Woodard institute

Practice Transformation:

The Ideal business

(PTIB)

Duration
10 Sessions

Course Description

This course equips you through education, peer-to-peer collaboration, hands-on exercises, and guided client interactions to build the next version of your practice.*

During your journey to the next version of your practice, we will focus on several key areas that drive increased efficiencies, profitability, and client value including:

• Discovering Your Ideal Client
• Building Practice Strategies Around Your Ideal Client
• Technology Adoption - Vetting and Selecting the Right Solutions
• Creating Consistency and Scalability with Process Refinement and Standardization
• Developing Modernized and Secure Client Collaboration
• Data Collection and Data Capture Automation
• Streamlining Accounts Payable Automation
• Fostering Practice Wide Adoption: Change Leadership for Your Team and Your Clients
• Exploring Strategies for Effective Pricing
• Building Adaptive Capacity for Ongoing Growth and Development

*This course is also well-suited to client accounting service (CAS) divisions in regional CPA firms.

This Workshop is available
through the Annual Subscription

Practice Transformation:

Personal and Team Productivity

(PTPRO)

Duration
10 Sessions

Course Description

This course provides you with the knowledge, tools and support to conquer task overload, achieve and maintain a zero-inbox, harmonize work and life, adopt extreme intentionality and maximize productions. Most of the course focuses on personal productivity with bonus strategies for deploying the principles throughout your team.*

During this course, we will address the challenges you face in task management and implement some tried and true methods to corral the chaos including:

• Outcomes of Personal Process Improvements
• Overcoming Productivity Myths and Roadblocks
• The Productivity and Priority Connection
• The Productivity Method
• Curbing the Input Chaos: The Zero Inbox Reality
• Zeroing Your Inbox
• Engineering a Sustainable Task System
• Prioritizing Your Tasks
• Engaging and Maintaining a High-Productivity Lifestyle
• Harmonizing Individual Actions into Team Project

*This course is also well-suited to client accounting service (CAS) divisions in regional CPA firms.

This Workshop is available
through the Annual Subscription