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 2014-2021 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

 
 
 
Scaling New Heights The Woodard Way with Joe Woodard October, 2021
https://growthamplifiers.com/scaling-new-heights-the-woodard-way/
 
My Most Anticipated List for Scaling New Heights 2021: Sessions, Socials, and Strategy October, 2021
https://www.corpayone.com/post/scaling-new-heights-2021-preview
 
 
Scaling New Heights The Woodard Way with Joe Woodard September, 2021
https://www.youtube.com/watch?v=pGdYvd2NPMM
 
Third interview with Joe Woodard September, 2021
https://www.voiceamerica.com/episode/133497/third-interview-with-joe-woodard
 
Map Your Scaling New Heights Journey With Woodard September, 2021
https://www.theappyhour.com/2021/09/25/map-your-scaling-new-heights-journey-with-woodard/
 
The Unstoppable Advisor Featuring Joe Woodard - QB Community Live August, 2021
https://www.youtube.com/watch?v=sacTk8kHyYI
 
 
Scaling New Heights heads to Texas for 2021 November, 2020
https://www.accountingtoday.com/news/scaling-new-heights-heads-to-texas-for-2021
 
Task management tips to tackle your to-do list October, 2020
https://www.youtube.com/watch?v=Rn1gjnekdJY
 
The Top 100 Most Influential People in Accounting | Accounting Today September, 2020
https://www.accountingtoday.com/report/the-top-100-most-influential-people-in-accounting2020
 
Industry Interview: Joe Woodard September, 2019
https://www.officetools.com/blog/industry-interview-joe-woodard/
 
 
 
Taming the Machine with Joe Woodard October, 2018
https://www.facebook.com/TheProfitBeacon/videos/1156170401197386
 
The Top 100 Most Influential People in Accounting | Accounting Today September, 2018
https://www.accountingtoday.com/news/the-top-100-most-influential-people-in-accounting
 
The Transformative Advisor: An Interview with Joe Woodard - Method August, 2018 https://www.method.me/blog/the-role-of-the-transformative-advisor-an-interview-with-joe-woodard/
 
Cloud Technologies: 5 Advantages For Accountants & Bookkeepers February, 2018 https://www.intuitiveaccountant.com/accounting-tech/general-ledger/four-ways-tax-reform-affects-you/
 
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
 
 

Scaling New Heights® Conference for Small Business Advisors Announces 2023 Conference Details

Woodard™ has announced the location, dates, and theme for the annual Scaling New Heights® conference to be held June 25-28, 2023, in St. Louis, Missouri. The theme of the conference will be “SOAR.”


ATLANTA (PRWEB) JUNE 22, 2022

Woodard™ has announced the location, dates, and theme for the annual Scaling New Heights® conference to be held June 25-28, 2023, in St. Louis, Missouri. The theme of the conference will be “SOAR.” 

“Most accountants and bookkeepers struggle with process inefficiencies, dated technologies, scope creep, and high friction with client collaboration, resulting in extreme workload pressures and limited capacity in their practices and lives,” said Joe Woodard, host of Scaling New Heights®, as he addressed this year’s conference attendees. “In other words, they are flapping when they should be soaring.”

The training sessions and main stage sessions at Scaling New Heights® 2023 will address the issues above with cutting-edge education on practice management, client collaboration, pricing strategies, process automation technologies, hiring strategies, engagement management…and more!

Scaling New Heights® 2023 will take place at the America’s Center in St. Louis, Missouri, a city that is an incredible convention destination with convenient travel, thriving attractions, and exciting nightlife.

You can learn more about the Scaling New Heights® conference at ScalingNewHeights.com.

About the Annual Scaling New Heights® Conference Scaling New Heights launched in 2009 and has grown over the years into one of the world’s largest and highest-rated accounting technology conferences and expositions. The training at Scaling New Heights equips bookkeepers, accountants, tax preparers, CPAs, and other small business advisors with the essential tools needed to generate extreme efficiencies through automation, standardization, and production strategies that maximize team performance. The 2023 conference will take place June 25-28, 2023, at the America’s Center in St. Louis, MO. Learn more at ScalingNewHeights.com. 

