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Transform Your CAS Practice

Building a Thriving CAS Practice with Confidence

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WOODARD TRAINS YOUR TEAM IN CLIENT ADVISORY SO YOU CAN

Upskill CAS Team Members

We offer comprehensive training 
programs designed to equip your team with the skills and knowledge 
needed to excel in client advisory. Our training goes beyond the 
basics, focusing on advanced strategies and techniques to elevate 
your services and deliver unparalleled value to your clients.
With Woodard's client advisory training, your team will learn how to 
identify opportunities, analyze financial data, and provide strategic 
insights that drive business growth. Whether you're looking to expand 
your service offerings or enhance existing ones, our expert-led training
programs are tailored to meet your unique needs and objectives.
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Woodard Provides the Consulting Resources You Need to...

Scale Your Practice

Unlock the full potential of your CAS (Client Advisory Services) practice
with Woodard. Our comprehensive consulting resources provide you
with the guidance, tools, and expertise you need to expand and elevate
your services. From Discovery & Design to Implementation, we're
dedicated to helping you scale your practice efficiently and effectively. 
With Woodard by your side, you'll have the support to navigate 
challenges, seize opportunities, and achieve sustainable growth in your
CAS practice
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Woodard provides technology vetting & qualification so you can

Modernize Your CAS Practice

Engage Woodard to optimize workflows, unify systems, automate routine processes, and implement AI-enabled technologies that improve efficiency, enhance data visibility, strengthen client experiences, enhance privacy and security, and position your CAS practice to scale. 

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)

Tell the "story" of your practice by discovering and casting your vision and unique value proposition and maturing your vision into a "brand promise" that informs your strategy, motivates your team, and elevates your client relationships around your highest value services.
Ideal Services

Deploy a tiered slate of services that are aligned with your mission, foster higher-impact engagements, maximize revenues, differentiate your practice, are synergistic with your corporate tax offerings, and provide a unique value proposition to your clients.
Ideal Clients

Build a practice comprised of coachable, value-focused clients who represent your target market, benefit from your expertise, and for whom you can drive transformative, wealth-generating outcomes through advisory services.
Ideal Technology

Design and deploy a suite of technologies within your CAS practice to track capacity, manage workflows, share documents, modernize client experiences, and automate productions.  
Ideal Processes

Implement standardized processes to increase efficiencies, reduce errors, scale operations, empower team members, and provide a consistency of client deliverables throughout your team.
Ideal Engagements

Issue effective client agreements and engagement management strategies to set boundaries, protect scope, communicate expectations on deliverables, and reduce frictions in client relationships.
Ideal Team(s)

Foster a vision-driven culture that draws talent to your firm, reduces human resource turnover, motivates team members, rewards excellence, provides clearly defined roles, maximizes productions, and fosters accountability.
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Alive & Advising Survey

Obtain a Pulse Score of your CAS 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.                                   
Start Survey

Meet the Team

CEO, Woodard®️ and Practice Coach

Joe Woodard

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Director of CAS Consulting

Deb Defer

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Director of Practice Engagement

Todd Robinson

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Director of Education and Practice Coach

Heather Day Satterley, CPA

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Joe Woodard

CEO, Woodard®️ and Practice Coach

As an author, consultant, business coach, and national speaker, Joe has trained over 150,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. 

Joe founded Woodard Events, LLC (aka Woodard® ) a training and resource organization for accounting professionals that provides education, community, and coaching offerings through onsite training events, virtual training events, and intensive, coach-led practice advancement courses. Joe is the host of one of the world's leading training conferences for accountants and bookkeepers called Scaling New Heights®. For every year since 2014, Joe has been recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. 

Joe regularly publishes articles for numerous news sources and media organizations that service the accounting profession, including The Woodard Report™, the media arm of Woodard®) that reaches over 100,000 readers each year.  

Deb Defer

Director of CAS Consulting

 Deborah Defer has over 35 years of accounting experience. She continues to contribute to the accounting profession by sharing thought leadership on the direction of accounting and advisory services and presenting at numerous conferences. She regularly consults with organizations to optimize their Client Advisory Service (CAS) practice and has led technology teams for various platforms, including QuickBooks Online, Xero, Sage Intacct, and a wide range of third-party applications. Her primary focus is helping organizations grow and achieve their strategic goals by providing technology recommendations, streamlining administration, improving processes, optimizing business workflows, and implementing best practices. Deborah is dedicated to ensuring the ongoing financial and operational success of organizations seeking growth. She recognizes the transformative impact of technology on businesses and is well-versed in training, analyzing systems, understanding integrations, and providing guidance on the implementation of third-party applications. Additionally, she troubleshoots areas of concern to enhance overall operational efficiency.  

Todd Robinson

Director of Practice Engagement

Todd Robinson is Director of Practice Engagement at Woodard, where he helps accounting firms modernize and grow through Intelligent Accounting, an approach that blends technology, advisory services, and process design to deliver greater value. With more than 20 years of experience at the intersection of technology, strategy, and firm operations, Todd brings a unique perspective shaped by a career in software and business solutions. He has worked closely with many of the nation’s leading accounting firms and alliance networks, building long-standing relationships and helping firms navigate digital transformation with confidence. At Woodard, he partners with firms to elevate their Client Advisory Services (CAS) practices and embrace scalable, forward-thinking strategies. A frequent speaker and educator, Todd is known for making complex ideas practical and actionable. His sessions focus on equipping professionals to lead through change and position their firms for long-term success in an evolving profession.



Heather Day Satterley, CPA

Director of Education and Practice Coach

Heather Satterley is the Director of Education & Media at Woodard and co-host of The Woodard Report Podcast.
Heather’s passion for helping others and her love for technology have shaped her career in public accounting. Her affinity for facilitating organizational change is paramount to her work, helping businesses design and automate their business processes using cutting-edge technologies.  Heather wholeheartedly believes in the power of community and the magic created when people work together toward the same purpose. 


In addition to her work with Woodard, Heather is the co-host of The Appy Hour with Liz and Heather, a webinar series devoted to demystifying the world of technology and apps in the accounting profession. She is also the co-creator and producer of Appy Hour Camp, a collaborative retreat experience created to connect and nurture the relationship between accounting professional educators and software developers.

''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

Accelerate Your Journey to the Ideal Practice

Explore ways to work with Woodard's elite team of consultants. We’ll work to uncover and understand your pain points so you can achieve your goals.

Speak with a Practice Expert