WOODARD'S IDEAL PRACTICE MODELTM
Engage Woodard to deploy a profitable and scalable CAS practice by optimizing technologies, modernizing client interactions, automating productions, standardizing processes, increasing profitability, and upskilling CAS workers.
Ideal You (Brand)
Ideal Services
Ideal Clients
Ideal Technology
Ideal Processes
Ideal Engagements
Ideal Team(s)
''When we first engaged with Woodard, our CAAS practice was growing but not reaching its full potential. However, with Woodard's assistance, we've seen remarkable improvements across all areas of our practice.''
Barry Brown,
MSTiller LLC
''Deb Defer, from Woodard Consulting, has been a breath of fresh air to help us transform our CAAS practice. Her expertise, dedication, and innovative approach have revitalized our team, bringing new energy and efficiency to our operations.''
Murry Guy,
Machen McChesney LLP
''The team at Woodard has been invaluable to us in automating tasks and implementing a practice management software. While we are not a traditional accounting firm, they were fantastic at applying their knowledge, skills and expertise to an adjacent sector. ''
Cassie Tinsmon,
Katz Compliance LLC
Alive & Advising Survey
Obtain a Pulse Score of your CAS (Client Advisory Services) Practice
The dynamic nature of CAS (Client Advisory Services) and the importance of having a viable and profitable practice is critical in today's landscape. By completing this survey, Woodard will provide you with a Pulse Score and key areas we recommend your firm should prioritize. CAS is the fastest growing revenue line in the accounting profession and Woodard has the expertise to help your firm navigate the terrain.
Practice Empowerment Programs
Engage Woodard's CAS experts to assess, design and deploy the Ideal Practice Model within your firm. Woodard's programs also include education (virtual and on-premises), coaching, technology exploration, and peer-to-peer communities...all designed specifically for CAS practices.
Consulting
Education
Coaching
Community
Resources