We provide nationally renowned webinars for accountants and bookkeepers on a wide range of topics designed to empower you to better support your small business clients. Some of the most recent webinars are shown below.

Womans hand holding a miniaturized businessman who is sitting at a desk. Text reads The Tiny Client Working with Clients Who Cant Afford Your Services
 

This webinar occurred October 12, 2021

You can watch this on-demand as a member of the Woodard Alliance!

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"the tiny client"

"WORKING WITH CLIENTS WHO CAN'T AFFORD YOUR SERVICES"

The small business world is replete with "mom & pop" operations, "side-hussles," startups, and businesses that have recently downsized. In other words...tiny businesses that need you but can't afford you.

DO YOU HAVE CLIENTS WHO NEED YOU BUT CAN'T AFFORD YOU?

These very small businesses are often the most vulnerable, inexperienced, and disorganized, but for you as an accountant or bookkeeper to provide these businesses with much-needed guidance and compliance, you must have a model that is profitable and scalable.

Attend this powerful online training session, presented and moderated by Joe Woodard, to:

  • Explore proven, field-tested service delivery models for supporting very small businesses that are both impactful for the client and profitable for you.
  • Discover fluid pricing models - with multi-tier options - for small businesses to engage in a way that fits their budget and seasonal needs.
  • Learn how to leverage strategic partnerships with selected software developers to provide highly affordable, cloud-based, and right-sized solutions for very small businesses.
  • …and more!

View the handout here.

 
 

 
People are walking across a bridge where the bridge is in the shape of a key. Text reads The Bridge to Advisory The Key Strategies for Maximizing Client Relationships
 

This webinar occurred september 30, 2021

You can watch this on-demand as a member of the Woodard Alliance!

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"the bridge to advisory"

The shift to advisory is currently one of the most common strategies within the accounting and bookkeeping professions. This is for good reason!

Advisory provides distinction for your practice, insulates you from pricing pressures, directly addresses the continuing economic and regulatory challenges of the COVID crisis, and, most importantly, makes your practice an agent of small business transformation.

WHY, THEN, ARE SO FEW PRACTICES DOING ADVISORY WELL?

Practice leaders are finding client advisory to be one of their most pervasive challenges, and overcoming this challenge is key for your practice to reach its full potential with both profitability and effectiveness.

This Event Addresses Three Key Strategies to Build and Scale Advisory Services in Your Practice
  • Key 1: Effective Management of Your Teams/People
  • Key 2: Efficient, Scalable, and Democratized Processes
  • Key 3: Practice Modernization and Process Automation

View the handout here.

 
 

 
In large black font the word Displaced. Grey background and a large mechanical foot is kicking a man into the air. White woodard logo in the upper right hand corner and text in the bottom right hand corner reads - keeping clients who outgrow your services.
 

This webinar occurred september 28, 2021

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"DISPLACED"

Clients often become overconfident in their abilities with bookkeeping, back-office management, and the maintenance of their QuickBooks data. This is especially true as they grow and, consequentially, expand their administrative teams.

DO YOUR CLIENTS THINK THEY HAVE OUTGROWN YOU?

As an accomplished and highly experienced professional, you have the skills, knowledge, abilities, and training to provide exceptional bookkeeping for your clients. However, when your clients become convinced they can go it alone, you must pivot, offering to consult and support services that guide the client as they manage their books in-house.

Attend this Powerful Online Training Session to:

  • Explore specific "para-bookkeeping" services and consulting services you can offer clients who manage their own bookkeeping.
  • Learn how to leverage strategic partnerships with selected software developers to expand your slate of consulting services.
  • Receive Joe Woodard's "Top 5 Tips" for pricing and selling support and consulting services.

View the handout here.

 
 

 
Two sets of hands grabbing a wheel in a car with textual banners.
 

This Webinar Occurred september 23, 2021

You can watch this on-demand as a member of the Woodard Alliance!

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The "Backseat Driver" Client

On the road, backseat drivers usually don’t get you to your destination any quicker or safer. In fact, for the accomplished driver, a backseat driver is usually a distraction, annoying, and even dangerous.

