Unlock the Potential of Your Bookkeeping or CAS Practice

General capacity. Price to your value. Build the practice you want.

Many professional bookkeepers and managers of stand-alone CAS practices struggle with capacity constraints, price-sensitive clients, and the ability to focus on developing advisory services.

Engage Woodard to modernize productions, automate processes, and maximize pricing, and to equip yourself and your team to offer higher value offerings like controllership services and FP&A services.

Modernize, Automate, Standardize, and Scale

CPA firms are increasingly emphasizing Client Advisory Services as a primary profit center, to generate non-seasonal revenue streams, and to significantly increase efficiencies for corporate tax clients.  

Engage Woodard to deploy a profitable and scalable CAS practice by optimizing technologies, modernizing client interactions, automating productions, standardizing processes, increasing profitability, and upskilling CAS workers.