This Webinar Occurred November 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.
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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, 2020
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Handout available through November 30, 2020
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!
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 phase 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.
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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.
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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
So, we teamed up with Microsoft and Stratos Cloud Alliance – one of Microsoft’s leading cloud service providers – to offer this exciting, four-part webinar series.
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.
The handouts and recordings for all segments of this webinar series are available exclusively to members of Woodard Alliance.
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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 ground-breaking webinar series Joe Woodard address practical ways to play a transformative role with your clients, based on his 20+ years of experience as 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.
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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
