Membership Course Catalog

The Ideal Practice course will introduce you to Woodard’s Ideal Practice Model™ which is comprised of 7 key areas of focus.  The course is broken into 2 parts.  In this first part, you will set the standard for your overall company Vision, Mission, and Purpose to guide you through building an Ideal Brand (You), identifying Ideal Services that foster higher-impact engagements, and creating a profile of Ideal Clients that are coachable and value-focused.  You’re building the foundation of your Ideal Practice.

In part 1 of The Ideal Practice course you created a solid foundation for your Ideal Practice.  You defined a Vision, Mission and Purpose that guided you to build an Ideal Brand (You), to identify Ideal Services that foster higher-impact engagements, and to create a profile of Ideal Clients that are coachable and value-focused. In this 2nd part of the course you will learn the final four key areas of Woodard’s Ideal Practice Model™.  You’ll identify the gaps in each area and create a prioritized plan to build the practice you want.  

What if you could define a vision so clear it guides every decision and inspires everyone around you? This workshop will walk you through crafting your Vision, Mission, and Purpose (VMP) statements, connecting your unique story and values to your professional goals. Through guided discovery, practical frameworks, and meaningful knowledge checks, you will craft statements that create alignment and drive real impact. By the end, you will have not only powerful statements in hand, but also the strategies to integrate them into your daily operations, culture, and client relationships, ensuring your vision becomes a living force in your practice and beyond. 

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the Ideal Foundations Course (Previously called Ideal Practice Part 1)

Craft a slate of services for your clients that are aligned with your mission (from the Ideal You model). Conduct an inventory of your practice's knowledge and skills to deliver services that are differentiated and provide a unique value proposition.

Work with your peers, alongside one of our esteemed practice coaches, in this highly interactive workshop:

• Develop a customized slate of services for your practice 
• Structure your services into 2-3 service tiers
• Package your services into a subscription model while maximizing profitability and measurability
• Create a transition strategy to foster the adoption of your tiered services by your existing clients 

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course. Note: While not required, we strongly recommend attending the Ideal You workshop and the Strategic Pricing course prior to participating in this workshop.

Collect the characteristics of your ideal clients into a profile that encompasses niche, target market, personality, and leadership styles, and most importantly, aligns with your vision. Score each of your current clients using your ideal profile and develop a plan to curate your base to perfection. Achieving the ideal client base is one thing but maintaining that level of ideal takes intention and dedication. By actively working a maintenance plan, you will establish an ideal client base that aligns with your vision, provides the revenue you desire, and fosters a vibrant team culture.

• Define Your Ideal Client Profile
• Evaluate Your Current Client Base
• Create Transition Strategies
• Guard Your Front Door

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course. While not required, we strongly recommend attending the Ideal You and Ideal Services workshops prior to participating in the Ideal Client workshop.

• Taking an Infrastructure Inventory
• Taking an Application Inventory
• Vetting Technology
• Crafting a Technology Plan

Defining your ideal processes begins with documenting production workflows and managing to the team wide adoption of those workflows. By doing so, you will

• Equip yourself and your team to deliver consistent, high quality services
• Increase efficiencies
• Reduce errors and omissions
• Streamline client onboarding
• ...and more! 

In this workshop, you will create an organizational structure to contain process documentation, explore & share your experience around software solutions designed to manage workflow, and learn the key factors required to develop and maintain a powerful catalog of processes to deploy in your practice.

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course.

What does it mean to have Ideal Engagements? Explore these key areas that will ensure you have enjoyable, productive and wealth generating relationships with your clients.

• Vetting Potential Clients Using Your Ideal Clients Profile
• Best Practices for Client Assessments
• Management Considerations when Building Contractual Agreements
• Maintaining Boundaries in Client Relationships and Managing Scope Creep

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course.

What does it look like to have an Ideal Team? How would this impact me, my team members, and my clients? Explore key areas that will ensure you have a thriving, confident and loyal team who all work together toward mutual growth and client success.

Topics addressed during this workshop include:

• Building a Thriving Team Culture where team members adopt the practice’s vision and values
• Fostering Meaningful and Honest Team Interactions
• Defining Roles and Responsibilities within the Team
• Hiring Strategies
  • Candidate Identification, Qualification and Assessments
  • Conducting Effective Interviews
• Maximizing Productions through Team Accountability
  • Measurements
  • Review Cycles

*PREREQUISITES: This workshop is available to Advantage and Premium members who have completed the 10-week Ideal Practice Course.

Defining the right pricing model is an ever-increasing challenge as external disruptors set price expectations, commoditize bookkeeping services, and obscure the perception of our value for our clients and prospects. Woodard’s Strategic Pricing 4-week course equips accounting professionals to effectively and strategically price cyclical accounting services (CAS…aka, Bookkeeping Services), income tax preparation, and advisory services through proven pricing strategies and service structures.

