Membership Course Catalog

The Ideal Practice course will introduce you to Woodard’s Ideal Practice Model™ which is comprised of 7 key areas of focus.  The course is broken into 2 parts.  In this first part, you will set the standard for your overall company Vision, Mission, and Purpose to guide you through building an Ideal Brand (You), identifying Ideal Services that foster higher-impact engagements, and creating a profile of Ideal Clients that are coachable and value-focused.  You’re building the foundation of your Ideal Practice.

In part 1 of The Ideal Practice course you created a solid foundation for your Ideal Practice.  You defined a Vision, Mission and Purpose that guided you to build an Ideal Brand (You), to identify Ideal Services that foster higher-impact engagements, and to create a profile of Ideal Clients that are coachable and value-focused. In this 2nd part of the course you will learn the final four key areas of Woodard’s Ideal Practice Model™.  You’ll identify the gaps in each area and create a prioritized plan to build the practice you want.  

What if you could define a vision so clear it guides every decision and inspires everyone around you? This workshop will walk you through crafting your Vision, Mission, and Purpose (VMP) statements, connecting your unique story and values to your professional goals. Through guided discovery, practical frameworks, and meaningful knowledge checks, you will craft statements that create alignment and drive real impact. By the end, you will have not only powerful statements in hand, but also the strategies to integrate them into your daily operations, culture, and client relationships, ensuring your vision becomes a living force in your practice and beyond. 

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the Ideal Foundations Course (Previously called Ideal Practice Part 1)

Craft a slate of services for your clients that are aligned with your mission (from the Ideal You model). Conduct an inventory of your practice's knowledge and skills to deliver services that are differentiated and provide a unique value proposition.

Work with your peers, alongside one of our esteemed practice coaches, in this highly interactive workshop:

• Develop a customized slate of services for your practice 
• Structure your services into 2-3 service tiers
• Package your services into a subscription model while maximizing profitability and measurability
• Create a transition strategy to foster the adoption of your tiered services by your existing clients 

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course. Note: While not required, we strongly recommend attending the Ideal You workshop and the Strategic Pricing course prior to participating in this workshop.

Collect the characteristics of your ideal clients into a profile that encompasses niche, target market, personality, and leadership styles, and most importantly, aligns with your vision. Score each of your current clients using your ideal profile and develop a plan to curate your base to perfection. Achieving the ideal client base is one thing but maintaining that level of ideal takes intention and dedication. By actively working a maintenance plan, you will establish an ideal client base that aligns with your vision, provides the revenue you desire, and fosters a vibrant team culture.

• Define Your Ideal Client Profile
• Evaluate Your Current Client Base
• Create Transition Strategies
• Guard Your Front Door

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course. While not required, we strongly recommend attending the Ideal You and Ideal Services workshops prior to participating in the Ideal Client workshop.

• Taking an Infrastructure Inventory
• Taking an Application Inventory
• Vetting Technology
• Crafting a Technology Plan

Defining your ideal processes begins with documenting production workflows and managing to the team wide adoption of those workflows. By doing so, you will

• Equip yourself and your team to deliver consistent, high quality services
• Increase efficiencies
• Reduce errors and omissions
• Streamline client onboarding
• ...and more! 

In this workshop, you will create an organizational structure to contain process documentation, explore & share your experience around software solutions designed to manage workflow, and learn the key factors required to develop and maintain a powerful catalog of processes to deploy in your practice.

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course.

What does it mean to have Ideal Engagements? Explore these key areas that will ensure you have enjoyable, productive and wealth generating relationships with your clients.

• Vetting Potential Clients Using Your Ideal Clients Profile
• Best Practices for Client Assessments
• Management Considerations when Building Contractual Agreements
• Maintaining Boundaries in Client Relationships and Managing Scope Creep

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course.

What does it look like to have an Ideal Team? How would this impact me, my team members, and my clients? Explore key areas that will ensure you have a thriving, confident and loyal team who all work together toward mutual growth and client success.

Topics addressed during this workshop include:

• Building a Thriving Team Culture where team members adopt the practice’s vision and values
• Fostering Meaningful and Honest Team Interactions
• Defining Roles and Responsibilities within the Team
• Hiring Strategies
  • Candidate Identification, Qualification and Assessments
  • Conducting Effective Interviews
• Maximizing Productions through Team Accountability
  • Measurements
  • Review Cycles

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course.

Defining the right pricing model is an ever-increasing challenge as external disruptors set price expectations, commoditize bookkeeping services, and obscure the perception of our value for our clients and prospects. Woodard’s Strategic Pricing 4-week course equips accounting professionals to effectively and strategically price cyclical accounting services (CAS…aka, Bookkeeping Services), income tax preparation, and advisory services through proven pricing strategies and service structures.