About Woodard™  Woodard provides education, coaching, resources, and professional communities to accountants and bookkeepers, and Woodard produces programs like the annual Scaling New Heights® conference, the Woodard™ Membership Program, Woodard™ Summit, the Woodard™ Podcast, and Tech Makeover®. 

Learn more at Woodard.com.

Nominations Open for Top 50 Bookkeeping Practices Awards

Nominations for the Top 50 Bookkeeping Practices Awards open on June 21, 2022. The awards, administered by Woodard™, recognize and honor those bookkeeping practices that most exemplify the characteristics of a top-performing bookkeeping practice – intentional, specialized, efficient, effective, profitable, and scalable.


ATLANTA (PRWEB) JUNE 21, 2022

Nominations for the Top 50 Bookkeeping Practices Awards open on June 21, 2022. The awards, administered by Woodard™, recognize and honor those bookkeeping practices that most exemplify the characteristics of a top-performing bookkeeping practice – intentional, specialized, efficient, effective, profitable, and scalable.

Joe Woodard, founder and CEO of Woodard™, said, “Bookkeepers and bookkeeping practices are the backbone of the economy, playing a pivotal role in keeping small to medium businesses running. Unfortunately, there simply hasn’t been a high degree of recognition of their value. Establishing the Top 50 Bookkeeping Practices Awards is a way for Woodard™ to identify and pay tribute to those bookkeeping practices that are leading the profession and generating extreme value for their clients.”

Nominations for the awards will be open from June 21, 2022, until July 31, 2022. Bookkeeping practices of all sizes qualify for this award, from sole practitioners to large practices. Bookkeeping practice owners or team members may nominate their own practices or may nominate peer practices.

Nominated practices that complete the subsequent application process will undergo an extensive evaluation led by a highly experienced panel of bookkeeping practice leaders. This panel will be comprised of both outside consultants and Woodard’s own team of bookkeeping and practice coaches, representing 100+ years of collective practice leadership experience.

For the purposes of this award, a practice whose primary business model is providing bookkeeping services to small business clients is eligible for the award. Bookkeeping firms that provide some tax preparation services qualify for the award. CPA practices or other practices whose primary business model is tax or attestation, with bookkeeping departments, do not qualify for this award. Woodard is planning to launch an award for CPA firms called “Top 50 CAS Practices” to recognize these organizations.

More information and the nomination can be found at Woodard.com/Top50.

About Woodard™
Woodard provides education, coaching, resources, and professional communities to accountants and bookkeepers, and Woodard produces programs like the annual Scaling New Heights® conference, the Woodard™ Membership Program, Woodard™ Summit, the Woodard™ Podcast, and Tech Makeover®. 

Learn more at Woodard.com

Woodard™ Announces Inclusion in BDO Alliance USA’s Business Resource Network

Woodard™ is working with BDO Alliance USA to offer Woodard’s CAS production system, CAS outsourcing options and CAS consulting services to independent members (CPA practices) of the BDO Alliance.


ATLANTA (PRWEB) JUNE 13, 2022

Woodard™ is working with BDO Alliance USA to offer Woodard’s CAS production system, CAS outsourcing options and CAS consulting services to independent members (CPA practices) of the BDO Alliance. The BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals.

Joe Woodard, CEO of Woodard™ says, “Many CPA firms struggle with scaling their CAS departments, especially when those departments are spread over multiple locations and when CAS grows rapidly through M&A activity. Our CAS production system and the outsourcing we offer through the system in partnership with Wolters Kluwer address the need for CAS departments to standard, automate and scale.”

“The inclusion of Woodard™ in the Vendor Marketing Program of BDO Alliance USA is part of our objective of offering our Alliance members a greater competitive advantage by giving them the ability to leverage additional value-added resources,” said Rob Merl, Practice Leader for the BDO Alliance USA’s Business Resource Network. “We strive to establish relationships with product and service providers that can offer the kind of forward-looking capabilities that our Alliance members and their clients need.”

