Practice Transformation Program

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!

Courses from this program offered in 2021 include:


Practice Transformation:

The Ideal Bookkeeping Practice

(PTIB)

Duration
10 Sessions

Course Begins July 7, 2021

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 bookkeeping 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

PRICE
$595/month for 3 months or
$795/month for 3 months with Private Mentoring

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

 

 

View Syllabus and Course Schedule

 

Practice Transformation:

Personal and Team Productivity

(PTPRO)

Duration
10 Sessions

Course Begins July 6, 2021

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

PRICE
$595/month for 3 months or
$795/month for 3 months with Private Mentoring

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

 

View Syllabus and Course Schedule

 

STRATEGIC PRICING WORKSHOP

Additional workshops will be offered throughout 2021

We teamed up with Intuit QuickBooks® around our four-week "Strategic Pricing" workshop with the goal of equipping ProAdvisors to effectively and strategically price bookkeeping, accounting, and advisory services.

We normally offer this course for $995 per person. However, through a sponsorship of Woodard Institute, Intuit QuickBooks® is providing full scholarships for this course, exclusive to members of the QuickBooks ProAdvisor Program.

ABOUT THE WORKSHOP
Woodard's "Strategic Pricing Workshop," designed specifically for accountants and bookkeepers, is a four-week program that includes weekly sessions, client-facing exercises, and peer to peer interaction.

During this powerful, four-week workshop you will...

Session 1: Develop your unique value proposition
(July 7,  12-2 ET)

Session 2: Determine a pricing model that is fair for you and your client
(July 14, 12-2 ET)

Session 3: Leading clients to accept your new pricing model
(July 28, 12-2 ET)

Session 4:
 Maximize pricing through advisory services
(August 4, 12-2 ET)

PRICE
$995

 

MAXIMUM VALUE: ANNUAL SUBSCRIPTION OPTION

Maximize your value with our Annual Subscription option.  During your 12-month subscription, you may enroll in courses offered through both our Certified Transformative Adivsory Program and our Practice Transformation Program. 

For the equivalent price of 2 courses, your plan includes:
Up to 3 courses during your subscription term
12 Months of A.C.T. (your weekly accountability group meeting)