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The Partnership Opportunity

By partnering with Woodard and its advisor community, you can extend and accelerate your reach throughout the SMB, increase close rates through pre-qualified lead generation, and subsequently, reduce cost of sales. If you couple this expanded reach with the channel strategy services provided by Woodard Consulting Group, you will create more sustained and predictable lead generation while reducing customer churn. An empowered, equipped channel will also reduce case load for your customer service and technical support teams.

We encourage you to explore the opportunities in this partnership site and work intentionally with our team to design ideal strategies to meet your marketing, channel development, brand development, and product development goals.

The Woodard Report

The Woodard Report is Woodard’s media arm and offers education, information, and news for accounting and bookkeeping professionals. Topics included: GL and other accounting technologies; specialized, bookkeeping plus, and client advisory services; general business technology and compliance; practice management and growth strategies… and more.

Scaling New Heights

Scaling New Heights fosters networking relationships among the most successful accountants, bookkeepers, and consultants in the country and provides resources that empower these professionals to grow their practices and provide higher levels of value to their SMB clients. Scaling New Heights is also a great venue to build new relationships, support your clients and learn.

Woodard Webinars

You will have the opportunity to share your value proposition with 100’s of the world’s leading QuickBooks ProAdvisors. Webinars focus on both technology and practice management topics and are designed to educate and equip small business advisors while driving highly qualified, opt-in leads. Woodard Webinars are attended live for free and available to our Woodard Alliance.


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Key Demographics

Attendee Firm Size

Scaling New Heights attendees come from a variety of firm sizes with 25% of the firms having over 10 professionals. On the top end of the demographic, ten of the largest 100 CPA firms in the country regularly attend the conference. In fact, 20% of the top 300 firms in the country attend Scaling New Heights.

Attendee Client Size

Our attendees support small to medium-sized businesses ranging from start-ups to those generating up to $50 million in annual sales. Given the strong participation of the QuickBooks Solution Provider channel, our attendees often support numerous clients in the emerging business market.



of attendees at Scaling New Heights are from multi-practioner firms.

of Advisors at Scaling New Heights are first-time attendees.

of attendees at Scaling New Heights are QuickBooks ProAdvisors.

Attendees by Service Type

* Full Service CPA Firm
Note: Most attendees are represented inmultiple categories above.



About Woodard™

The Woodard organization is driven by a singular vision “to transform small businesses through small business advisors.” This vision encompasses businesses ranging from startups to those doing as much as $50 million (or more) in annual sales, providing Woodard and its advisor community with a wide-reaching opportunity to radically impact businesses throughout the world.

As an extension of Woodard’s vision and mission, we partner with companies that offer solutions and services to small to medium-sized businesses (SMB) and to the advisors who support the SMB. These partnerships are key to Woodard’s ability to empower business advisors and to provide the SMB (through the advisor community) with much needed software solutions and support services.


We deliver world class professional education through local training, national conferences, and virtual experiences.

We train small business advisors to develop cutting-edge, highly innovative, and vibrant practices that transform small business. In addition to our extensive training on practice growth, practice development, and technology trends, Woodard partners with leading software developers like Intuit® to provide certification training and advanced product training on solutions highly relevant to small business.


Our coaching program – Woodard Institute – provides systems, processes, and tools to equip small business advisors to better manage their practices...

extend value to their clients, develop specializations, grow their practices, and increase profitability. Woodard Institute also offers an interactive, peer-led community where advisors with shared practice goals and visions exchange ideas, provide guidance, and encourage each other along the journey to the next "versions" of their practices.


We offer free, powerful resources designed specifically for small business advisors. Our online resources include a video case study called...

Tech Makeover and a podcast series based on our annual Scaling New Heights® Conference. Both productions add to the experience and value we provide in empowering small business advisors.


Our three community programs, Woodard Groups, the Mid-Market-Minded (M3) Coalition, and Woodard Alliance, provide interaction between...

professionals through localized small group meetings, online small group meetings, and a robust online community platform, respectively. The members of our professional communities share ideas, cross-refer specialized services, exchange information, and foster high impact, long-term relationships.


About Joe Woodard

As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.

Joe is the host of the Woodard Membership Program which combines the best of Woodard’s education, community, and coaching offerings within a single, easily managed program. He is also the host of one of the world's leading training conferences for small business advisors called Scaling New Heights®. In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

Joe regularly publishes articles for Intuit publications and for The Woodard Report, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.