Woodard Sponsorship

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.

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.

80%
of attendees at Scaling New Heights are from multi-practitioner firms.

86%
of attendees at Scaling New Heights are Owners/Decision makers within the company.

60%
of attendees at Scaling New Heights are from firms with fewer than 25 employees.

Attendees by Service Type

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

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 2014-2023 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.