn Fotopulos provides a simple, easy to follow method of analyzing financial statements that can very quickly produce more profits for our clients.  I used her method of explaining financial statements as explained in Accounting for the Numberphobic with one of my clients whose eyes would glaze over when I talked numbers.  All of a sudden his eyes lit up and he “got it!”  It changed his outlook, and he was able to see how small changes produce big results!  I highly recommend “Increasing Profits 50% in Four Weeks” to all serious ProAdvisors.

  • The Gateway Course directly fits to my goal to re-evaluate and restructure my business. Now I have specific steps I can apply. Thanks!

    Joan Shumaker
  • Trying to fix the testimonial system

    Tom Testerson
  • Glad I went to Scaling New Heights. I was skeptical at first because I'm taking on some big clients and didn't think I'd have the bandwidth to leave for a few days. What I took away from the conference far outweighs the skepticism I had.

    Matt Rohlack
  • The Gateway Course directly fits to my goal to re-evaluate and restructure my business. Now I have specific steps I can apply. Thanks!

    JOAN SHUMAKER
  • With the Woodard Institute's Gateway Course, I have been able to develop my vision for my company, to learn more about myself and my leadership style, to manage staff better, and best of all to learn how to manage my clients. I got so much more out of the course than I expected. Joe Woodard shared powerful content to make us better ProAdvisors and better people. I highly recommend this course. It is a game-changer.

  • I have been a Pro Advisor since the caveman days and accounting related material have always been less than exciting. Joe Woodard has been able to make the impossible a reality. Not only does Scaling New Heights educate you on the latest accounting technology, but also motivates you. I do regret not being able to attend prior Scaling New Heights, but never again. If you want to keep a positive outlook and a positive bottom line in your practice this is where you want to be. Don't be left behind in the dust, get in front of it at Scaling New Heights!

    James Cliame

Connect with us : 404-857-0700