Implement Woodard’s Ideal CAS Model
You can drive capacity, consistency, and create a strategic profit center through your CAS department. Advance your team by offering six disciplines of Advisory paired with your real-time accounting services.
''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 CAS 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 Partner with Woodard?
Our team of experienced professionals work with you to automate data entry, standardize processes, modernize client interactions, and effectively price your services. We also Woodard will guide you through the process of synergizing your CAAS work with other departments within your firm, maximizing efficiency and profitability.
By partnering with Woodard, you will create a leading-edge, highly profitable CAAS department within your practice. Take the first step towards achieving your goals by scheduling a meeting with our team today.
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.



