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Accountants and bookkeepers are faced with client management and production challenges that leave them feeling as though they are traveling through a maze while blindfolded. Most of these problems stem from failed client interactions, inaccessibility to management reporting, and insufficient document management practices. But, whatever the cause, the result is the same. Most accountants and bookkeepers are challenged and frustrated with the performance of accounting and bookkeeping services.
HOW DO YOU TAKE THE BLINDERS OFF?
During this webinar, Joe Woodard taps into his decades of accounting and consulting experience, combined with his insights gleaned from training over 125,000 accounting professionals, to address the critical price-to-value issue that is systemic to the accounting and bookkeeping professions.
Join Joe Woodard for this powerful, brand new online training event as he addresses 10 pain points accountants and bookkeepers face with the day in, day out interactions with their clients.
View the handout here.
You can watch this on-demand as a member of the Woodard Alliance!
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Accountants and bookkeepers are emerging out of the fog of COVID into yet another major challenge…a game-changing, unprecedented, and systemic worker shortage.
“The Great Resignation,” is just one cause, and likely not the most significant or pervasive. Other impacts include: 1) A decline in the study of accountancy among college students, 2) Heavy recruitment by enterprise-level firms, 3) An increase in gig worker opportunities, 4) A looming retirement bubble…and more!
The questions we address in this webinar are:
Attend this new, dynamic online training session, presented by Joe Woodard as he discusses:
View the handout here.
You can watch this on-demand as a member of the Woodard Alliance!
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Accountants and bookkeepers often have under-valued, reactionary, and strained relationships with their clients. This positioning of client relationships reduces your perceived value proposition to one of commodity (even utility), where the client views you as nothing more than a compliance officer and record keeper.
The answer? Present yourself as the curator and interpreter of valuable business information, the generator of increased financial visibility, and the protector of the client’s business. Simply put…shift the client’s thinking about you and your role from expenditure to asset.
DO YOUR CLIENTS PAY YOU WHAT YOU ARE WORTH?
During this webinar, Joe Woodard taps into his decades of accounting and consulting experience, combined with his insights gleaned from training over 125,000 accounting professionals, to address the critical price-to-value issue that is systemic to the accounting and bookkeeping professions.
Attend this powerful webinar to:
View the handout here.
You can watch this on-demand as a member of the Woodard Alliance!
Join Free for 30 Days!
All bookkeepers and accountants have THOSE clients – the few mid-market businesses (or just one) that emerged from within the client base or came to you as an outlier – a client that is different, larger, and more complex than the normal book of business.
The question is not do you have at least one of these “huge clients.” Most do. The question is not if you can support “huge clients.” You already are!
The questions we address in this webinar are:
Join Joe Woodard in this new, powerful online training session as he discusses:
View the handout here.
You can watch this on-demand as a member of the Woodard Alliance!
Join Free for 30 Days!
To operate efficiently as a bookkeeper or tax preparer you must maintain access to your clients’ financial systems and financial information. In the past, document fetching features in solutions like Hubdoc and Dext (formerly Receipt Bank) were the primary way to retrieve your clients’ financial information effectively and securely, but these tools are becoming less and less functional as banks, utilities, and other financial institutions are locking down this type of access to their systems.
To solve the problem, many accounting professionals are now storing their client’s passwords in browsers like Google Chrome and Microsoft Edge…or worse…in Word/Google Documents, workflow tools, or CRM solutions!
Bad actors are increasingly effective at obtaining password information, including scraping email exchanges, text messages, and even VOIP phone conversations. Also, malware on your local computer can locate unencrypted password information and transmit this information to bad actors.
Are you putting yourself and your clients at risk with the way you store their passwords?
During this exciting training event, Joe Woodard and a panel of practice management experts will address:
You can watch this on-demand as a member of the Woodard Alliance!
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Client relationships and workloads are difficult to manage, especially when clients are unable or unwilling to provide you information timely. These high-friction environments are exacerbated in our current work from home environment where you and/or the client have limited access to source documents and limited in-person interactions with employees.
HOW DO YOU BREAK THE CYCLE OF HIGH-FRICTION CLIENT ENGAGEMENTS?
During this exciting training event, Joe Woodard and a panel of practice management experts will address:
You can watch this on-demand as a member of the Woodard Alliance!
Join Free for 30 Days!
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:
You can watch this on-demand as a member of the Woodard Alliance!
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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.
You can watch this on-demand as a member of the Woodard Alliance!
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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:
You can watch this on-demand as a member of the Woodard Alliance!
Join Free for 30 Days!
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:
You can watch this on demand as a member of Woodard Alliance!
Join Free for 30 Days!
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:
You can watch this on demand as a member of Woodard Alliance!
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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:
You can watch this on demand as a member of Woodard Alliance!
Join Free for 30 Days!
Learn More about Woodard Alliance
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:
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...
You can watch all 5 parts of this series on demand as a member of Woodard Alliance!
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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.
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!)
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...
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 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...
Primary Topic: Address a key, under deployed predecessor to bookkeeping automation
Receive Joe Woodard's strategic roadmap to an automated practice
Drill down on accounts payable automation - the first step in your journey toward automation...and more!
The recording for this webinar is available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance
(Free Trial Available!)
You deserve a practice filled with clients who...
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...
The recording for this webinar is available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance
(Free Trial Available!)
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:
The recording for this webinar is available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance
(Free Trial Available!)
At this point in the 21st century, the 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:
If the answer to any of these questions is yes, this is the webinar for you!
The recording for this webinar is available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance
(Free Trial Available!)
In our experience training over 125,000 accountants and bookkeepers, we detected a ubiquitous, pervasive, seemingly unavoidable problem within the profession:
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...
The recording and handout for this webinar are available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance
(Free Trial Available!)
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...
The recording for this webinar is available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance (Free Trial Available!)
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 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!)
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:
During this webinar, Joe Woodard will:
Address the bookkeeper's response to the shifting landscape
And...of course...provide an informed answer to the question, "Is Professional Bookkeeping Dead?"
The recording for this webinar is available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance (30 Day Free Trial Available!)
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 handouts and recordings for all past segments of this webinar series are available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance
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.
The handouts and recordings for all segments of this webinar series are available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance
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.
The handouts and recordings for all segments of this webinar series are available exclusively to members of Woodard Alliance.
Learn More about Woodard Alliance
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.
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.
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.
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.
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