You can learn more about the benefits available for BDO Alliance members at Woodard.com/BDOAlliance.

About Woodard™
Woodard provides education, coaching, resources, and professional communities to accountants and bookkeepers, and Woodard produces programs like the annual Scaling New Heights® conference, the Woodard™ Membership Program, Woodard™ Summit, the Woodard™ Podcast, and Tech Makeover®. Learn more at Woodard.com

About the BDO Alliance USA
The BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for these firms, by accessing the resources of BDO USA, LLP and other Alliance members, to expand services to clients without jeopardizing our existing relationships or our autonomy. The BDO Alliance USA was developed to provide member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. Participants in its Vendor Marketing and Software Publisher Programs includes non-member firms that serve as vendors providing additional products and services to member firms and their clients. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.

Woodard™ announces its new Woodard Membership program for accountants and bookkeepers with unlimited access to practice advancement and client advisory resources

Woodard™ CEO Joe Woodard announced a new membership structure during his keynote presentation at the 2022 Scaling New Heights® conference in Orlando, FL. The new Woodard Membership program combines the best of Woodard’s education, community, and coaching offerings within a single, easily managed program.


ATLANTA (PRWEB) JUNE 20, 2022

Woodard™ CEO Joe Woodard announced a new membership structure during his keynote presentation at the 2022 Scaling New Heights® conference in Orlando, FL. The new Woodard Membership program combines the best of Woodard’s education, community, and coaching offerings within a single, easily managed program.

Accountants and bookkeepers who are program members will receive unlimited access to best-in class practice advancement courses and client advisory courses and will engage with practice coaches, experience in-depth training events, and enjoy a wide range of virtual resources designed for highly intentional, innovative, forward-looking practices. Members will be able to develop the skills, processes, technology, and strategies to generate capacity, price to value, and build the practices they want.

The Woodard Membership program offers accountants and bookkeepers the choice between three levels of benefits:

  • Select: Members advance their practices through unlimited access to courses, community programs, and resources. $195 per month.
  • Advantage: Members make significant, intentional changes in their practices through all the benefits of the Select level plus monthly meetings with a practice coach to address challenges in their practices. Advantage members also participate in expert-led, peer-interactive “execution workshops” around specific practice advancement goals. $395 per month.
  • Premium: Members reach their full potential through all the benefits of the Select and Advantage levels while working with a practice advancement coach. This coach supports members in the design and execution of a 36-month practice plan and supports them through unlimited chat to address the management of their practices and the execution of their practice plans. Premium members also enjoy a complimentary registration to the annual Scaling New Heights® conference and the annual Woodard™ Summit. $1,495 per month.

See the full breakdown of the three levels at Woodard.com/membership.

“Most bookkeepers and accountants struggle with capacity issues, making it difficult for them to execute on practice strategies in the areas of technology adoption, pricing methodologies, process documentation, and team building,” says Joe Woodard, CEO of Woodard™. “We designed our new membership program to streamline this practice development lift, and to do so in a way that is both affordable and right-sized for each practice that participates.”

About Woodard™ Woodard provides education, coaching, resources, and professional communities to accountants and bookkeepers, and Woodard produces programs like the annual Scaling New Heights® conference, the Woodard™ Membership Program, Woodard™ Summit, the Woodard™ Podcast, and Tech Makeover®. Learn more at Woodard.com

About the Annual Scaling New Heights® Conference Scaling New Heights launched in 2009 and has grown over the years into one of the world’s largest and highest-rated accounting technology conferences and expositions. The training at Scaling New Heights equips bookkeepers, accountants, tax preparers, CPAs, and other small business advisors with the essential tools needed to generate extreme efficiencies through automation, standardization, and production strategies that maximize team performance. The 2023 conference will take place June 25-28, 2023, at a location to be announced on June 22. Learn more at ScalingNewHeights.com.

Scaling New Heights® Conference Expands to Become the Nation's Largest Accounting Technology Showcase

Woodard Events, LLC announces that the company’s 2022 Scaling New Heights® conference will include representation of eight major accounting platforms and a total of 114 accounting technology solutions and service providers.


