A portrait of Joe Woodard on a blue background

As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 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 is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2020 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.


Woodard in Media and Publications

Journal of Accounting: Ask the Expert December, 2017 https://connect.woodard.com/hubfs/PDFs/Ask_The_Expert_December_2017_Woodard.pdf
Why Most Small Businesses Don’t value Accounting Services August, 2017 https://www.cpaacademy.org/archived_show/a0D4400000RpcqaEAB
Joe Woodard Presents: Taming the Machines May, 2017 https://www.cpaacademy.org/archived_show/a0D1A000014FxmKUAS
Turn $1,500/Month Retainers Into 6-Figure Contracts Feb 2017 https://jetpackworkflow.com/retainers-into-6-figure-contracts-joe-woodard/
Interview with Accounting Thought Leader Joe Woodard Dec 2016 https://www.thesoulofenterprise.com/tsoe/woodard
AccountingToday Top 100 Most Influential People Dec 2016 https://www.accountingtoday.com/top-100-people-in-accounting
Accounting Today - Rise of the Machines: A Business Survival Guide Nov 2016 http://pages.marketing.accountingtoday.com/20161130_act_sage_software_ws_a1so_a1pm_lp.html
Next Level Accountants – Your Guide to Growing a Firm of Trusted Advisors SageWorks June 2016 - Chapter written by Joe Woodard http://web.sageworks.com/accounting/valuation/next-level-accountants/ebook/
Interview with Accounting Thought Leader Joe Woodard May 2016 http://onwardnation.com/joe-woodard/
Grow My Accounting Practice Episode 1: Joe Woodard September 10, 2015 – Mike Michalowicz Podcast http://www.profitfirstprofessionals.com/grow-my-accounting-practice-podcast/episode-1-joe-woodard
AccountingWeb Intuit Looks at Technology’s Role in Accounting’s Future October 30, 2013 http://www.accountingweb.com/technology/trends/intuit-looks-at-technologys-role-in-accountings-future
Personal Development
  • What Color is Your Parachute? 2015: A Practical Manual for Job-Hunters and Career-Changers – by Richard N. Bolles
  • How to Win Friends and Influence People in the Digital Age – by Dale Carnegie & Associates
  • The Speed of Trust: The One Thing that Changes Everything – by Stephen M.R. Covey
  • The Synergist: How to Lead Your Team to Predictable Success – by Les McKeown
  • The Seven Habits of Highly Effective People – by Steven R. Covey
  • Getting Things Done: The Art of Stress-Free Productivity – David Allen
  • OneNote 2013 for Dummies – James H. Russell
  • Smarter Faster Better: The Transformative Power of Real Productivity – Charles Duhigg
  • The E-Myth Accountant – by Michael Gerber and M. Darren Root, CPA
  • The Intentional Accountant - by M. Darren Root, CPA
  • The Five Dysfunctions of a Team - by Patrick Lencioni
  • The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services – by Paul Dunn and Ronald J. Baker
  • Getting Things Done – David Allen

Woodard Events Partners with Finagraph to Provide Accountants with Advisory Training and Systems

Woodard Events, LLC, manager of the Woodard Alliance program, has partnered with Finagraph, the makers of CashFlowTool, the #1 rated cash


Woodard Events, LLC, manager of the Woodard Alliance program, has partnered with Finagraph, the makers of CashFlowTool, the #1 rated cash flow solution in the QuickBooks Online app store, to equip accountants and bookkeepers to add practical, highly effective advisory work to their existing services.

“With recent, significant advances in automation, accountants and bookkeepers are seeking ways to add value to traditional bookkeeping and tax preparation services," said Joe Woodard, CEO, Woodard Events. “This partnership between Woodard Alliance and Finagraph provides our elite professional community with practical pathways to provide advisory services through a top-rated cash flow tool."

According to a spring 2019 study by Ipos Public Affairs, 74% of small businesses judge cash flow tasks as dificult today and further, according to a Wakefield research study in Jan 2019, 61% of small businesses regularly struggle with cash flow.

This strategic partnership provides Woodard Alliance members with cutting edge cash monitoring software, education and certification which will significantly jumpstart them to help small businesses with cash fiow advice. The new membership benefits include members-only pricing and discounts on CashFlowTool, CashFlowTool Certification at no cost and cash fiow educational courses at reduced rates. The total value of this offering by Finagraph exceeds the annual membership price of Woodard Alliance.

“We are excited to be working with such a highly interactive community of elite, experienced small business advisors who are uniquely empowered to help small businesses thrive,” said Dave Fester, CMO of Finagraph. “This strategic alignment between Woodard and Finagraph will educate and equip Alliance members to provide forward-looking guidance to their clients.”

View the video announcement of the partnership at http://www.cashflowtool.com/woodard/partnership.

Powerful forecasts in seconds: Patent-pending artificial intelligence technology predicts the future with confidence, so business owners can see their future cash fiow by month, week and down to the day.

Cash fiow calendar: A simple yet powerful heatmap enabled business owners to see their cash fiow visually every day for 6 months in the future. They can quickly perform what-if scenarios to decide the best time to get a loan or when to purchase new equipment, all so they can see the impact on their cash fiow.

CashGuardian™ anomaly detector: always runs in the background checking for cash fiow anomalies such as unexpected bills, overdue customer invoices or vendor bills, and future projected bills or invoices to name a few.