ARE YOUR CLIENTS BACKSEAT DRIVERS?

As an accomplished, experienced professional, you have the skills, knowledge, abilities, and training to provide accounting and bookkeeping services for your clients, but your clients still think they must overly steer everything from your process, document handling, and bookkeeping production solutions.

Attend this powerful online training session, presented and moderated by Joe Woodard, to:

  • Discover practical ways to standardize your entire practice around a single set of technology and process.
  • Learn methods to get clients to adopt your practice’s systems and processes.
  • Develop strategies for clients to get you the information you need…on time!
  • ...and more!

View the handout here.

 
 

 
A beach scene with a palm tree, a beach chair, and an umbrella with the ocean in the background. Text reads summer of training in thick, white font
 

You can watch this on demand as a member of Woodard Alliance!

Join Free for 30 Days!

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"The Summer of Training"

Woodard's "Summer of Training" is a free, high-impact series of one-hour, online training sessions specially designed for accountants and bookkeepers who support small to medium-sized business clients. The sessions in the series address: practice technologies, practice management, professional development, strategic pricing, productivity/task management...and more!

PLAN AHEAD! Most sessions are available only once during the series!

About the series:

  • 17 one-hour online training sessions from June 17 to August 12, 2021
  • Sessions take place each Tuesday and Thursday at 1:00 PM Eastern. Save the dates now!
  • You register for each session separately. We will announce topics throughout the summer
  • Sessions are not cumulative. Each session is a stand-alone topic.
  • Joe Woodard will personally teach or moderate all sessions in the series.
  • All sessions qualify for one hour of CPE credit
 

Session 1
Title: Bookkeeping Plus: Building a Distinctive, Value-Driven Bookkeeping Practice
Date: Thursday, June 17
Download the handout here

Session 2
Title: Disruption Proof: Building a Practice that Thrives in a Rapidly Changing Landscape
Date: Tuesday, June 22
Download the handout here

Session 3
Title: The Bionic Bookkeeper: Harmonizing Machines and People in Your Practice
Date: Thursday, June 24
Download the handout here

Session 4
Title: Ransomware and Small Business: Protecting Yourself and Your Clients
Date: Tuesday, June 29
Download the handout here

Session 5
Title: Microsoft 365 - Five Critical Things You Need to Know
Date: Thursday, July 1
Download the handout here

Session 6
Title: The Perfect Practice in 50 Words
Date: Tuesday, July 6
Download the handout here

Session 7
Title: Conquering Task Overload: The Art of Living with Extreme Productivity and Intentionality
Date: Thursday, July 8
Download the handout here

Session 8
Title: Building Your Online Marketing Machine: Infusing Your Practice with New, Ideal Client Relationships Part 1
Date: Tuesday, July 13
Download the handout here

Session 9
Title: Building Your Online Marketing Machine: Infusing Your Practice with New, Ideal Client Relationships Part 2
Date: Thursday, July 15
Download the handout here

Session 10
Title: Disruption Proof: Building a Practice that Thrives in a Rapidly Changing Landscape
Date: Tuesday, July 20
Download the handout here

Session 11
Title: Bookkeeping Plus: Building a Distinctive, Value-Driven Bookkeeping Practice
Date: Thursday, July 22
Download the handout here

Session 12
Title: Life After Intuit Online Payroll: Managing the Impact on Your Practice
Date: Tuesday, July 27
Download the handout here

Session 13
Title: Live From AICPA Engage - A Conversation Between Joe Woodard & Jody Padar
Date: Thursday, July 29
Download the handout here

Session 14
Title: 10 Common Technology Fails - Overcoming Costly & Risky Tech Deficiencies
Date: Tuesday, August 3
Download the handout here

Session 15
Title: 10 Barriers to Service Excellence and How to Overcome Them
Date: Thursday, August 5
Download the handout here

Session 16
Title: Beyond COVID: Thriving in the Pervasive Work-from-Home Environment
Date: Tuesday, August 10
Download the handout here

Session 17
Title: The Stubborn Client: Leading Clients Who Won't Listen...or Change
Date: Thursday, August 12
Download the handout here

 
 

 
Beyond COVID Billcom WFH Email2
 

This Webinar Occurred May 20, 2020

You can watch this on demand as a member of Woodard Alliance!

