about the training Event

During this 8-Part series on The Liberated Practice, conducted in a cooperative effort between Woodard and Intuit, we have addressed:

  • The true nature of a cloud practice and how to fully liberate your practice and your clients from “data prisons” like locally stored data files, paper documents, and even the information contained within the brains of the people who work in your practice.
  • Ways to leverage key QuickBooks Online-integrated applications to enable clients to move from QuickBooks Desktop to QuickBooks Online when they need advanced inventory controls (Part 2), job costing (Part 3), and advanced reporting (Part 4).
  • Liberating Your practice from capacity constraints (Part 5), pricing pressures (Part 6), and laborious data entry (Part 7)

During this final segment of the series, Joe Woodard and Heather Satterley, CPA will focus on strategies and best practices to help you implement these principles with your clients and with your team members through effective practice planning and change leadership.

Attend this final training event in the 8-part “practice liberation” series to…

  • Receive a framework for comprehensive practice planning, into which you can incorporate all of the principles of “practice liberation” addressed in this series.
  • Discover proven techniques to overcome your clients' (and employees’) resistance to change
  • Earn, maintain and, when necessary, restore client trust
  • Guide your clients through the adoption of essential technologies

Man in dark suite speaking from a lectern on a stage with a dark blue background.

Joe Woodard
Presenter