Woodard Alliance

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!

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!

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($100+/Year Value)

Software

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)

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)

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($1623/Year Value)

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.

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.

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

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

Alliance