Advance Your Client Accounting and Advisory Services

Develop the right pricing strategy, standardize your CAAS department, and offer advisory services by implementing Woodard’s Ideal CAAS Model.

Implement Woodard’s Ideal CAAS Model

You can drive capacity, consistency, and create a strategic profit center through your CAAS department. Advance your team by offering six disciplines of Advisory paired with your real-time accounting services.

Automation through Modernization We help you build a modern client accounting technology stack along with your practice management stack to automate as many processes that you can to reduce production costs and generate more capacity across your team.

Outsource and Automate Production Work

We help you work through outsourcing and automation so you can scale to meet the demand of production work.

Learn the Best Pricing Models We teach you how to price your client accounting and advisory services, so you can have the most impactful strategy in the accounting industry.

Learn & Offer Expanded Advisory

We provide a framework of six disciplines of Advisory services so you can better serve your clients.

''I just want to thank you, because working with my coach has been wonderful and this was exactly the help I needed. So often people complain when something isn’t working right. And trust me, I am not shy about doing the same. However, I feel it equally important for companies to know when they are getting something right and doing an exceptional job as well.''

Nancy Jacobson,
CEO | Xtended Financial Resources

''Woodard really helped us build a business that we can sell. Since we've been doing work with Woodard, we have consistently grown our gross sales by 38%. Every year.''

Gayle Goldman,
Co-Founder | Thrive Business Services

''I started back in May 2020. And I never looked back. Woodard’s coaching has given me the resources, the tools, and the technology to provide better client services and boosted my confidence in seeking and winning new clients. ''

Benita Monglona,
Owner | Manglona CPA PC

Why Achieve the Ideal CAAS Model?

After working with CPA Firms for more than ten years, Woodard has created effective methods for coaching you and your team through the adoption of the Ideal Practice Model. By guiding you through creating the right pricing strategy, curating technology, standardizing typical accounting services, and expanding services into Client Advisory, Woodard provides the framework for greater capacity and effectiveness.

Why Woodard Membership?

A Woodard membership provides you and your firm with the access you need to learn how to build the best CAAS team. The demands of the job are high, so leveraging the right resources for training, coaching, and community will ensure you can move with velocity in bringing the changes your department needs.

Gain Access Today

Gain unlimited access to best-in-class practice advancement and client advisory courses, engage with practice coaches, experience in-depth training events, and enjoy a wide range of virtual resources designed for our thriving, highly intentional community of cutting-edge practices.

Coaching

Work with a dedicated coach throughout the year to build a dynamic and strategic practice plan and execute that plan with expert-level guidance and accountability.

Training

Enjoy unlimited practice advancement and client advisory courses. Build a scalable business model, conquer task overload, modernize technology, build high-performing teams, and more.

Community

Get access to a community of industry-leading peers to share ideas and tips, cross-refer specialized services, exchange technical information, and collaborate amongst like-minded professionals.

Resources Watch, listen and read! We offer free, powerful resources designed specifically for bookkeeping practices. You can earn FREE CPE by participating in Woodard Webinars.

Learn How Woodard Can Help Your Firm

Schedule a meeting today to explore our membership and consulting options. We’ll work to uncover and understand your pain points so you can achieve your goals.