• Week 1: Value Pricing Foundations
• Week 2: Creating an Ideal Client Profile and Revenue Model, and Vetting Clients and Prospects
• Week 3: Designing Service Structures that Maximize Client Value...and Price
• Week 4: Pricing the Engagement and Getting Client Buy In
• Bonus Segment: Protecting Your Practice from Scope Creep and Write Downs/Write Offs

In this course, you'll discover how to cultivate a "Mind Like Water" mindset, overcome common productivity roadblocks, and implement practical systems to conquer inbox overload and daily chaos — across email, Slack, Teams, voicemail, and every other channel competing for your attention. Through a blend of mindset shifts, proven frameworks, and hands-on exercises, you'll design sustainable workflows and habit-building behaviors, moving from reactive firefighting toward calm, intentional control over your day.

Over four sessions, you will:

• Build the mental foundations for sustainable productivity

• Learn to recognize and dismantle the myths and psychological roadblocks that hold you back

• Design a Zero Inbox system that brings every inbound channel under control

• Develop the habits and daily routines that make focus and prioritization second nature.

You'll leave with strategies and confidence to maintain an organized, intentional workday, and the tools to keep what matters most front and center — long after the course ends.

In this course, participants design, build, and learn to sustain a personalized productivity system grounded in proven frameworks — with Getting Things Done (GTD) serving as a cornerstone, alongside habit-formation principles like those from Atomic Habits. The course focuses on:

• Transforming inputs into actionable workflows

• Engineering a trusted task management system

• Strengthening prioritization skills and cultivating sustainable habits for long-term success — moving participants from scattered effort toward focused, intentional execution.

Through practical exercises and reflective planning, you'll build an external system that captures and processes every commitment, clarify your priorities against your personal and professional goals, and develop the self-reinforcing habits and routines that turn productivity into a lifestyle rather than a one-time fix. You'll leave with a functioning, personalized productivity framework — one built to support focused execution, promote consistency, and adapt with you as your context, projects, and priorities evolve. 

Productivity systems tend to break under exactly the conditions that matter most — disruption, delegation, and scale. This course is built for that stress test, extending your personal system to withstand the moments when things go sideways, support a team beyond just yourself, and operate at a leadership level rather than an individual one.

You'll design a Reset Protocol that shortens recovery time when a week or season goes off the rails, and learn to extend your workflows so they interface cleanly with other people's systems without losing their reliability. You'll also align your system to your own natural working strengths — and learn to manage productively across the differences in how others work — before scaling the whole approach up to an annual, leadership-level plan that connects daily execution to long-term goals.

Most professionals know how to collect information. Far fewer have a trusted system for deciding what matters, organizing commitments, executing focused work, and sustaining productivity over time.

In this small group workshop, you’ll build a personalized productivity framework for managing projects and tasks, connecting your daily work to larger goals, and making more intentional decisions about where to focus your time and attention. You’ll evaluate your current system, identify gaps and productivity leaks, and create an approach for organizing projects, next actions, priorities, and responsibilities.

You’ll also explore strategies for protecting focused work, reducing distractions and context switching, and working with your natural energy and peak performance periods. Finally, you’ll develop the habits, routines, and Weekly Review process needed to keep your system working as priorities and responsibilities change. You’ll leave with a practical 90-day plan for putting your system into practice and continuously improving it over time.

The first step to any productivity model is creating the physical and mental space in which to work.

In this small group workshop, you’ll assess what is consuming your attention, identify the digital “open loops” competing for your mental real estate, and begin changing your relationship with your inbox. From there, you’ll build a practical system for organizing and processing incoming information, using folders, rules, automations, and the 4-Ds to work toward and maintain Zero Inbox.

You’ll also explore task management systems, integrations, calendars, and other technology that can support your workflow. Throughout the workshop, the focus is not simply on cleaning up your inbox, but on building sustainable habits and systems that reduce mental clutter, increase your capacity, and help you achieve “Mind Like Water.”

Marketing can feel scattered when you're wearing every hat in the firm — this course turns that scattered effort into a clear, workable strategy. Working from the outside in, you'll make deliberate choices about whom you serve, what you say, how you earn trust, and how you show up online, so the limited time you have for marketing produces real opportunities instead of getting lost in the noise.

Over five sessions, you'll move from constraint to clarity: defining a strategy that fits a small firm's real limitations, identifying the clients you're genuinely best suited to serve, and shaping messaging that speaks to them rather than about you. From there, you'll build a system for earning trust and authority over time, and translate all of it into the concrete places clients actually look — your website, your Google presence, and your social profiles. Each session pairs practical frameworks with hands-on work, so you leave not just with ideas but with strategy documents, messaging, and content you can put to use right away.

