Coaching

Our coaching program – Woodard Institute – provides education, systems and tools to equip small business advisors to better manage their practices, extend value to their clients, develop specializations, grow their practices, and increase profitability. Woodard Institute also offers an interactive peer-to-peer coaching community to guide you in your journey to the next “version” of your practice and the next version of yourself as a professional.

Woodard Institute

Woodard Institute is the premiere professional development program for accountants, bookkeepers, business advisors and consultants who want to enhance their value to their clients. There are multiple programs and multiple educational tracks to help you achieve your personal goals. Programs include on-demand video training, peer group collaboration, facilitated case-studies, best practice guidelines, and hands-on learning of systems and technologies. Invest in yourself; you are your most important asset.

Niche Communities

Woodard offers a growing list of specializations for accountants, bookkeepers, business advisors and consultants who want to expand their expertise in a high-value niche. Advisors can engage in one or more Niche Communities at no cost to join and access resources. Additional niche markets are going to be added in coming months as well as a new category called “service specialization niches” which will apply to any small business client. Just like in the field of medicine and law, specializing builds value and differentiates you from the crowd.

NICHE COMMUNITIES

Our niche programs leverage Woodard’s extensive accountant communities and decades of experience to provide resources accountants needs to support specific industries and, coming soon, offer highly specialized professional services. ​​

NON-PROFIT

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NON-PROFIT

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NON-PROFIT

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CONNECT WITH US : 404-857-0700

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  • I signed up for the course, mainly because I met Joe at Connect 2014 and had a very good discussion on training and the direction of firms in the future. After taking the Gateway Course, I feel it makes you look at yourself, your firm, and your associates to determine just what you see for the future of your firm. It further forces you to decide what direction you want to take your firm. This could be to the next level, or remain doing what you are. Either way you will feel more confident with your decision, which if nothing else should let you sleep better at night. I can't wait for the next course to begin.

    LeAnn Andrews
  • Joe’s leadership and knowledge imparted during the "Your Firm 2.0" course has transformed my firm. Thank you for making such a radical impact on my firm.

    Kaylyn Hipple
  • As usual, an offering from Joe Woodard and his associates exceeded my expectations. I am new to owning my own business and the Gateway course has provided a foundation on which to build the vision, mission, and purpose I have for my business.

    Kathy Zaroczynsk
  • I signed up for the course, mainly because I met Joe at Connect 2014 and had a very good discussion on training and the direction of firms in the future. After taking the Gateway Course, I feel it makes you look at yourself, your firm, and your associates to determine just what you see for the future of your firm. It further forces you to decide what direction you want to take your firm. This could be to the next level, or remain doing what you are. Either way you will feel more confident with your decision, which if nothing else should let you sleep better at night. I can't wait for the next course to begin.

    Pete Bornstein
  • The Gateway Course directly fits to my goal to re-evaluate and restructure my business. Now I have specific steps I can apply. Thanks!

    Jeanne Reiser
  • The course changed me for the better in so many ways. It made me stop and analyze subjects that I have never considered before. It made me look very deep within myself to look at the good and the bad aspects. The best thing is that there are ways to improve those bad traits. The course was life changing me for. Thank you, Joe.

    Joan Shumaker
  • This course is the gold standard for mastering the delivery of a high-quality profit improvement service to clients. There’s nothing else like it in the marketplace. The instruction and the material are at the level we've come to expect from Woodard. If you care about improving your clients’ profitability and their loyalty to you, take this course.

    BA Jones

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