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"Spending Management…As a Service "

All businesses need spending management procedures like budgeting, budget enforcement/monitoring, reimbursement policies, spending controls and – in some cases – formal purchase order processes.

Very few businesses recognize this need for spending management and even fewer business know how to implement the necessary processes and systems.

ENTER THE BOOKKEEPER!

Bookkeepers have the skillsets and the transactional-level access necessary to assess their clients’ need for spending controls, determine areas of vulnerability, monitor expense overruns, and enforce policies. And…this type of service is germane to the bookkeeper’s role – meaning it is an entry point into value-added, advisory services that requires little specialized training and no formal shift of practice nature.

Attend this powerful online training session, presented and moderated by Joe Woodard, to:

  • Explore specific types of spending management services you can offer your clients.
  • Determine which spending management services work best for your each of your client’s business model and operations.
  • Discover pricing strategies for adding spending management services to your existing bookkeeping engagements.
  • Survey specific tools and solutions that will equip you to begin offering spending management services immediately.
  • ...and more!

View the handout here.

 
 

 
Beyond COVID Billcom WFH Email2
 
 

This Webinar Occurred March 18, 2020

You can watch this on demand as a member of Woodard Alliance!

Join Free for 30 Days!

Learn More about Woodard Alliance

 
 

 

"BEYOND COVID"

Thriving in the Pervasive Work-from-Home Environment

The COVID-19 crisis did not invent the work-from-home environment. Companies have been deploying scaled virtual employee and workspace models for decades. The COVID crisis simply accelerated the adoption of the virtual employee model.

We at Woodard, and a chorus of thought leadership, contend that most businesses have now validated the effectiveness of a virtual workforce, and many will never return to on-premises office environments.

To thrive in this new normal accountants and bookkeepers must:

  • Maximize virtual workplace environments within their practices and
  • Support their clients who are deploying virtual workplace environments

Woodard will be among those choosing to stay 100% virtual. In fact, Woodard has been on the bleeding edge of the virtualization movement for over a decade with about 40% of our pre-COVID workforce working from home. As a result, we had to change nothing about our technology, systems or team collaboration strategies to shift the rest of our company to virtual workplaces.

This one-hour training event provides a peek behind the curtain at the technologies, management strategies and collaboration methods we use that increased productions over the past 12 months - even as we were navigating massive operational disruptions caused by the pandemic.

Attend this Powerful Training Event to...

  1. Discover Woodard’s perfected process for maintaining alignment in virtual teams and maximizing productions around projects and tasks – including projects as extensive as our annual Scaling New Heights® conference.
  2. Explore the technologies used at Woodard we use to collaborate, conduct meetings, and democratize information.
  3. Learn how the Woodard’s virtual workplace culture inspires team members to generate powerful outcomes while enjoying flexible office hours, navigating innumerable distractions from family and friends, and receiving unlimited PTO.
  4. Take a tour of Woodard’s cloud-based back-office systems that function with almost no manual entry, absolutely zero paper, and with no physical back office!

View the handout >

 
 

 
Childrens shoes on their tippy toes on top of a chair. Cropped and zoomed in to only see part of the leg and the chair. Graphic is desaturated behind a blue transparent box that says 'stretch, quickbooks, client relationships, your practice'
 
 

This Webinar Occurred December 8, 2020

You can watch all 5 parts of this series on demand as a member of Woodard Alliance!

Join Free for 30 Days!

Learn More about Woodard Alliance

 
 

 

"Stretch"

A Webinar Series Hosted by Joe Woodard

Almost all accountants and bookkeepers have a premium set of clients who have specialized needs and who provide opportunities for expanding your role and increasing your billable services.

