Members-Only Knowledge Exchange and Educational Resources


Woodard Alliance is an Independent Community of Small Business Advisors offering its Members a Powerful Slate of Tools, Systems, and Shared Knowledge.

Knowledge Exchange

Woodard Alliance offers its members an exclusive, searchable online knowledge exchange leveraging Microsoft's powerful Yammer platform. Members use this environment to

- Share ideas
- Cross-refer specialized services
- Exchange technical information
- Share tips and tricks...and more.

This members-only, advisor-only community includes numerous forums (groups) around specific topics, including one of the most advanced forums on QuickBooks software in the world!

Online Education

Woodard Alliance offers its members a live, online unique and high impact monthly learning experience that includes: - A monthly QuickBooks update presented by various Intuit leaders - A practice development topic presented live by Joe Woodard - Highly advanced product training on QuickBooks and Excel. We also offer our members an ever-expanding on-demand library of one hour educational programs focusing on technology, tax, bookkeeping, and practice development topics.

Conference Savings

Woodard Alliance members enjoy a 10% discount on the internationally renowned Scaling New Heights conference that offers:

Hundreds of unique breakout session Exploration of over 100 small business innovations Powerful Main stage experiences Build Professional Relationships...and More!

Note: These discounts apply to an unlimited number of fully employed professionals from your firm!


($100+/Year Value)


Woodard Alliance members enjoy discounted and included practitioner solutions. Software benefits for Woodard Alliance members equip you to:

Enhance services for 3 clients for 12 months with powerful analysis reports from MyAdvisor. (

Share QB Desktop with one client FREE (without Portable, Backup or Accountant Copy files) with Qbox for 12 months. ( (


Rise above the rest by adding cash flow management & forecasting services, using CashFlowTool's included and discounted education, 10% off, and a free client with any accountant plan! (


($1,623/Year Value)


After Your Trial Period Ends, Your Membership is Just $35/month.

Why Join Woodard Alliance

Knowledge is Power

In addition to our on-demand video library, our online collaboration system in Microsoft Yammer provides one of the most extensive and advanced accounting technology knowledge exchanges in the world. Streamline the process of getting the answers you need - and move forward efficiently and effectively with client engagements. 


The Most Experienced Advisors Need to Work Together

The most knowledgeable, most proactive and most experienced small business advisors need a dedicated and exclusive space to share ideas, cross-refer specialized services, and exchange technical information. To accomplish this goal, the prerequisites for joining our program are higher and more restrictive than most online communities. 


There is Strength in Numbers

By banding together a large group of like-minded and highly experienced advisors, we have a collective “voice” within the profession, including our peers and software developers like Intuit and the solutions that integrate with QuickBooks. Also, by working with developers to secure special benefits, we can provide tools, systems, resources and services to our members at a fraction of the price you would pay if you purchased similar services or products on your own.


The Value of Discounts/Included Software is Greater than the Price of Membership

If you take advantage of just some of the conference and/or software discounts included in your membership, you will often save more than the price of your annual membership - while increasing efficiencies and potentially offering new advisory services. 





Rob Smith

Rob is the owner of After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed to provide a platform to help teach other professionals the power of OneNote. Prior, he was a partner at the accounting firm of Gordon, Stockman & Waugh in Peoria, IL.


Jaimie Blackman

Jaimie Blackman’s twenty five years of work experience span the fields of finance, education and information technology. Prior to establishing BH Wealth Management, he was Vice-President of Investments with UBS. Jaimie Blackman is the creator of MoneyCapsules®, a communication tool designed for developing a Values-Based dialogue between client and financial advisor. He has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College, and CUNY.


Norman Axelman

Norman Axelman is the founder and President of Advantage Computer Solutions, Inc. based in Miami, FL. Advantage Computer Solutions has been offering computer training and consulting to individuals and businesses for the past 15 years, saving clients thousands of hours of time.