Woodard Company
Financial Advising
Why pick this one
Woodard helps bookkeeping and CPA practices build Client Advisory Services through dedicated coaching, technology modernization, education, and community resources.
Best for
- bookkeeping practices seeking capacity improvements and higher-value advisory services
- stand-alone CAS practices developing controllership or FP&A offerings
- CPA firms building scalable Client Advisory Services practices
- accounting practices seeking process automation and technology education
- practice owners seeking strategic coaching and peer networking
Look elsewhere if
- individuals seeking personal investment management or financial planning
- businesses seeking direct bookkeeping, tax preparation, or accounting services rather than practice-development support
Specialties
- bookkeeping practice coaching
- Client Advisory Services practice development
- CPA firm CAS deployment
- accounting process automation
- controllership and FP&A service development
- practice pricing strategy
What makes them different
- Membership includes a dedicated coach to help develop and execute a strategic plan specific to the member's business.
- Woodard supports both bookkeeping or stand-alone CAS practices and CPA firms.
- Membership provides courses and events covering client advisory, practice management, and technology.
- Members can use localized meetings and an online community platform for idea sharing and referrals.
- Scaling New Heights is a four-day annual accounting technology conference with advanced education, technology exploration, and networking.
Distilled from this business's own website.
Contact & Location
- Phone
- +14048570700
- Website
- http://woodard.com/
Services
- practice management coaching
- accounting technology education
- process modernization and standardization
- Client Advisory Services consulting
- professional networking and community membership
- accounting conferences and training events