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Unlock All the Benefits of Woodard Membership

Generate Capacity, Price to Your Value, and Build the Practice You Want



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Woodard Membership

Are you overworked, servicing clients who are price-sensitive and unwilling to pay you what you are worth? Do you even have the clients you want? 

As a Woodard member, you develop the skills, systems, processes, technology, and strategies to generate capacity, price to value, and build the practice you want.  

Receive 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.  


Monthly Membership Levels


Advance Your Practice through Unlimited Access to Courses, Community and Resources.


  • All-Access to Woodard Courses
  • Exclusive Online Community
  • Joe Woodard's Monthly Town Hall
  • Virtual Learning Library
  • Weekly Practice Advancement Roundtables
  • Scaling New Heights - 25% Discount
  • Woodard Summit - 25% Discount


Guided Practice Development through all Select Level benefits combined with practice coaching.


  • All-Access to Woodard Courses
  • Exclusive Online Community
  • Joe Woodard's Monthly Town Hall
  • Virtual Learning Library
  • Weekly Practice Advancement Roundtables
  • Scaling New Heights - 50% Discount
  • Woodard Summit - 50% Discount
  • Monthly 1:1 Coaching Session
  • Execution Workshops


Reach your full potential by working with a dedicated coach to execute your practice plan with guidance and accountability.


  • All-Access to Woodard Courses
  • Exclusive Online Community
  • Joe Woodard's Monthly Town Hall
  • Virtual Learning Library
  • Weekly Practice Advancement Roundtables
  • Scaling New Heights - Included
  • Woodard Summit - Included
  • Dedicated Practice Coach
  • Execution Workshops
  • Note: Pricing above is for practices with 1-5 professionals. Larger practices, please contact us for pricing.

Membership Benefits

All-Access to Woodard Courses

Enjoy unlimited practice advancement and client advisory courses.

Monthly Town Hall

Experience a virtual, high-impact, and interactive meeting with Joe Woodard.

Woodard Summit

Get access to a small-group, highly interactive retreat where you work directly with coaches and your peers to build a strategic practice plan to execute throughout the coming year.

Exclusive Online Community

Get access to a community of industry-leading peers to share ideas, cross-refer specialized services, exchange technical information, and share tips and tricks.

Virtual Learning Library

Get access to an extensive library of valuable, on-demand education. Watch any of Woodard's webinars and virtual training at your own pace.

Scaling New Heights

Your membership level includes discounts or passes to one of the best accounting conferences in the US, where you can receive in-depth education, explore technology innovations, enjoy world-class main stage experiences, and build friendships that last a lifetime.

Weekly Roundtable

Advance your practice with a weekly peer to peer, facilitated roundtable designed for accountability, collaboration, and traction for your practice.

Monthly Coaching Session

Meet with a practice coach once a month to work on specific needs, problems, or goals for your practice.

Dedicated Practice Coach

Reach your full potential by working with a dedicated coach throughout the year to build a dynamic and strategic practice plan and to execute that plan with guidance and accountability.

Become a Woodard Certified Business Coach

Woodard's Certified Business Coach designation validates you as a business coach by Woodard's endorsement of the skills you have developed and successfully executed through our courses.  When your clients see that you are a Woodard Certified Business Coach, they will have confidence in your ability to provide real-time information, financial analysis, and other forms of management guidance. 
Practice Advancement & Client Advisory

Woodard Courses

Woodard courses provide the opportunity for you to become a Woodard Certified Business Coach. By completing the required Woodard courses, you will learn the framework, processes, and tools you need to increase your client's wealth through six areas of advisory – financial, operational, managerial, succession, technology, and knowledge.

Woodard Member Course Grid - Woodard Logo and Ideal Practice Course
  • "I took the leap of faith that I would get great value in joining and I have not been disappointed. Between the videos Joe does and the reviews he has done, also Patricia been a major influence on me and our group. Our group works so well together and that helps with the foundation of our businesses and to take it to the next level.

    I have already made some changes that have reaped quite a few benefits.

    Met some other wonderful entrepreneurs and that is very beneficial when you are trying to grow your business because someone has experienced the same thing you have and is great to be able to talk it through and come up with some great decisions."
    Cheryl Blazej
  • "It's beyond words the gratitude I have for you and the great organization you work with, Woodard.

    A year ago I was a solo entrepreneur and struggling. Your courses, coaching, and general availability for guidance, questions, and clarity have set me on a trajectory that has revitalized my life, career, and overall purpose.

    I have been a bookkeeper for 5 years, and in the past year, while taking the ACT course, I have more than doubled my business revenue and almost doubled my income.

    I feel lucky and grateful to have invested my future with you and your organization. You have delivered on your promises of improving my practice and professional development. As a result, I am Scaling New Heights!"
    Felipe Wityk Sanchez
  • "I FINALLY finished my strategic growth plan! I have rewritten it multiple times since COVID has made us pivot and look at things differently. Like you said it is ever-changing.

    I just want to let you know that this year-long program has been so impactful for my firm. I would not be where I am now without it. Thank you and Joe for putting this type of education together. I wish I would have found it years ago. It might have saved us a tremendous amount of pain. 😊 I am not going to lie it was very painful and as one of my new advisory clients says “it gave me the courage to look underneath the covers at my ugly baby I call a business.” I use much of what I learned in this course in coaching my clients in addition to the Operational and Financial Advisory Courses.

    Looking forward to meeting up at SNH!!"
    Leslie Liondas
  • "We joined the program and we found out we were not even starting in the right place. So that’s where the Course work, working with my team members, and working with my mentor have really helped. I am really excited because for the first time we are actually moving in that direction.

    It is not without risk, but I have my fellow business owners and my mentor to reality check with. This program is more than just taking classes and having an accountability partner and having a mentor, while it is all of those things too. Is it worth it? You bet it is and like most things the more you put into it the more you get out of it."
    Neal Coogler
  • "I want to take this opportunity to let you know how much I appreciate you and the Woodard Institute/Team.  I can honestly say that it has been my sanity through this crazy year.  I have learned so much about myself.  Who would have thought that all of these courses would have so much thought-provoking insight into yourself?  I really am glad it did.  I knew when we went into shutdown here in Ohio back in March that it was an opportunity to make the changes we always envisioned and some we couldn’t even see yet, because now the world was open to new ways of doing things.  You made me think and you came alongside me for this journey and for that I am so thankful.  I’m not sure if you hear it enough, I am so grateful."
    Jeanne Reiser