To “stretch” yourself and your practice to better service your premium clients you need:
- Workarounds for stretching your clients’ use of QuickBooks (See Details Below)
- An expanded set of tools (e.g. Microsoft Office and Microsoft Dynamics 365 Business Central)
- Partnerships with experts who can work alongside you, especially with the client’s information technology needs

This series is designed for you to...
- Maximize your client’s use of QuickBooks
- Expand the scope of services you offer your clients
- Explore Microsoft's powerful integrated business solutions, and
- Discover ways you can partner with Microsoft to add value for your practice and your clients.

  • Part 1: "Stretching QuickBooks Desktop to Meet the Needs of Your Larger Clients" - Mario Nowogrodzki and Craig Crescas
  • Part 2: "Stretching Your Role with Your Clients through Custom Reporting and Business Analytics" - Ernest Cook and Craig Crescas
  • Part 3: "Stretching Your Practice to Include Technology Advisory Services and Partnerships" - David Warner and Scott May
  • Part 4: "Stretching Your Horizons through a Discovery of How Microsoft's AI Powers the Future of Accounting Solutions" - Shubham Choudhary and Craig Crescas
  • Part 5: "Stretching Your Consulting Services through Mid-Market Advisory and Software Support Services" - Joe Woodard and Ted McRae
     

 

 
Breathe Webinar - Square

This Webinar Occurred November 17, 2020

The handout for this event is provided directly from our guest presenter based on participant request during the webinar. If you attended the webinar and selected "Yes" to receive the downloadable resource, watch for additional instructors to be provided to you by Jody Padar.

 The recording for this webinar is available exclusively to members of Woodard Alliance.

Learn More about Woodard Alliance 
(Free Trial Available!)

"Breathe"

tech as a pathway to adaptive capacity

If you are like most accountants and bookkeepers you struggle with high pressure workloads, a barrage of never-ending client tasks, deadlines and issues handling.

Imagine what you could do with some extra capacity in your life and practice. Imagine the high value conversations you could have with clients, advising them on businesses, providing insights you glean from their financial statements, alerting them to imminent cash flow issues, and performing proactive work like receivables management.

Imagine, further, that you are doing all of this at a measured pace while experiencing work life harmonization.

It is possible, through the strategic and intentional use of automation technologies!

In this High Impact Webinar Joe Woodard and Jody Padar...

  • Catalog automation technologies and how each category streamlines your bookkeeping and tax preparation services.
  • Demystify workflow automation, entry automation, and strategic technology-driven outsourcing to provide a clear pathway to increased adaptive capacity in your practice.
  • Highlight how accounting and bookkeeping practices are using bots to provide more effective, value-added client services...and more!


 

 
Weak Link for Website

This Event Occurred November 3, 2020

The recording for this webinar is available exclusively to members of Woodard Alliance.

Learn More about Woodard Alliance 
(Free Trial Available!)

 

"THE weak link"

why bookkeepers struggle with automation

The bookkeeping profession has an unprecedented level of technology at its fingertips. Unfortunately, most bookkeeping practices haven't successfully deployed these automation technologies systematically throughout their practices. There are numerous obstacles to full automation - including practice politics, the insufficient vetting/selection of technologies, and clients who are not coachable.

But...even with clients who will listen, and even with practices that are careful and innovative, there is a common, under deployed predecessor to full practice automation - one that the majority of bookkeepers miss altogether.

During this webinar, we address that weak link as well as a strategic roadmap for the automation of your practice.

Attend this powerful virtual training event to...

  1. Primary Topic: Address a key, under deployed predecessor to bookkeeping automation

  2. Receive Joe Woodard's strategic roadmap to an automated practice

  3. Drill down on accounts payable automation - the first step in your journey toward automation...and more!



 

 
stubborn

 

This Event Occurred October 22, 2020

The recording for this webinar is available exclusively to members of Woodard Alliance.

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(Free Trial Available!)

"THE STUBBORN CLIENT"

Leading Clients Who Won't Listen...or Change

You deserve a practice filled with clients who...