Custom KPI Dashboards: With over 30 business metrics at your fingertips, business owners will quickly know the current status of their business including monthly net profit, days cash on hand, average days to collect from customers and many more.

Easy collaboration between advisors and their clients: CashFlowTool enables powerful collaboration tools so everyone is always on the same page

Flexible reporting: Quickly export the future cash fiow forecast to excel in fully formatted worksheets or generate professional PDF reports in seconds.

Learn more at CashFlowTool and its new partnership with Woodard at http://www.CashFlowTool.com/Woodard

About the Woodard Alliance
Woodard Alliance is an independent community of small business advisors offering its members a powerful slate of tools, systems, and shared knowledge. By bringing together a large group of like-minded and highly experienced advisors, the Woodard Alliance has a collective “voice” within the profession. By working with developers to secure special benefits, the Alliance provides tools, systems, resources and services to members at a fraction of retail price. Learn more at http://www.Woodard.com/Alliance

About Woodard Events, LLC
Woodard Events, LLC provides education, coaching, resources, and professional communities to small business advisors and is the host of programs like the annual Scaling New Heights® conference, Woodard Alliance, Woodard Institute, and Woodard Groups. Learn more at http://www.woodard.com.

About Finagraph
Finagraph is the worldwide leader in financial software, helping every business eliminate cash fiow as a reason for failing and radically streamlining the banking and lending industry with breakthrough software. CashFlowTool™ is a powerful software as a service to enable simple, powerful and predictive cash fiow for businesses and accountants. Learn more at http://www.CashFlowTool.com

Global Partnership Brings New Advisory Tools to U. S. Accountants and Bookkeepers

A new strategic partnership between Woodard Events (nationally-renowned U.S. training organization) and MAUS Business Systems (global business advisory firm) will equip U.S. bookkeepers, CPAs and other accounting professionals with tools to expand their practices through operational business advisory services.

ATLANTA (PRWEB) May 20, 2019

Woodard Events, LLC has partnered with MAUS Business Systems to equip accountants, bookkeepers, CPAs, and other small business advisors in the U.S. with tools and education focused on operational and strategic advisory services.

Through its partnership with MAUS, Woodard brings MAUS’ world-renowned educational systems, software, and certification programs to small business advisors throughout the U.S., equipping them to provide a wider range of business advisory services to their clients.

“Given the significant shifts taking place in the accounting profession, we searched the globe for practical tools that equip accountants and bookkeepers to expand their practices through operational business advisory services.” says Joe Woodard, CEO, Woodard Events. "After an extensive review of MAUS’s software solutions and training programs, I am convinced they have the answer – a direct path to what we refer to as 'Transformative Advisory'.”

Woodard began its partnership with MAUS May 1, 2019. Woodard will work alongside MAUS to incorporate operational advisory training into its existing programs like the annual Scaling New Heights® conference, Woodard Summit, and Woodard Institute.

“We see a two-fold opportunity for MAUS in the U.S.,” says Peter Hickey, CEO and Founder of MAUS, “where U.S. advisors can leverage our operational advisory systems and education to offer new, billable services and, as needed, enhance their own practices as well.”

Woodard Consulting Group Inc. – an affiliate of Woodard Events – will distribute MAUS software throughout the U.S.

As the trusted brand in the industry for over 25 years, MAUS provides the largest range of integrated advisory & consultancy tools under one platform. Successful advisors need to go beyond the numbers and into their clients' operations. With the MAUS platform, advisors will have an easy and effective system to structure and automate their client engagements and hold their clients accountable to forward movement.

The MAUS Hub includes a range of tools to guide advisors through the client life cycle. With one easy to use system, advisors can address all their clients’ needs including: Initial Business Diagnostics, Financial and KPI Reporting, Strategic Planning, and Exit & Succession Planning.

MAUS Business Systems is led by CEO and founder Peter Hickey, world-renowned expert on succession planning and small business operations and author of the award-winning books The One Page Exit Plan, The Time Saving Guide to Business Planning, & The Mini MBA program.

MORE INFORMATION AND DETAILS visit us at https://woodard.com/partnership-maus

About Woodard Events, LLC: Woodard Events, LLC provides education, coaching, resources, and professional communities to small business advisors and is the host of programs like the annual Scaling New Heights® conference, Woodard Summit, and Woodard Institute. MORE INFORMATION AND DETAILS contact Info@Woodard.com or visit us at https://woodard.com/

About Woodard Consulting Group: Woodard Consulting Group, Inc. provides strategic consulting and channel development services for software companies with solutions for small to medium-sized businesses. Woodard is a long-term reseller of software solutions and is proud to add MAUS to its list of software partners.

Woodard Events, LLC and Woodard Consulting Group, Inc. are headed by CEO and founder Joe Woodard – career trainer to over 100,000 accounting professionals and one of Accounting Today’s Top 100 Most Influential People in Accounting since 2012.

MORE INFORMATION AND DETAILS contact Info@Woodard.com or visit us at https://woodard.com/

About MAUS Business Systems: MAUS Business Systems has been a leading publisher of one of the largest ranges of business advisory and management software titles in the world for over 25 years. The solutions have been supplied to more than 60,000 small- to medium-sized businesses and over 15,000 advisors, accountants, bookkeepers, and consultants around the globe. The company develops nationally accredited training programs and has sold resources to universities around the world. MORE INFORMATION AND DETAILS visit us at http://www.MAUS.com