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!
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!
Members also receive a 50% discount on Scaling New Heights Online - the annual virtual conference hosted by Woodard each fall.
Note: These discounts apply to an unlimited number of fully employed professionals from your firm!
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. (myadvisor.ai)
Share QB Desktop with one client (without Portable, Backup or Accountant Copy files) with Qbox. (qboxplus.com)
Enhance client collaboration for 5 professionals (and unlimited clients) with Liscio's chat and file exchange at a discount of 50%. (liscio.me)
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! (cashflowtool.com)
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 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.
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.
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 is the owner of OneNoteForAll.com. After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed OneNoteForAll.com 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’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 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.
Woodard Alliance is more than a group of accountants and consultants coming together for a common cause. It is a business catalyst. The combined experience of the members, along with guidance and mentoring from the trainers and leadership team, enable you to improve and grow your business. It's a great investment!LeAnn Andrews
What I love about being in Woodard Alliance is the camaraderie with other like-minded people. Even though I am alone in my office, I have a network worldwide I can count on. The sharing and caring of the people is beyond measure. Not only are these people accounting colleagues - they are my closest friends.Debra Kilsheimer
Woodard Alliance has enabled me to work with businesses and individuals alike by providing unparalleled extensive training on Intuit products and third-party applications. I have applied many new ideas in my business increasing profits. One of the newest was the reseller capabilities that I have never had before to increase cash flow. The benefits are numerous and worth every minute of time invested. I have also met people from all over the world. My friends at Woodard are priceless to me.Judy Borland
Woodard Alliance is more than a group of accountants and consultants coming together for a common cause. It is a business catalyst. The combined experience of the members, along with guidance and mentoring from the trainers and leadership team, enable you to improve and grow your business. It's a great investment!Marjorie Adams
The greatest gift of the ProAdvisor Program has been to give me confidence in the work I do. The Woodard Alliance gives the ProAdvisor Program a tangible sense of community, an annual conference where we can network with our community, a member forum where we can consult our peers, webinars to educate, and Woodard Group meetings to collaborate and learn. Thank you, Joe Woodard, and the Woodard Alliance. I am better able to serve my clients with more confidence and resources than ever before.April Hooper
I joined the Woodard Alliance to be able to network with others. When I have a client with a problem, or I am having a QB issue I have never run into, I can shoot out a message and others from all over the country can help me out. It would be hard for me to give up my daily emails to see what relevant issues people are talking about in the Woodard Network world. The software references are the best part for me. It is almost like a news feed on current software, its abilities and related applications.Jessica Dorn