  • Respect your processes
  • Use your prescribed technologies
  • Honor your deadlines
  • Pay a fair price for your services
  • Heed your advice.

This free, live-only webinar focuses on proven methods for you to build healthy, influential and...dare we say...enjoyable client relationships.

Attend this powerful virtual training event to...

  1. Discover proven techniques to overcome your clients' resistance to change
  2. Earn, maintain and, when necessary, restore client trust
  3. Establish and preserve boundaries with problematic, fee sensitive and procrastinating clients
  4. Learn the four-step process for communicating your value and leading clients toward the price you deserve
  5. Guide your clients through the adoption of essential technologies
 

 
Be Wise Website Page-1

 

This Event Occurred October 20, 2020

The recording for this webinar is available exclusively to members of Woodard Alliance.

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(Free Trial Available!)

"be wise"

10 Essential Computing Practices to Protect You and Your Clients

For accountants and bookkeepers, the cloud is both an essential and dangerous realm in which to conduct business. Bad actors are becoming more shrewd in their tactics, deploying email phishing schemes, malware attacks, ransomware attacks and hacks with increasing skill and effectiveness.

During this critical training session, Randy Johnston covers 10 essential ways to protect yourself and your clients from data theft, data loss, ransomware and other cyberattacks.

Areas where we will challenge you to "be wise" include:

  1. Email policies and practices
  2. Data hosting and storage procedures
  3. Information technology management
  4. Hardware protocols
  5. Home and office network configurations
  6. Mobile phone management
  7. Data encryption options
  8. Password management
  9. Identity management
  10. Security/privacy policies and procedures
 

 
think_again_graphic

this Event Occurred september 2, 2020

The recording for this webinar is available exclusively to members of Woodard Alliance.

Learn More about Woodard Alliance 
(Free Trial Available!)

"Think again"

At this point in the 21st centurythe case is closed on the cloud. Practically everyone on the planet has accepted the prevailing and pervasive presence of the cloud in our lives and businesses.  

During this webinar, we will not reassess the future or viability of the cloud. We at Woodard are 100% on “Team Cloud” for accountants and bookkeepers. However, during this provocative webinar, we will reassess what it means to be a true cloud-powered practice. And, to present a fresh challenge to the professions, our reassessment will set some ambitious and challenging cloud adoption goals. 

Can you pass our reassessment? 

Ultimately you must attend the webinar to know for sure, but here are some questions to get you started: 

  • Do you have a computer in your office you refer to as “the server?” 
  • Does anyone in your practice have even a single file on computer hard drive? 
  • Do you have one or more clients using desktop solutions like QuickBooks or Sage 50 stored on local server in the client’s office? In your office? 
  • Have you inserted a flash drive into a USB slot on your computer in the last 12 months? 
  • Do you have a phone on your desk? (Yes. That is a real question!) 

If the answer to any of these questions is yes, this is the webinar for you! 

 

 
butterfly-rocket-v2-1

This Event Occurred June 23, 2020

The recording for this webinar is available exclusively to members of Woodard Alliance.

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(Free Trial Available!)

 

"Doing more by doing less"

In our experience training over 125,000 accountants and bookkeepers, we detected a ubiquitous, pervasive, seemingly unavoidable problem within the profession:

Task Overload

This issue robs professionals of intentionality, work-life harmonization, mental clarity, and the ability to develop new skills like client advisory.

So...How Do You Conquer Task Overload?

That is the very question we will answer during the webinar. Joe Woodard will reveal some of his own task management tricks, examine cutting-edge automations, explore creative resourcing options in a world of virtual work...and more!

Attend this webinar to...

  • Clear the Fog of Endless Emails, To-Do Items and Deadlines*
  • Overcome Five Key Obstacles that Prevent You from Maximizing Productivity
  • Streamline Workload with Essential Process Automation
  • Reduce Task Load with Creative, Virtual-Friendly Resourcing Options
  • ...and More!

 

 
QBO Advanced QBES

This Event Occurred April 29, 2020

The recording and handout for this webinar are available exclusively to members of Woodard Alliance.

