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Part 1: Accountancy in the Age of Digital Transformation
In this online session – the first in an 8-part series conducted in a cooperative effort between Woodard™ and QuickBooks® – Joe Woodard will present a fresh challenge to the accounting and bookkeeping professions, along with a Woodard-constructed reassessment of “cloud accountancy.”
Part 2: Digital Transformation for Clients with e-Commerce and Inventory Management
In this online session – the second in an 8-part series conducted in a cooperative effort between Woodard™ and QuickBooks® – Joe Woodard will provide 10 best practices for working with clients who manage inventory and/or who sell through e-commerce platforms. The goal: lead your clients to move not just their product sales and product management to the cloud, but also to embrace the power of digital transformation in the management of their companies.
Part 3: Digital Transformation for the Construction Industry
In this online session – the third in an 8-part series conducted in a cooperative effort between Woodard™ and QuickBooks® – Tonya Schulte will provide 10 best practices for working with construction clients. The goal: lead your clients to move their job cost/budget reporting, job management, time tracking, and other job management functions to the cloud and lead these clients to embrace the power of digital transformation in their businesses.
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Part 4: Digital Transformation with Small Business Reporting
In this online session – the fourth in an 8-part series conducted in a cooperative effort between Woodard™ and QuickBooks® – Erin Walsh-Dyer will provide 10 best practices for coaching clients with small business analytics and insights. The goal: provide your clients with powerful advisory services and do so in a way that is cloud-first, promotes the digital transformation of their businesses, and perhaps most critically, is workable/attainable for both you and your team.
Part 5: Liberating Your Practice from Capacity Constraints
Learn how to implement the right strategies through the intentional use of QuickBooks Online-integrated technologies. Join Joe Woodard to explore these strategies and ultimately reduce high-pressure work loads and add more value to your client relationships.
Part 6: Liberating Your Practice through Strategic Pricing
Defining the right pricing model is an ever-increasing challenge for bookkeepers, accountants, and CPA firms. To maximize revenues, you must be strategic about pricing cyclical bookkeeping, accounting, and advisory services and, ideally, you should offer a 3-tiered model that allows the client to effectively price themselves through the choice of the plan.
Part 7: Liberating Your Practice through Extreme Automation
Over the past decade, the bookkeeping profession has enjoyed a deluge of exciting new technologies, most of which are designed to reduce, or even eliminate, the manual bookkeeping process. However, this unprecedented opportunity to modernize bookkeeping comes with challenges. During this online training event, Joe Woodard will address these challenges and provide pathways for you to maximize automation technologies in your practice.
Part 8: Deploying the Principles of this Series in Your Practice: Effective Planning and Change Leadership
During this final segment of the series, Joe Woodard and Heather Satterley, CPA will focus on strategies and best practices to help you implement the principles of “practice liberation” with your clients and with your team members through effective practice planning and change leadership.
