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

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

    William Murphy
  • Attending Scaling New Heights actually changed my life. The knowledge I gained from the sessions and interacting with my peers allowed me to have the confidence to start my own consulting business. I have met so many interesting people and learned skills that translate to more productivity and efficiency as a result of the sessions I have attended and the knowledge that others have shared with me. Probably the best part of meeting new people is the widening circle of friends and advisors that I now have.

    Cindy Moore
  • The best thing about Scaling New Heights conference was the fact that when I left there I was QBO certified. Upon completion of the QBO class we were told that we could stay and take the exam, while Dan from Intuit monitored the room. Thank you Dan and Intuit. Maybe next year's conference will build upon this!

    Debra Veilleux
  • Scaling New Heights lives up to its name every year. It keeps getting better and better. The training, the vendors and the very talented, helpful attendees have helped me bring my practice to a new level. The real beneficiaries are my clients. Now we see QuickBooks as part of an eco-system that helps them bring their businesses to new heights.

    Sharon McNeal
  • We are going to have the best darn business EVER!!! : ) This is such good stuff.

    Paul Lundgren
  • 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
  • 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.

  • 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 am attending again. I walked away from prior Scaling New Heights conferences with knowledge about QuickBooks and add-ons that I could put to immediate use. But more importantly, I walked away with new contacts and friends that I can call on for assistance. Scaling New Heights conference fee $ Travel Expenses $ Professional contacts and resources PRICELESS.

    Caren Schwartz
  • Woodard Boot Camps are chock full of valuable knowledge & information!  Just what is needed to advance my firm to the next level!

    Howard Schoenfeld
  • I didn't know how much I didn't know!

    Susan Pruskin
  • I signed up for the course, mainly because I met Joe at Connect 2014 and had a very good discussion on training and the direction of firms in the future. After taking the Gateway Course, I feel it makes you look at yourself, your firm, and your associates to determine just what you see for the future of your firm. It further forces you to decide what direction you want to take your firm. This could be to the next level, or remain doing what you are. Either way you will feel more confident with your decision, which if nothing else should let you sleep better at night. I can't wait for the next course to begin.

  • 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!

  • 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 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

Connect with us : 404-857-0700