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(Free Trial Available!)

"QBO Advanced vs. QB Enterprise"

Intuit introduced QuickBooks Online Advanced recently as a solution for larger businesses with more complex operational and reporting needs, and is positioning QuickBooks Online Advanced as a disruption of the mid-market. QBO Advanced has some powerful capabilities, but isn't as developed as QuickBooks Enterprise, Intuit's most robust and mature accounting solution.

Which solution is best for your clients?

That is the very question we will address during the webinar. Joe Woodard and his panel of experts will break down the unique value propositions of both solutions so you can make informed recommendations to your clients.

Attend this webinar to...

  • Learn the unique and differentiated benefits of both QuickBooks Online Advanced and QuickBooks Enterprise
  • Explore business cases where QB Online Advanced or QuickBooks Enterprise solutions is the best option...and present your own business case to our panel of experts!
  • Hear Joe Woodard's projections about Intuit's plans with QuickBooks Enterprise and QuickBooks Online Advanced...and More!

 

 
Dead_Bookkeeping_concept_v1

This EVENT occurred APRIL 22, 2020

 The recording for this webinar is available exclusively to members of Woodard Alliance.

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"COVID-19 Response Workshop"

A Two Part Webinar Series

Presented by Peter Hickey and Joe Woodard

This free online workshop offers a 24-Step crisis management plan designed for you to guide your clients as they navigate the economic impact of the COVID-19 crisis.

This two-part workshop focuses on two key areas of crisis response:

Part 1: Business Resilience

This segment of the workshop focuses on key measurements like cash burn and cash flow projections and ways to address cash concerns like emergency funding, cost cutting and restoring revenue streams through responsive marketing, new products/services and modified delivery systems.

Download the Handout
Use the Cash Burn Calculator

Part 2: Personal Resilience

This segment of the workshop focuses on the business owner's mental and emotional health. Use the principles in this segment to guide your clients through: stress reduction, change leadership, work/life management, and maintaining a proactive and positive mindset.

Download the Handout


 

 
Dead_Bookkeeping_concept_v1
 

This Webinar occurred March 19, 2020

Download the handout for this webinar here.
The handout is available through March 31, 2020.


The recording for this webinar is available exclusively to members of Woodard Alliance.

Learn More about Woodard Alliance (30 Day Free Trial Available!)


 

"Is BOOKKEEPING Dead?"

A Webinar Presented by Joe Woodard

Businesses will always need accurate record keeping and financial reporting. That component of business operations and management is alive and well...and will remain so indefinitely. During this webinar, Joe Woodard will specifically address the impact on professional bookkeepers. In other words, the more specific question: "Is Professional Bookkeeping Dead?"

The bookkeeping profession is undergoing a massive landscape change, driven by:

  • Pervasive and rapid technology advancements that are significantly reducing - and in some cases eliminating - the work performed by professional bookkeepers. 
  • Scaled and heavily resourced organizations entering the bookkeeping space (e.g. KPMG, H&R Block/Wave, Intuit, Bench, Finance Pals, Belay...etc.)
  • Hyper commodification - largely the result of the technological and competitive shifts described above.

During this webinar, Joe Woodard will:

  • Assess the landscape of technologies and their impact on the bookkeeping profession.
  • Highlight imminent bookkeeping-related technologies launching within a 12-24 month horizon.
  • Survey the commodity-priced, "productized" bookkeeping offerings emerging within the space.

Address the bookkeeper's response to the shifting landscape
And...of course...provide an informed answer to the question, "Is Professional Bookkeeping Dead?"


 

 
A very dark graphic - in face the background is only black. Top third of the horizontal image is the word 'woodard' in white thin text with the lower 2 thrids in large thick red font says 'is QBD dead?'
 

This webinar occurred February 6, 2020

 

The recording for this webinar is available exclusively to members of Woodard Alliance.

Learn More about Woodard Alliance (30 Day Free Trial Available!)

 

"Is QuickBooks Desktop Dead?"