• Week 1: Value Pricing Foundations
• Week 2: Creating an Ideal Client Profile and Revenue Model, and Vetting Clients and Prospects
• Week 3: Designing Service Structures that Maximize Client Value...and Price
• Week 4: Pricing the Engagement and Getting Client Buy In
• Bonus Segment: Protecting Your Practice from Scope Creep and Write Downs/Write Offs

THIS IS A THREE-PART COURSE

It is imperative that you find calm in the storm when priorities shift and know how to gather, assess, organize, and prioritize your tasks at hand. With focus and understanding, you can identify the task with the highest return, and see it through from start to finish. Learn how to conquer task overload, achieve and maintain a clean inbox, harmonize work and life, adopt extreme intentionality, and maximize production.

• Understanding WHY Your Current Task Management Habits Do Not Serve You
• Building Your Productivity System
• Practice Readiness - Bringing it To the Team

THIS IS A TWO-PART COURSE

A solid marketing plan is a roadmap that gives you strategies, costs, and anticipated results. Learn how to create a marketing plan that will take the guesswork out of your efforts and align with your ideal clients at each level of service. Fine-tune your marketing investment through specific measurables to ensure the highest returns. You can realistically aim for a 6-10x return on marketing spend—a high benchmark that is very achievable.

• Introduction to Marketing Essentials
• Principles of Marketing
• Measuring Your Success
• Pulling it All Together into a Marketing Plan

THIS IS A TWO-PART COURSE

Management is the measurement of people and process, while leadership is the development of people and process. Whether you’re a team of one or many, both management and leadership skills are critical to the success of your practice.

This course will enable you to form effective teams, enhance employee performance, clearly define roles and responsibilities, foster accountability, and build a distinctive company culture.

• Fundamentals and Strategies of Practice Leadership
• Personality Styles and the Impact on Individual Performance, Team Performance and Company Culture
• Functional Roles - Mapping and Structuring the Roles and Responsibilities within Your Practice
• Building Functional, High-Performance Teams
• Culture Formation: The Vision and Values Driven Practice
• Measuring Individual and Team Performance and Outcomes
• Strategies for Conducting Focused, Effective Team Meetings
• Strategic Planning with Your Teams: Harvesting Ideas through Brainstorming Sessions and Team Ideation

Make the most of your next conference by organizing every detail—from travel logistics and session notes to networking contacts and post-event follow-ups—in one streamlined, accessible space. In this session, you'll learn how to leverage the power of Microsoft OneNote to consolidate your planning, capture ideas in real time, and execute next steps with clarity and purpose.

This class introduces a structure that helps you capture, prioritize, and act on what matters most—before, during, and after the event. With everything organized in advance, you’ll arrive prepared and return empowered, ready to turn ideas into impact without missing a beat.

Set yourself up for success with a clear mind and a clear plan.

Your Strategy is the execution course. Where our other Transition courses built the foundation, this course turns it into a plan: addressing the obstacles that derail even well-prepared transitions, walking through what an optimized sale process looks like from first conversation to signed letter of intent (LOI), and closing the series with the highest-stakes stretch of the entire process: protecting the deal and the people around it between LOI and closing.

This course is for practice owners who have done the work and are ready to act.

Transition Strategies: Getting Your Practice Ready moves from understanding to action. This course puts the frameworks you learned in Transition Strategies: Understand the Transition Landscape to work assessing financial and operational readiness, addressing the cultural and strategic dimensions of a transferable practice, understanding the tax, legal, and deal structure decisions that shape a sale, and defining the ideal buyer for your situation. Participants leave with a written readiness assessment and a clear picture of the buyer they are building toward.

Transition Strategies: Preparing Yourself for Exit Transition turns the lens from the practice to the owner. 

Where the other Transitions course examined what makes a practice valuable and transferable, the course examines what the owner needs from a sale to achieve financial freedom, who the owner is once the practice is no longer the answer to that question, what continues in the business after they are gone, and whether they are genuinely ready to exit.

This course is for owners who come in with prior knowledge and are ready to work at the personal, applied level.

Transition Strategies: Understanding the Transition Landscape builds the foundation every practice owner needs before any planning work can begin.

Most owners arrive with a vague sense that something needs to happen with their practice eventually. This course replaces that vagueness with clarity: clear definitions, a grounded understanding of what their practice is worth and why, the frameworks a buyer would use to evaluate it, and an honest first assessment of where they stand.

By the end of Part One, participants have 
the vocabulary, the valuation picture, the transferable value framework, and a first-draft People Map that will anchor everything that follows.

Selling a business is more than just finding a buyer—it requires careful preparation to maximize value and ensure a smooth transition. This workshop helps business owners evaluate their readiness for sale by identifying key areas to strengthen and increase business value.. 

Whether you’re preparing for an immediate sale or future exit, you’d like to find a buyer who meets all your needs—but in reality, compromises are often required. This workshop guides participants through understanding buyer motivations and aligning practice fit, identifying negotiable deal terms and red flags, and developing key buyer profiles. Participants will explore real-world and digital avenues for locating buyers, define ideal timelines, and refine buyer profiles to align potential buyers with your succession goals.