ATLANTA (PRWEB) MAY 16, 2022

Woodard Events, LLC announces that the company’s 2022 Scaling New Heights® conference will offer a greater range of technologies than ever before. The conference, to be held June 19 – 22, 2022 in Orlando, will include representation of eight major accounting platforms and a total of 114 accounting technology solutions and service providers.

Scaling New Heights is highly regarded for its advanced level training on QuickBooks Online and QuickBooks Desktop, and that is a tradition which will be preserved. However, the conference has now expanded to include a much wider selection of accounting technology making it the nation's largest accounting technology showcase.

These are the major accounting platforms which will be featured at the conference: AccountingSuite, Acumatica (represented by one of their VARs), Microsoft Dynamics 365 Business Central (represented by two of their leading distributors), NetSuite (represented by one of their VARS), Patriot Software, Sage Intacct, Xero, and Zoho Books.

According to Joe Woodard, founder of Woodard Events and host of Scaling New Heights, “Our company’s vision is to empower small business advisors to have a transformative impact on their clients. By diversifying the conference and by expanding our year-round relationships with other accounting solution developers, we enfranchise a larger number of advisors into our vision.”

The list of conference exhibitors can be found at Scaling New Heights 2022 Sponsors.

The conference training schedule can be found at Scaling New Heights 2022 Training.

Scaling New Heights 2022 will take place June 19-22, 2022 at the Orlando Marriott World Center in Orlando, Florida. The theme of the conference is “Thrive.” You can learn more about the Scaling New Heights conference at IWillThrive.today.

About the Annual Scaling New Heights Conference
Scaling New Heights launched in 2009 and has grown over the years into one of the world’s largest and highest-rated accounting technology conferences and expositions. In 2022, the training and presentations around our conference theme, Thrive, will equip bookkeepers, accounting technologists, tax preparers, CPAs, and other small business advisors with the essential tools needed to journey from a state of survival to embrace their time to thrive.
Learn more at ScalingNewHeights.com.

About Woodard
Woodard’s vision is to transform small business through small business advisors. The company 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 Woodard.com.

Scaling New Heights® Conference announces 2022 Keynote Speakers

Woodard Events, LLC announces the keynote speakers for the 2022 Scaling New Heights® conference. The conference will feature some of the most influential and dynamic voices in accounting, bookkeeping, and small business.


ATLANTA (PRWEB) MAY 04, 2022

Woodard Events, LLC announces the keynote speakers for the 2022 Scaling New Heights® conference. The conference, which will be held June 19 – 22, 2022, will feature some of the most influential and dynamic voices in accounting, bookkeeping, and small business.

“Accountants and bookkeepers want to hear from keynote speakers who have confronted similar challenges and learned strategies to thrive in face of those challenges,” said Joe Woodard, host of Scaling New Heights. “This year’s speakers will share those lessons through powerful and motivational presentations.”

Keynote speakers at Scaling New Heights 2022 include:

  • Kim Perell - bestselling author, serial entrepreneur, tech CEO, investor, top 50 keynote speaker
  • Jia Jiang - bestselling author, renowned TED Talk speaker, trainer to multiple Fortune Top 100 companies
  • Kaplan Mobray - leadership coach, motivation expert, acclaimed author
  • Guylaine Saint Juste - speaker, writer, provocateur, change-maker, innovator, president of the National Association of Black Accountants
  • Ron Baker - bestselling author, radio talk-show host, world-renowned speaker
  • Ed Kless - meta-consultant, business iconoclast, radio talk-show host

More information about keynote presenters and additional main stage presenters can be found at Scaling New Heights Speakers.

Scaling New Heights 2022 will take place June 19-22, 2022 at the Orlando Marriott World Center in Orlando, Florida. The theme of the conference is “Thrive.” You can learn more about the Scaling New Heights conference at IWillThrive.today.

About the Annual Scaling New Heights Conference
Scaling New Heights launched in 2009 and has grown over the years into one of the world’s largest and highest-rated accounting technology conferences and expositions. In 2022, the training and presentations around our conference theme, Thrive, will equip bookkeepers, accounting technologists, tax preparers, CPAs, and other small business advisors with the essential tools needed to journey from a state of survival to embrace their time to thrive.
Learn more at ScalingNewHeights.com.