A Webinar Presented by Joe Woodard

QuickBooks Desktop boasts over 4 million users globally and enjoys a mature feature set that is the culmination of decades of product development.

Why, then, would we ask such an inflammatory question like “Is QuickBooks Desktop Dead?”

Our question isn’t about the capabilities or prevalence of QuickBooks Desktop. Our question, and this exciting new webinar, speaks to the relevance of QuickBooks Desktop in a post desktop world (i.e. a cloud world). We could ask the same question in a different way: “What is the Relevance of QuickBooks Desktop in the Cloud Age?”

The answer to this question, however we phrase it, is of paramount importance to both QuickBooks Desktop users and the accountants who support these businesses in their use of QuickBooks Desktop.

During this webinar Woodard and our expert panelists will cover:

  • The economic viability of QuickBooks Desktop for Intuit and its shareholders
  • An analysis of Intuit’s investment in QuickBooks Desktop, including product development, marketing and channel empowerment
  • Two, Five and Ten-year projections by Woodard on the future of QuickBooks Desktop
  • …and more!

 

 
Black background with vivid orange graphic and text. The grahpic is a shield created with small thin lines and glowing dots. The text says 'Rise of the Accounting Guardians' Woodard Presents in white font.
 

THIS SERIES OCCURRED FEBRUARY 4, 2020

 

The handouts and recordings for all past segments of this webinar series are available exclusively to members of Woodard Alliance.

Learn More about Woodard Alliance

 

"Rise of the Accounting Guardians"

A Webinar Series Hosted by Joe Woodard

Thousands of accountants and bookkeepers joined us in Fall 2018 for "Rise of the Accounting Guardians," a four-part webinar series focused on protecting your clients from employee fraud, banking fraud, systems breaches, and G&A overruns.

We expanded our highly reviewed series to include 6 new sessions...free for accountants and bookkeepers!

As accountants and bookkeepers, we are uniquely positioned to protect our clients from these types of unnecessary and, often preventable, losses. This webinar series will equip you to protect your clients and, as a result, play a transformative role in the way your clients operate their businesses.

  • Part 1: “Guarding Your Clients from Vendor and Employee Fraud” - Dawn Brolin and Joe Woodard
  • Part 2: “Guarding Your Clients from Check, Wire and Credit Card Fraud” - Greg Listler
  • Part 3: “Guarding Your Clients from Data and Systems Breaches” - Randy Johnston
  • Part 4: “Guarding Your Clients from Cost and Expense Overruns” -  Ron Saharyan, Johan Colvig, and Alex Bean
  • Part 5: “Guarding Your Clients from Personal Exposure: Incorporation Strategies” - Nellie Akalp
  • Part 6: “Guarding Your Clients from HR and Payroll Penalties”
  • Part 7: “Guarding Your Clients from Malicious Email Schemes”
  • Part 8: “Guarding Your Practice from Write-offs and Scope Creep”
  • Part 9: "Guarding Your Clients from Cash Flow Crises” - Dave Fester and Justin Pulgrano
  • Part 10: “Guarding Your Clients from Hacks, Malware and Data Loss”

 

 
A green butterfly in space with text on top of the butterfly 'Transformative Advisor Webinar Series' below the white text is a sybol/icon in a yellow circle - a simple white line drawing of a person in a computer screen with a speech bubble.
 

THIS SERIES OCCURRED SPRING 2019

 

The handouts and recordings for all segments of this webinar series are available exclusively to members of Woodard Alliance.

Learn More about Woodard Alliance

 

"The Transformative Advisor"

A Webinar Series Hosted by Joe Woodard

Many small business owners want to have a more proactive, forward-looking and strategic relationship with accounting professionals…and most accounting professionals want to contribute to small business success.

In this groundbreaking webinar series Joe Woodard address practical ways to play a transformative role with your clients based on his 20+ years of experience as a small business transformation worker and his 20+ years training over 150,000 accountants, bookkeepers, and other small business advisors.

