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


10 Sessions

Course Begins September 29, 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

$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


10 Sessions

Course Begins September 28, 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

$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



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.

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
(September 22,  12-2 ET)

Session 2: Determine a pricing model that is fair for you and your client
(September 29, 12-2 ET)

Session 3: Leading clients to accept your new pricing model
(October 6, 12-2 ET)

Session 4:
 Maximize pricing through advisory services
(October 13, 12-2 ET)



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)