Members-Only Knowledge Exchange and Educational Resources

Woodard Alliance is an Independent Community of Small Business Advisors offering its Members a Powerful Slate of Tools, Systems, and Shared Knowledge

Knowledge Exchange

Woodard Alliance offers its members an exclusive, searchable online knowledge exchange leveraging Microsoft’s powerful Yammer platform. Members use this environment to

– Share ideas
– Cross-refer specialized services
– Exchange technical information
– Share tips and tricks…and more.

This members-only, advisor-only community includes numerous forums (groups) around specific topics, including one of the most advanced forums on QuickBooks software in the world!

Online Education

Woodard Alliance offers its members a live, online unique and high impact monthly learning experience that includes:
– A monthly QuickBooks update presented by various Intuit leaders
– A practice development topic presented live by Joe Woodard
– Highly advanced product training on QuickBooks and Excel.

We also offer our members an ever-expanding on-demand library of one hour educational programs focusing on technology, tax, bookkeeping, and practice development topics.

Conference Savings

Woodard Alliance members enjoy a 10% discount on the internationally renowned Scaling New Heights conference that offers:

Hundreds of unique breakout session
Exploration of over 100 small business innovations
Powerful Main stage experiences
Build Professional Relationships…and More!

Members also receive a 50% discount on Scaling New Heights Online – the annual virtual conference hosted by Woodard each fall.

Note: These discounts apply to an unlimited number of fully employed professionals from your firm!


($100+/Year Value)


Woodard Alliance members enjoy discounted and included practitioner solutions. Software benefits for Woodard Alliance members equip you to:

Enhance services for 3 clients for 12 months with powerful analysis reports from MyAdvisor.

Share QB Desktop with one client (without Portable, Backup or Accountant Copy files) with Qbox.

Enhance client collaboration for 5 professionals (and unlimited clients) with Liscio’s chat and file exchange at a discount of 50%.

See where your business stands in real-time, giving you greater control so you can spend time delivering value to your clients with 50% off of BQE Core for 12 months!

Rise above the rest by adding cash flow management & forecasting services, using CashFlowTool’s included and discounted education, 10% off, and a free client with any accountant plan!


($1623/Year Value)


After Your Trial Period Ends, Your Membership is Just $35/month.

*NOTE: During the Coronavirus/COVID-19 challenges, Woodard is extending the the normal 30-day trial to a 60-day trial.*

Why Join Woodard Alliance

Knowledge is Power

In addition to our on-demand video library, our online collaboration system in Microsoft Yammer provides one of the most extensive and advanced accounting technology knowledge exchanges in the world. Streamline the process of getting the answers you need – and move forward efficiently and effectively with client engagements. 


The Most Experienced Advisors Need to Work Together

The most knowledgeable, most proactive and most experienced small business advisors need a dedicated and exclusive space to share ideas, cross-refer specialized services, and exchange technical information. To accomplish this goal, the prerequisites for joining our program are higher and more restrictive than most online communities. 


There is Strength in Numbers

By banding together a large group of like-minded and highly experienced advisors, we have a collective “voice” within the profession, including our peers and software developers like Intuit and the solutions that integrate with QuickBooks. Also, by working with developers to secure special benefits, we can provide tools, systems, resources and services to our members at a fraction of the price you would pay if you purchased similar services or products on your own.


The Value of Discounts/Included Software is Greater than the Price of Membership

If you take advantage of just some of the conference and/or software discounts included in your membership, you will often save more than the price of your annual membership – while increasing efficiencies and potentially offering new advisory services. 

Alliance Partners


Alliance Contributors


Rob Smith

Rob is the owner of After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed to provide a platform to help teach other professionals the power of OneNote. Prior, he was a partner at the accounting firm of Gordon, Stockman & Waugh in Peoria, IL.


Fred Parrish

Fred Parrish is Founder and CEO of The Profit Experts™, an affordable CFO service that helps small business owners improve their profitability and cash flow. He is also creator of The Profit Beacon™, a new app that provides predictive analytics to help businesses make smart and timely decisions, and author of The Profit Mentality.


Norman Axelman

Norman Axelman is the founder and President of Advantage Computer Solutions, Inc. based in Miami, FL. Advantage Computer Solutions has been offering computer training and consulting to individuals and businesses for the past 15 years, saving clients thousands of hours of time.

  • Woodard Alliance is more than a group of accountants and consultants coming together for a common cause. It is a business catalyst. The combined experience of the members, along with guidance and mentoring from the trainers and leadership team, enable you to improve and grow your business. It's a great investment!

    LeAnn Andrews
  • What I love about being in Woodard Alliance is the camaraderie with other like-minded people. Even though I am alone in my office, I have a network worldwide I can count on. The sharing and caring of the people is beyond measure. Not only are these people accounting colleagues - they are my closest friends.

    Debra Kilsheimer
  • Woodard Alliance has enabled me to work with businesses and individuals alike by providing unparalleled extensive training on Intuit products and third-party applications. I have applied many new ideas in my business increasing profits. One of the newest was the reseller capabilities that I have never had before to increase cash flow. The benefits are numerous and worth every minute of time invested. I have also met people from all over the world. My friends at Woodard are priceless to me.

    Judy Borland
  • Woodard Alliance is more than a group of accountants and consultants coming together for a common cause. It is a business catalyst. The combined experience of the members, along with guidance and mentoring from the trainers and leadership team, enable you to improve and grow your business. It's a great investment!

    Marjorie Adams
  • The greatest gift of the ProAdvisor Program has been to give me confidence in the work I do. The Woodard Alliance gives the ProAdvisor Program a tangible sense of community, an annual conference where we can network with our community, a member forum where we can consult our peers, webinars to educate, and Woodard Group meetings to collaborate and learn. Thank you, Joe Woodard, and the Woodard Alliance. I am better able to serve my clients with more confidence and resources than ever before.

    April Hooper
  • I joined the Woodard Alliance to be able to network with others. When I have a client with a problem, or I am having a QB issue I have never run into, I can shoot out a message and others from all over the country can help me out. It would be hard for me to give up my daily emails to see what relevant issues people are talking about in the Woodard Network world. The software references are the best part for me. It is almost like a news feed on current software, its abilities and related applications.

    Jessica Dorn

Resources & Benefits

As a Woodard Network Member, you’ll enjoy a wide range of practice resources and other benefits designed for you to increase efficiencies (and profitability), grow your practice, elevate your relationships with your clients, and enhance your professional skills.

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