About Woodard
Woodard’s vision is to transform small business through small business advisors. The company 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 Woodard.com.

Scaling New Heights® Conference for Small Business Advisors Announces 2022 Conference Details

Woodard Events has announced the location, dates, and theme for the annual Scaling New Heights® conference to be held June 19-22, 2022 in Orlando, Florida. The theme of the conference will be “Thrive.”


ATLANTA (PRWEB) OCTOBER 27, 2021

Woodard Events has announced the location, dates, and theme for the annual Scaling New Heights® conference to be held June 19-22, 2022 in Orlando, Florida. The theme of the conference will be “Thrive.”

“Accountants and bookkeepers have just weathered a powerful economic, social and health crisis – all while facing their ‘normal’ challenges of running businesses and maintaining strong client relationships,” said Joe Woodard, host of Scaling New Heights, as he addressed this year’s conference attendees. “Accountants and bookkeepers are enduring under the weight of the storm, but many are exhausted, harried and, to some degree, afraid. Simply put, they are surviving when they could soar. Scaling New Heights 2022 is both a challenge and a pathway to expect more… demand more… than just survival.”

A journey from a state of survival to a state of thriving is not an easy one. Scaling New Heights 2022 will provide accountants and bookkeepers with a guide, training, and a strong community necessary to be victorious in their practices and professional lives.

Scaling New Heights 2022 will take place at the Orlando Marriott World Center in Orlando, Florida, a city that features one of the world’s leading and most accessible airports and optional family adventures before or after the conference at Universal Studios and Walt Disney World.

You can learn more about the Scaling New Heights conference at IWillThrive.today.

About the Annual Scaling New Heights Conference

Scaling New Heights launched in 2009 and has grown over the years into one of the world’s largest and highest-rated accounting technology conferences and expositions. In 2022, the training and presentations around our conference theme, Thrive, will equip bookkeepers, accounting technologists, tax preparers, CPAs, and other small business advisors with the essential tools needed to journey from a state of survival to embrace their time to thrive. Learn more at ScalingNewHeights.com.

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.

Woodard Partners with Wolters Kluwer to Provide Small Bookkeeping Practices with Enterprise-Class Tools

Woodard announces a unique partnership with Wolters Kluwer where Woodard will package and price some of Wolters Kluwer’s enterprise-level solutions and services in a way that is right-sized and affordable for smaller bookkeeping and accounting practices.


ATLANTA (PRWEB) OCTOBER 25, 2021

Woodard announces a unique partnership with Wolters Kluwer where Woodard will package and price some of Wolters Kluwer’s enterprise-level solutions and services in a way that is right-sized and affordable for smaller bookkeeping and accounting practices.

The partnership focuses on Wolters Kluwer’s XCM Workflow solution and XCM’s associated tax and bookkeeping outsourcing service called “Xpitax.”

According to Joe Woodard, “Bookkeepers are struggling against the pressures of enterprise-level competitors, hyper-commoditization, and difficulty in recruiting and retaining employees. Our partnership with Wolters Kluwer will address challenges bookkeepers face by offering XCM’s enterprise-class workflow and outsourcing services in a way that is affordable to even the smallest bookkeeping and tax practices.”

The partnership with Wolters Kluwer is part of a program at Woodard called the “Advanced Bookkeeping System,” where bookkeeping practices and CAS practices receive turnkey, comprehensive bookkeeping production checklists, automation through Woodard’s production automation software partners, highly secure, mobile-first collaboration, and streamlined costs associated with bookkeeping technologies.

With the Advanced Bookkeeping System, XCM workflow, and Xpitax, small practices can now operate at the same level of efficiency and modernization as their scaled, enterprise-level competitors.

Ray Barlow, Director of Outsource Operations for Tax and Accounting in North America at Wolters Kluwer, says, "The XCM team from Wolters Kluwer is proud to have partnered with Woodard and their Advanced Bookkeeping System to equip small- to medium-sized practices with a world-class shared service center and to empower them to scale their practices with less risk, less stress, and greater practice-wide efficiencies."

