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.


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. ​​




What They’re Saying

  • 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
  • For me the Woodard Group has been an opportunity to meet new people, expand my knowledge and grow my business. In the monthly sessions we hold where I am learning about additional products. My interactions with my colleagues has provided me with resources so that I can refer clients/prospects for areas I don't cover and has helped my colleagues know me so that they refer business to me.

    Caren SchwartzGreater Fairfield County Woodard Group
  • Joe's Master Climber Bootcamp has inspired me to create the practice that I want to have with a team that shares my vision and clients that value my expertise. I look forward to continuing my professional journey with the Woodard Institute.

    LeAnn Andrews
  • Woodard Network has enabled me to work with businesses and individuals alike by providing unparalleled extensive training on Intuit products and third party applications. I have applied many new ideas in my business increasing profits. One of the newest was the reseller capabilities that I have never had before to increase cash flow. The benefits are numerous and worth every minute of time invested. I have also met people from all over the world. My friends at Woodard are priceless to me.

    JUDY BORLANDAtlanTech Solutions
  • I didn't know how much I didn't know!

    Susan Pruskin
  • 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 have been to a couple of Woodard events for QuickBooks. I am advanced certified in both QB desktop and QB Online and have used QuickBooks for over 10 years. You can never know everything. I always learn something new at these events that I can take back and share with my firm.

    Anita Camara
  • 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
  • If you are willing to explore your professional relationships with clients and your team this course is a must.

  • My partner and I both attended, and we left the session feeling inspired. We appreciate the way the Boot Camp helped to refined the direction of our practice.

    Lindsay Hiken
  • "Scaling New Heights is 'magical', even when it's somewhere other than 'Disney'!"

    William Murphy
  • 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
  • I participate in Woodard Groups as a way to network with other professionals who are enthusiastic about sharing knowledge and supporting one another in meeting our business goals. We discuss challenges, exchange leads, and research new solutions together. What started out as a few local ProAdvisors having lunch together blossomed into a vibrant and versatile group of ambitious women and men. Together we’ve won the 2014 Fastest Growing Chapter award and the 2015 Super Stars award, encouraging one another to achieve more both professionally and financially. The friendships I’ve developed through Woodard Groups participation have proven invaluable, allowing us to grow our businesses through mutual cooperation.

    K.C. CourtnierPortland Woodard Group
  • Woodard Institute was a launch pad for my business to grow. Our business opportunities and growth start with ourselves, who we are and what we are trying to accomplish in our world. I will use Joe Woodard's insights and tools to grow my business and I look forward to more educational moments with the Woodard Institute!

  • The course changed me for the better in so many ways. It made me stop and analyze subjects that I have never considered before. It made me look very deep within myself to look at the good and the bad aspects. The best thing is that there are ways to improve those bad traits. The course was life changing me for. Thank you Joe.

Connect with us : 404-857-0700