Once you have the foundations from Part 1 in place, this course takes your marketing from tactical to strategic — building the advanced, long-term systems that turn a firm with a plan into a firm that grows predictably. You'll shift from simply generating leads to understanding what actually drives growth: how prospects find you, how they move from stranger to client, and how you become known as the trusted expert in your space.

Over four sessions, you'll build out a full growth engine — attracting the right leads, nurturing them with a system rather than guesswork, and putting numbers behind your marketing so you know what's actually working and worth doubling down on. You'll also build the reputation infrastructure that compounds over time: reviews, content, and a clear plan for the topics you want to own. By the end, you'll walk away with a 90-day action plan and the tools to build a marketing engine that keeps working long after the course ends — your next step toward mastering the art of professional practice growth.

Stop begging for referrals and learn the steps you need to take to build trust and position yourself as a referable business advisor in this one-day course.

Attendees will receive actionable worksheets to develop their own referral plans, ensuring they capture practical ideas and leave with a concrete strategy ready for implementation. Position yourself as the go-to advisor and make referrals a cornerstone of your business growth. 

Management is the measurement of people and process, while leadership is the development of people and process. Whether you’re a team of one or many, both management and leadership skills are critical to the success of your practice.

This course will enable you to form effective teams, enhance employee performance, clearly define roles and responsibilities, foster accountability, and build a distinctive company culture.

Management is the measurement of people and process, while leadership is the development of people and process. Whether you're a team of one or many, both are critical to the success of your practice.

This course is about measuring and directing your organization. You'll set goals for your practice, define the measurements that tell you whether you're reaching them, and establish the review cycles that hold your team accountable to them. You'll learn how to structure team meetings, so they produce decisions, and how to use SWOT and SOAR analysis to define and measure your organization's prioritized aspirations.

Make the most of your next conference by organizing every detail—from travel logistics and session notes to networking contacts and post-event follow-ups—in one streamlined, accessible space. In this session, you'll learn how to leverage the power of Microsoft OneNote to consolidate your planning, capture ideas in real time, and execute next steps with clarity and purpose.

This class introduces a structure that helps you capture, prioritize, and act on what matters most—before, during, and after the event. With everything organized in advance, you’ll arrive prepared and return empowered, ready to turn ideas into impact without missing a beat.

Set yourself up for success with a clear mind and a clear plan.

Transition Strategies: Building and Executing Your Strategy is the execution course. Where our other Transition courses built the foundation, this course turns it into a plan: addressing the obstacles that derail even well-prepared transitions, walking through what an optimized sale process looks like from first conversation to signed letter of intent (LOI), and closing the series with the highest-stakes stretch of the entire process: protecting the deal and the people around it between LOI and closing.

This course is for practice owners who have done the work and are ready to act.

Transition Strategies: Getting Your Practice Ready moves from understanding to action. This course puts the frameworks you learned in Transition Strategies: Understand the Transition Landscape to work assessing financial and operational readiness, addressing the cultural and strategic dimensions of a transferable practice, understanding the tax, legal, and deal structure decisions that shape a sale, and defining the ideal buyer for your situation. Participants leave with a written readiness assessment and a clear picture of the buyer they are building toward.

Transition Strategies: Preparing Yourself for Exit Transition turns the lens from the practice to the owner. 

Where the other Transitions course examined what makes a practice valuable and transferable, the course examines what the owner needs from a sale to achieve financial freedom, who the owner is once the practice is no longer the answer to that question, what continues in the business after they are gone, and whether they are genuinely ready to exit.

This course is for owners who come in with prior knowledge and are ready to work at the personal, applied level.

Transition Strategies: Understanding the Transition Landscape builds the foundation every practice owner needs before any planning work can begin.

Most owners arrive with a vague sense that something needs to happen with their practice eventually. This course replaces that vagueness with clarity: clear definitions, a grounded understanding of what their practice is worth and why, the frameworks a buyer would use to evaluate it, and an honest first assessment of where they stand.

By the end of Part One, participants have 
the vocabulary, the valuation picture, the transferable value framework, and a first-draft People Map that will anchor everything that follows.

Selling a business is more than just finding a buyer—it requires careful preparation to maximize value and ensure a smooth transition. This workshop helps business owners evaluate their readiness for sale by identifying key areas to strengthen and increase business value.. 

Whether you’re preparing for an immediate sale or future exit, you’d like to find a buyer who meets all your needs—but in reality, compromises are often required. This workshop guides participants through understanding buyer motivations and aligning practice fit, identifying negotiable deal terms and red flags, and developing key buyer profiles. Participants will explore real-world and digital avenues for locating buyers, define ideal timelines, and refine buyer profiles to align potential buyers with your succession goals.