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 Wolters Kluwer Wolters Kluwer is a global provider of professional information, software solutions, and services for healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. Wolters Kluwer has served professionals for many decades, helping them enhance workflows and make informed decisions. Their expert solutions – a combination of deep domain knowledge with advanced technology and services – deliver better outcomes, analytics, and improved productivity and solve complex problems for our customers. Learn more at WoltersKluwer.com.

Annual Scaling New Heights® Conference for Small Business Advisors Rescheduled

Based on current projections around COVID-19, including the timetable for general availability of the COVID-19 vaccines, Woodard Events, LLC (host for the annual Scaling New Heights conference) rescheduled its annual event for bookkeepers and accountants to October 24-27, 2021. The venue will remain unchanged.


ATLANTA (PRWEB) MARCH 09, 2021

Based on current projections around COVID-19, including the timetable for general availability of the COVID-19 vaccines, Woodard Events, LLC (host for the annual Scaling New Heights conference) rescheduled its annual event for bookkeepers and accountants from June 20-23, 2021 to October 24-27, 2021. The venue will remain unchanged. Scaling New Heights will take place at the Fort Worth Convention Center in Fort Worth, Texas.

Though attendance for the June event remained strong, many potential attendees and sponsors expressed concerns about the June timeframe. Woodard Events moved the conference in response to these concerns and to enfranchise the highest possible number of accountants, bookkeepers, and sponsoring companies.

“At Woodard, we empower advisors who support the many small businesses devastated by COVID-19,” said Joe Woodard, CEO, Woodard Events. “As we’ve spoken with these advisors, we found that many of them have continued concerns around the COVID-19 crisis, where some are bound by corporate travel restrictions that extend as late as August 31. Holding the event in October allows us to offer our conference experience to the highest possible number of advisors, and sponsors, who wish to participate in the event.”

Scaling New Heights will be held October 24-27, 2021 in Fort Worth, Texas. The theme of the conference is “Unstoppable”.

You can learn more about the Scaling New Heights program, including information about attendee registration and sponsorship opportunities at http://www.ScalingNewHeights.com.

About the Annual Scaling New Heights Conference
Scaling New Heights launched in 2009 and has grown over the past decade into one of the world’s largest and highest rated accounting technology conferences and expositions. In 2021, the training and presentations around our conference theme, Unstoppable, will equip bookkeepers, accounting technologists, tax preparers, CPAs and other small business advisors to modernize their practices, standardize their processes, deploy highly efficient and scalable business models, develop a distinctive brand, increase technical proficiencies, and effectively price their services. Learn more at http://www.ScalingNewHeights.com.

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.

Woodard Events Announces Launch of The Woodard Report™

Woodard Events announces the launch of its media arm called The Woodard Report at http://www.WoodardReport.com.


ATLANTA (PRWEB) JANUARY 11, 2021

Woodard Events announces the launch of its media arm called The Woodard Report.

The Woodard Report provides educational and news content for accountants, bookkeepers, tax preparers and other small business advisors. Some of the topics addressed by Woodard’s new media outlet include accounting technologies (cloud and desktop), sales tax compliance, income tax compliance/updates, human resources compliance, payroll compliance/updates, general business technologies, practice management, client experience, and advisory services. In addition to the topics mentioned above, Woodard has also partnered with one of Microsoft’s leading partners, Pax8, to offer technical articles on Microsoft 365. Additional cooperating sponsors at the launch of The Woodard Report include BQE Software, Patriot Software, Corral Tree, and Liscio. Through its sponsorship program, Woodard is able to offer this content-rich resource to the accounting and bookkeeping professions for free and to also provide an ad-free, distraction-free reading experience.

The Woodard Report is led by Senior Editor Jennifer Finger, CPA. Jennifer brings a wealth of knowledge about the accounting and bookkeeping industry and combines it with a Master of Science in Publishing degree and 17 years’ experience in writing and editing. “I’m very excited about The Woodard Report,” says Jennifer. “We look forward to empowering the accounting and bookkeeping professions through our educational and informative content.”