During the series, Joe and his panel of experts addressed three primary approaches to small business transformation: Increasing Automation and Effectiveness through Technology Adoption, Increasing Visibility through Key Financial and Operational Measurements, Increasing Business Health and Performance through Strategic Planning.

  • Part 1:"Overcoming the Barriers: The Pathway to Transformative Advisory Work" - Joe Woodard
  • Part 2: "Creating Visibility: Transforming Clients through Key Financial and Operational Measurements" - Joe Woodard and Fred Parrish
  • Part 3: "Enhancing Performance: Transforming Clients through Strategic Advisory Work" - Tom Uva
  • Part 4: "Deploying Technology: Transforming Clients through Strategic Technology Adoption" - Anthony Schaefer

 

 
A dark face on a dark background with faint blue lines and dots. Text reads 'Future Proofing Your Practice.' in white text.
 

THIS SERIES OCCURRED SPRING 2018

 

The handouts and recordings for all segments of this webinar series are available exclusively to members of Woodard Alliance.

Learn More about Woodard Alliance

 

"Future Proofing Your Practice"

A Webinar Series Hosted by Joe Woodard

The accounting and bookkeeping professions are facing a technological shift – what some are calling the 4th Industrial Revolution – that will, through automation, machine learning, artificial intelligence and Blockchains, radically alter the way you deliver services to your clients. Attend this powerful, four-part webinar series to make an informed response to the coming technological change.

  • Part 1:"Discovering the Machines: An Exploration of AI, Machine Learning, Blockchain and Other Disruptive Technologies" - Joe Woodard
  • Part 2: "Leveraging the Machines: Creating Extreme Efficiencies and Profits through Process Automation" - Joe Woodard
  • Part 3: "Transcending the Machines: Expanding Your Role Beyond Business Compliance to Business Coach" - Joe Woodard
  • Part 4: "Embracing the Machines: The Professional Landscape in the World of Cognitive Technologies" - Joe Woodard

 

 
A brown glossy gavel with a gold band rests on a wooden pad. In the background there are books and a sclae. Text in the foreground reads 'Adivsing Clients Post Wayfair.'

"Advising Clients Post Wayfair"

A Webinar Presented by Robert Schulte

The SCOTUS ruling on South Dakota vs. Wayfair has far reaching implications for small businesses throughout the U.S. Your clients are depending on you to guide them through the upcoming changes impacting anyone who collects sales tax on products or services!

The handout and recording of this webinar is available on demand for members of Woodard Alliance.

Learn More about Woodard Alliance


 

 
On old fashioned wooden sign with 3 arrows pointing in different directions. The three arrows read, 'Good, Better, Perfect!' the background is a stark blue sky with puffy white clouds.

"The Perfect Practice in 50 Words"

A Webinar Presented by Joe Woodard

Even if your practice is profitable - or thriving - it is often not the practice you prefer.  Many practices are plagued with stale client relationships, harsh political cultures, broken systems, and under-priced services.  But, there is a path to a better, more prefect practice. In this cutting-edge address, Joe Woodard, defines the perfect accounting practice (in exactly 50 words) and provides practical, achievable steps to intentionally fold the perfect practice design in your firm.

The handout and recording of this webinar is available on demand for members of Woodard Alliance.

Learn More about Woodard Alliance


 

 
Black text on a transparent white background. Text reads 'The 10 things you need to know about tax reform.' the white box is in front of some tax paper work with reading glasses.

"The 10 Things You Need to Know about Tax Reform"

A Webinar Hosted by Joe Woodard, Conducted in Cooperation with Surgent

Woodard has teamed up with Surgent, leaders in tax education in the U.S., to provide expert instruction on the massive changes introduced by the “Tax Reform and Jobs Act” in 2017. Your instructor will focus on the new standard deduction, the repeat of personal exceptions, the deduction for qualified business income, limitations on business interest deduction, the limitation of losses for tax preparers other than corporations…and more!

The handout and recording of this webinar is available on demand for members of Woodard Alliance.

Learn More about Woodard Alliance


 

 

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Woodard Events, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org