Drive Your Outcomes Faster with a Dedicated Business Coach

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 founded Woodard Events, LLC (aka Woodard®) a training and resource organization for accounting professions 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. 

Patricia Hendrix is the Senior Vice President of Community at Woodard and Producer of Woodard’s Reality Style Case Study project, “Tech Makeover". With over 28 years of experience at the helm of an accounting practice and specializing in QuickBooks and QB-Ecosystem products, Patricia leads a team of mentors at Woodard that provide practice and professional transformation to small business advisors to optimize their practice and improve their advisory skills through structured community learning, mentorship and accountability.

Patricia also leads an elite team of mentors in Woodard's Premium Program, a top tier mentoring program with highly structured leadership and executables designed to create significant wealth, balance and productivity for their clients in a direct mentor-to-leadership environment.

Patricia has been Certified and Advanced Certified in QuickBooks since Intuit's QuickBooks ProAdvisor program began, and was the first to receive the Master Certification from the National Advisor Network. As well as being rated a "TOP 100 Advisor" by Insightful Accountant for 4 consecutive years, she is the founder and CEO of Ten Key Business Solutions, Inc, a 10-year veteran of Vistage International and a forever student of leadership, business management, parenting, and overall life management through spiritual awareness and the uplifting empowerment of others.

Heather Satterley is the Director of Education of Media at Woodard. She has over 25 years of experience in the accounting profession, starting as a helper in her CPA mother’s office, ticking and tying Lotus 1-2-3 spreadsheets, and battling with carbon paper. After a brief stint as an actress and aspiring rock star, Heather discovered her own accounting superpowers and went on to move up through the professional ranks, starting as a bookkeeper and eventually earning her CPA certificate at age 50 once she attained her master’s degree in Innovation from Northeastern University.  

Heather’s passion for helping others and her love for technology have shaped her career in public accounting. Her affinity for facilitating change within an organization 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 that is 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.  
 
Heather was named a categorical top 10 ProAdvisor in 2017 and 2019 and was listed as one of the top influential people in accounting by Accounting Today in 2019.

Lamont joined Woodard's coaching team in 2022, he has a passion for helping business owners see, believe, and achieve their business and personal goals through intentional actions and relationships. Having better financials has always lent itself as a gateway to him helping clients with their whole business for the last 20+ years. Be prepared to answer when your last day off was. He has very strong beliefs about all work and no play.

Kim Petro is a Practice Advancement Coach at Woodard, utilizing her Certified QuickBooks Online Advanced ProAdvisor skills and a decade of experience rejuvenating and reorganizing small businesses. As a coach, Kim is committed to building a plan based on sound financial foundations and a strategic proven framework to help every business owner achieve their goals. Her organizational prowess enables clients to achieve measurable results well above their expectations.

Numbers are not the only thing that makes a business thrive. Kim understands the value of a business is not just in its bottom line; it is in the way it integrates into the community and how a successful company can bring other companies success.

Kim has been instrumental in helping many small business owners succeed, both on a local and national level, through a unique combination of education about managing their QuickBooks Online files, advising business owners on accounting best practices, strategic business planning, QuickBooks Online Transitional Bookkeeping Services, and connection businesses to resources they need to support and grow their visions. Her latest endeavor is building a community of like-minded accounting professionals who excel in the clean-up/catch-up space to help even more small businesses have secure financial foundations to aid their business's growth and sustainability.

Candy Bellau, is a Practice Advancement Coach, joining the team in 2022 after being a member and utilizing the content to reduce her time at her firm to under 10 hours a week.  Candy is the founder and President of Kramerica Business Solutions, a boutique accounting firm specializing in Controller services, Fraud Investigations and preparing firms for audits, valuations and for sale. With an extensive background in operations, advisory and turn-arounds, Kramerica knows what is needed and we pride ourselves on obtaining work from national CPA and Advisory firms.

 

Prior to establishing Kramerica, Candy's career spanned outsourced CFO/Controller and Accounting roles working for herself and prestigious NYC consulting firms, as well as General Management positions in private firms leading a start up from 6 to 8 figures.  Early in her career she worked for a firm focused on acquisitions and worked with the executive team on the selection and management of the new entities.

 

Her current mission includes mentoring her team, offering guidance to business and accounting firm owners, and engaging in charitable endeavors. Candy holds a BBA in Accounting and an MBA in Corporate Finance from Dowling College and is also a Certified Fraud Examiner (CFE). She remains actively involved in volunteer work, including associations with Habitat for Humanity, Peace Corps Namibia, Holidays Are for Children, Daytop Village Association, and Little Flowers Children Services, Womens Professional Council, among others. Currently, she serves as Treasurer of First Presbyterian Church of New Orleans, Program of Hope, and Weishaupt Family Foundation. In her personal life Candy is happily married to a local hero, and together they are raising an adventurous 7 year old.