The Woodard Report will include content that is similar in nature to other media organizations within the accounting and bookkeeping space including Accounting Today, CPA Practice Advisor, AccountingWEB, Insightful Accountant, and Intuit's “Firm of the Future” blog, but, like these other players, The Woodard Report will provide a unique value proposition and perspective.

“We have designed The Woodard Report to join the chorus of other media organizations within the space, but we join this chorus with a distinctive voice” says Joe Woodard. “There is a strong comradery and synergy between the different media organizations serving accountants and bookkeepers, and we look forward to working in harmony with them.”

Many of Woodard’s other programs are synergistic with the goals of other media organizations, and Woodard plans to maintain its strong partnerships with other media organizations in space. Most notably, the partnership will continue between Woodard’s annual Scaling New Heights(R) conference and Insightful Accountant related to their annual “Top 100 ProAdvisor” awards. Woodard also expects other media organizations to continue sponsoring its annual Scaling New Heights® conference.

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.

Woodard Alliance Offers Free 60-Day Membership in Response to the COVID-19 Crisis

The Woodard Alliance is offering a free 60-day membership to accounting and bookkeeping professionals to provide the opportunity for increased professional interaction during this time of social distancing and the resources to guide their clients through the national economic and health emergency.


ATLANTA (PRWEB) APRIL 01, 2020

The Woodard Alliance is offering a free 60-day membership to accounting and bookkeeping professionals to provide the opportunity for increased professional interaction during this time of social distancing and the resources to guide their clients through the national economic and health emergency.

As calls for social distancing increase through news and state and locally mandated “stay at home” orders, so does the need for social connection and support. “It was important to us to open up our Alliance membership to all accountants and bookkeepers with a free 60-day membership to give them the opportunity to interact with their peers in our highly interactive community and networking environment exclusive to our industry," said Joe Woodard, CEO, Woodard Events. “In addition, we are committed to providing valuable resources to assist these professionals as they navigate the challenges in their own firms and in their clients’ businesses.”

The free 60-day membership in the Woodard Alliance is available to accountants and bookkeepers who are not current Alliance members and provides access to all Woodard Alliance resources and benefits, including the Woodard Alliance Forum, the VIP Resource Library, the Members Only Webinar and included software and software discounts.

Accountants and bookkeepers can access the free 60-day Woodard Alliance membership at Woodard.com/Alliance.

Woodard Events Offers Free Weekly COVID-19 Advisor Round Tables for Accountants and Bookkeepers

Woodard Events, LLC is offering free weekly round tables to provide actionable information for accounting and bookkeeping professionals to guide their firms and their clients through the economic impacts of the global crisis related to COVID-19. The round tables will be held on Tuesdays at 1:00 PM ET.


ATLANTA (PRWEB) MARCH 27, 2020

Woodard Events, LLC is offering free weekly round tables to provide actionable information for accounting and bookkeeping professionals to guide their firms and their clients through the economic impacts of the global crisis related to COVID-19. The round tables will be held on Tuesdays at 1:00 PM ET.

“As the US economy has been put on pause by the Coronavirus, small businesses have been significantly threatened,” said Joe Woodard, CEO, Woodard Events. “Accountants and bookkeepers are in a unique position to guide their small business clients through this national emergency.”

Typical small businesses in the United States do not have enough cash reserves to cover 30 days of expenses if revenues are completely disrupted, with even smaller cash reserves in minority communities, according to JPMorgan Chase Institute.

Each interactive, informal Woodard Events’ COVID-19 Advisor Round Table will include a subject matter expert who will speak to the issues and take questions from attendees. Topics during this series include, but are not limited to emergency funding, virtualization of operations, supply chain interruptions, insurance coverage, payroll and HR compliance, facility remediation and clean up and short-term shifts in market demand.

Register for the series at the COVID-19 Advisor Round Table Sign Up page.

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.

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


ATLANTA, GA (PRWEB) JANUARY 09, 2020

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