Through Woodard Institute's Practice Transformation Program, you engineer the next version of your practice - and yourself as a professional - through process improvements, process standardization, workflow automation, increases in team productivity, client selection and management, effective pricing strategies...and more!
(PTIB)
Duration
10 Sessions
Course Begins Tuesday, July 19
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:
*This course is also well-suited to client accounting service (CAS) divisions in regional CPA firms.
This Workshop is available
through the Annual Subscription
(PTPRO)
Duration
10 Sessions
Course Begins Tuesday, October 11
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:
*This course is also well-suited to client accounting service (CAS) divisions in regional CPA firms.
This Workshop is available
through the Annual Subscription
During your 12-month subscription, you may enroll in courses offered through both our Certified Transformative Adivsory Program
and our Practice Transformation Program.
Your 12-month subscription includes access to:
2 ten-week course credits per subscription year
1 credit that can be applied to a four-week Workshop or a Powerday
Weekly ACT (Accountability, Collaboration, and Traction) cohort meetings
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